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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

Meta: Does It Get Better?

2022-11-03T01:01:34+02:00

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 [...]

Meta: Does It Get Better?2022-11-03T01:01:34+02:00

Alphabet: Time to Focus on Google

2022-08-03T23:40:05+02:00

Use the podcast player below to listen to our discussion on Alphabet and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 3 August 2022) Alphabet, the parent company of Google, has been the fabric of the internet for as long as any of us can remember. All the buzzwords are now in the business, like AI, machine learning and cloud. The technologies of tomorrow are burning cash while the technologies of today are struggling to maintain their margins. Alphabet’s core business is the Search segment and the company has never faced more competition than today, with younger [...]

Alphabet: Time to Focus on Google2022-08-03T23:40:05+02:00

Twitter: Not Enough Accountants

2022-07-27T23:18:56+02:00

Use the podcast player below to listen to our discussion on Twitter and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 27 July 2022) When it comes to social media platforms, Twitter is an enigma. Those who use the platform generally love it. The world’s greatest minds are all on there. The debate is vigorous and necessary in a world that needs to learn how to disagree. Yet, Twitter just can’t make money from the platform. After an encouraging period over the past couple of years, old habits have come back and costs have skyrocketed. Elon Musk [...]

Twitter: Not Enough Accountants2022-07-27T23:18:56+02:00
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