ASML (NASDAQ: ASML)

Latest

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  General

  Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued

  You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.

  8 April

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  General

  Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio

  Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours.

  26 February

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  General

  Stock Story: ASML – Supplier to the Semiconductor Industry

  ASML’s performance in the quarter was driven by the arrival of the company’s capital markets day in November 2022.

  1st Mar, 2023

  Source: Munro Partners

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  General

  50 Global Investment Opportunities in 2023

  Looking for your next investment opportunity in 2023? Look no further! Bloomberg Intelligence has identified 50 companies worth watching in 2023.

  30th Jan, 2023

• General

  ASML Stock Pitch

  Bryce's first pick was ASML (NASDAQ: ASML), if you want to know more about that stock, here is the video of the full pitch for ASML by Nick Griffin from Munro Partners.

  9th Dec, 2022

  Source: Munro Partners

• General

  ASML & The semiconductor market in 2025 and 2030

  ASML is one of the most important companies in the world. Whether or not it is a good investment is another question, but in terms of sheer importance to global supply chains and lack of substitutable possibilities - ASML is right up there.

  2nd Dec, 2022

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  General

  12 stocks for the next 12 months

  The Sohn Hearts & Minds Conference was held last week in Hobart, so in this episode Bryce & Alec go through the 12 stock pitches from 12 experts and they hand pick a draft portfolio from the conference.

  28 November

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  Disruption: Would you like chips with that?

  New disruptive business models which have created so much value for shareholders would simply not have emerged but for the increasing sophistication and sheer grunt of the chips on which they run.

  29th Mar, 2022

  Source: Loftus Peak

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  EU Reporting Season Wrap | Hearing from the CEOs of Europe's biggest companies

  Equity Mates is all about making markets accessible. For a long time now we’ve had a gripe with earnings calls. Why? They’re at inconvenient times, and they’re hard to find and listen to on demand. Last week Bryce and Alec made a deep dive on the US Tech Giants, but this week they turn their ears to Europe, and eavesdrop on some of the biggest companies you've never heard of (and some you definitely have) during their reporting season.

  16 August

  Sponsored by Quartr