Media

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

Tripadvisor: A One Star Review

2023-05-24T23:13:08+02:00

Tripadvisor has a great brand, but does it have a great business? Or does it have a business at all, in the modern world of competitors like Google Maps? Worst of all, doesn't Tripadvisor have to pay Google just to stay relevant? It's not looking good for the famous travel and tourism company.

Tripadvisor: A One Star Review2023-05-24T23:13:08+02:00

Comcast: The Peacock’s True Colours

2023-03-09T00:24:51+02:00

Use the podcast player below to listen to our discussion on Comcast and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 9 March 2023) Comcast is a bit like the love child of AT&T and Disney, with a traditional cable broadband business making most of the money that funds the management team’s adventures in the media industry. Reading back into the history of Universal Film and NBC shows just how significantly media has changed in the last few years, as for decades it was all about the initial growth of TV and radio. Steeped in history, Comcast’s [...]

Comcast: The Peacock’s True Colours2023-03-09T00:24:51+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
Go to Top