East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world
205 episodes - English - Latest episode: 8 months ago -Welcome to the East Meets Podcast, where we explore the world of technology and innovation across Asia. Join us as we dive into the latest trends, insights and breakthroughs that are shaping tech, content and SaaS from Asia to the rest of the world . From the bustling tech hubs of China and India to the emerging startup scenes in Southeast Asia and beyond. Whether you're a tech enthusiast, a business leader or simply curious, this podcast is for you. So sit back, relax and get ready to discover the exciting world of Asia Tech.
Check us out at https://freshcapital.show/
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Episodes
Why is Square Buying Afterpay and What Does it Mean for Investors? | Emergency Podcast (NYSE: SQ & ASX: APT)
August 02, 2021 21:00 - 22 minutes - 21.1 MBIn this emergency episode, Dan and Albert breakdown Afterpay's sale to Square. On 2 August 2021, Square Inc and Afterpay Limited announced the deal worth approximately US$29 billion (A$39 billion). The acquisition aims to enable the companies to better deliver compelling financial products and services that expand access to more consumers and drive incremental revenue for merchants of all sizes. The closing of the transaction is expected in the first quarter of calendar year 2022. Read the ...
Why is Spotify Controlling the Future of Audio? Music Labels, Algorithms and Emotional Attachment | Breaking Down Spotify (NASDAQ: SPOT)
July 31, 2021 21:00 - 45 minutes - 41.8 MBIn this episode, Dan and Albert breakdown Spotify's business. Spotify transformed the music industry by moving from a "transaction-based" experience of buying and owning audio content to an "access-based" model allowing users to stream on demand. Today more than 365 million users are on Spotify for music and its growing podcast content. However, as Apple remains the biggest distributor of podcasts in the US through its Podcasts app, how can Spotify be the go-to platform for audio? Check out...
What is Recurring Revenue? (ARR & MRR) | Explained in the Simple Sprouts Series
July 28, 2021 21:00 - 5 minutes - 5.48 MBWhat is Recurring Revenue? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is Recurring Revenue The difference between annual and recurring revenue (ARR and MRR) Why recurring revenue is an important value for tech companies (e,g. Netflix and Microsoft) How recurring revenue is used as a basis for valuing a company (e.g. Saleforce) Che...
Is Tesla Worth the Hype? Electric Vehicles, Batteries and the Future of Automotive | Breaking Down Tesla (NASDAQ: TSLA)
July 24, 2021 21:00 - 48 minutes - 45.1 MBIn this episode, Dan and Albert talk about Tesla, Inc. Tesla aims to transition the world to electric mobility by making electric vehicles. It also sells solar panels and solar roofs for energy generation plus batteries for stationary storage for residential and commercial properties including utilities. Tesla has multiple vehicles in its fleet, which include luxury and mid-size sedans and crossover SUVs. Tesla also plans to begin selling more affordable sedans and small SUVs, a light-truck,...
What is an ETF? (Exchange-Traded Fund) | Explained in the Simple Sprouts Series
July 21, 2021 21:00 - 7 minutes - 6.49 MBWhat is an Exchange-Traded Fund (ETF)? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What is an ETF? How ETFs diversify your investments Why ETFs are cheaper than making single investments How ETFs can support your investing strategy (e.g. Gold or Cryptocurrency) What are ethical ETFs How are ethical ETFs made What you should ...
Micro-Investing, Bitcoin ETFs and Indonesia | In Conversation with George Lucas of Raiz Invest
July 19, 2021 21:00 - 45 minutes - 42.4 MBIn this episode, Dan and Albert talk with George Lucas. George is the Founder and Global CEO of Raiz Invest, a mobile-led micro investing platform. Raiz enables its customers to start early, invest often, and reach their financial goals. Raiz is best known for its Round-Up feature which involves rounding up your transactions to the nearest dollar and investing the spare change into your Raiz account. Since launching in 2016 Raiz has amassed more than 1.8 million downloads, over 1,784,000 s...
