With the dust settling after the release of results by the biggest tech companies in the world, I joined Carly Barnes to talk about some of the big names and what I’m doing in my portfolio.

The tech sector has come under enormous pressure this year. It’s been a perfect storm of crazy valuations coming into 2022, pressure from macroeconomics, the strength of the dollar and a sharp decrease in free cash flows. To make it worse, some companies are taking huge risks on building out new parts of the business.

In this webinar, Carly Barnes and I dug into Apple, Meta, Netflix and Microsoft.

If you’re ready to invest with more confidence in your USD portfolio, then this webinar is for you.

Remember that you can get my very best work alongside Mohammed Nalla in Magic Markets Premium for just R99/month or R990/year. We focus on bringing you top quality research on global stocks. Subscribe here if you’re ready to take your knowledge to the next level.

In the meantime, enjoy the webinar: