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FANG stocks: Now a value play?

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

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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?

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.

US stocks mentioned in this Australian Investors Podcast episode include:

ETFs discussed in this podcast include:

Cryptocurrencies mentioned in this podcast:

ASX shares that get a mention:

 

 

 

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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)!

Owen’s checklist for companies to AVOID:

  • In my experience, the types of companies that are being hurt by inflation include those that score poorly for these metrics: 
    • They sell discretionary products, like consumer-facing retail products such as fashion. In other words, they’re not mission-critical like software. 
    • They don’t have intangible value wrapped around their service, such as brand equity. For example, Cochlear (ASX: COH) has brand prestige for implantable hearing aids.
    • The business model is sensitive to supply constraints. Redbubble (ASX: RBL) is one such company. It is facing higher input costs for t-shirts and increased shipping expenses due to fuel costs and driver availability. And it cannot pass on these costs like say, Amcor (ASX: AMC) can.
    • The financial position is weak. It’s weighed down by lots of debt, poor cash flow, no profits and legacies of empire-building management teams (e.g. Goodwill buried under intangibles and exploding share counts). Vocus Group (ASX: VOC) was an example of this, so was Slater & Gordon (ASX: SGH).

Date of recording: February 4th, 2022

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Episode resources

Twitter thread: Facebook’s Chess Move on Gaming

Get in touch with Owen or Kanish:

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~~ A note for transparency ~~

Rask, the publisher of the podcast series, is a privately owned company. It’s majority owned and run by Owen. But you should know that ETF Securities is a supporter and sponsor of Rask’s two podcast series. This is strictly on an arm’s length basis, over a set period, set in advance — meaning there are no referral links or variable incentives for talking about an ETF from ETF Securities. You can find out more by reading Rask’s Financial Services Guide — or simply by asking Owen or Kanish.

Podcast resources

At the time of publishing, Owen owns shares of Apple, Google/Alphabet, Meta Platforms / Facebook and Redbubble. Kanish Chugh is the Head of Distribution at ETF Securities and ETF Securities is an advertising supporter of Rask podcasts (on a fixed term, fixed fee, strictly arm’s length basis).

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