Space Tourism and the Space Race between Jeff Bezos and Richard Branson | Breaking Down Virgin Galactic Holdings (NSYE: SPCE)
July 17, 2021 21:00 - 44 minutes - 41.2 MBIn this episode, Dan and Albert talk about Virgin Galactic Holdings. Virgin Galactic is a United States-based aerospace company pioneering human spaceflight for private individuals & researchers. Its in the headlines for launching founder Richard Branson into space on 11 July 2021. As of 31 December 2020, Virgin Galactic has approximately 600 reservations and over $80 million of deposits to go to space. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read...
What are Asset Classes? (Cash, Stocks, Bonds, Real Estate & Cryptocurrency) | Explained in the Simple Sprouts Series
July 14, 2021 21:00 - 5 minutes - 5.54 MBWhat are Asset Classes? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What are asset classes? Why cash is a low risk, low return investment Why stocks are higher risk How real estate investments create a return How cryptocurrency is a high risk, high return investment Why knowing asset classes is important as an investor. Chec...
Conscious Capitalism, Fintechs and How to be Wisr with your Debt | In Conversation with Dr Lili Sussman of Wisr
July 10, 2021 21:00 - 42 minutes - 39.5 MBIn this episode, Dan and Albert talk with Dr Lili Sussman. Lili is Chief Strategy Officer at Wisr, a leading fintech in the Australian marketplace lending industry. Wisr is committed to building products, apps and services to help Australians do more with their money. Wisr provides a unique financial wellness eco-system underpinned by products like the Wisr App (App Store, Google Play Store) to help Australians pay down debt, a credit score comparison service, and other products that use tec...
What is PE Ratio (Price to Earnings Ratio) | Explained in the Simple Sprouts Series
July 07, 2021 21:00 - 5 minutes - 4.94 MBWhat is a Price to Earnings Ratio (PE Ratio)? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What is PE Ratio How to calculate PE Ratio (e.g. Google) How to compare companies with different PE Ratios (Google, Facebook, Microsoft and Amazon) Why Tech companies have higher PE Ratios Want to check a companies PE Ratio? Here's an exa...
Is Opendoor the Next Uber or Amazon for Selling your Home? (NASDAQ: OPEN) | In Conversation with Sachin and Adam
July 04, 2021 05:00 - 44 minutes - 41.6 MBIn this episode, Dan and Albert talk with Sachin Shah and Adam Miller from the Sachin and Adam Show about Opendoor Technologies. Opendoor is a digital platform for residential real estate. Opendoor went public in December 2020 through a Special Purpose Acquisition Company (SPAC). Opendoor enables customers to buy and sell houses online. It generates revenue through home sales, along with other revenue from real estate services. Since its inception through March 31, 2021, the Company had comp...
What is Book Value? | Explained in the Simple Sprouts Series
June 30, 2021 21:00 - 6 minutes - 5.6 MBWhat is Book Value? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What is Book Value How Book Value identifies the intrinsic value of companies When Book Value can indicate a good investment (Fortescue Metals) Why Book Value can be misleading when determining undervalued investments (e.g. Honda Motors) Check out our new Substac...
Is Wish the Next Great Meme Stock? And Can Wish Compete with Amazon? | Context Logic Inc (NASDAQ: WISH)
June 28, 2021 21:00 - 46 minutes - 42.6 MBIn this episode, Dan and Albert talk about Wish, part of Context Logic Inc (NASDAQ: WISH). Wish is an online e-commerce store. The store provides personalized products, clothing products, accessories, gaming products and equipment, cosmetics, plastic products, mobile covers, and other products. As of September 30, 2020, Wish had over 100 million Monthly Active Users and over 500,000 merchants. Wish facilitated the shipment of over 640 million items to buyers across more than 100 countries a...
