Magic Markets Ep24: FAANGs at the BEACH
- Global, Magic Markets, Podcasts
-
Amazon, Apple, BEACH, Disney, FAANG, Facebook, Google, Netflix, Trip Advisor
- May 6, 2021
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return …
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Magic Markets Ep24: FAANGs at the BEACH
- Global, Magic Markets, Podcasts
-
Amazon, Apple, BEACH, Disney, FAANG, Facebook, Google, Netflix, Trip Advisor, Trip Advisor
- May 6, 2021
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return …
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Magic Markets Ep11: Tech Truffles and Unicorns
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, …
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Magic Markets Ep11: Tech Truffles and Unicorns
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, …
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Big tech has trust issues: latest earnings
In July, the chairman of the United States House Judiciary Subcommittee on Antitrust called Amazon, Facebook, Google and Apple “emperors of the online economy” that “enjoy the power to pick winners and losers, shake down small businesses and enrich themselves while choking off competitors”. It laid the foundation for what would come next: on October 20th, the U.S. Department of …
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FAANG? I choose FAAAM, fam.
Many of you are familiar with the term FAANG, although a recent poll I ran on Facebook did suggest that many readers think it is a type of tooth. It’s not a tooth It stands for Facebook, Amazon, Apple, Netflix and Google (although the listed holding company of Google is called Alphabet these days). Coined a few years ago, the …
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Multichoice – Africa’s storyteller rewards shareholders
The front page of Multichoice’s results booklet that was released today describes the group as “Africa’s most loved storyteller” – that’s beautiful, but perhaps not as beautiful as the stunning improvement in their profitability. StatsSA’s last major survey (done in 2017) estimated that there are 16.2m households in South Africa. Multichoice has 8.4m subscribers in South Africa, which suggests that …
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