4.6 • 1.6K Ratings
🗓️ 8 August 2022
⏱️ 29 minutes
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0:00.0 | Hey, everybody. This is Phil Town. And this is Danielle Town. Welcome to the |
0:16.1 | invested podcast. We're coming to you from Zurich, Switzerland and Atlanta, Georgia |
0:20.9 | and Danielle, my dear, dear treasured daughter. And I have been working together on |
0:31.1 | stock investing apart, working apart together. Working apart. She does her own |
0:36.2 | thing. Like so many of us. Yes, that's true. That's true. And we don't really |
0:41.8 | collaborate that much on stuff. Now while I've been a little out of |
0:45.7 | commission for like two years. That's the problem. But yeah, I think that's why |
0:54.7 | it's fun to talk now about some specific companies. So we just sort of landed |
1:01.1 | on on the fang stocks, fangum, fangum stocks, fangum now. We have because we got |
1:09.0 | into Netflix, which is one of them. What is the fangum? Microsoft. Oh, the new, the |
1:18.4 | new thing. Yeah, it's come, it's come back big time with the cloud. It's very |
1:23.5 | competitive. Yeah, absolutely. So the, as we saw in the recent Netflix announcement |
1:31.9 | that they're going to be exclusively working with Microsoft for ad services, which |
1:37.8 | was a big surprise because they use Amazon for their cloud services. Right. And they're, |
1:44.8 | they're going to be interestingly competitive with that. That'll be quite something. You |
1:50.4 | think about how these fang stocks are interwoven. I know. Some of them, right? I mean, Google |
1:56.1 | has this broad net that it casts that includes cloud services. It includes obviously Gmail |
2:04.6 | documents. My gosh, the whole Android operating system is Google. So three billion mobile |
2:12.7 | phones work work on Google's operating system, which is all the mobile phones in the world |
2:18.6 | except for the ones that are working on Apple's operating system, which is fascinating |
2:23.9 | when you think about how how broadly Google is out there. And then, you know, it, and then |
2:30.5 | you have Amazon who is massively broad, of course, and all the things that they do, including |
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