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!
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.
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.
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 [...]
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 [...]
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 [...]
Use the podcast player below to listen to our discussion on Netflix and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 26 January 2022) It's not every day that one of the most popular companies in the world sheds a quarter of its market cap in a single day. Toddler Ghost may be a huge fan of CocoMelon, but even that wasn't enough to save the share price. Did anyone see it coming? Well, we've flagged the free cash flow risks before, so the short answer is yes. Moe got in nice and early and has still [...]
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normality after the pandemic. In Episode 24 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the companies behind the acronyms and what investors should be thinking about when analysing them. http://
It's an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there's so much more to Disney than Disney+, like the entire Parks business and arguably the most impressive back catalogue in the world. "Netflix creates shows, but Disney creates worlds." In Episode 13 of highly rated podcast Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss their views on which business [...]