Apple

Magic Markets #200: Big Tech, Big Opportunities?

2024-11-06T18:06:33+02:00

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.

Magic Markets #200: Big Tech, Big Opportunities?2024-11-06T18:06:33+02:00

Magic Markets Ep183: Investing in Global BRNDZ

2024-07-10T21:50:05+02:00

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands. Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

Magic Markets Ep183: Investing in Global BRNDZ2024-07-10T21:50:05+02:00

Magic Markets Ep135: Our Recent Trades

2023-07-26T23:29:50+02:00

At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.

Magic Markets Ep135: Our Recent Trades2023-07-26T23:29:50+02:00

Apple: Evolution, not Revolution

2022-11-30T17:19:48+02:00

Use the podcast player below to listen to our discussion on Apple and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 17 November 2022) Without a doubt the best global example of how tech hardware and services combine to form a powerful ecosystem, Apple is the most valuable company in the world and deservedly so. Originally built through revolution, the company is now all about evolution. Is that its greatest strength, or perhaps its most significant vulnerability? We unpack the company that brushed off a pandemic to achieve the best recent returns in the tech industry. Elevator [...]

Apple: Evolution, not Revolution2022-11-30T17:19:48+02:00

Magic Markets Ep24: FAANGs at the BEACH

2021-09-07T12:10:00+02:00

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://  

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