Tech

Airbnb: Has the Market Checked Out?

Magic Markets2024-08-15T09:18:51+02:00

Airbnb has suffered a significant sell-off in the share price, with the market very worried about growth prospects. This is the danger of a platform company trading at high valuation multiples that assume ongoing levels of growth. If you look deeper though, Airbnb is a profitable business that has carved out a strong market position. Are they getting it wrong lately though, with a position that puts hosts above travelers? Or are there other reasons for the slowdown?

Airbnb: Has the Market Checked Out?Magic Markets2024-08-15T09:18:51+02:00

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

Magic Markets Ep183: Investing in Global BRNDZ

Magic Markets2024-07-10T21:50:05+02:00

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands. Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

Magic Markets Ep183: Investing in Global BRNDZMagic Markets2024-07-10T21:50:05+02:00

Intel: Chipping Away at a Turnaround

Magic Markets2024-05-29T21:56:51+02:00

If you need a reminder of where Intel comes from, Gordon Moore (of Moore’s Law fame) was a co-founder of Intel. They were at the cutting edge of semiconductors before being left behind by competitors in Asia. The journey back to the top is painful and long, with many disappointed shareholders along the way. With the group now split into two profit centres and truly nowhere to hide, is this the time to believe in the turnaround?

Intel: Chipping Away at a TurnaroundMagic Markets2024-05-29T21:56:51+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

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 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

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and Broadcom

Magic Markets2024-03-13T18:18:01+02:00

Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’s Pizza! In this show, Saudi Aramco and Broadcom were the focus areas. It would’ve been too obvious to choose Nvidia.

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and BroadcomMagic Markets2024-03-13T18:18:01+02:00

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