Latest / What the Flux / CSL's shares get a shot | BlueSky's X-odus | Could Google lose Chrome?

Transcript

CSL's shares get a shot | BlueSky's X-odus | Could Google lose Chrome? · What the Flux

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  Speaker 1: This is what Flux. I'm Brett and I'm Justin and
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  Speaker 1: it's Wednesday, the twentieth of November.
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  Speaker 2: Josey Boy. Hester, the industry super fund of nine hundred
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  Speaker 2: and fifty thousand Australians, is in its apologetic error. Get
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  Speaker 2: this one. Hester has been forced to compensate more than
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  Speaker 2: one hundred and twenty thousand members after it left their
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  Speaker 2: retirement savings stuck in assets whose value fell big time
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  Speaker 2: during COVID and the median repayment was seventeen dollars per member,
• 0:29
  Speaker 2: but some members are believed to be compensated.
• 0:32
  Speaker 1: Thousands flocks out this month in the Flux Academy, we're
• 0:35
  Speaker 1: talking everything you need to know about the property market,
• 0:37
  Speaker 1: the ins and outs, how to buy property, where to
• 0:39
  Speaker 1: get a deposit from and we're getting away three big
• 0:41
  Speaker 1: prizes to the top three on the leaderboard. So make
• 0:43
  Speaker 1: sure to download the Flux app and check it all out.
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  Speaker 2: Three insightful stories today, Josey Boy, Let's do it for
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  Speaker 2: our first. CSL, one of Australia's largest companies, has suffered
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  Speaker 2: a four percent drop in its share price after a
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  Speaker 2: new leader of the US health Department was announced.
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  Speaker 1: Australian company US Health Department, Man, what is going on here?
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  Speaker 2: Well? CSL is an Australian based global biotech company that's
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  Speaker 2: been around for over one hundred years.
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  Speaker 1: Yeah, they do things like flu vaccines, but be maned.
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  Speaker 1: Their best performing products are in the blood and plasma space.
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  Speaker 1: But as we know, been man at. Donald Trump was
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  Speaker 1: elected as the President of the United States, coming in
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  Speaker 1: in January, and in one of.
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  Speaker 2: His first moves, he announced Robert F. Kennedy Junior as
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  Speaker 2: the head of the US Health Department.
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  Speaker 1: Aka the real life husband of Sheryl from.
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  Speaker 2: Kirby and Jessie.
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  Speaker 1: Boy.
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  Speaker 2: You may remember that Robert F. Kennedy Junior has had
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  Speaker 2: some pretty strong views on vaccines in the past, including
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  Speaker 2: the COVID vaccine.
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  Speaker 1: Yep, I do believe he called the COVID vaccine a
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  Speaker 1: crime against humanity and as a result, many vaccine manufacturers
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  Speaker 1: have seen their share price whacked, including CSL, whose share
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  Speaker 1: price has dropped to its slowest price since April this year.
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  Speaker 2: The reason you ask, well, investors are worried that Kennedy
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  Speaker 2: could bring uncertainty to the biotech sector. So what is
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  Speaker 2: the key learning here? Does he boy?
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  Speaker 1: New? Political leadership often determines winners and losers in the
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  Speaker 1: stock market, particularly in regulated industries and markets.
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  Speaker 2: You see juzzy Boy, the biotech and even the pharmaceutical sectors.
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  Speaker 2: They're heavily reliant on government policy, things.
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  Speaker 1: Like drug regulatory approvals, government funding, as well as just
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  Speaker 1: overall transparency.
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  Speaker 2: Any shifts in policy, especially those led by people with
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  Speaker 2: unconventional views, can create volatility.
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  Speaker 1: And they man say the first time we saw particular
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  Speaker 1: industries or companies impacted by new leadership.
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  Speaker 2: They're not the only company to be affected by this election.
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  Speaker 1: Yep. Remember Tesla share prices jumped nearly forty percent since
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  Speaker 1: the Trump election win as well.
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  Speaker 2: For our second story, blue Sky, the social media platform
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  Speaker 2: competing with X, has seen more than two million new
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  Speaker 2: users just after the US presidential election.
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  Speaker 1: Talk about an exodus.
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  Speaker 2: What is going on here, well, juzzy boy. Blue Sky
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  Speaker 2: is a social media platform where people can interact in
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  Speaker 2: pretty much the exact same way as they do an
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  Speaker 2: X formerly known as Twitter.
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  Speaker 1: H You can post, you can reply to posts, you
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  Speaker 1: can message people interestingly.
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  Speaker 2: Blue Sky actually began as a project within the walls
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  Speaker 2: of Twitter by Jack Dorsey, Twitter's founder and at the.
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  Speaker 1: Time, and the man in twenty twenty one, pre Muski's acquisition,
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  Speaker 1: Yeap blue Sky was spun out of Twitter, and now
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  Speaker 1: Blue Sky has seen a huge jump in its user numbers,
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  Speaker 1: does you boy? And this came straight after the US
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  Speaker 1: presidential election. Yeap blue Sky saw more than one million
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  Speaker 1: new members sign up in the days following the election.
