Amazon (NASDAQ: AMZN) Archives - Equity Mates Media

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Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued

You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.

8 April
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Expert: Aswath Damodaran - Valuation 101: Every number tells a story

For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.

12 March
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Bold predictions - Andrew Brown

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

20 February
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23 stocks for 2023 | We review our "portfolio" to see how we went

At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio.

15 December
We wrap our bold predictions + Who won stock of the year?

Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring?

11 December
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Buy or Sell: 10 stocks with Adam Keily & Candice Bourke

Fresh episode of Buy or Sell featuring Adam Keily. This week he's joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks she's adding to her order pad, and those she's marking for the buy pile. Remember, you can track our calls on the tracking page

21 November
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Fast 3: Gina v Albemarle | AI Deep Fakes | Is Amazon ripping off small businesses?

The stories that have had us chatting in the Equity Mates office. Sascha is joined by her colleagues to talk them through.

23 October
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Munro Partners | Nick Griffin on how he finds global winners

CIO Charlie Lanchester chats to Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers.

17 October
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The FTC Sues to Break Up Amazon Over an Economy-Wide "Hidden Tax"

Ever since President Biden appointed Lina Kahn to run the Federal Trade Commission, we knew this was coming. The US Government is coming for Amazon.

9th Oct, 2023
Are we witnessing the death of the password?

Today Alec and Sascha discuss what a ‘password-less future’ looks like...

17 July
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The Wild West of streaming TV is here and it’s free

As cable TV subscriptions decline and streaming service costs rise, FAST platforms are gaining momentum, reminiscent of the TV landscape of two decades ago.

5th Jun, 2023
Walmart lifts annual sales, profit view on resilient consumer spending

Walmart Inc raised its annual sales and profit targets on Thursday as shoppers snapped up its low-priced groceries and other essentials.

22 Apr, 2023

SOURCE: Reuters
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Matthew Ball: The Streaming Book

In this ‘mini-book’ Matthew Ball has put together a full account of the emergence of online streaming. The book is broken into four parts and is all available for free on this website.

12th Apr, 2023
Don't Look Up: Just how many satellites are in space right now?

Today Darcy and Sascha discuss, why are private companies launching so many satellites into space and what are the possibilities?

17 February
23 Stocks for 2023 | Car Sales, Aussie Broadband and PayPal! Pt III

It's the last instalment of Felicity and Candice's 23 Stocks for 2023! It's one of your favourites, as they share ideas for making money in the markets, stocks, investable ideas and exciting companies which have caught our eye.

10 February
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Why is Black Friday 'Black'?

What have the Black Friday sales told us about the health of the Aussie consumer? Why is the RBNZ on a hiking spree? What does the market for lemons tell us about crypto? And why Amazon cutting Alexa loose? All this and more on this week's Comedian v Economist.

30 November
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Amazon Alexa is a "colossal failure" on pace to lose $10 billion this year

For years, Amazon has been pushing Amazon Alexa - their voice assistant - in a battle with Google’s Assistant and Apple’s Siri to capture market share. But reports are that Alexa is falling out of favour at the eCommerce giant.

29th Nov, 2022
3 learnings from earnings season: Big tech is shrinking, oil is growing & waste is flowing

Earnings season. It’s that time of year when publicly traded companies tell the public how they’re going. How much they’ve sold, did they make a profit, and what their plans are for the future. We’ve just got through earnings for the third quarter - that is July to September this year.

10 November
eCommerce
Investors dump Amazon as economy concerns grow

The tech giant's share price tumbled after it warned of slower growth post pandemic.

28 Oct, 2022

SOURCE: BBC News
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The rise of 'luxury surveillance'

This article coins the term ‘luxury surveillance’ for the hundred or thousand dollar devices that we put in our pocket or on our wrist to then track our every move.

26th Oct, 2022
Battle of the Prequels: House of the Dragon v Rings of Power

We often speak about the streaming wars on The DIVE, and this week we are seeing two of the biggest shows in TV history go head-to-head. In one corner we have, The Rings of Power, the prequel of The Lord of the Rings from Amazon. In the other corner we have, House of the Dragon, the prequel to Game of Thrones from HBO.

8 September
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Disruption continues despite ‘technical recession’

Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.

18th Aug, 2022

Source: Loftus Peak
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Hyperscaler Q2 Earnings Take-aways

This article has taken a look at the recently released second quarter results for the hyperscalers - Amazon, Google, Microsoft and IBM. The first takeaway is that these companies all continue growing their cloud infrastructure businesses. Amazon Web Services reported 33% year-on-year growth, Google Cloud reported 36% and Microsoft Azure leading the charge with 40%.

11th Aug, 2022
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Half-year in review: is the worst over?

Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.

2nd Aug, 2022

Source: Loftus Peak
Big Tech wants a piece of everything. Who’s going to stop them?

Big Tech gets big by finding a market and just absolutely dominating it. Apple’s iOS has 25% market share. Microsoft Office enjoys 50%. Google Search owns their space with 90%. But none of these Big Tech companies are stopping anytime soon... They have an insatiable appetite for growth.

30 July