Amazon: Castles in the Cloud


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 [...]

Amazon: Castles in the Cloud2022-11-10T07:40:38+02:00

Magic Markets Ep24: FAANGs at the BEACH


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 ( discuss the companies behind the acronyms and what investors should be thinking about when analysing them. http://  

Magic Markets Ep24: FAANGs at the BEACH2021-09-07T12:10:00+02:00

Magic Markets Ep11: Tech Truffles and Unicorns


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 for more information. AnBro Capital Investments is an [...]

Magic Markets Ep11: Tech Truffles and Unicorns2021-09-07T12:10:16+02:00
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