Netflix

Magic Markets #223: Nuggets from Omaha

Magic Markets2025-05-08T06:32:18+02:00

In an incredible contrast of wisdom, this episode focuses primarily on insightful comments from Warren Buffett at the latest Berkshire Hathaway annual meeting, before ending off with the latest chaos on tariffs - this time, Trump's comments on potential tariffs on the film industry, a sector in which the US enjoys a trade surplus! You can't make this stuff up. Thankfully, we have Buffett's endless wisdom and excellent humour to enjoy, along with his comments on their investment strategy and their immense cash pile. Spoiler alert: if you were expecting buybacks of Berkshire shares in the latest quarter, you were disappointed.

Magic Markets #223: Nuggets from OmahaMagic Markets2025-05-08T06:32:18+02:00

Magic Markets #200: Big Tech, Big Opportunities?

Magic Markets2024-11-06T18:06:33+02:00

Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering that was the foundation of the Future Forex business. Building on that success, Future Forex is disrupting an industry that desperately deserves to be disrupted: providing forex execution for individuals and businesses, fertile ground for traditional banks to charge large fees as a spread. Future Forex is doing things differently, as explained by Harry in this show.

Magic Markets #200: Big Tech, Big Opportunities?Magic Markets2024-11-06T18:06:33+02:00

Netflix: Priced for Glory

Magic Markets2024-10-23T18:22:05+02:00

Netflix has everything going its way right now, from hit shows to great financial results. The market loves the story and has signed up for a full season of growth, paying high multiples once more for a company that was thrown to the wayside just a couple of years ago. Can the good times continue, or will the multiple prove to be too hot?

Netflix: Priced for GloryMagic Markets2024-10-23T18:22:05+02:00

Netflix: Can the Show Go On?

Magic Markets2024-04-24T19:53:36+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?Magic Markets2024-04-24T19:53:36+02:00

Magic Markets Ep148: Tesla and Netflix

Magic Markets2023-10-25T18:46:41+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 NetflixMagic Markets2023-10-25T18:46:41+02:00

Magic Markets Ep135: Our Recent Trades

Magic Markets2023-07-26T23:29:50+02:00

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.

Magic Markets Ep135: Our Recent TradesMagic Markets2023-07-26T23:29:50+02:00

Magic Markets Ep123: Growth, Value and Five-Year Fun

Magic Markets2023-05-03T18:05:48+02:00

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.

Magic Markets Ep123: Growth, Value and Five-Year FunMagic Markets2023-05-03T18:05:48+02:00

Netflix: The Sequel

Magic Markets2022-10-26T23:53:41+02:00

Use the podcast player below to listen to our discussion on Netflix and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 27 October 2022) When we recap stocks we’ve previously covered, we usually recap at least two companies in one show. Netflix is an exception, as the model is changing and Netflix is exhibiting the characteristics of a startup. Coupled with exciting recent price action, we felt that there’s been enough interest in this company and movement in the underlying thesis to warrant another standalone podcast and report. Welcome to Netflix: The Sequel! In January, Netflix was [...]

Netflix: The SequelMagic Markets2022-10-26T23:53:41+02:00

Recap: Disney and Netflix

Magic Markets2022-08-24T22:54:06+02:00

Use the podcast player below to listen to our recap on Disney and Netflix, which accompanies the detailed write-up below: (Date of report: 24 August 2022) Recap shows are important in Magic Markets Premium. We strongly believe in a feedback loop and assessing our views and expectations against what actually happened. We always give it a few months after our work for a clear trend to establish itself. In this show, we recap Netflix for the first time and Disney for the second time. We just couldn't resist the recent share price action in Disney. Comparing the Netflix narrative with Disney [...]

Recap: Disney and NetflixMagic Markets2022-08-24T22:54:06+02:00

Magic Markets Ep68: Burgers and fairy tales

Magic Markets2022-03-27T14:03:30+02:00

Burgers and fairy tales. These are the things that people like to invest in. No, really. In this episode of Magic Markets, we take a step back and discuss two investment themes that we find interesting. The first is the quick-service restaurant (QSR) industry, which commands premium valuations in markets across the world. There are global giants and regional powerhouses, with examples on the JSE as well as in international markets. We discuss the different types of models followed, along with concepts like franchise vs. corporate-owned models and the benefits of each strategy. We then move on to the art of [...]

Magic Markets Ep68: Burgers and fairy talesMagic Markets2022-03-27T14:03:30+02:00

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