At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.
Tripadvisor has a great brand, but does it have a great business? Or does it have a business at all, in the modern world of competitors like Google Maps? Worst of all, doesn't Tripadvisor have to pay Google just to stay relevant? It's not looking good for the famous travel and tourism company.