Amazon: In Their Prime


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?

Amazon: In Their Prime2024-05-08T23:15:44+02:00

Alphabet: Old Dog, New Tricks


It took Google 15 years to reach $100 billion in annual review. It then took just 6 years to triple it to $300 billion. But perhaps the most impressive statistic of all is that the company expects to end the 2024 financial year with an annualised run rate of $100 billion revenue in YouTube and Cloud combined, let alone Search. With growth of around 55% in the share price in the past 12 months, Alphabet has even outperformed Microsoft over that period. Perhaps Alphabet really is the old dog that can learn new tricks.

Alphabet: Old Dog, New Tricks2024-05-01T21:01:53+02:00

Palantir: Out of the Shadows


Palantir is the name for the indestructible crystal balls in Lord of the Rings. Those crystal balls or seeing stones were used by both good and evil in the story, which is rather apt. Palantir the listed company has been one of the most secretive and least understood companies around, which makes its status as a publicly listed company all the more surprising. The group is now pushing harder than ever into a corporate client base, so it is coming out the shadows and chasing real growth with its military grade data solutions. This has gotten the market excited.

Palantir: Out of the Shadows2024-02-15T02:54:50+02:00

Magic Markets Ep161: Meta and Microsoft


Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world. Moe took on Meta, a love/hate stock for so many in the market. The Finance Ghost covered Microsoft, his favourite stock of them all.

Magic Markets Ep161: Meta and Microsoft2024-02-07T16:38:03+02:00

Alphabet: Not So Magnificent


In 2023, Alphabet’s advertising revenue was over $100 billion higher than in 2019. In big tech, the numbers are, well, rather big. There was a time in this world when Google seemed to have an unassailable position as the go-to search engine. It’s not every day that a brand becomes a verb! Yet here we are, looking at Artificial Intelligence and virtual reality and other disruptors to the Google kingdom. Has Alphabet done enough across its businesses to still be interesting?

Alphabet: Not So Magnificent2024-02-08T00:22:27+02:00

Magic Markets Ep156: Oracle and Adobe


In the final Magic Markets episode for 2023, hosts Mohammed Nalla and The Finance Ghost covered two global technology companies that sit adjacent to some of the more talked about names. Moe covered Oracle, giving an overview of the business and also looked at Oracle’s latest financial performance and the disappointing guidance given to the market. This leads into a discussion on why the share price has underperformed tech peers. Ghost covered Adobe, starting with the exceptional share price volatility and also covers the desire for acquisitions as well as the recently failed deal with Figma.

Magic Markets Ep156: Oracle and Adobe2023-12-20T18:02:16+02:00

Magic Markets Ep149: Amazon and Alphabet


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).

Magic Markets Ep149: Amazon and Alphabet2023-11-01T21:28:20+02:00

Salesforce: Can It Pick Up The Slack?


The only thing that is green about Aston Martin is the colour on the Formula One cars that are giving the brand a major boost at the moment. Share price action this year has been highly speculative, with tough financial results and a balance sheet that looks set to need more equity capital.

Salesforce: Can It Pick Up The Slack?2023-06-08T09:05:48+02:00

CrowdStrike: Hunting the Hackers


Use the podcast player below to listen to our discussion on CrowdStrike and its Q4'23 result, which accompanies the detailed write-up below: (Date of report: 16 March 2023) Stop breaches. Drive business. That’s the tagline when you Google CrowdStrike, making it quite clear that the falcon in the logo is looking for cyberattacks and doing so with enthusiasm. Every year, CrowdStrike releases a Global Threat Report with all kinds of illustrated “adversaries” and villains, effectively gamifying the world of cybersecurity. Like any security company, CrowdStrike sells fear. They sell protection from those adversaries. With the company losing a third of its [...]

CrowdStrike: Hunting the Hackers2023-03-16T00:22:48+02:00

Microsoft: A Platform Shift


Use the podcast player below to listen to our discussion on Microsoft and its Q2'23 result, which accompanies the detailed write-up below: (Date of report: 2 February 2023) From cloud to AI – the narrative at Microsoft has shifted, proving once again that the company sits at the forefront of global technology trends. When CEO Satya Nadella speaks, the market listens. As we revisit Microsoft after more than a year, the growth story has slowed and there are challenges in the business. The share price has cooled off significantly in line with the broader market. For patient capital, is this an [...]

Microsoft: A Platform Shift2023-02-01T23:37:08+02:00
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