It doesn't get more topical than artificial intelligence, with Alexander Weiss of Trive South Africa joining us to reflect on the extraordinary growth seen thus far and the companies at the forefront of this trend. This includes Nvidia, AMD, Microsoft, Alphabet and Meta. Join us for Five with Ttrive as we discuss these stocks.
Growth vs. value is one of the most stereotypical debates in the market. There’s so much to learn from these two approaches, so we used the opportunity this week to discuss this topic and look at some of the core differences. This included real-world examples of various companies that we have covered in Magic Markets Premium as well.
As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in Magic Markets Premium in the past year, including recent shows on Meta, Amazon and Apple. The fight for eyeballs is dominating this industry. The “attention economy” is lucrative and technology platforms have found various ways to monetise it, ranging from advertising to subscription business models. If you are interested in uncommon insights, then this show is for you. Instead of focusing on the obvious elements of Big Tech earnings, we highlight some of the trends and themes [...]
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 [...]
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. [...]
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