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  Speaker 2: And one million more since.
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  Speaker 1: And it's been reported b Man that X promoted pro
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  Speaker 1: Trump viewpoints in the user's algorithmic feed through Elon Musk's posts.
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  Speaker 2: So now many ex users have defected to blue Sky
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  Speaker 2: because it's effectively a decentralized version of Twitter.
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  Speaker 1: So what is the key learning here?
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  Speaker 2: In a world where big companies control almost everything, decentralization
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  Speaker 2: is the key to giving power back to the people.
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  Speaker 1: Man, We know how traditional centralized companies like X work.
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  Speaker 2: Yeah, the company can decide what gets posted, who sees it,
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  Speaker 2: how your data is used.
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  Speaker 1: But a decentralized platform means that no single person or
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  Speaker 1: company owns or controls it.
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  Speaker 2: Instead, it allows users to have more control over their
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  Speaker 2: content and how it's shared.
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  Speaker 1: And the Man. Not only the users moving to blue Sky,
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  Speaker 1: but they're also using.
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  Speaker 2: Blue st Get this one. On most social sites you've
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  Speaker 2: normally got ninety percent lurkers. That's users who look but
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  Speaker 2: don't really comment or contribute.
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  Speaker 1: You've got normally nine percent of users commenting but they
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  Speaker 1: don't post, and.
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  Speaker 2: You've usually got about one percent of users posting.
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  Speaker 1: But bman, currently on Blue Sky, thirty percent of their
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  Speaker 1: users are posting.
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  Speaker 2: So juzzy boy. While Blue Sky's total number of users
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  Speaker 2: is a fraction of x, it's hoping that its engaged
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  Speaker 2: community will make all the difference.
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  Speaker 1: For our third and final story, Google may be forced
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  Speaker 1: to sell off Google Chrome after the US Justice Department
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  Speaker 1: pushes Google to be split up.
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  Speaker 2: Not the news that Google would have wanted to hear
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  Speaker 2: on this fabulous Wednesday. Juzzy boy, So tell me what
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  Speaker 2: is going on?
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  Speaker 1: Okay, so we know Google the search engine started way
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  Speaker 1: back in nineteen ninety eight.
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  Speaker 2: Now it's known under its parent company alphabet inp and
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  Speaker 2: it also owns Gmail and g Drive and Google Maps
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  Speaker 2: and Android, and of course it's unproven aiitol Gemini man.
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  Speaker 1: Now you may recall earlier this year, Google's found guilty
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  Speaker 1: of monopolizing the online search market.
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  Speaker 2: And jesse boit kind of extense. Google processes over ninety
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  Speaker 2: percent of global search queries, but now be Man at
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  Speaker 2: the US Justice Department is requesting that the judge forces
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  Speaker 2: Google to sell off Google Chrome. They claim that Chrome
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  Speaker 2: helps Google grow its control over the search market and.
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  Speaker 1: Be Man with ninety percent of those search queries and
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  Speaker 1: the majority of web browsing. Google's competitive advantage is the
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  Speaker 1: squillions of pieces of data that it holds on too.
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  Speaker 2: So what is the key learning here?
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  Speaker 1: For businesses? Controlling key access points to customer data has
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  Speaker 1: become a true differentiator and jaesieboy.
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  Speaker 2: Google has mastered this with powerful browser partnerships with Apple
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  Speaker 2: and Samsung.
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  Speaker 1: As well as its ownership and control of chro you.
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  Speaker 2: See, joseboy. Google spent over twenty six billion US dollars
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  Speaker 2: in twenty twenty one to acquire search traffic.
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  Speaker 1: It does that by paying Apple and Samsung to be
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  Speaker 1: the default search engine on their device.
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  Speaker 2: On top of that, it also owns the come browser,
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  Speaker 2: which has around sixty one percent of the global market
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  Speaker 2: share for web browsers. So be Man.
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  Speaker 1: It's no surprise that Google search business generated one hundred
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  Speaker 1: and seventy five billion US dollars in revenue last year.
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  Speaker 2: And this is exactly clear what the Department of Justice
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  Speaker 2: wants to break up.
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  Speaker 1: No more strategic buying of search, and no more Google Chrome.
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  Speaker 2: Flex am me.
• 6:07
  Speaker 1: If you are currently looking to buy a property all
• 6:09
  Speaker 1: in the next six to twelve months, looking, the perfect
• 6:11
  Speaker 1: place to start is the Flex Academy. This month, we're
• 6:14
  Speaker 1: giving away three prizes one hundred dollars, fifty dollars and
• 6:17
  Speaker 1: an annual subscription to Flux Pro, all three for the
• 6:20
  Speaker 1: top three people on the Flex Academy leaderboard. To make
• 6:22
  Speaker 1: sure to download the Flox app, check out the Academy
• 6:24
  Speaker 1: this month and win at money.
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  Speaker 2: Thanks for listening and we'll see you on Friday.