Investing in insurers, Nvidia and BHP: The Companies and Markets Show
Description
Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper prices and a relatively stable iron ore market, its biggest market. Alex shares what investors should expect going forward.
Alex Newman, the author of this week’s cover feature on insurance stocks, joins the show. DIY investors love insurers – note our Lee and the IC podcast co-host, Lord John Lee – but the industry is a complex beast. Alex explains what investors should do to know which names are worth owning.
Lastly, Arthur Sants joins to discuss Nvidia’s (US:NVDA) latest interim results. Its revenue more than doubled but the share price fell thanks to expectations that it turns out even the world’s top-earning company can’t beat. Arthur explores the valuation and what lies ahead for the business.
Timestamps
1:18 BHP
10:21 Investing in insurers
23:59 Nvidia
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