This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website.
Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world.
Moe took on Meta, a love/hate stock for so many in the market. It’s been all about the love recently though, with an exceptional share price run. Zuckerberg’s initial Metaverse ambitions terrified investors and with good reason. A lot has changed since then, not least of all the market’s focus on Artificial Intelligence. With a clever pivot into focusing on the AI elements of the technology rather than the concept of a Metaverse itself, Meta is back in vogue. But will it last?
The Finance Ghost covered Microsoft, his favourite stock of them all. The strength of Microsoft lies in the recurring revenue profile with an enterprise client base. This gives great revenue visibility and continuity, along with the ability to keep increasing prices. The cloud cash cow gives Microsoft the ultimate war chest for further acquisitions, which is why Microsoft touches practically every part of the market.
If you enjoy learning about the strategies used by global companies, then you’ll love Magic Markets Premium with a library of over 115 reports and podcasts with even more detail and depth. You can get access to all our work for just R99/month at this link.
Harry Scherzer at Future Forex is a familiar voice to Magic Markets listeners, especially those who took advantage of the excellent crypto arbitrage offering...
We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on...
In episode 137 of Magic Markets, we caught up with regular guest Craig Antonie of AnBro Capital Investments to talk about chips. No, not...
