Recap: MercadoLibre


We first covered MercadoLibre in March 2023. We talked about Alibaba meeting Amazon in Latin America. Mostly, we were just highly impressed with the cohesive ecosystem that the company has built. We were also big fans of the commitment to profitability, something that many tech companies could learn something from. With Argentina in the headlines and renewed focus on the broader LatAm region, how has the business performed this year?

Recap: MercadoLibre2023-11-29T22:06:56+02:00

Qualcomm: Here There Be Snapdragons


Qualcomm holds a vast library of patents for 3G, 4G and 5G technology. The company has earned licensing revenue for years, with the profits reinvested in extensive R&D to create the Snapdragon range of chips and associated systems. On paper, it should all be going well. In practice, Qualcomm has been a laggard in the sector. With smartphone volumes under pressure, what does the near-term picture look like?

Qualcomm: Here There Be Snapdragons2023-11-09T00:35:10+02:00

Magic Markets Ep150: Revisiting Dexcom


Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners. This week, we're revisiting Dexcom as a stock that AnBro holds in its Unicorn portfolio. It’s great to be able to track the journey of a specific stock through a volatile market, with Justine regularly coming onto the show to use it as a good example of how the team at AnBro reacts to market dynamics. This show discusses what the recent market turbulence and why does AnBro remain invested in the stock, despite a headache-inducing rollercoaster ride from $112 to $74 and back to $96 per share?

Magic Markets Ep150: Revisiting Dexcom2023-11-08T19:14:45+02:00

Magic Markets Ep149: Amazon and Alphabet


Welcome to episode 149 of Magic Markets. It’s the middle of US earnings season, and two international tech giants have released results last week. This is a tale of two stocks, with one garnering a very positive reaction from the market and the other… well, not so much. Join us as we discuss Amazon and Alphabet (the holding company of Google).

Magic Markets Ep149: Amazon and Alphabet2023-11-01T21:28:20+02:00

Magic Markets Ep148: Tesla and Netflix


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!

Magic Markets Ep148: Tesla and Netflix2023-10-25T18:46:41+02:00

Recap: Apple


Apple has been an incredibly strong performer over the past decade. For investors, the focus is on what the next decade will hold, especially with the valuation having moved so much higher over time. Can Apple keep this up, or should investors be cautious?

Recap: Apple2023-08-10T01:36:54+02:00

Magic Markets Ep137: BESI – Your New Semiconductor Bestie


In episode 137 of Magic Markets, we caught up with Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. Craig highlighted a lesser known semiconductor company, BE Semiconductor, with the ticker BESI giving it the cute nickname “Bessie”. The company is using hybrid bonding and new technology to show that there’s excitement in chips beyond just AI.

Magic Markets Ep137: BESI – Your New Semiconductor Bestie2023-08-10T01:06:05+02:00

Recap: Meta


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

Recap: Hasbro and Visa


By recapping Hasbro and Visa in the same report, we touch on one company that is in a state of strategic flux and another that is simply executing on more of the same. This is what makes the markets so interesting.

Recap: Hasbro and Visa2023-06-29T08:44:36+02:00

Spotify: Streaming on the Bleeding Edge


Spotify has 500 million monthly active users, yet the business model economics are far from proven. It doesn't help to grow users without any regard for profitability, or all that is happening is that the losses are getting bigger! In our research, we delve into both the strategic drivers and the key trends in ARPU and gross margin to arrive at our conclusion. Spoiler alert: we are bearish.

Spotify: Streaming on the Bleeding Edge2023-03-22T21:27:46+02:00
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