Investing in Big Tech, Gaming and Solar - How to Invest Where the World is Going | In Conversation with Phoebe Jin of Spaceship
June 26, 2021 21:00 - 46 minutes - 43.4 MBIn this episode, Dan and Albert talk with Phoebe Jin. Phoebe is a Portfolio Manager at Spaceship an Australian fintech fund manager. Spaceship is a disruptor in the superannuation industry with Spaceship Super. It also has Spaceship Voyager, a micro-investing platform. Spaceship has over 170,000 customers and over $900 million in funds under management. Phoebe is Portfolio Manager of Spaceship's Earth Portfolio that invests in companies that have a positive impact on people and the planet in...
Investing in Big Tech, Gaming and Solar - How to Invest Where the World is Going | In Conversation with Phoebe Jin
June 26, 2021 21:00 - 46 minutes - 43.4 MBIn this episode, Dan and Albert talk with Phoebe Jin. Phoebe is a Portfolio Manager at Spaceship an Australian fintech fund manager. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right no...
What are Share Buy Backs? | Explained in the Simple Sprouts Series
June 23, 2021 21:00 - 4 minutes - 4.22 MBWhat are Share Buy Backs? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What are Share Buy Backs? Examples of Tender and Market Share Buy Backs (Qantas and Telstra) Why companies want to buy back their shares Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 m...
Is PEXA Primed for IPO? | (ASX: PXA)
June 19, 2021 21:00 - 42 minutes - 39.7 MBIn this episode, Dan and Albert talk about Pexa Group Limited (ASX: PXA) (pre-IPO name Torrens Group Holdings Limited). PEXA provides world-first digital settlements which have revolutionised the way people exchange property in Australia. By providing quicker access to the proceeds of a sale and near real-time tracking on property settlements, PEXA's network of financial institutions and legal and conveyancing firms helps over 20,000 families a week safely settle their homes. Check out our...
What are Bear & Bull Markets | Explained in the Simple Sprouts Series
June 16, 2021 21:00 - 6 minutes - 5.58 MBWhat are Bear and Bull Markets? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What are Bear and Bull Markets (and why these animals are relevant) Famous examples of Bear and Bull Markets How investor psychology feeds into Bear and Bull Markets What to do during Bear and Bull Markets Check out our new Substack Newsletter! Sent st...
Why has Nuix's share price nosedived? | Nuix (ASX: NXL)
June 13, 2021 01:00 - 43 minutes - 39.9 MBIn this episode, Dan and Albert talk about Nuix Limited (ASX: NXL). Note: This episode was recorded before the announcement of Nuix's CEO, Rod Vawdrey, and CFO, Stephen Doyle, resigning. Nuix is a provider of investigative analytics and intelligence software with a vision of "finding truth in a digital world". Nuix software has been used in investigations into some headline events over the last 15 years, including the Panama Papers, the Royal Commission into Misconduct in the Banking, Sup...
What makes a 'Sticky' Business? | Explained in the Simple Sprouts Series
June 09, 2021 21:00 - 5 minutes - 4.9 MBWhat is a sticky business? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: Why 'sticky' is description used for products and brands How Apple is 'sticky' What are smooth and sticky customer journeys (e.g. Banks, Tinder and Facebook) Why knowing sticky as a concept is important. Check out our new Substack Newsletter! Sent straight ...
How High will the Marijuana & Cannabis Industry Go? | Canopy Growth (NASDAQ: CGC)
June 06, 2021 00:00 - 43 minutes - 40.3 MBIn this episode, Dan and Albert talk about Canopy Growth (NASDAQ: CGC). Canopy Growth cultivates and sells medicinal and recreational cannabis, and hemp, through a portfolio of brands that include Tweed, Spectrum Therapeutics, and CraftGrow. Although it primarily operates in Canada, Canopy has distribution and production licenses in more than a dozen countries to drive expansion in global medical cannabis. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to r...
What is an Economic Moat? | Explained in the Simple Sprouts Series
June 02, 2021 23:38 - 5 minutes - 5.38 MBWhat is an Economic Moat? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: The history behind moats defending attacks Low Cost Production as a moat (e.g. Costco and Walmart) Switching Costs as a moat (e.g. Microsoft, Apple and Instagram) Intellectual property and infrastructure as a moat (e.g. Tesla) Branding as a moat (e.g. Tesla...
