Welcome to episode 145 of Magic Markets! The hospitality game is all about occupancy and pricing and getting those two things right. Just because we’re talking about the travel and leisure industry this week, doesn’t mean you can just sit back, kick up your feet and watch your investments compound. Join us on a deep dive into Carnival Corporation and Southern Sun.
At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.
Carnival Corporation has delivered an astonishing run in the share price this year, as cruises have started to show signs of recovery. But do shareholders still have enough of the economics to justify this, or have the bankers taken the lion's share?
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