Anbro

Magic Markets Ep189: Portfolio Construction with AnBro

Magic Markets2024-08-21T12:49:01+02:00

Picking stocks is one thing, but how do you bring all the pieces together to create a sensible portfolio that meets risk and return objectives? Portfolio construction is like the architecture of a house. Even with the best furniture inside that house, it doesn’t matter if the whole thing isn’t coherent and built to the right specifications for the owner. To discuss portfolio construction, Craig Antonie of AnBro joined us on this show. Craig has built portfolios with growth, yield and quality themes, so his insights into this process are invaluable. For more information, visit the AnBro website.

Magic Markets Ep189: Portfolio Construction with AnBroMagic Markets2024-08-21T12:49:01+02:00

Magic Markets Ep183: Investing in Global BRNDZ

Magic Markets2024-07-10T21:50:05+02:00

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands. Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

Magic Markets Ep183: Investing in Global BRNDZMagic Markets2024-07-10T21:50:05+02:00

Magic Markets Ep174: Electrifying Stocks

Magic Markets2024-05-08T23:43:10+02:00

he electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think. People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world. To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.

Magic Markets Ep174: Electrifying StocksMagic Markets2024-05-08T23:43:10+02:00

Magic Markets Ep167: Hidden Growth Gems – Madrigal and Myomo

Magic Markets2024-03-20T16:51:58+02:00

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 MyomoMagic Markets2024-03-20T16:51:58+02:00

Magic Markets Ep150: Revisiting Dexcom

Magic Markets2023-11-08T19:14:45+02:00

Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners. This week, we're revisiting Dexcom as a stock that AnBro holds in its Unicorn portfolio. It’s great to be able to track the journey of a specific stock through a volatile market, with Justine regularly coming onto the show to use it as a good example of how the team at AnBro reacts to market dynamics. This show discusses what the recent market turbulence and why does AnBro remain invested in the stock, despite a headache-inducing rollercoaster ride from $112 to $74 and back to $96 per share?

Magic Markets Ep150: Revisiting DexcomMagic Markets2023-11-08T19:14:45+02:00

Magic Markets Ep142: Investing in the World’s Biggest Brands – BRNDZ

Magic Markets2023-09-13T19:02:31+02:00

Welcome to episode 142 of Magic Markets. This week we dive into a portfolio that provides exposure to the world's top 100 brands by brand value, ranging from household names like Apple and Google to global giants like China Mobile and UPS. Justine Brophy from AnBro is here to talk about a groundbreaking investment opportunity. When we say this info is hot off the presses, we mean it – the product is only set to launch on September 20th! We’ll tell you how it works and where you can find more information about it. Don't miss this chance to explore the world's biggest brands with Magic Markets! Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.

Magic Markets Ep142: Investing in the World’s Biggest Brands – BRNDZMagic Markets2023-09-13T19:02:31+02:00

Magic Markets Ep137: BESI – Your New Semiconductor Bestie

Magic Markets2023-08-10T01:06:05+02:00

In episode 137 of Magic Markets, we caught up with Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. Craig highlighted a lesser known semiconductor company, BE Semiconductor, with the ticker BESI giving it the cute nickname “Bessie”. The company is using hybrid bonding and new technology to show that there’s excitement in chips beyond just AI.

Magic Markets Ep137: BESI – Your New Semiconductor BestieMagic Markets2023-08-10T01:06:05+02:00

Magic Markets Ep132: Activision Acquisition

Magic Markets2023-07-06T00:12:04+02:00

What's going on with the Microsoft acquisition of Activision? Join us on Magic Markets as Mohammed Nalla and The Finance Ghost unpack the details with Justine Brophy of Anbro Capital.

Magic Markets Ep132: Activision AcquisitionMagic Markets2023-07-06T00:12:04+02:00

Magic Markets Ep125: AnBro Stock Focus – IFF and RWAY

Magic Markets2023-05-17T19:42:11+02:00

Some interesting high dividend yield stocks are popping onto the radar. This week, we look at two companies which are interesting for different reasons, International Flavors and Fragrances ($IFF) and Runway Growth Finance ($RWAY). Listen to this episode to learn not just about $IFF and $RWAY, but about how the team at AnBro thinks about stocks on their watchlist.

Magic Markets Ep125: AnBro Stock Focus – IFF and RWAYMagic Markets2023-05-17T19:42:11+02:00

Magic Markets Ep119: AnBro Stock Focus – DEX and STAA

Magic Markets2023-04-05T16:29:16+02:00

When most investors think of growth-style funds, they imagine software-as-a-service businesses and artificial intelligence. Sometimes, growth can be found in industries that are as old as time itself, like the medical field. Listen to this episode to learn not just about $DXCM and $STAA, but about how the team at AnBro thinks about investing.

Magic Markets Ep119: AnBro Stock Focus – DEX and STAAMagic Markets2023-04-05T16:29:16+02:00

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