#173 Unlocking Japan's Investment Potential, OpenAI’s New Product & The Housing Market

Stock Club

This episode is sponsored by V-Hub from Vodafone Business: https://r.vodafone.ie/v-hub-Advisory

V-Hub advisers are here to help you achieve your business goals. With specialisms across a range of digital skills, our advisers are ready to assist you with free support and guidance, so your business can thrive in the digital world.

Welcome to Episode #173 of Stock Club with Michael O’Mahony, Anne Marie and Emmet Savage. In this episode we address all the buzz around the Japanese Stock Market while dissecting why stocks like Ajinomoto, Calbee, and Nissan trade below book value while actively pursuing growth and investor trust.

We analyse the Nikkei stock index's impressive rise, driven by factors such as a weaker yen and endorsements from major investors. Switching gears, we examine Apple's strategic shift towards repair-friendly products and its potential impact on the repair industry.

We examine the implications of OpenAI's launch of a business version of a chatbot that competes with Microsoft, a company it shares a 49% ownership with. In the housing market, we explore the risks associated with Zillow's 1% down payment mortgage plan. We shed light on the challenges millennials face in achieving homeownership in today's housing climate.

To wrap up, we dissect Games Workshop's Warhammer model, its exceptional gross margin, and the potential fallout from its TV show contract with Amazon Prime.

📈 Get 20% off Horizon with code “STOCKCLUB” and build a high-growth portfolio based on tried and tested strategies 👉 https://mywallst.com/stock-picking-subscription-service/

Become a successful investor by checking out all the content MyWallSt has to offer:

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

💵 Our premium product, Horizon, allows you to build generational wealth by “copy and pasting” the moves of an expert stock investor: https://mywallst.com/stock-picking-subscription-service/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallSt

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

(00:00) Preview

(01:00) Vodafone Business

(05:20) Japanese Companies' Growth and Transformation

(09:24) Nikkei's Performance and Factors Influencing

(14:22) Price to Book Ratio

(21:45) Apple's Shift Towards Repair-Friendly Products

(27:05) Apple's Motivations for Self-Service Repair Program

(33:17) Apple's Branding and Right to Repair

(41:17) Zillow's 1% Down Payment Option

(47:51) Investing in Games Workshop

(54:12) Vodafone Business

---

Hosted on Acast. See acast.com/privacy for more information.