Talking Dropbox | Virtual First Workplaces and Enabling Productivity with Integrated Technologies (NASDAQ: DBX)
May 30, 2021 02:00 - 41 minutes - 38.3 MBIn this episode, Dan and Albert talk about Dropbox (NASDAQ: DBX). Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. We're joined by Michael Bradley, Regional Partner Sales Manager at Dropbox to talk all about the company. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave...
What is the Flywheel Effect for Business Strategy? | Explained in the Simple Sprouts Series
May 26, 2021 21:00 - 5 minutes - 5.24 MBThis is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. What is the Flywheel Effect? In this episode we cover: What is a Flywheel Why the concept is used to describe businesses How Disney pioneered the Flywheel How Uber used the Flywheel Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes...
Buy Now or Later with Afterpay? (ASX: APT)
May 23, 2021 02:00 - 43 minutes - 40.3 MBIn this episode, Dan and Albert talk about Afterpay Limited (ASX: APT). Afterpay provides payments solutions for consumers and businesses by allowing retailers to offer a 'buy now, receive now, pay later' service that does not require end-customers to enter into a traditional loan or pay any upfront fees or interest to Afterpay. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investi...
What is Dogecoin? | Explained in the Simple Sprouts Series
May 20, 2021 01:38 - 5 minutes - 5.33 MBThis is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. What is Dogecoin? In this episode we cover: How did Dogecoin begin? What makes Dogecoin different to Bitcoin? What makes Dogecoin increase in price? How is Elon Musk involved? Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes. Lea...
Will Sports Clubs Thrive After COVID-19? | Madison Square Garden Sports Corp (NYSE: MSGS)
May 16, 2021 04:00 - 40 minutes - 37.8 MBIn this episode, Dan and Albert talk about Madison Square Garden Sports Corporation (NYSE: MSGS). MSG Sports is a leading professional sports company in New York, with a collection of assets that includes: the New York Knicks basketball team (NBA) and the New York Rangers hockey team (NHL); two development league teams – the Westchester Knicks (NBAGL) and the Hartford Wolf Pack (AHL); and Esports teams Counter Logic Gaming and Knicks Gaming. Check out our Substack Newsletter! Sent straight ...
What is an Venture Capital? | Explained in the Simple Sprouts Series
May 12, 2021 23:00 - 5 minutes - 5.41 MBThis is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cover: What is Venture Capital? Who needs Venture Capital and why? Why do Venture Capitalists' invest in companies? Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the pod...
What is Venture Capital? | Explained in the Simple Sprouts Series
May 12, 2021 23:00 - 5 minutes - 5.45 MBThis is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. What is Venture Capital? In this episode we cover: What is Venture Capital? Who needs Venture Capital and why? Why do Venture Capitalists' invest in companies? Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you e...
Will Microsoft's Next Big Product (Azure) be a Success? (NASDAQ: MSFT)
May 09, 2021 02:00 - 42 minutes - 38.9 MBCheck out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :). In this episode, Dan and Albert talk about Microsoft. Microsoft Corporation (MSFT: US) develops and licenses consumer and en...
What is an IPO? | Explained in the Simple Sprouts Series
May 05, 2021 23:00 - 5 minutes - 5.1 MBCheck out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :). This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cov...
Is Facebook Better than Google in the Long-Term? (NASDAQ: FB)
May 02, 2021 10:35 - 40 minutes - 37.6 MBCheck out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :). In this episode, Dan and Albert talk about Facebook. Facebook is the world’s largest online social network. Advertising reve...
What is Bitcoin? | Explained in the Simple Sprouts Series
April 28, 2021 21:00 - 6 minutes - 5.61 MBCheck out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :). This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. In this episode we cov...
What's Happening with Kogan.com? (ASX: KGN)
April 25, 2021 06:00 - 39 minutes - 36.3 MBCheck out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :). In this episode, Dan and Albert talk about Kogan.com. Kogan is an e-Commerce business that sells consumer goods online throu...
