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Hey guys, I'm your host Anurag Birla - a Masters of Finance Student at NUS Business School (National University of Singapore). I graduated from NYU with a degree in Economics, Math and Business Studies and I'm incredibly passionate about investing, making money and most importantly learning about companies, industries, trends and news that revolve around the finance world. In this podcast, I aim to take you along a journey of learning and discovery as I get better at analysing, breaking down ...
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Send us a text In this episode, I talk about ENPH and how the fallout in preference from solar into nuclear has affected the earnings of the company. I also go through what I like about the company, my perceived value proposition, and my thoughts on their future. I move on to talking about TSLA, their recent earnings and how their portfolio as a co…
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Send us a text In this episode I talk about some of the large investment banks and financial institutions, what rate cuts mean for their business outlook and briefly cover their solid earnings. I also talk a bit about TSM, the demand for AI chips, and what that means for companies like NVDA and Big Tech. I end with a bit about renewable energy, the…
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Send us a text In this episode I talk about earnings from PLTR and ARM and how the growth of AI as an industry spurs their growth. I also talk about RBLX and how I believe that it's more of an AI play than many may believe. I talk about PYPLs recent earnings, their layoffs and potential 2024 "turnaround year". I end discussing DIS, their blowout ea…
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Send us a text In this episode, I start by talking about the FOMC meeting, likelihood of higher rates for longer and why there's no real need for the Fed to cut rates in March. I move on to discussing some earnings from the semiconductor sector, discussing ASML, Intel and AMD and then I end with Big Tech. I go through Amazons impressive Q4 earnings…
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Send us a text In this episode I talk about Netflix's outstanding earnings and how they've cemented their position as leaders in the streaming space. I also talk about their WWE Raw deal and what this means for content and potential future live sports streaming for the platform. I also talk about Comcasts surprise earnings and the strength of their…
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Send us a text In this episode, I talk about Adyen's massive sell of from last week as well as Grabs earnings and the road to profitability. I also talk about Zoom's earnings and how they plan to leverage AI as well as the "Stock Of The Year", NVIDIA, their surprise earnings and how they continue to dominate and surprise an already highly anticipat…
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Send us a text In this episode, I go through few key companies that I missed over the last month. I start with PLTR - talk about their earnings and how A LOT of growth at a fast rate is priced into their valuation currently. I run over big tech and their earnings too - no major upsets there and finally I end with the big story of the week/region; S…
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Send us a text In this episode I discuss 4 major bank earnings (JPM, MS, BAC and GS). I talk about the effects the macroeconomic conditions have had on their net interest income and how they have fared through the turbulent "banking crisis" period. I also discuss TSLA, their earnings, cybertruck and FSD along with NFLX and their growing subscriber …
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Send us a text In this episode I talk about Foxconn dropping out of the $19.5bn JV deal with Vedanta, I also talk about Adani Capital and the private equity race to acquire the financial arm of one of the largest conglomerates in the country. I talk a bit about the macro inflation data that came out this week and also elaborate more on the struggle…
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Send us a text In this episode I talk about the updated jobs data for this month, Apples manufacturing struggles and Tesla delivery prowess. I also talk about the much anticipated Threads by Instagram and the threat that they pose to Twitter both from a users perspective and an ad revenue perspective. I wrap up with a brief half year review of how …
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Send us a text In this episode, I talk about Walgreens Boots Alliance, their earnings and the impact of inflation on the consumer discretionary sector. I also talk about Microns earnings, their ban from China, entry into India and the wider regulatory landscape on the chip sector and potential economic warfare. I briefly talk about newly approved "…
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Send us a text In this episode I talk about the last 2 weeks and the macroeconomic updates we've heard regarding interest rates, the Fed and inflation data. I also talk about Oracle, their incredible earnings and how they're gaining traction in their cloud infrastructure business. I then talk about the Indian airline industry, competition within an…
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Send us a text In this episode I talk about Apple's much anticipated wwdc2023. I go into details about some of the newer software and hardware upgrades and then elaborate on their biggest announcement, the VisionPro. I talk about its importance in terms of innovation and the concept of spatial computing and my opinion on the overall direction. I br…
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Send us a text In this episode I talk a bit macro, about the status and timeline of the debt ceiling deal, what's in it and the importance of it as well as some updates from initial jobless claims and what that means to the market. I also talk about 2 stocks (Tickers: AI and CRM) that had underwhelming guidance for the coming quarters/year. I go th…
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Send us a text In this epsiode I talk about Zooms recent earnings and how their growth is consistently slowing down. I talk about the much awaited Nvidia earnings that blew expectations out the water and the importance their guidance and earnings play in the wider outlook of AI. In light of semiconductor company earnings, I also address the 8% drop…
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Send us a text In this episode, I talk about the prospects of the Micrsoft/Activision deal going through after the EU regulators approval. I also address earnings from some other gaming companies including Roblox and Take Two Interactive. Lastly, I briefly touch on C3.AI and their positively updated numbers for this quarter.…
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Send us a text In this episode, I go talk about earnings from Netflix, Paramount Global, Warner Bros. Dicovery and Disney and also talk about the general outlook of the streaming industry. I also talk about the importance of multiple revenue streams, content quality and how it affects profitability and sustainance of a streaming service. Towards th…
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Send us a text In this episode, I briefly go over the Fed's interest rate decision this previous Wednesday and what J Powell had to say over the banking sector. I mainly focus on earnings of AMD, Qualcomm and Apple and contextualise their outlook relative to the wider smartphone/PC market.
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Send us a text In this episode, I do a bit of an earnings wrap and talk about some of the big tech companies earnings this week. I go through Microsoft, Alphabet, Meta and also do a slight preview for Amazon (I recorded this prior to their earnings). I also add a bit about what we can expect going forward and my sentiments on the companies.…
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Inflation, Inflation, Inflation...and Roblox
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Send us a text In this episode, I go through the basic economics of inflation and how its caused and measured. I talk about how our current inflationary scenario came to be and whether we're likely to see a soft vs hard landing by the Fed. I also talk about Roblox (a company I like and follow) and explain their 12% stock drop based on their March m…
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Send us a text In preparation for their earnings call on the 19th of April, I take a look at Tesla's Q1, and see what their delivery and production numbers, price cuts and megafactory mean for their business. I also talk a bit about their largest EV competitor, BYD and how they compare, especially in the Chinese market.…
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SVB, Credit Suisse and the Wider Banking Sector
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Send us a text In this episode, I dive into the banking crisis and what exactly happened to Silvergate Capital, Silicon Valley Bank and Signature Bank. I also discuss the waterfall effect on Credit Suisse and the underlying problems that led to it being acquired by UBS.بقلم Anurag Birla
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Generative AI, ChatGPT and AI Market Trends
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10:10
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Send us a text In this episode, I mainly talk about Generative AI, potential use cases, benefits and drawbacks, and overall future outlook of the technology. I also skim over the AI market as a whole, the opportunity it presents, ChatGPT and the newly launched, GPT 4.بقلم Anurag Birla
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Send us a text Hey everyone, I'm your host, Anurag Birla. Here's just a glimpse of what is to come. I hope to get as many people along with me on this research journey as I take a deeper dive into several different topics, industries and companies of financial interest. Welcome to FinanceNow.بقلم Anurag Birla
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