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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Twitter’s next frontier
For all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
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Twitter’s next frontier
For all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
View Post
Twitter’s next frontier
For all its ubiquity, Twitter hasn’t always been the most popular kid on the playground. Advertisers, its main source of revenue, have flocked to Facebook and Google and users have favoured Instagram and Pinterest. As a result, investors have also turned their attention and money elsewhere, causing the share price to languish well below its IPO price for many years. …
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A startup strategy: rolling with a battleship
- Startups
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Airbnb, Craigslist, eBay, Google, Hannover RE, Hannover RE, Lireas, Netscape, Old Mutual, PayPal, Pineapple Insurance, Podcast, SnapScan, Sonder, Standard Bank, Startups, The Startup Junto, Yahoo
- December 17, 2020
We are on the cusp of releasing a new startups-focused podcast series at The Finance Ghost, in which we have discussions with founders, operators and investors who are willing to share deep insights and interesting stories with us. The podcast will be called The Startup Junto and in Episode 1 we interviewed the CEO and CFO of iconic homegrown startup …
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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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Microsoft: a reminder of what growth is
Microsoft released Q1 earnings this week. No, your eyes are not deceiving you. Whilst the current earnings season is called the “Q3 season” by most people to align with the calendar year (i.e. covers the period July – September), companies with year-ends other than December won’t be calling this Q3. Microsoft’s year-end is July, so this is a Q1 result …
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Microsoft: a reminder of what growth is
Microsoft released Q1 earnings this week. No, your eyes are not deceiving you. Whilst the current earnings season is called the “Q3 season” by most people to align with the calendar year (i.e. covers the period July – September), companies with year-ends other than December won’t be calling this Q3. Microsoft’s year-end is July, so this is a Q1 result …
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