Magic Markets Ep163: Airbnb and Shopify


Platform businesses are fascinating things that can make a great deal of money at scale. This week in Magic Markets Premium, we covered Uber and its emergence as a financial butterfly in literally the last year. To keep the platform theme going, we decided to cover Airbnb and Shopify in this week’s free Magic Markets show, made possible by B2IT.

Magic Markets Ep163: Airbnb and Shopify2024-02-21T17:07:47+02:00

Magic Markets Ep145: Southern Sun and Carnival Corporation


Welcome to episode 145 of Magic Markets! The hospitality game is all about occupancy and pricing and getting those two things right. Just because we’re talking about the travel and leisure industry this week, doesn’t mean you can just sit back, kick up your feet and watch your investments compound. Join us on a deep dive into Carnival Corporation and Southern Sun.

Magic Markets Ep145: Southern Sun and Carnival Corporation2023-10-04T23:09:27+02:00

Carnival Corporation: Trying to Stay Afloat


Carnival Corporation has delivered an astonishing run in the share price this year, as cruises have started to show signs of recovery. But do shareholders still have enough of the economics to justify this, or have the bankers taken the lion's share?

Carnival Corporation: Trying to Stay Afloat2023-07-12T23:24:23+02:00

Topgolf Callaway: Only For The Short Game?


Topgolf Callaway is the victim of a risky and questionable strategy to focus on rolling out entertainment venues with unproven economics. Underperformance vs. its major competitor has been significant, but will this change?

Topgolf Callaway: Only For The Short Game?2023-06-15T07:18:46+02:00

Airbnb: The travel swing


Use the podcast player below to listen to our discussion on Airbnb and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 1 June 2022) Airbnb is about so much more than sharing someone’s apartment in New York. The company was born in the Global Financial Crisis and has survived Covid, confirming the strength of an asset-light platform that manages to become a verb. Airbnb has never made an annual profit, yet it has a market cap of over $76 billion. Travel is in vogue right now in the markets and Airbnb seems better off in inflationary times [...]

Airbnb: The travel swing2022-06-21T19:20:52+02:00


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