Bumble, Tinder or Hinge - Which Dating App is the Right Match? (NAQDAQ: BMBL)
April 18, 2021 08:57 - 46 minutes - 43.2 MBCheck out our new Substack Newsletter! Sent straight to your inbox, it's a great way to cover our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert are joined by Nat Larcos, co-host of the Officially Unofficial podcast, to talk about Bumble Inc. Bumble Inc. is the parent company of Badoo and Bumble, two of the world’s highest-grossing dating apps with millions of users worldwide. The Bumble platform enabl...
Predicting the Future of Oracle (NYSE: ORCL)
April 11, 2021 10:37 - 39 minutes - 36.5 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Oracle Corporation (Oracle). Oracle designs, develops, and supports computer-software products. The company sells database software and technology, cloud engineered systems, and enterprise software products—particularly its own brands of database management systems In 2020, Oracle was the second-largest software company by revenue and market capitalization In this episod...
Can Domino's Pizza Deliver for Investors? (ASX: DMP)
April 05, 2021 12:27 - 46 minutes - 42.7 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Domino's Pizza Enterprises Limited (Domino's). Domino's is a pizza chain and franchise business that makes, and delivers pizzas to customers across the world. Its listed on both the NYSE and the ASX, but the ASX listed entity owns the Master Franchise rights to the brand in Australia, New Zealand, France, Belgium, the Netherlands, Japan and the Principality of Monaco. In...
Can you Bank on Commonwealth Bank of Australia? (ASX: CBA)
March 28, 2021 05:00 - 36 minutes - 34.1 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Commonwealth Bank of Australia (CBA). CBA is Australia's leading providers of integrated financial services, providing retail, business and institutional banking, funds management, superannuation, life insurance, general insurance, broking services and finance company activities. Their operations are conducted primarily in Australia and New Zealand. In this episode we c...
What are the ABCs of Investing in Alphabet and Tech | In Conversation with Kris Webster of Magellan
March 21, 2021 06:00 - 43 minutes - 40.5 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk with Kris Webster. Kris is a portfolio manager at global fund manager Magellan Financial Group and is Head of the Technology, Communications and Media Team, responsible for covering stocks across both the Global Equities and Global Infrastructure strategies. Magellan is a top 100 ASX-listed company that grows and safeguards the wealth of its clients by investing in the world's ...
What are the ABCs of Investing in Alphabet and Tech (In Conversation with Kris Webster of Magellan)
March 21, 2021 06:00 - 43 minutes - 40.5 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk with Kris Webster. Kris is a portfolio manager at global fund manager Magellan Financial Group and is Head of the Technology, Communications and Media Team, responsible for covering stocks across both the Global Equities and Global Infrastructure strategies. Magellan is a top 100 ASX-listed company that grows and safeguards the wealth of its clients by investing in the world's ...
What's the Egg-onomics of Inghams Group? (ASX: ING)
March 14, 2021 11:08 - 35 minutes - 32.6 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Inghams Group. Inghams is one of the largest protein producers across Australia and New Zealand. Inghams supplies poultry products, notably to major Australian supermarkets Woolworths and Coles, and quick-service restaurants McDonalds and KFC. Sales are heavily skewed toward poultry, which includes the production and sale of chicken and turkey products. In this episode w...
Is Lucid Motors the New Tesla, or are they Dreaming?
March 07, 2021 10:40 - 39 minutes - 36.5 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Lucid Motors. Lucid Motors Inc. is an American automotive company specialising in electric cars. Sound familiar? This year Lucid Motors is putting to market its first vehicle, the Lucid Air, which is expected to compete with Tesla's S Model Range. In this episode we cover: Who is Lucid Motors and what is their innovation? What is happening in the Electric Vehicle (EV) ...
Should Shopify be in your Investment Bag? (NYSE: SHOP)
February 28, 2021 01:00 - 42 minutes - 39.5 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Shopify. Shopify is a SaaS platform business that provides the tools for merchants to start, grow, market and manage an e-commerce business. Since it listed in 2015, Shopify has grown from a $200m USD business into an almost $3bn business In this episode we cover: How Shopify works as a platform How Shopify generates revenue through its Subscriptions and Merchant Solut...
