Motley Fool Money Live from ONE: NYC!
Oct 23, 2023
Asit Sharma and Andy Cross, both esteemed analysts from Motley Fool, take us on a lively journey at the ONE member event in NYC. They discuss the Nasdaq's tough year, spotlighting ASML's growth potential in semiconductors. Meta's stunning comeback shines as a key topic, fueled by strategic shifts and AI integration. The duo also dives into PayPal’s leadership changes, stressing the importance of robust succession planning. Finally, they tackle how rising interest rates are reshaping investment strategies, urging a focus on financially sound companies.
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Episode notes
NASDAQ's Rough 2023
- The NASDAQ, a proxy for market activity, had a rough 2023, impacting its own stock performance.
- Lower trading volume and a slow IPO market contributed to negative sales growth, affecting investor confidence.
NASDAQ and IPOs
- NASDAQ thrives on a healthy IPO market, which drives interest in its proprietary products and attracts institutional investors.
- This pipeline of interest boosts NASDAQ's entire business, including compliance and anti-crime units.
ASML: Underloved but Promising
- ASML, despite being widely followed, is underloved due to its complexity.
- It's a long-term holding (5-15 years) with a strong backlog and global demand, making it a good investment.
