Amazon has been a story of a platform business blossoming into profitability after a period of extensive investment. With a formidable moat in both eCommerce and cloud, along with a valuation multiple below major peers, is Amazon becoming one of the better Magnificent 7 opportunities?
Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering that was the foundation of the Future Forex business. Building on that success, Future Forex is disrupting an industry that desperately deserves to be disrupted: providing forex execution for individuals and businesses, fertile ground for traditional banks to charge large fees as a spread. Future Forex is doing things differently, as explained by Harry in this show.
Amazon’s management talks about it being early days in all of their businesses. That’s quite a statement for one of the world’s most valuable and exciting companies to make. Is this just a classic case of a growth stock trying to support its valuation multiple, or does Amazon still have enough runway? With performance well ahead of the Nasdaq-100 this year, Amazon has caught up some of the lost ground. Can it keep going?
Welcome to episode 149 of Magic Markets. It’s the middle of US earnings season, and two international tech giants have released results last week. This is a tale of two stocks, with one garnering a very positive reaction from the market and the other… well, not so much. Join us as we discuss Amazon and Alphabet (the holding company of Google).
In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people know the brands and feel like they understand the businesses. Of course, like everything in the market, it’s not quite that simple. In this action-packed discussion that touched on many different topics ranging from global to SA retailers, through to real estate, E-commerce, the rise of shrinkage (theft) in global retailers and SO much more! Listen in NOW!
Use the podcast player below to listen to our discussion on Amazon and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 10 November 2022) What started out as “Earth’s Biggest Bookstore” is now estimated to have gross merchandise value ahead of Walmart, with a big chunk of sales from third-party sellers who use Amazon as a marketplace. The retail side of the business is loss-making again. Amazon Web Services (AWS) is making the money, with all eyes on cloud growth and the advertising business within Amazon’s retail operations. The group is a perfect case study of the [...]
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normality after the pandemic. In Episode 24 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the companies behind the acronyms and what investors should be thinking about when analysing them. http://
In Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles - tech truffles! Oh, and unicorns. With the assistance of special guest (and stock-picking expert) Craig Antonie, the hosts unpack a simple framework to help identify the winning companies of tomorrow. There's also a discussion on value vs. growth investing, along with the example of Teledoc as the kind of company that gets Craig excited. This episode is brought to you by AnBro Capital Investments. Invest in the future. Invest in growth. Visit investinunicorns.com for more information. AnBro Capital Investments is an [...]
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