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!
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.
Use the podcast player below to listen to our discussion on Tesla and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 February 2022) Tesla is about the storyboard, not the scoreboard. The recent financial results are important of course, but Tesla bulls are in this stock because of what the future might hold. Generally, Tesla bears avoid or even short it because they believe the stock price is far too high relative to its likely prospects. One debate has certainly been put to bed: Tesla is a proper automotive manufacturer and is capable of scaling its [...]