At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.
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.
Use the podcast player below to listen to our discussion on Microsoft and its Q2'23 result, which accompanies the detailed write-up below: (Date of report: 2 February 2023) From cloud to AI – the narrative at Microsoft has shifted, proving once again that the company sits at the forefront of global technology trends. When CEO Satya Nadella speaks, the market listens. As we revisit Microsoft after more than a year, the growth story has slowed and there are challenges in the business. The share price has cooled off significantly in line with the broader market. For patient capital, is this an [...]
Use the podcast player below to listen to our discussion on Adobe and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 22 June 2022) If you’ve ever hired a graphic designer or worked with a professional marketing team to design and run a campaign, we can almost guarantee that you’ve been an indirect customer of the Adobe ecosystem. Adobe is a business that evolved from making free cash flow of around $2bn in 2013 to generating nearly $14.5 billion in 2021. A shift to a subscription model was a huge driver of this, with Adobe exhibiting a [...]
Use the podcast player below to listen to our recap on Microsoft, Nike and Etsy, which accompanies the detailed write-up below: (Date of report: 4 May 2022) A successful investing or trading strategy is all about forming a view, executing on that view and then analysing what actually happened in the market. This feedback loop is a critical learning experience and Magic Markets Premium is no different. This is our second recap show and we will be looking at Microsoft and Nike in detail, with a brief look at Etsy. We planned to do a detailed look at Etsy as well, [...]
With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.
Use the podcast player below to listen to our discussion on Microsoft and its Q1'22 result, which accompanies the detailed write-up below: (Date of report: 3 November 2021) Beneath the Surface - things you need to remember The world's computer Go on, we dare you. Make it through a day without using a Microsoft product. Chances are very high that you can’t do it, unless you’re a creative who spends your day on Apple hardware using Adobe Creative Cloud. Don’t go home and play Xbox after work, or you’ve fallen foul of the challenge. Also, don’t even think about looking for [...]