Corsair: cheaper than (the) chips
- Global
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Activision Blizzard, AMD, Corsair, Electronic Arts, esports, Gaming, Nintendo, Nvidia, Sea, Tech, Tencent
- August 7, 2021
Long-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
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Corsair: cheaper than (the) chips
- Global
-
Activision Blizzard, AMD, Corsair, Electronic Arts, esports, Gaming, Nintendo, Nvidia, Sea, Tech, Tencent
- August 7, 2021
Long-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
View Post
Magic Markets Ep37: Satrix Responds to our Criticism
In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The Satrix team subsequently reached out and offered to appear on Magic Markets to answer our questions and respond to our criticisms. Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, joined us for Episode 37 and we asked a series …
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Metaverse Mania in Big Tech
So here we are, Q2 earnings season in the United States. As much as investors are interested in how the companies performed between April and June, they’re a lot more interested in what the companies have planned for the future. It’s also a rare opportunity for CEOs to have the full attention of investors. And these days, especially for Big …
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Metaverse Mania in Big Tech
So here we are, Q2 earnings season in the United States. As much as investors are interested in how the companies performed between April and June, they’re a lot more interested in what the companies have planned for the future. It’s also a rare opportunity for CEOs to have the full attention of investors. And these days, especially for Big …
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Magic Markets Ep36: Overweight Food
The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you’re worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant. The Domino’s and Chipotle share prices have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this …
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Domino’s: this share price has all the toppings
For South Africans, Domino’s Pizza is associated with business failure. Taste Holdings operated the brand in this country under a master franchise agreement and it simply didn’t work. They couldn’t even sell the operation last year; it was put into voluntary liquidation and the assets were auctioned off. It was a sad and sorry end to the Scooters Pizza brand, …
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Domino’s: this share price has all the toppings
For South Africans, Domino’s Pizza is associated with business failure. Taste Holdings operated the brand in this country under a master franchise agreement and it simply didn’t work. They couldn’t even sell the operation last year; it was put into voluntary liquidation and the assets were auctioned off. It was a sad and sorry end to the Scooters Pizza brand, …
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Magic Markets Ep35: Sell-offs and Sell-outs
There were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US, which wasn’t nearly the “sell-off” that many referred to. Still, that’s an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment …
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Lipstick, Louis and Leather
Let’s talk about lux, baby. Luxury, that is. Like the K-shaped recession recovery we witnessed in 2020, in which different groups of individuals recovered from the recession at different paces, a global K-shaped recovery is taking place. Countries with more effective vaccination rollouts and virus control are set for major economic expansion this year, while many others, including South Africa, …
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