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InvestED: The Rule #1 Investing Podcast

380- FAANGM Stocks

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.61.6K Ratings

🗓️ 8 August 2022

⏱️ 29 minutes

🧾️ Download transcript

Summary

After spending weeks discussing Netflix, Phil and Danielle dig into the other FAANGM Stocks: Facebook (now Meta), Amazon, Apple, Netflix, Google (now Alphabet), and Microsoft. Specifically, Phil and Danielle dig into Google this week. Covering everything from YouTube and Ad Revenue to Google Cloud and Google Play, you’ll learn how the online giant sets itself apart from the others and continues to grow, despite rapid change and competitors in spaces like streaming. Essentially, Google-- now Alphabet -- is as close to a monopoly as you can get. To learn more about how to know if investing in certain businesses is right for you, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3JlhmTm Resources Discussed: Rule #1 YouTube Channel GOOG on the NASDAQ Topics Discussed: FAANGM Stocks Google’s Moat For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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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