FANGs: Now a value play? Ft. Kanish Chugh

Meta Platforms Inc (NASDAQ: FB) stock price crunched. Amazon.Com Inc (NASDAQ: AMZN) takes flight. Is this end of FANG stocks? Or...

Are FANG stocks cheap?

Show notes: https://bit.ly/fang22

In this episode of The Australian Investors Podcast analyst Owen Rask and ETF Securities' Kanish Chugh talk about FANG stocks, the FANG+ ETF and make the case for FANG stocks to stave off inflation.

Resources:

• FANG+ ETF holdings
• GOLD: Owen & Kanish's chat
• Twitter thread: Facebook's Chess Move on Gaming

US stocks mentioned in this Australian Investors Podcast episode include:

• Meta Platforms Inc (NASDAQ: FB)
• Alphabet Inc (NASDAQ: GOOGL)
• Apple Inc (NASDAQ: AAPL)
• Microsoft Corp (NASDAQ: MSFT)
• Tesla Inc (NASDAQ: TSLA)
• Amazon.com Inc (NASDAQ: AMZN)
• Baidu Inc
• Alibaba Holding (NYSE: BABA)

ETFs discussed in this podcast include:

• ETF Securities GOLD ETF (ASX: GOLD)
• ETF Securities FANG ETF (ASX: FANG)

Cryptocurrencies mentioned in this podcast:

• Bitcoin (BTC)

ASX shares that get a mention:

• Redbubble Ltd (ASX: RBL)
• Cochlear Ltd (ASX: COH)
• Amcor Ltd (ASX: AMC)
• Slater & Gordon Ltd (ASX: SGH)

The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets.

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Show notes

In this episode, Owen and Kanish discuss:

• The rise of inflation across the world
• How the GOLD ETF has performed since inflation has become the talk of the town
• The FANG ETF and why it booted Twitter in favour of Microsoft
• Owen's four-point checklist for companies to avoid (see below)
• Microsoft's dominance and the takeover of Activision Blizzard
• Facebook/Meta Platforms' $300 billion wipe-out and what it means
• Why Apple & Google have gained at the expense of Facebook/Meta Platforms
• YouTube's dominance -- it's now bigger than Netflix Inc (NASDAQ: NFLX)!

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