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Magic Markets Ep170: Crypto Arbitrage – Don’t Let Your Annual Allowance Go To Waste (with Future Forex)

Harry Scherzer (co-founder and CEO of Future Forex) is back on Magic Markets to update us on the crypto arbitrage opportunity that Future Forex offers to clients. Having processed more than R22 billion on behalf of clients since inception, Future Forex has recently been approved as one of South Africa’s first CASPs (crypto asset service providers), giving further legitimacy to their crypto arbitrage investment’s exceptional track record.

Magic Markets Ep170: Crypto Arbitrage – Don’t Let Your Annual Allowance Go To Waste (with Future Forex)2024-04-10T21:39:04+02:00

Disney: Proxy Wars

Despite boasting 17 consecutive years of dividend increases, Emera has been an underperformer on the market relative to a peer like Next Era Energy, which we recently covered here on Magic Markets Premium. As we continue to operate in an environment of higher rates and a focus on yields, does Emera offer compelling value, or is this more likely to be a value trap?

Disney: Proxy Wars2024-04-10T10:46:52+02:00

Emera: Is There a Spark?

Despite boasting 17 consecutive years of dividend increases, Emera has been an underperformer on the market relative to a peer like Next Era Energy, which we recently covered here on Magic Markets Premium. As we continue to operate in an environment of higher rates and a focus on yields, does Emera offer compelling value, or is this more likely to be a value trap?

Emera: Is There a Spark?2024-04-03T22:50:22+02:00

Magic Markets Ep169: Accenture and FactSet

Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client base is immense. FactSet is far more focused, with a product that will be familiar to those working in financial markets. Join us in Episode 169 as we unpack the latest news and financial results and how this stacks up to our previous analysis.

Magic Markets Ep169: Accenture and FactSet2024-04-03T16:21:47+02:00

Magic Markets Ep168: Lululemon and FedEx

FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis played out. Join us in this week's free show for an update on the latest company news and our updated views.

Magic Markets Ep168: Lululemon and FedEx2024-03-28T00:36:15+02:00

Recap: Ferrari

Sainz may be out of a job despite winning over the weekend for Ferrari, but shareholders in the group seem to have no such stress. The Ferrari share price has gone from strength to strength, with the market treating it as the best luxury stock on the planet. Just what is it that makes Ferrari so lucrative as a company? Join us as we recap this exciting stock that we first covered in September 2022.

Recap: Ferrari2024-03-27T22:45:48+02:00

Magic Markets Ep167: Hidden Growth Gems – Madrigal and Myomo

In episode 167 of Magic Markets, we delved into 2 growth stocks that are probably NOT on your radard. Justine Brophy brings us the latest thinking from AnBro Capital Investments taking us through the thesis on Madrigal (the company that has won the “MASH dash”) and Myomo, a neurological mobility company. If you enjoy learning about new companies and sectors of the market that you haven’t looked at before, then you’ll absolutely love listening to Brophy talking about these stocks with us.

Magic Markets Ep167: Hidden Growth Gems – Madrigal and Myomo2024-03-20T16:51:58+02:00

Under Armour: Underperformer

Under Armour is a bit like ordering Nike on Wish. As the joke goes, you aren’t quite getting what you thought you paid for. The business operates in the apparel market, yet it has struggled to gain proper traction with consumers. The leadership of the group is now in disarray, after the sudden departure of the CEO and the return of the founder to that role. Is Under Armour truly broken, or is this an interesting speculative play?

Under Armour: Underperformer2024-03-20T20:33:26+02:00

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and Broadcom

Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’s Pizza! In this show, Saudi Aramco and Broadcom were the focus areas. It would’ve been too obvious to choose Nvidia.

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and Broadcom2024-03-13T18:18:01+02:00

Affirm: Not So Firm

Affirm is the leader in the US buy-now-pay-later space, which has exploded onto the scene as a FinTech offering in recent years. Essentially an alternative to credit cards, Affirm and its competitors offer a service that delights consumers who have a low-friction way to buy goods at no additional finance cost if they pay in full within usually 60 days or so. But with the share price having peaked at almost $180 in the pandemic before plummeting all the way down to $9, Affirm has terrified rather than delighted investors. Now at $38 and having made a lot of money for recent punters, is there any reason to believe that the rollercoaster ride could calm down?

Affirm: Not So Firm2024-03-13T18:29:11+02:00
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