Equity Mates Investing Podcast The good, bad & ugly of earnings season, Mr Beat-Up's biggest stock yet & Bryce tees off on LICs
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Aug 3, 2025 Explore the wild world of earnings season, where major tech companies hit big, but Novo Nordisk faced a shocking $70 billion drop. Discover the potential impacts of hefty tariffs on the auto industry and unravel the drama surrounding UnitedHealthcare's recent turmoil. Plus, dive into a heated debate on whether Listed Investment Companies still stand a chance against ETFs in today's market, with insights on their pricing and investment advantages. It's an enlightening ride through the highs and lows of the investing landscape!
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Strong Earnings Growth in Big Tech
- Earnings season has been positive with many companies beating expectations and growing profits.
- Big tech companies like Meta, Microsoft, and Alphabet show strong double-digit growth in revenue and profits.
Novo Nordisk's Market Leadership Loss
- Novo Nordisk faced a 23% stock drop wiping $70 billion from its value due to lowered forecasts.
- Competition and loss of market leadership to Eli Lilly are primary concerns for the company.
Tariffs Hitting Car Industry Hard
- Tariffs are heavily impacting the car industry, with billions expected in tariff payments across major manufacturers.
- This issue extends to other industries like consumer goods, affecting prices and costs.