MB Fund Podcast: Sink your FAANGS into quality growth stocks

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller take the opportunity to talk through the FAANG (Facebook, Amazon, Apple, Netflix, Google) stocks, as well as a broader look at quality and growth stocks
On the agenda:
  • Looking at the FAANG tech behemoths: Facebook, Google, Apple, Microsoft, Amazon.
  • Quality / Value / Growth and inflation. How different strategies will perform in different environments. If inflation is going to fade then these are the most likely beneficiaries
  • Structural Changes. Changes in industry environments that are biasing toward these companies
  • Valuation. How expensive are they?
  • Growth crash. How would they hold up if markets crash?
View the presentation slides

Subscribe to Macrobusiness on YouTube

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.


Take us on your daily commute! Podcasts are available on iTunes and all major Android Podcast Platforms for Nucleus Investment Insights.

 

 


Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.

 

Tim Fuller

Comments

  1. MathiasMEMBER

    Waaaay too complicated for Boomers. Easier to just sell them a Nucleus Wealth Product.

  2. Tim FullerMEMBER

    Our viewer question of the week:
    Which FAANG stock do you think is the best investment?