Media

Amazon: In Their Prime

2024-05-08T23:15:44+02:00

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

2024-05-01T21:01:53+02:00

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

Netflix: Can the Show Go On?

2024-04-24T19:53:36+02:00

270 million households. Over 190 countries. The ability to turn anyone in a world famous star with a single documentary or series. Netflix won many streaming battles and it seems to have won the war. After growth in subscribers stagnated last year and sent the share price into freefall, a recent rally has been driven by a resurgence in subscriber growth and improved user economics. As Netflix really comes into its own, how should investors be thinking about the company that was criminally left out of the Magnificent Seven?

Netflix: Can the Show Go On?2024-04-24T19:53:36+02:00

Disney: Proxy Wars

2024-04-10T10:46:52+02:00

Despite boasting 17 consecutive years of dividend increases, Emera has been an underperformer on the market relative to a peer like Next Era Energy, which we recently covered here on Magic Markets Premium. As we continue to operate in an environment of higher rates and a focus on yields, does Emera offer compelling value, or is this more likely to be a value trap?

Disney: Proxy Wars2024-04-10T10:46:52+02:00

Magic Markets Ep161: Meta and Microsoft

2024-02-07T16:38:03+02:00

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

2024-02-08T00:22:27+02:00

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 Ep153: MultiChoice and Comcast

2023-11-30T08:05:00+02:00

Welcome to Magic Markets Episode 153, brought to you by B2IT. In this episode, we're dipping our toes into the dynamic world of media and streaming as we discuss Comcast and MultiChoice. In this show we unpack multiple ways one can invest in MultiChoice, Comcast's innovative approach at its Peacock streaming service, MultiChoice's subscriber growth in the face of challenges like load shedding, and the strategic partnership unfolding between Comcast and MultiChoice. We also compare to other media giants like Netflix, Disney and Warner Media. It's a jam-packed show. Give it a listen.

Magic Markets Ep153: MultiChoice and Comcast2023-11-30T08:05:00+02:00

Magic Markets Ep148: Tesla and Netflix

2023-10-25T18:46:41+02:00

Welcome to episode 148 of Magic Markets. This week, we cast our eyes beyond our local borders to bring you insights from two heavy hitters in the international market: Netflix and Tesla. These household names are making major moves and stirring up emotions as a result, with Tesla hyping up the Cybertruck while Netflix is all about strong subscriber growth and ad-supported tiers. Beyond these points, we also discussed a whole lot more. Is Ghost still a Tesla bear and can Moe be tempted back into Netflix after taking profits? Tune in to the podcast to find out!

Magic Markets Ep148: Tesla and Netflix2023-10-25T18:46:41+02:00

Recap: Meta

2023-08-02T22:11:41+02:00

We keep coming back to Meta on Magic Markets Premium because the company keeps dishing up surprises and volatility. After a spectacular run in the share price, is it time to take profits and stand back?

Recap: Meta2023-08-02T22:11:41+02:00

Recap: Hasbro and Visa

2023-06-29T08:44:36+02:00

By recapping Hasbro and Visa in the same report, we touch on one company that is in a state of strategic flux and another that is simply executing on more of the same. This is what makes the markets so interesting.

Recap: Hasbro and Visa2023-06-29T08:44:36+02:00
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