Nanalyze

SCHD ETF has attracted a lot of attention from retail investors looking to get exposure to a diversified basket of dividend growth stocks with a low expense ratio. We've analyzed the ETF numerous times and found it to be the most attractive dividend growth ETF out there. But, can our own stock picks beat SCHD? They sure can.

Recently, a couple of our BSD analysts put together a very detailed research paper comparing the performance of our proprietary Quantigence dividend growth strategy against the S&P 500 and the results shocked us. Quantigence spanked the S&P, with annual returns averaging 3% higher over a 20+ year time frame. Today's video talks about how we accomplished this, what exactly Quantigence does, and why it's so valuable.

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/jr8YlUduTD4.

The three-stock portfolio has been a hot topic on our premium Discord server lately, understandably so. This passive portfolio was the work of John Bogle, founder and ex-CEO of Vanguard, known for their low-cost index funds. Bogle's advice is so sound that it's resonated with a community of 120,000 people who call themselves "Bogleheads".

The Bogleheads are a group of like-minded individuals with a mission to make sure investors get their fair share of the market returns. They emphasize investing early and often, living below your means, and lowering costs whenever possible. Are the Bogleheads a cult? Are they on to something? We'll explore that in today's video.

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/1LYR3hD8VFA.

NVIDIA stock's massive success in the GPU market is thanks to huge generative AI demand. In fact, generative AI currently sits at the top of Gartner's hype cycle. So, what happens when that demand dries up? Will NVDA stock crash? The trough of disillusionment. This is where interest wanes as experiments and implementations fail to deliver. At a certain point, the market is likely to realize that it's vastly overestimated the potential of generative AI... according to Gartner. Do you agree?

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/02RY0B4SknI.

Ginkgo Bioworks $DNA released their 2023 results, and it's not pretty. Downstream revenues are drying up, and milestone pool opportunities aren't providing as many growth opportunities as investors had hoped. Cell engineering revenues disappointed with only $144 million in 2023 versus the expected $175 million - flat revenue growth year-over-year. Will Ginkgo be able to turn this ship around? Or is the synthetic biology company just another wonderful story?

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/7-cb8SO-d6c.

Fastly stock (FSLY) was recommended to us by one of our loyal patrons on our Discord server. Our community voted for us to cover the stock, so here we are. Fastly recently reported slowing revenue growth, leading to a -30% decline in share price, and then some. This stock has become very popular, leaving investors wondering whether there is any value to be had here. Today we'll analyze Fastly and compare it against the elephant in the room, Cloudflare. Would we be interested in buying FSLY stock? Find out here.

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/y74-MuJi48Q.

AI stocks are all anyone can talk about these days, so it's no surprise to see a hot new artificial intelligence stock hitting the market via an IPO. Astera Labs is a data center connectivity startup seeking $100M in an IPO that could launch as soon as March 2024. The proposed IPO valuation will be around $4 billion. Astera supplies networking chips to cloud operators, putting it right in the heart of a few exciting disruptive themes like cloud computing and AI. Sounds like a lot of hype waiting to happen. Watch our video to see our thoughts on Astera Labs and the current AI hype.

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/QIwBAuApOtM.

Rivian stock was down 25% after their recent earnings report. Is RIVN a "buy the dip" opportunity, or a falling knife? We'll look at Rivian's earnings and see what progress they're making on improving their gross margins which are currently negative. We'll also talk about their cash balance and survivability. While Rivian isn't likely to go bankrupt tomorrow, they're also not thriving. Turns out electric trucks are pretty damn expensive to produce, and it's hard to convince people to shell out $70,000 to buy one when interest rates are historically high.

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/Ypvekb0Js_Q.

LUNR stock price has soared. Again. Intuitive Machines is planning their first private moon landing today, sending shares to the moon. We first covered this space SPAC one year ago when their shares were seeing a level of hype that was detached from reality. We're beginning to see that hype creeping back, so it's time to look at what's going on with LUNR stock and see if our thesis has changed with Intuitive Machines. Do we think a successful landing of their Odysseus machine will generate significant business opportunities for LUNR? You'll have to watch the video.

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/AJLeNK5_5Ic.

Materials stocks don't get a lot of love from dividend investors because they're often overlooked. While making up only 2.5% of the S&P 500, the Materials sector contains lots of great dividend champions In this video, we discuss five materials stocks that also happen to be dividend aristocrats: Linde LIN, Air Products & Chemicals APD, Sherwin Williams SHW, PPG International PPG, and RPM International RPM. We own two of these five stocks, but you'll have to watch the video to find out which. But rather than telling you which stocks to buy, we're going to help you find the best stocks to buy for yourself using a passive rules-based investing method. After all, your portfolio is like a bar of soap. The more you handle it, the smaller it gets.

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/iw0zZhty6n8.

Brainchip stock is full of promise, but lacks execution. The company has achieved roughly $10 million in total revenue over the past decade. That's how much revenue we expect a company to make in a single year before we'd even begin to take a look at it. On top of that, Brainchip exhibits all the red flags we look out for, including press release overload and extensive "customers" that don't account for any meaningful revenue. So, why did we make this video? We're not shorting Brainchip stock. Our premium subscribers tend to like the occasional video where we call out companies with a lack of execution. Plus, Brainchip and other AI stocks are quite popular, and we enjoy watching the cheerleaders come around to our comments section. Have at it!

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/eZGQ5M93u14.