Novo Nordisk has been around for a long time, but really burst onto the scene with the introduction of Ozempic / Wegovy. Weight-loss is a lucrative business, evidenced by super profits in recent years. But with the share price way off its highs and growth expectations dropping, is now the time to buy?
After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising given how much things have changed, particularly when you consider that 2024 really did create the perfect opportunity for local REITs. In this review of the sector, we talked about concepts like whether tariffs actually affect property, how yields work in this space and what the effect of inflation is. We looked at yields across the US and South Africa, while highlighting major trends affecting demand for property in different segments. This podcast is an excellent way to get to grips with the listed property sector and some of the key investment principles.
Waste Management is about as close to a utility as you'll find, with a strong growth profile and incredibly defensive margins. Although the market knows this and has priced it accordingly, this is still an appealing long-term play. Welcome to Magic Markets Premium
In an incredible contrast of wisdom, this episode focuses primarily on insightful comments from Warren Buffett at the latest Berkshire Hathaway annual meeting, before ending off with the latest chaos on tariffs - this time, Trump's comments on potential tariffs on the film industry, a sector in which the US enjoys a trade surplus! You can't make this stuff up. Thankfully, we have Buffett's endless wisdom and excellent humour to enjoy, along with his comments on their investment strategy and their immense cash pile. Spoiler alert: if you were expecting buybacks of Berkshire shares in the latest quarter, you were disappointed.
Intel is a value stock operating in a growth sector. That already gives you a clue about its performance. There's a new CEO in place and he's wasting no time in changing the culture and product roadmap. But will it be enough this time?
Our very own Mohammed Nalla thought that the recent tariff volatility would be an excellent opportunity to dust off the day trading strategy that worked pretty well during COVID. Unlike the average Instagram influencer, we are all about authenticity here at Magic Markets - and that's why Moe bravely volunteered to dedicate a show to his learnings from the strategy and specifically why it didn't work out as well this time around. The markets are hard and day trading is even harder. This show is packed with insights and an honest look at just how tough it is, even for those who are experienced. As for our resident Ghost, he's only too happy to keep wearing his "investor" (and occasional swing trader) hat - especially after hearing these day trading stories!
As the recent trend in IPOs and delistings on public markets tells us, an increasing number of companies are looking to private markets for their capital raising needs. This means that retail investors are being shut out of these opportunities, which is particularly problematic as these early-stage opportunities usually offer the highest potential returns. Mesh.Trade is committed to increasing access for investors, which is why the platform is designed to enable issuers to raise debt and/or equity funding. Naturally, this means that opportunities like Die MOS (an Afrikaans education business) can be brought to an audience of retail and institutional investors, instead of just institutions like would normally be the case in private market deals. Connie Bloem of Mesh.Trade joined us on this podcast to talk about why access to good quality private assets is so important in the South African market.
JPMorgan is the poster child for Wall Street and how US Exceptionalism has flowed into capital markets. Led by Jamie Dimon, the group is the go-to choice for US banking exposure. With the world facing significant recession risks, is this a position that we would add to at these levels, or has the market not yet priced in this risk?
Delta Air Lines came into 2025 expecting it's best year ever. A lot of Trump turbulence later, and guidance has been pulled for the full year. Is the company just being conservative, or is there reason to worry?
With markets bouncing around like crazy practically every day at the moment, most of the focus among investors is usually on the equity indices. But what about the bond markets? Aren't they just as important, if not even more important? Does the carry trade play a role? What about foreign ownership of assets, both fixed income and equities? And what is one really important characteristic that investors should consider when looking at buy-the-dip candidates? All this and more in this week's episode of Magic Markets.
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