Consumer

Magic Markets Ep138: Caterpillar and Home Depot

2023-08-16T20:48:21+02:00

In episode 138 of Magic Markets, we are changing things up by looking at recent earnings releases in the US. Follow us as we delve into the depths of our Magic Markets Premium library to compare our wealth of research on these companies with their latest releases. Ghost had lots to say about the latest Caterpillar report, while Moe had thoughts to share on Home Depot.

Magic Markets Ep138: Caterpillar and Home Depot2023-08-16T20:48:21+02:00

Magic Markets Ep134: Rate Hikes, Banks and Consumers

2023-07-19T18:23:00+02:00

Interest rates have been hiked aggressively globally and its starting to show up in bank's provisions. This week, Mohammed Nalla and The Finance Ghost discuss the current hiking cycle, the impact on banks and consumers and which JSE sectors are giving good guidance at the moment.

Magic Markets Ep134: Rate Hikes, Banks and Consumers2023-07-19T18:23:00+02:00

Topgolf Callaway: Only For The Short Game?

2023-06-15T07:18:46+02:00

Topgolf Callaway is the victim of a risky and questionable strategy to focus on rolling out entertainment venues with unproven economics. Underperformance vs. its major competitor has been significant, but will this change?

Topgolf Callaway: Only For The Short Game?2023-06-15T07:18:46+02:00

Magic Markets Ep129: Relief Rallies and Market Emotions

2023-06-14T03:15:48+02:00

With a local relief rally putting many stocks in the green after a horrible few months, we unpack some of the differences between the North American and local markets. We touch on behavioural finance and how sentiment drives market performance over different time horizons. This is a perfect example of the conversations that happen in dealing rooms and professional institutions. At Magic Markets, we give you a ticket to the dealing room to engage with us and learn from our views on the markets.

Magic Markets Ep129: Relief Rallies and Market Emotions2023-06-14T03:15:48+02:00

Crocs: Ugly shoes; pretty profits

2023-03-14T12:19:17+02:00

Use the podcast player below to listen to our discussion on Crocs and its Q3'22 result, which accompanies the detailed write-up below: (Date of report: 15 December 2022) You might not like Crocs, but the group sold over 30 million shoes this quarter. It was a record quarter for revenue and full year guidance has been raised. Clearly, there are enough people out there who like the shoes to make this a potent business. Sitting at the centre of trends like casualisation and direct-to-consumer, the immense share price performance over 5 years is far less polarising than the shoes. Can the [...]

Crocs: Ugly shoes; pretty profits2023-03-14T12:19:17+02:00

Crocs: Ugly shoes; pretty profits

2022-12-15T01:19:51+02:00

Use the podcast player below to listen to our discussion on Crocs and its Q3'22 result, which accompanies the detailed write-up below: (Date of report: 15 December 2022) You might not like Crocs, but the group sold over 30 million shoes this quarter. It was a record quarter for revenue and full year guidance has been raised. Clearly, there are enough people out there who like the shoes to make this a potent business. Sitting at the centre of trends like casualisation and direct-to-consumer, the immense share price performance over 5 years is far less polarising than the shoes. Can the [...]

Crocs: Ugly shoes; pretty profits2022-12-15T01:19:51+02:00

Farfetch: or Farfetched?

2022-08-31T23:39:24+02:00

Use the podcast player below to listen to our discussion on Farfetch and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 1 September 2022) For many, the closest they can get to the luxury goods industry is by being a shareholder rather than a consumer. We are talking about timepieces and handbags that cost more than a family hatchback! This $300 billion industry is known for high margins and a resilient client base that is almost immune to market cycles. As digital generations have grown up to become consumers of this industry, shopping habits are starting to [...]

Farfetch: or Farfetched?2022-08-31T23:39:24+02:00

Sysco: Top of the Food Chain

2022-08-17T23:19:10+02:00

Use the podcast player below to listen to our discussion on Sysco and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 17 August 2022) Sysco is a company you’ve likely never heard of unless you have friends in the restaurant industry in the US. This is effectively the Bidcorp equivalent in America, delivered at grand scale and with a powerful track record of value creation. It’s rare to see an executive team talking about repositioning for growth while maintaining dividend aristocrat status. That tells you most of what you need to know about Sysco’s business. To whet [...]

Sysco: Top of the Food Chain2022-08-17T23:19:10+02:00

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