John and Michael ask if controversial ‘tech’ company THG can rise from the ashes of a disappointing post-IPO performance
On this week’s podcast John and Michael head over to the US to talk about the divergent … Read more
Netflix’s horror show quarter is a reminder that there are limits to the technology industry’s rate of growth
Big tech has been carrying the US markets for some time now. Since Jim Cramer coined the acronym FANGs in 2013, the market’s very biggest boys have, until recently, just got bigger and bigger. FANGs became FAANGs, then FAANG+ or – another Jim Cramerism – MAMAA as names and market caps changed, before finally the Muppets inspired MANAMANA, incorporating Nvidia and Adobe and name changes. Apple – bizarrely excluded from the first FANG definition – became the world’s first trillion-dollar company in Aug 2018 and then the world’s first three trillion-dollar company in January. Microsoft, Alphabet/Google, Amazon, Meta/Facebook, and Tesla (a story for another time) have all since joined the trillion-dollar club.
Tesco’s soft outlook suggests much pain in store for the grocery sector
Along with everyone else, we’ve been keeping a very close eye on food prices lately. UK food price inflation hit 5.9% in March, … Read more
As the Easter holidays approach John and Michael take a look at the travel and leisure sector
On this week’s Investability Podcast John and Michael take a detailed look at ten pin bowling operator Hollywood Bowl, … Read more
John and Michael dig into the recent problems at two digital marketing specialists
On this week’s show John and Michael talk about Sir Martin Sorrell’s latest mishap at S4 Capital, the risks and rewards of trading … Read more
