Magic Markets Ep24: FAANGs at the BEACH
- Global, Magic Markets, Podcasts
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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 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 Ep13: Disney vs. Netflix
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 …
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The paradox of oligopolies
- Global, South Africa
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Antitrust, FAANG, Facebook, Google, Oligopoly, Regulators, TikTok, Twitter, Uber, Winner takes all
- November 18, 2020
Capitalism. It’s a double-edged sword. On one hand, people are rewarded for being innovative and hard-working, finding new solutions and improving our productivity, health and wealth as a species. On the other hand, greed and destructive competition often come into play, potentially enriching only a handful of people at the expense of others. This is why regulation is important. As …
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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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Netflix shareholders are getting nervous
Netflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
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Netflix shareholders are getting nervous
Netflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
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Netflix shareholders are getting nervous
Netflix is the N in FAANG – but I maintain that it’s not the potential cash cow that the other Big Tech companies are. Perhaps N should stand for Nervous, a fair description for shareholders at the moment. Netflix is the only FAANG company that I don’t directly hold shares in. This is because I don’t buy in to the …
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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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