Nanalyze

By NanalyzeBusiness Investing

Nanalyze episodes

October 28, 2024 Asset Managers Are in BIG Trouble. Here's Why.
Dividend Aristocrats T. Rowe Price and Franklin Templeton are both languishing while BlackRock soars. Why such a discrepancy between these different asset management firms? Well, it comes down to fees. Morningstar found that fund fees were the strongest indicator of performance, with low-cost fees outperforming higher-cost alternatives. This has led to a significant rotation out of active funds and into cheaper, passive ones. As the world's largest asset manager, BlackRock stands to benefit with multiple popular passive ETFs. It's going to be difficult for T. Rowe and Franklin to compete with established players like BlackRock, Vanguard, Schwab, and Fidelity.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/cu0HlApvCBM.
16 min
October 22, 2024 Experts Say THIS Changes Everything For AI
AI is expected to be a $10 trillion opportunity, at least according to the bright minds over at Sequoia, a venture capital firm. What could drive this massive total addressable market? Perhaps it will be the shift from software-as-a-service to service-as-a-software. No, we haven't had one too many hard seltzers. Companies can begin to "sell" work to AI companies. The AI gets paid for completing a job, the true north for many AI companies.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/81-Zir1GsLM
13 min
October 20, 2024 Best Defense Stocks to Watch for Strong Returns
Defense stock investors have multiple options available to them, so if you're predicting more war in our future, we can help you find the best defense stocks. We'll start with a universe which we can create by looking at four top Aerospace and Defense ETFs to see which stocks are similar among them. Turns out there are four stocks which appear in all four ETFs: Lockheed-Martin, RTX, Northrop Grumman, and L3Harris. From there, we'll explore the broader defense thesis and the problems that arise with too much reliance on the U.S. Department of Defense. Investors that are still interested have the option of buying an ETF, buying a basket of stocks, or cherry-picking a winner. Godspeed, soldiers.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/vpvt029mRtg.
11 min
October 15, 2024 The Best Performing Stocks EVER. Do You Own Any?
Want to know what the best performing stocks of all time are? Want to know how we managed to invest in 8 of them? This video will discuss our investment methodology for disruptive growth and dividend growth stocks, which has allowed us to buy some of the top performing stocks ever. Turns out selling cancer sticks and gravel are both very lucrative businesses, as they helped create the top two performing stocks of all time, Altria (MO) and Vulcan Materials (VMC), with over 90 years of return data. And of course we can't talk about top performing stocks without mentioning NVIDIA (NVDA), the top performing stock with over 20 years of return data.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/aukb9s4RIbM.
17 min
October 12, 2024 AI is Disrupting a $300 Billion Industry. Here's How to Profit.
AI is set to disrupt the $300 billion call center market, with companies like NICE providing the leading software solutions necessary. How can you profit off the rise of generative AI? We'll talk about a few stocks that might provide the exposure you're looking for, including NICE, Teleperformance, and Concentrix. McKinsey estimates that contact centers have the biggest potential for disruption from gen AI, so like any savvy investor, we're looking to profit off the misfortune of others.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/BGAI-63YcUs.
15 min
October 09, 2024 This Dividend Champion Has a 6% Yield. Here's Why That's Bad.
Franklin Templeton stock has been in the news lately after the Chief Investment Officer of their Western Asset Management division was terminated due to an ongoing SEC investigation. The stock price has naturally fallen quite a bit, and the current dividend yield of BEN stock is roughly 6%. This is leading many investors to question whether this presents a buying opportunity, or a trap. Today, we'll look at Franklin Resources stock to see if this is a great time to buy the dip or not. To do so, we'll analyze the stock using our Quantigence dividend growth investing methodology, looking at key factors for dividend safety such as payout ratio. At the end of the day, we only sell dividend stocks for one reason: if the dividend stops growing. This hasn't happened, so we're still holding BEN stock for the time being.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/j4eFSL2pN3A.
17 min
October 06, 2024 Nuclear Stocks Are Heating Up. Here's Why.
Nuclear energy stocks have been heating up after Microsoft inked a deal with Constellation Energy to purchase energy from their Three Mile Island nuclear plant to help power their data centers. Why would they do this? Nuclear energy is far from cost competitive, unless the plant is already built. After the news, Constellation and other nuclear stocks all jumped in tandem, leading us to believe there is some hype going on. Should you buy any of these hot nuclear energy stocks? That's up to you. But today we'll explore the nuclear energy thesis and see if any of these trending stocks look appealing to us.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/JHlVofR_x5g.
16 min
October 01, 2024 Want to Invest in the FUTURE of AI Medicine? Watch This Now
AI drug stocks are languishing while everything else "AI-related" is going "to the moon." We've been covering AI drug discovery stocks for years now, so they're nothing new. But in this video, we'll check in with two stocks we happen to like, a few we're avoiding, one that was suggested by our Nanalyze Premium subscribers, and one we're holding. As always, revenue growth is the ground truth, so we really need to see more later-stage progress from these contenders before we decide to invest.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/wSjr-eTQEfE.
20 min
September 29, 2024 The Shocking Reason We're Dumping This Red Hot Dividend Stock
Aflac stock has been on a tear, outpacing the S&P and Nasdaq over the past two years. We would expect to see fundamentals that support this outperformance, and we do. However, we're still trimming the stock in our dividend growth portfolio. Why? Well, we have an objective methodology where we begin to trim stocks that become overweight, and we reallocate those funds to underweight positions. This rebalancing has been proven to lead to increased alpha generation, and it helps us take some money of the table. Let's take a look and see what's going on with AFL stock these days.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/gAStHKI7X2o.
17 min
September 25, 2024 An AI Stock You’ve Never Heard Of
OneStream stock is a fresh IPO that's using AI in one of the most boring areas of business: finance and accounting. This software-as-a-service stock aims to be a CFO's best friend, helping to unify areas of business. The company had quite a successful IPO, raising $490 million and valuing the company just under $5 billion. Is this "ai stock" a buy now? We'll look at valuation, margins, free cash flows, competition, and more to answer that question.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/OZBAuZBwqBU.
16 min

About Nanalyze

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Nanalyze is a media and research firm founded by finance professionals with decades of experience. We share insights about disruptive technology stocks in a language that is future-proof and easy to understand.