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.
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?
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.
The only thing that is green about Aston Martin is the colour on the Formula One cars that are giving the brand a major boost at the moment. Share price action this year has been highly speculative, with tough financial results and a balance sheet that looks set to need more equity capital.
Use the podcast player below to listen to our discussion on CrowdStrike and its Q4'23 result, which accompanies the detailed write-up below: (Date of report: 16 March 2023) Stop breaches. Drive business. That’s the tagline when you Google CrowdStrike, making it quite clear that the falcon in the logo is looking for cyberattacks and doing so with enthusiasm. Every year, CrowdStrike releases a Global Threat Report with all kinds of illustrated “adversaries” and villains, effectively gamifying the world of cybersecurity. Like any security company, CrowdStrike sells fear. They sell protection from those adversaries. With the company losing a third of its [...]
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