The UK Investor Magazine was delighted to once more welcome interactive investor’s Victoria Scholar to the podcast to delve into UK and US equities.
Our discussion focuses on US tech stocks, the Magnificent 7, and potential UK takeover targets.
We start with a look at Tesla and Netflix’s very different earnings reports and the key factors driving share prices since.
AI shares drove much of the equity returns in the US last year. Ahead of Google, Microsoft and Meta’s earnings next week, we discuss whether 2024 could be another year dominated by technology shares.
We finish by discussing UK takeover targets and what US private equity and corporations see in UK companies that domestic investors don’t, leaving UK stocks at low valuations.