Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

<ul><li>Nicola Tangen and Adena Friedman discuss the importance of integrity, transparency, and trust in the financial system</li><li>Nasdaq's vision is to be the trusted fabric for the world's financial system, focusing on technology and partnerships</li><li>Adena shares her leadership journey, emphasizing the importance of empowerment, curiosity, and kindness in leadership. She also highlights the lessons learned from Korean kickboxing, pottery, and pickleball in relaxation and personal growth.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Nicola Tangen and Adena Friedman discuss the importance of integrity, transparency, and trust in the financial systemNasdaq's vision is to be the trusted fabric for the world's financial system, focusing on technology and partnershipsAdena shares her leadership journey, emphasizing the importance of empowerment, curiosity, and kindness in leadership. She also highlights the lessons learned from Korean kickboxing, pottery, and pickleball in relaxation and personal growth.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nasdaq CEO: Tech Innovation, Leadership and Fighting Financial Crime

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>The size of the offering is expected to trigger intra-quarter implementations for both main global indices to be announced on 30 July and become effective 1 August.</li>
<li>Free float increase is estimated to take place due to Thoma Bravo - Nasdaq's major strategic shareholder - offering almost half of its stake equivalent to ~$2.7bn. </li>
<li>Total forecasted passive fund demand is ~5.3m shares, ~$368m and ~1.8 ADV. It is expected to materialize at close of 1 August 2024. </li>
</ul>


The size of the offering is expected to trigger intra-quarter implementations for both main global indices to be announced on 30 July and become effective 1 August.
Free float increase is estimated to take place due to Thoma Bravo - Nasdaq's major strategic shareholder - offering almost half of its stake equivalent to ~$2.7bn. 
Total forecasted passive fund demand is ~5.3m shares, ~$368m and ~1.8 ADV. It is expected to materialize at close of 1 August 2024. 


Nasdaq (NDAQ): $2.7bn Offering's Global Index Implications

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

<ul>
<li>Taiwan Tech Rallies Along With Rebound In Global Tech; Hon Hai, Asustek Top Gainers; KYEC a Top Loser After Announcing China Market Divestment</li>
<li>PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle </li>
<li>ASMedia GDR Early Look - Momentum Has Been Strong, and Raising Would Grow Its Cash Base Almost 6x </li>
</ul>


Taiwan Tech Rallies Along With Rebound In Global Tech; Hon Hai, Asustek Top Gainers; KYEC a Top Loser After Announcing China Market Divestment
PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle 
ASMedia GDR Early Look - Momentum Has Been Strong, and Raising Would Grow Its Cash Base Almost 6x 


Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space</li><li>Pretty much the entire index is going to receive inflows at the expense of the top 8 names.</li><li>Microsoft, Google, Amazon, Nvidia, Meta, Apple, and Tesla will all be cut from the index weight and redistributed into smaller names on <a href="https://www.morningstar.co.uk/uk/news/237279/index-investors-beware-the-nasdaq-is-rebalancing-next-week.aspx" target="_blank" rel="noopener">July 24, 2023</a>.</li></ul>

A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock spacePretty much the entire index is going to receive inflows at the expense of the top 8 names.Microsoft, Google, Amazon, Nvidia, Meta, Apple, and Tesla will all be cut from the index weight and redistributed into smaller names on July 24, 2023.

Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Indian equities have seen a broad-based correction, with the Nifty-50 down ~16% from its peak, driven by weak earnings, heavy FII outflows, and global uncertainty. </li>
<li>However, multiple indicators—from easing valuations and supportive policies to an expected earnings rebound—suggest the correction may be nearing its end. </li>
<li>This blog explores past correction trends and key signals pointing to a potential market reversal in FY26.</li>
</ul>


Indian equities have seen a broad-based correction, with the Nifty-50 down ~16% from its peak, driven by weak earnings, heavy FII outflows, and global uncertainty. 
However, multiple indicators—from easing valuations and supportive policies to an expected earnings rebound—suggest the correction may be nearing its end. 
This blog explores past correction trends and key signals pointing to a potential market reversal in FY26.


Charted Insights: A Deeper Look into Indian Market’s Historical Corrections

United States

Nasdaq, Inc. operates a global stock exchange. The Company provides trading, clearing, exchange technology, regulatory, securities listing, and information services. Nasdaq offers its services worldwide.

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Nasdaq Inc (NDAQ US)

Nasdaq CEO: Tech Innovation, Leadership and Fighting Financial Crime

Nicola Tangen of Norway's sovereign wealth fund interviews Nasdaq CEO Adena Friedman about their vision as a global tech leader in the financial...

In Good Company with Nicolai Tangen

Nasdaq (NDAQ): $2.7bn Offering's Global Index Implications

Nasdaq's $2.7bn secondary offering is expected to trigger intra-quarter implementations for both main global indices, with a total forecasted...

Dimitris Ioannidis

Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China

Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...

Vincent Fernando, CFA

Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning

A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...

Fabricated Knowledge

Charted Insights: A Deeper Look into Indian Market’s Historical Corrections

Indian equities have experienced a significant correction due to weak earnings, FII outflows, and global uncertainty, but indicators suggest a...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Nasdaq CEO: Tech Innovation, Leadership and Fighting Financial Crime

Nicola Tangen of Norway's sovereign wealth fund interviews Nasdaq CEO Adena Friedman about their vision as a global tech leader in the financial...

In Good Company with Nicolai Tangen

Nasdaq (NDAQ): $2.7bn Offering's Global Index Implications

Nasdaq's $2.7bn secondary offering is expected to trigger intra-quarter implementations for both main global indices, with a total forecasted...

Dimitris Ioannidis

Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China

​Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...

Vincent Fernando, CFA

Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning

A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...

Fabricated Knowledge

Charted Insights: A Deeper Look into Indian Market’s Historical Corrections

​Indian equities have experienced a significant correction due to weak earnings, FII outflows, and global uncertainty, but indicators suggest a...

Nimish Maheshwari

Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...

Indian equities have experienced a significant correction due to weak earnings, FII outflows, and global uncertainty, but indicators suggest a...