📈 Google never fails

Microsoft gets comfortable | Alphabet nails the big ad pitch |

Hi Reader, here's what you need to know for April 28th in 3:04 minutes.

🎉 We’re looking for leaders to join our 2021 events program and host conversations about the biggest investing trends. It’s your chance to grow your network, get featured in front of our global audience, and gain valuable experience in producing live events. Apply here

Today's big stories

  1. Microsoft announced better-than-expected earnings, but it still missed out on a $2 trillion valuation
  2. Value ETFs could have a lot of upside potential, if you know which ones to invest in – Read Now
  3. Google-parent Alphabet's quarterly earnings beat analysts' expectations thanks to a thriving ad business

Microsoft Home Office

Microsoft Home Office

What’s Going On Here?

Microsoft must be wearing sweats, because all this WFH has made it very comfortable: the tech giant reported better-than-expected quarterly earnings late on Tuesday.

What Does This Mean?

With so many workers still trapped between their own four walls last quarter, it was no major surprise to see Microsoft’s three businesses – which are all WFH-friendly and make up roughly a third of sales each – doing so well. For starters, its cloud computing business saw sales climb by a better-than-expected 23% compared to the same time a year before. Its productivity business got a boost too, with chat-based collaboration platform Teams helping drive a 15% uptick in sales. And last but not least, Microsoft’s personal computing division: it benefited from the wider industry’s fastest sales growth in two decades last quarter, and its sales jumped 15%.

Why Should I Care?

For you personally: You can run from Microsoft, but you can’t hide.
Still, Microsoft’s going to have to wait to hit the coveted $2 trillion valuation for the first time: investors initially sent its shares down 4% despite the strong results. You might want to keep an eye on that benchmark too, even if you’re not directly invested in its stock. See, the bigger the firm gets, the more disproportionate its influence over US stock market indexes becomes. So if you’re invested in an exchange-traded fund passively tracking one of those indexes, your investments might take a hit when Microsoft’s stock does.

The bigger picture: You can’t sit with us, Microsoft.
Microsoft announced its biggest buyout since LinkedIn earlier this month, in the form of a $16 billion bid for speech-recognition company Nuance Communications. But money can’t buy everything, and the tech giant missed out on the chance to beef up its gaming business when Discord rejected its $12 billion acquisition offer last week. The video game chat platform, it turns out, has bigger ambitions – namely a mooted initial public offering that’d value it at as much as $18 billion.

Copy to share story: https://www.finimize.com/wp/news/microsoft-home-office/

🙋 Ask a question

2. Analyst Take

The Number Of Value ETFs Is Head-Spinning

What’s Going On Here?

It’s no secret that cheap-looking value stocks have a lot of potential upside right now, but there are a lot of them out there.

So your simplest option is to invest in exchange-traded funds (ETFs) that give you exposure to a bunch of them all at once.

Then again, there are a lot of value ETFs out there too. So how do you know which one to pick?

Well, that depends what you’re focused on: value metrics, geographical focus, size, fees – the list goes on.

So that’s today’s Insight: 13 of the best value-centric ETFs out there right now, and how to pick the perfect one for you.

Read or listen to the Insight here

SPONSORED BY ELECTRIC

🚨 Alert: possible security breach

IT problems, huh?

Well, it’s a good thing you can trust Electric to power your IT while you focus on your business.

Lightning-fast tech support, proactive security standardization, streamlined employee onboarding and offboarding…

Those are just a few of the ways Electric is upgrading the IT strategy of more than 400 customers and 20,000 users – not to mention delivering an ROI of 105%.*

You’ll even get a free pair of Beats Solo3 Wireless Headphones when you take a qualified meeting with one of their IT specialists.

So if your company has between 15 and 500 employees and mostly operates in the US, go ahead: schedule that meeting.

Get Your Free Headphones

*Based on Forrester’s Total Economic Impact report.

When you support our sponsors, you support us. Thanks for that.

Soft Sell

Soft Sell

What’s Going On Here?

Alphabet’s ad business basically sells itself these days: the Google parent reported better-than-expected quarterly earnings late on Tuesday, and its stock initially rose 4% (tweet this).

What Does This Mean?