Is Crown Resorts worth the Gamble? (ASX: CWN)
February 21, 2021 13:32 - 39 minutes - 36.7 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk about Crown Resorts. Crown Resorts is Australia's largest hotel-casino company. Crown Resorts consists of Crown Melbourne, Crown Perth and Aspinall's, a boutique, premium-focused casino in London. Crown had also obtained a licence to operate Sydney's second casino, Crown Sydney though its license is now in jeopardy following an inquiry by the NSW Government. In this episode we...
What the ETF? Why Exchange-Traded Funds are Essential for Investors (In Conversation with Alistair Mills of BetaShares)
February 14, 2021 11:01 - 32 minutes - 30.1 MBEvery week we breakdown companies and investing in a refreshingly simple way. In this episode, Dan and Albert talk with Alistair Mills, Director of Portfolio Analytics and Advisor at BetaShares. BetaShares is an Australian-based specialist provider of exchange traded funds (ETFs) and other funds with a mission to expand the universe of investment possibilities available to Australian investors. ETFs are one of the fastest growing investment vehicles today. Globally, ETF assets are now va...
Has Newcrest Mining Struck Gold? (ASX: NCM)
February 07, 2021 12:08 - 39 minutes - 36.9 MBEvery week we breakdown a company in a refreshingly simple way. In this episode, Dan and Albert talk about Newcrest Mining Limited. Newcrest Mining Limited is an Australian-based corporation which engages in the exploration, development, mining and sale of gold and gold and copper concentrate. It is Australia's leading gold mining company. In this episode we cover: How Newcrest generates revenue from its mining Where Newcrest's mines are located How Newcrest's mining operations differ f...
Is GameStop’s Growth Being Cut Short? (NASDAQ: GME)
February 01, 2021 07:00 - 46 minutes - 43.4 MBEvery week we breakdown a company in a refreshingly simple way. In this episode, Dan and Albert talk about GameStop Corporation. Gamestop is one of the world's largest retail gaming destination for Xbox One X, PlayStation 4 and Nintendo Switch games, systems, consoles & accessories. In this episode we cover: How GameStop generates revenue Why it's not the next Blockbuster The use cases for physical games GameStop's competitors and future trends in the retail gaming industry Recent eve...
High or Low on JB HI-FI? (ASX: JBH)
January 23, 2021 09:19 - 35 minutes - 33.2 MBEvery week we breakdown a company in a refreshingly simple way. In this episode, Dan and Albert talk about JB HI-FI Limited. JB HI-FI group includes leading retailers JB HI-FI and Good Guys who sell technology and consumer electronics and home appliances. In this episode we cover: How JB HI-FI's business operations are split across Australia and New Zealand How JB HI-FI generates revenue JB HI FI's high consumer satisfaction ratings and how this drives business Threats to 'brick & mor...
Should Netflix be on your Watchlist? (NASDAQ: NFLX)
January 17, 2021 09:12 - 39 minutes - 37 MBEvery week we breakdown a company in a refreshingly simple way. In this episode, Dan and Albert talk about Netflix Inc. Netflix is one of the world's premier subscription based streaming platforms, providing streaming video on demand (SVOD). The content on Netflix ranges from TV series, movies, documentaries and animated videos, ranging across genres and languages. In this episode we cover: How Netflix uses data to drive its operations and decisions The way to acquire and retain subscrib...
Is Red Bubble about to Burst? (ASX: RBL)
January 10, 2021 11:10 - 29 minutes - 27.1 MBEvery week we breakdown a company in a refreshingly simple way. In this episode, Dan and Albert talk about RedBubble Group. Founded in 2006, the RedBubble Group owns and operates the leading online marketplace Redbubble.com. Redbubble.com is a platform for creatives to sell designs, which are then made-to-order on everyday products such as apparel, stationery, housewares, bags and wall art. It is listed on the Australian Securities Exchange. In this episode we cover: How Red Bubble operat...