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Meta: Does It Get Better?

Magic Markets2022-11-03T01:01:34+02:00

Use the podcast player below to listen to our discussion on Meta and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 3 November 2022) 2.9 billion people every day. That’s how many warm bodies engage with a Meta product. This is one of the most powerful ecosystems in the world with undeniable network effects, yet the Meta share price is back to where it was several years ago. In that time, earnings have more than tripled. With Zuckerberg and team doubling down on the Metaverse, the investment thesis has moved well beyond Family of Apps. The market [...]

Meta: Does It Get Better?Magic Markets2022-11-03T01:01:34+02:00

PREMIUM: Meta – finally a value stock?

Magic Markets2022-06-21T19:23:05+02:00

Use the podcast player below to listen to our discussion on Meta and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 9 February 2022) We've written before in the Taiwan Semiconductor Company report that chips may well be the new oil. There's an argument to be made that data is even more important. Data privacy is all the rage. Knowing everything about its users was once Meta's core strength. Now, this strength is causing its business model to face major challenges, as Apple has given its users the ability to use the apps with far more privacy. [...]

PREMIUM: Meta – finally a value stock?Magic Markets2022-06-21T19:23:05+02:00

Magic Markets Ep24: FAANGs at the BEACH

Magic Markets2021-09-07T12:10:00+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 BEACHMagic Markets2021-09-07T12:10:00+02:00

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