Nanalyze

By NanalyzeBusiness Investing

Nanalyze episodes

July 06, 2024 Value Trap or Future Champion?
NKE stock is hitting 52-week lows after announcing that they expect sales to decline at a "mid single digit" percentage in the current fiscal year. The recent 20% drop in Nike stock has investors asking whether there's value to be had, or if this is a value trap.
To determine that, we looked at some of the systemic problems in Nike's business such as their failed pivot into direct-to-consumer and the slew of high level staff departures. We also looked at the bull case for Nike stock including a 22-year track record of consecutive dividend growth and an extremely strong brand.

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/wZXs1I0rvAc.
15 min
July 03, 2024 How the Biggest SaaS Stocks Stack Up
SaaS stocks typically command a premium by the market due to their strong gross margins, predictable revenues, and easy-to-understand metrics. Today we'll be looking at the biggest software-as-a-service companies such as Salesforce, Intuit, Datadog, and Palantri and comparing them. We'll look at metrics such as gross margins, net retention rate (NRR), and operating margins. After all of this, we can help you come to some conclusions about which SaaS stock is "best." After all, "best" will look different for everyone.

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/DaPdoQFvrKs.
16 min
June 30, 2024 Is AI an Opportunity or Threat for Adobe Stock?
Adobe stock is apparently an "AI stock" now. Well, once everything becomes an AI stock, nothing is an AI stock. In today's video we'll dive into how Adobe uses generative AI and whether that's an opportunity or a threat for the company. They claim an astounding $63 billion total addressable market for their Creative Cloud segment, with their Firefly generative AI offering acting as a sales funnel. That's quite an ambitious TAM, so it's worth taking a look at what Adobe's up to. Are they really an AI stock?

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/p_7IjcvxpvI.
19 min
June 29, 2024 Why Is Everyone Hating On Cathie Wood?
Cathie Wood is someone people love to hate. Why? Well, she is blamed for losing her investors' money, despite the fact that these investors are the ones who took on excessive risk in the first place. In today's video, we're going to compare ARK Invest's performance against an appropriate benchmark - not the S&P or NASDAQ. Turns out Cathie Wood worked with MSCI to develop custom indices to match her thematic ETFs. So, how have her funds fared against these custom indices? Let's find out.

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/QCGW4HOKqq8.
15 min
June 26, 2024 The Safest Way to Invest in Crypto
COIN stock may just be the safest way to invest in crypto. Why? Because the company makes money whether people are buying or selling via transaction revenue. While they're still very correlated to the price of bitcoin, Coinbase has finally managed to diversify their revenues away from retail transactions, something the company was overly reliant on back in 2021. Retail transaction revenue was only 46% of total revenues in 2023. Not bad. We're ready to start "liking" Coinbase stock, but we're not in love yet.

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/UWcTn_O0OFQ.
13 min
June 24, 2024 Roth IRA vs Traditional IRA: Which is best?
Roth IRA or Traditional IRA? Which one is best? The answer to that question depends on a few factors including your age, your retirement timeline, your tax bracket, and your expected tax bracket in retirement. Clearly, there's no one-size-fits-all approach to choosing the right IRA.
Today we'll talk about the similarities and differences between IRAs and Roth IRAs so you can decide for yourself which is best. When in doubt it's always a good idea to consult an accountant or other financial professional before making any kind of financial decisions. And of course you can always use both!

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/3wLDr-kP0bs.
17 min
June 22, 2024 Five of the Best Dividend Stocks in the UK
The best dividend stocks are always what people are searching for. If you're a U.S. investor, you're spoiled for choice with over 100 U.S. dividend champions that have increased their dividends for 25 consecutive years or more. However, it's about time we showed some love to our friends across the pond, so today we're reviewing five top dividend stocks from the UK section of our Quantigence International Dividend Champions Report. U.S. investors should also tune in because these stocks can be purchased as ADRs or American Depository Receipts in the U.S.

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/kLBDcvrQRA4.
18 min
June 19, 2024 Why is "AI Stock" Marvell Not Growing Revenues?
MRVL stock is a play on the growth of AI data centers, at least according to SPEAR research. So, why are Marvell's revenues falling, and how much data center exposure do you actually get with an investment in MRVL? Today's Marvell Technologies stock analysis dives into Marvell's segments which include data center, enterprise, and automotive, to see whether this makes a compelling data center stock to buy, or a broadly diversified technology company trying to pivot into the "next big thing".

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/nURiKHMKzk0.
15 min
June 17, 2024 The Five Best Dividend Stocks in Europe
Diversification is a crucial part of any portfolio. One of the most neglected types of diversification is international diversification, or owning stocks from multiple countries to eliminate country-specific risks. That's one of the reasons we created our Quantigence International Dividend Champions Report. It also helps our friends overseas who might find U.S. stock investing to be inefficient from a taxation perspective.
In this video, we'll talk about the 5 top dividend stocks in Europe, each with a track record of 25 years or more of consistent dividend growth.

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/Tf8qnVnqUSY.
18 min
June 13, 2024 Invest in China's Cutting-Edge Humanoid Robot
UBTech may be the only publicly traded pure-play humanoid robot stock out there currently. Sure, there's Tesla with their Optimus robot, but they're hardly a pure-play. UBTech operates in four industries: education, consumer, smart appliances, and sector-tailored smart robotic solutions. We're most interested in the latter. The company's "Walker" humanoid robot should be quite impressive after 6 years and $1B of research and development. However, the revenues are only starting to trickle in, with humanoid robots only making up around 2% of the company's revenues. UBTech also appears significantly overvalued based on our simple valuation ratio.

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/FLHLSMJpxG8.
19 min

About Nanalyze

From the publisher's feed

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.