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, …
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Spotify and Netflix need to hit the next button
The world’s biggest streamers are slowly exiting their Cool Eras. Every innovative company eventually goes from being Cool, where every new development they announce is exciting and widely talked about, to Commonplace, where the company is ubiquitous and well-regarded but consumers are satisfied that they’ve seen all the tricks it can offer. That’s the trouble. Commonplace often correlates with stagnation. …
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The Startup Junto Ep4: Snapt
In a podcast packed with insights from a startup founder and VC specialist, Episode 4 of The Startup Junto is a must-listen for startup founders and VCs alike. Snapt is an application delivery startup that services an international client base from South Africa, where the company was founded. Having successfully raised VC funding early in its journey, Snapt famously managed …
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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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Remember BlackBerry?
Way back in 2007, there was a smartphone manufacturer whose share price tripled in a 12-month period. No, it wasn’t Apple. It wasn’t Samsung. It wasn’t Huawei. It was BlackBerry. We all had them. It meant you could speak to your mates and significant other for a fraction of the cost. Teens and students left Mxit and joined BBM. Companies …
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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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IBM evolves once more
As you probably know, IBM is one of the original tech companies. The company can trace its roots back to 1911, admittedly to a time when it manufactured and sold machinery including commercial scales and cheese slicers. There’s a well-known saying in the corporate world: “Nobody gets fired for buying IBM.” It means that IBM was such a safe bet …
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