Businesses were quick to slash their ad budgets to save cash when the pandemic landed last year, but they reverted to old habits almost as quickly once the global economy started finding its feet. That set the bar high for Alphabet, whose ad business represents 30% of the US’s digital advertising spend – not to mention the majority of the tech giant’s income. But the company comfortably soared past expectations: its first-quarter revenue came in 7% higher than analysts’ forecasts, and its profit 66% higher.

Why Should I Care?

The bigger picture: What goes up might come down.
Google sits alongside Facebook and Amazon as one of the big three digital advertisers, which collectively increased their share of the US digital ad market from 80% in 2019 to almost 90% last year, according to research firm GroupM. That’s drawing unwanted attention from US regulators, which are gunning to spin off the business segments of this so-called “triopoly” into separate companies – in turn limiting their influence over the global digital ad market.

For markets: Alphabet’s still shooting for the moon.
Alphabet is made up of a core money-making platform – Google – and a mishmash of high-risk, high-reward moonshot projects. And that whole “money-making” thing might be why plenty of investors value the company based on Google’s earnings alone. But some longer-term investors reckon those moonshot projects – self-driving vehicle company Waymo, AI firm DeepMind, and life sciences division Verily – are going underappreciated, and their potential unreflected in Alphabet’s share price. By exactly how much remains to be seen, but according to our math, those companies could be worth north of $100 billion…

Copy to share story: https://www.finimize.com/wp/news/soft-sell/

🙋 Ask a question

💬 Quote of the day

“Hate is too great a burden to bear. It injures the hater more than it injures the hated.”

– Coretta Scott King (an American author, activist, civil rights leader)
Tweet this

SPONSORED BY TURBOTAX

Get personalized tax advice on demand

Everybody’s tax situation is different, which is why personalized advice is so important.

And with TurboTax Live Premier, that’s exactly what you’ll get. Whether you sold one stock or 1,000 this year, a tax expert can tell you what it means for you.

Here’s how: you’ll be connected to them via one-way video, and be able to get unlimited tax advice year-round on any investment scenario, with your best interests in mind.

Stocks, bonds, ESPPs, cryptocurrencies, rental income, depreciation – you name it.

So when Tax Day comes, you can be confident you’ve done your taxes right, and earned every credit and deduction you qualified for.

Don’t hang around until the May 17th tax deadline: get started today.

Get TurboTax's Advice

When you support our sponsors, you support us. Thanks for that.

🌎 Finimize Live

💩 Hone your BS-ometer

Here’s the thing: some companies are better at spinning a great story about how great their business is than, y’know, building a great business. So join author of Digital Darwinism Tom Goodwin for How To Cut Through The Spin on Thursday, and learn how to separate a compelling narrative from a must-have investment.

💰 Crowdfunding Club: 1pm NYC time, April 28th
🌏 How To Live Off Cryptocurrency: 3.30pm NYC time, April 28th
🛢 The Energy Sector’s New Direction: 4pm UK time, April 29th
🔪 How To Cut Through The Spin: 6pm UK time, April 29th
👋 Live Q&A With CEO Max Rofagha: 1.30pm UK time, April 30th
📈 The Shift From Growth To Value Stocks: 6pm UK time, May 4th
⚽️ Investing In Professional Sports: 6pm UK time, May 5th
🤒 The Financial Health Check: 4pm UK time, May 6th
☄️ The Future Of Commodities: 6pm UK time, May 12th
💪 Building A Circular Economy: 5pm UK time, May 25th
🇨🇳 The Surge In China’s Tech Scene: 5pm UK time, June 1st

📚 What we're reading

❤️ Share with a friendYour Referrals: 0

Thanks for reading Reader. If you liked today's brief, we'd love for you to share it with a friend. If they sign up on your unique link, you’ll earn some sweet swag.

Share your unique link:

https://finimize.com/invite/?kid=177ZWC

You stay classy, Reader 😉

We’d love to hear your thoughts. Give feedback

Want to advertise with us too? Get in touch

Image Credits:

Image credits: Andy Dean Photography - Shutterstock | Gilmanshin, OBprod, Seregam - Shutterstock

Preferences:

Update your email or change preferences

View in browser

Unsubscribe from all Finimize Emails

😴

Crafted by Finimize Ltd. | Third Floor, 1 New Fetter Lane, London, EC4A 1AN, UK.

