Software

Meta: Advertising Intelligence

Magic Markets2024-08-07T13:43:06+02:00

Meta is the GOAT when it comes to social media, but this particular goat strayed off the path in 2022 and gave investors serious headaches. After a big scare for both the market and Zuckerberg’s teams, Meta took a more measured approach and got spending back in line. The results since then have been excellent, with a wonderful share price recovery and vastly improved market sentiment. Meta is a dark horse for AI, with most of the initial attention having gone to ChatGPT. Can Zuckerberg’s empire keep up the momentum and become the AI winner over time?

Meta: Advertising IntelligenceMagic Markets2024-08-07T13:43:06+02:00

Take-Two Interactive: The Long Game

Magic Markets2024-07-31T17:56:25+02:00

CrowdStrike is a rockstar in the technology world, with great branding and a founder known for his love for motorsport and even his participation. Cybersecurity can be cool it seems, but nobody thought it was cool when CrowdStrike’s update broke Windows machines across America in the past week. With the share price suffering a huge slide in the aftermath, is this a buying opportunity? Or could this be the knock to CrowdStrike’s growth that it cannot afford at this valuation?

Take-Two Interactive: The Long GameMagic Markets2024-07-31T17:56:25+02:00

Amazon: In Their Prime

Magic Markets2024-05-08T23:15:44+02:00

Amazon’s management talks about it being early days in all of their businesses. That’s quite a statement for one of the world’s most valuable and exciting companies to make. Is this just a classic case of a growth stock trying to support its valuation multiple, or does Amazon still have enough runway? With performance well ahead of the Nasdaq-100 this year, Amazon has caught up some of the lost ground. Can it keep going?

Amazon: In Their PrimeMagic Markets2024-05-08T23:15:44+02:00

Alphabet: Old Dog, New Tricks

Magic Markets2024-05-01T21:01:53+02:00

It took Google 15 years to reach $100 billion in annual review. It then took just 6 years to triple it to $300 billion. But perhaps the most impressive statistic of all is that the company expects to end the 2024 financial year with an annualised run rate of $100 billion revenue in YouTube and Cloud combined, let alone Search. With growth of around 55% in the share price in the past 12 months, Alphabet has even outperformed Microsoft over that period. Perhaps Alphabet really is the old dog that can learn new tricks.

Alphabet: Old Dog, New TricksMagic Markets2024-05-01T21:01:53+02:00

Magic Markets Ep169: Accenture and FactSet

Magic Markets2024-04-03T16:21:47+02:00

Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client base is immense. FactSet is far more focused, with a product that will be familiar to those working in financial markets. Join us in Episode 169 as we unpack the latest news and financial results and how this stacks up to our previous analysis.

Magic Markets Ep169: Accenture and FactSetMagic Markets2024-04-03T16:21:47+02:00

Uber: Turning the Corner

Magic Markets2024-03-05T18:24:25+02:00

It’s not every day that a company name becomes a verb. Usually, this only happens when a company becomes so synonymous with a particular service that consumers feel like there’s only one choice in the market – even when there isn’t. Uber’s brand has done an excellent job of becoming part of our everyday language. But for years, the company reported vast losses. When tech platforms finally turn the corner and become profitable, the results can be rather explosive, as we’ve now seen at Uber.

Uber: Turning the CornerMagic Markets2024-03-05T18:24:25+02:00

Palantir: Out of the Shadows

Magic Markets2024-02-15T02:54:50+02:00

Palantir is the name for the indestructible crystal balls in Lord of the Rings. Those crystal balls or seeing stones were used by both good and evil in the story, which is rather apt. Palantir the listed company has been one of the most secretive and least understood companies around, which makes its status as a publicly listed company all the more surprising. The group is now pushing harder than ever into a corporate client base, so it is coming out the shadows and chasing real growth with its military grade data solutions. This has gotten the market excited.

Palantir: Out of the ShadowsMagic Markets2024-02-15T02:54:50+02:00

Magic Markets Ep161: Meta and Microsoft

Magic Markets2024-02-07T16:38:03+02:00

Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world. Moe took on Meta, a love/hate stock for so many in the market. The Finance Ghost covered Microsoft, his favourite stock of them all.

Magic Markets Ep161: Meta and MicrosoftMagic Markets2024-02-07T16:38:03+02:00

Alphabet: Not So Magnificent

Magic Markets2024-02-08T00:22:27+02:00

In 2023, Alphabet’s advertising revenue was over $100 billion higher than in 2019. In big tech, the numbers are, well, rather big. There was a time in this world when Google seemed to have an unassailable position as the go-to search engine. It’s not every day that a brand becomes a verb! Yet here we are, looking at Artificial Intelligence and virtual reality and other disruptors to the Google kingdom. Has Alphabet done enough across its businesses to still be interesting?

Alphabet: Not So MagnificentMagic Markets2024-02-08T00:22:27+02:00

Magic Markets Ep156: Oracle and Adobe

Magic Markets2023-12-20T18:02:16+02:00

In the final Magic Markets episode for 2023, hosts Mohammed Nalla and The Finance Ghost covered two global technology companies that sit adjacent to some of the more talked about names. Moe covered Oracle, giving an overview of the business and also looked at Oracle’s latest financial performance and the disappointing guidance given to the market. This leads into a discussion on why the share price has underperformed tech peers. Ghost covered Adobe, starting with the exceptional share price volatility and also covers the desire for acquisitions as well as the recently failed deal with Figma.

Magic Markets Ep156: Oracle and AdobeMagic Markets2023-12-20T18:02:16+02:00

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