Technology

Microsoft: Partly Cloudy

Magic Markets2024-11-06T21:28:20+02:00

Microsoft is the OG when it comes to enterprise computing. As mature as the business is, there are still plenty of growth drivers – especially when it comes to AI, with Microsoft at the forefront of this trend across offerings like OpenAI and Copilot. Even Bing is somehow managing to increase in popularity thanks to AI! Behind all this excitement lies an important reality: the data centre investment cycle is very different to the software-as-a-service predictability that Microsoft investors are accustomed to. Will this impact the valuation over time?

Microsoft: Partly CloudyMagic Markets2024-11-06T21:28:20+02:00

Magic Markets Ep190: Is Quantum Computing the Next AI?

Magic Markets2024-08-28T14:58:37+02:00

Artificial Intelligence (AI) has been all the rage in recent times. Coming up just as quickly is quantum computing, an exciting new technology that has some potentially incredible use cases. To lift the lid on this trend and to identify how to consider investing in it, international geopolitical strategist Dimitri Zabelin joined us on this show. If you enjoy Dimitri's work, and we strongly suspect that you will, you can check out Pantheon Insights on Substack.

Magic Markets Ep190: Is Quantum Computing the Next AI?Magic Markets2024-08-28T14:58:37+02:00

Magic Markets Ep177: Nvidia and Intuit

Magic Markets2024-05-29T20:43:06+02:00

Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead. Mohammed Nalla focused on not just the latest results from Nvidia, but the performance of other stocks in the sector. The Finance Ghost tackled Intuit, covering the growth in revenue across the product range and the importance of integration strategies within the ecosystem. Although this is a powerful SaaS business, the risk of a double top in the share price chart cannot be ignored.

Magic Markets Ep177: Nvidia and IntuitMagic Markets2024-05-29T20:43:06+02:00

Magic Markets Ep137: BESI – Your New Semiconductor Bestie

Magic Markets2023-08-10T01:06:05+02:00

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 BestieMagic Markets2023-08-10T01:06:05+02:00

Salesforce: Can It Pick Up The Slack?

Magic Markets2023-06-08T09:05:48+02:00

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.

Salesforce: Can It Pick Up The Slack?Magic Markets2023-06-08T09:05:48+02:00

Microsoft: A Platform Shift

Magic Markets2023-02-01T23:37:08+02:00

Use the podcast player below to listen to our discussion on Microsoft and its Q2'23 result, which accompanies the detailed write-up below: (Date of report: 2 February 2023) From cloud to AI – the narrative at Microsoft has shifted, proving once again that the company sits at the forefront of global technology trends. When CEO Satya Nadella speaks, the market listens. As we revisit Microsoft after more than a year, the growth story has slowed and there are challenges in the business. The share price has cooled off significantly in line with the broader market. For patient capital, is this an [...]

Microsoft: A Platform ShiftMagic Markets2023-02-01T23:37:08+02:00

Magic Markets Ep57: Our 2021 Winners and Losers

Magic Markets2021-12-23T11:36:15+02:00

The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look [...]

Magic Markets Ep57: Our 2021 Winners and LosersMagic Markets2021-12-23T11:36:15+02:00

Magic Markets Ep27: Beyond the Multiples

Magic Markets2021-09-07T12:10:00+02:00

Craig Antonie of AnBro Capital Investments is no stranger to regular Magic Markets listeners. He was the guest on Episode 11: Tech Truffles and Unicorns, where Craig discussed the approach taken in their Unicorn Global Growth Fund. The recent market sell-off has been painful for growth investors. In this episode, Craig explains why the future still looks bright and why the Unicorn thesis hasn't changed. This is a must-listen for investors in Unicorn and anyone interested in growth investment strategies. Episode 27 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider. Invest in the future. Invest [...]

Magic Markets Ep27: Beyond the MultiplesMagic Markets2021-09-07T12:10:00+02:00

Magic Markets Ep13: Disney vs. Netflix

Magic Markets2021-09-07T12:10:15+02:00

It's an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there's so much more to Disney than Disney+, like the entire Parks business and arguably the most impressive back catalogue in the world. "Netflix creates shows, but Disney creates worlds." In Episode 13 of highly rated podcast Magic Markets, The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss their views on which business [...]

Magic Markets Ep13: Disney vs. NetflixMagic Markets2021-09-07T12:10:15+02:00

Magic Markets Ep11: Tech Truffles and Unicorns

Magic Markets2021-09-07T12:10:16+02:00

In Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles - tech truffles! Oh, and unicorns. With the assistance of special guest (and stock-picking expert) Craig Antonie, the hosts unpack a simple framework to help identify the winning companies of tomorrow. There's also a discussion on value vs. growth investing, along with the example of Teledoc as the kind of company that gets Craig excited. This episode is brought to you by AnBro Capital Investments. Invest in the future. Invest in growth. Visit investinunicorns.com for more information. AnBro Capital Investments is an [...]

Magic Markets Ep11: Tech Truffles and UnicornsMagic Markets2021-09-07T12:10:16+02:00

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