Podcast discusses the impact of COVID on trading activity, NASDAQ's performance, upcoming author interviews and stock ideas, the potential of ASML as a long-term investment, and company turnaround and CEO succession.
Read more
AI Summary
AI Chapters
Episode notes
auto_awesome
Podcast summary created with Snipd AI
Quick takeaways
NASDAQ's future growth and ability to return to previous levels are a concern due to lower trading volumes and a slowdown in the IPO market.
ASML, a manufacturer for semiconductor chips, is an underappreciated company with high potential for long-term growth.
Deep dives
Discussion on the NASDAQ and its performance
The podcast panelists discuss the NASDAQ's recent performance and its position as a publicly traded company. They mention the challenges faced by the NASDAQ due to lower trading volumes and slowdown in the IPO market, leading to negative sales growth. They also highlight the importance of IPOs in driving volume and interest in NASDAQ's proprietary products. The panelists express concerns about the NASDAQ's future growth and its ability to return to previous levels.
Interview with Michael Lewis and Tom Gardner
The panelists express excitement about an upcoming interview between Tom Gardner and Michael Lewis, the author of 'Going Infinite'. They discuss the controversy surrounding the book and its exploration of the stunning collapse of Sam Bankman-Fried's trading company. The interview is expected to provide interesting insights into the crypto world and the qualities of breakthrough innovators.
Analysis of ASML as an underappreciated company
One of the panelists highlights ASML, a complex machine manufacturer for semiconductor chips, as an underappreciated company in the Fool universe. They discuss ASML's expertise in lithography processes and its importance in packing information on semiconductor chips. The panelist emphasizes the potential long-term growth of ASML, considering its strong backlog, global demand, and high-profit margins.
Discussion on Meta (Facebook) and PayPal
The panelists discuss the surprising rebound of Meta's stock and its focus on innovation, particularly in the metaverse and artificial intelligence. They highlight the company's efforts to bring back cost discipline and recover its core advertising business. The panelists also mention PayPal's recent struggles as it faces intense competition in the payment space. While recognizing the challenges, they express optimism about PayPal's long-term prospects, particularly under the leadership of the new CEO.
We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions.
(00:21) Asit Sharma and Andy Cross discuss:
- The Nasdaq building in NYC, and how the company and exchange have fared in 2023. - Some sneak peeks at the sessions for our member event - One Fool stock that isn’t getting enough attention, and another that has surprised the investing team.
(14:08) We take questions from our ONE members in NYC – Andy and Asit weigh in on PayPal, how high rates impact investing decisions, and some companies that have done succession well recently.
Companies discussed: NDAQ, ASML, META, PYPL, COST
Host: Dylan Lewis Guests: Asit Sharma, Andy Cross Engineers: Rick Engdahl, Dan Boyd