Magic Markets Ep136: Retail Stock Reality


In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people know the brands and feel like they understand the businesses. Of course, like everything in the market, it’s not quite that simple. In this action-packed discussion that touched on many different topics ranging from global to SA retailers, through to real estate, E-commerce, the rise of shrinkage (theft) in global retailers and SO much more! Listen in NOW!

Magic Markets Ep136: Retail Stock Reality2023-08-02T22:19:24+02:00

Costco: can big box stay relevant?


Use the podcast player below to listen to our discussion on Costco and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 13 April 2022) Costco is the ultimate warehouse club model. You can't shop there unless you are a member, which means you're paying at least $60 per year (or $120 for Executive Member status) for the privilege of access to bulk-buy deals at wholesale prices. If you live in South Africa, Makro is the closest thing you'll recognise to Costco. The business has been an exceptional performer. Berkshire Hathaway made a fortune with its investment in [...]

Costco: can big box stay relevant?2022-06-21T19:22:12+02:00


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