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 $96 per share?
Welcome to episode 142 of Magic Markets. This week we dive into a portfolio that provides exposure to the world's top 100 brands by brand value, ranging from household names like Apple and Google to global giants like China Mobile and UPS. Justine Brophy from AnBro is here to talk about a groundbreaking investment opportunity. When we say this info is hot off the presses, we mean it – the product is only set to launch on September 20th! We’ll tell you how it works and where you can find more information about it. Don't miss this chance to explore the world's biggest brands with Magic Markets! Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.
In episode 137 of Magic Markets, we caught up with Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. Craig highlighted a lesser known semiconductor company, BE Semiconductor, with the ticker BESI giving it the cute nickname “Bessie”. The company is using hybrid bonding and new technology to show that there’s excitement in chips beyond just AI.
What's going on with the Microsoft acquisition of Activision? Join us on Magic Markets as Mohammed Nalla and The Finance Ghost unpack the details with Justine Brophy of Anbro Capital.
Some interesting high dividend yield stocks are popping onto the radar. This week, we look at two companies which are interesting for different reasons, International Flavors and Fragrances ($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.
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.
In this episode of Magic Markets, Craig Antonie of AnBro Capital Investments joined us to discuss a few energy opportunities in the US that the AnBro funds have positions in. There are both dividend- and growth-oriented funds available at AnBro, so there is something for (almost) everyone. The energy theme is a major driver of global markets at the moment, with a clear push towards clean and green energy (not always the same thing) and inflationary pressure in fossil fuel prices as a result. With a major regulatory move in the form of the Inflation Reduction Act of 2022, the US [...]
Guess what? The hype machine is back in the market, this time focused on the exciting new world of Artificial Intelligence (AI). Some of the intelligence is artificial indeed, with any company that has “AI” in its name trading higher this month, regardless of what AI stands for! There’s nothing more dangerous than a market that is chasing the Next Big Thing. Momentum traders have a field day, but the good ones know when to get out of the way. For investors, scrutiny is needed. Together with Justine Brophy of AnBro Capital Investments, we took a deeper look at AI and [...]
If you can imagine the worst possible year for anything, then you’re starting to understand what 2022 was like for investors in growth stocks. The combination of rising interest rates and inflated valuations at the start of the year meant that investors suffered drops of 30% (and more) across many of the “growth” names in the portfolio, including the world’s leading tech companies. Investing requires a longer-term lens than this and a strong stomach, although we all know that seeing these drops isn’t fun. Together with Craig Antonie of AnBro Capital Investments, we recap why 2022 was a perfect storm and [...]
Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to the show to talk about the growth stocks in the Unicorn portfolio. In Episode 101 of Magic Markets, there’s exciting news from the team at AnBro. Chief Investment Officer, Craig Antonie joined us to talk about the Dynamic Compound portfolio, a new investment product that brings more of a value flavour to AnBro’s toolkit. With a focus on compounders (companies that have disciplined capital allocation track records) that have proven to be resilient dividend payers, the Dynamic Compound portfolio [...]