All content provided by Finimize Ltd. is for informational and educational purposes only and is not meant to represent trade or investment recommendations. You signed up to this mailing list at finimize.com or through one of our partners. © Finimize 2021

View Online

Older messages

😎 Europe buys a Tesla

Monday, April 26, 2021

Europe buys a... Volkswagen? | Commodities are a hot commodity | TOGETHER WITH Hi Reader, here's what you need to know for April 27th in 3:11 minutes. 🛢 Oil: we can't live with it, we can't

🥊 Bitcoin vs. bitcoin ETF

Sunday, April 25, 2021

LVMH loves a comfy shoe | Yep, Snapchat's still going | TOGETHER WITH Hi Reader, here's what you need to know for April 26th in 3:11 minutes. 🎉 We're looking for leaders to join our 2021

😒 Tesla isn't all that

Thursday, April 22, 2021

Have a break, Nestlé | Southwest keeps its cool | TOGETHER WITH Hi Reader, here's what you need to know for April 23rd in 3:05 minutes. 🛸 The truth is out there. And by “there”, we mean at our

🤓 Apple's masterplan takes shape

Wednesday, April 21, 2021

This chip shortage keeps giving | Heineken goes all chic | TOGETHER WITH Hi Reader, here's what you need to know for April 22nd in 2:58 minutes. 😎 Move over clubhouse: today we're going live on

😰 Netflix has a shocker

Tuesday, April 20, 2021

Even Bridgerton couldn't save it | At least P&G stepped up | TOGETHER WITH Hi Reader, here's what you need to know for April 21st in 3:14 minutes. 🔥 Not to blow smoke up our own behinds,

Is India getting its own digital currency?

Wednesday, July 28, 2021

Finshots Is India getting its own digital currency? A few days back we began hearing whispers about a central bank digital currency (CBDC) and how the RBI is working on it as we speak. So in

Back-to-School Shopping Will Be More Expensive This Year

Wednesday, July 28, 2021

Shoppers should expect shortages and higher prices on computers and other school supplies. July 27, 2021 SHOPPING Back-to-School Shopping Will Be More Expensive This Year Shoppers should expect

Going backwards

Tuesday, July 27, 2021

Bloomberg It was a wrenching first hearing before the special Congressional panel investigating the deadly Jan. 6 insurrection. On that day almost seven months ago, when Congress was formalizing the

🎉 Apple, Alphabet, Microsoft: boom

Tuesday, July 27, 2021

Microsoft has requested permission to smash it | Please eject Apple before fist-pumping vigorously | Finimize Hi Reader, here's what you need to know for July 28th in 3:10 minutes. 🧐 The 1% have

Opinionated: Better Money Storylines Anyone?

Tuesday, July 27, 2021

Plus, retirement dreams and leveling up your career game. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Will Robinhood Start Offering Retirement Accounts?

Tuesday, July 27, 2021

7 Things That Are Getting More Expensive July 27, 2021 Every young generation rejects the practices of those that came before. It's a tale as old as time — or at least as old as baby boomers not

[New post] Slow recoveries, endogenous growth and macroprudential policy

Tuesday, July 27, 2021

BankUnderground posted: " Dario Bonciani, David Gauthier and Derrick Kanngiesser Following the global financial crisis in 2008, central banks around the world introduced tighter banking

Why cigarette companies want you to quit smoking

Tuesday, July 27, 2021

Finshots Why cigarette companies want you to quit smoking In today's Finshots we talk about why Philip Morris wants to stop selling cigarettes Business The Story Jacek Olczak, the CEO of Philip

Bitcoin Prices Soar on Speculation Amazon Will Soon Accept Cryptocurrencies as Payment

Tuesday, July 27, 2021

A job posting offers a tantalizing clue. July 26, 2021 EVERYDAY MONEY Bitcoin Prices Soar on Speculation Amazon Will Soon Accept Cryptocurrencies as Payment A job posting offers a tantalizing clue.

China wipeout

Monday, July 26, 2021

Bloomberg Beijing's intensifying crackdown on its own technology sector is being felt across global markets, erasing $769 billion in value from US-listed Chinese stocks in just five months. On