Topgolf Callaway: Only For The Short Game?


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

Winners They Come and Winnebago


Is there anything more American than an RV? Winnebago is a pure-play look at consumer durables in the US. This makes it highly cyclical, so timing is everything with this stock. Right now, sales are plummeting. This is all about trying to figure out where the bottom might be.

Winners They Come and Winnebago2023-03-30T10:29:58+02:00

Caterpillar: Playing the Cycles


Use the podcast player below to listen to our discussion on Caterpillar and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 8 September 2022) When it comes to iconic brands in the real economy, Caterpillar is right up there. You’ll even find it at your local toy store, getting kids excited with all kinds of yellow machinery. There’s more to the business than just diggers and trucks, as Caterpillar even plays in the marine industry. With a core business focusing on mining, energy and infrastructure, Caterpillar is exposed to the nuts and bolts of the economy. This [...]

Caterpillar: Playing the Cycles2022-09-07T23:40:59+02:00

Magic Markets Ep52: Q3 Revenue and Cyclicals


After a flurry of international guests on Magic Markets, hosts The Finance Ghost and Mohammed Nalla take a breather for the one-year anniversary of Magic Markets and hang out with each other for a change. Of course, markets are always on the menu, so the hosts decided to discuss some of the important trends in the US market in the third quarter. There’s a brief discussion on inflation and the revenue growth numbers coming through in S&P 500 companies. The hosts also looked at the sectors that are expected to benefit over the next few months, referencing various data sources in [...]

Magic Markets Ep52: Q3 Revenue and Cyclicals2021-11-18T03:50:00+02:00
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