US tech, Dubber's $110m cap raise & Tesla's (TSLA) huge operating leverage


Manage episode 298812259 series 2437982
By Rask Australia. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
On The Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, including:

  • Tesla Inc (NASDAQ: TSLA) and its monster operating leverage
  • Apple Inc (NASDAQ: AAPL) and its massive iPhone growth
  • Microsoft Inc's (NASDAQ: MSFT) blistering quarter, driven by cloud
  • Alphabet Inc (NASDAQ: GOOGL) has a huge quarter, driven by Search & YouTube

The investors also talk about the latest ASX news, including Dubber Ltd's (ASX: DUB) $110 million capital raising, CommSec charging negative rates on Euros, and Temple & Webster's (ASX: TPW) excellent report.

Finally, the gentlemen ask: are the COVID numbers as bad as last time? And should investors be worried?

If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.

***Join 7investing and get $7 off for the first month - A “RASK” special***

If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.

To join, simply apply the coupon RASK on the checkout page:

***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***

To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest:

Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.

Recorded: Wednesday, July 28th, 2021

Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

113 episodes