Disney: Proxy Wars


Despite boasting 17 consecutive years of dividend increases, Emera has been an underperformer on the market relative to a peer like Next Era Energy, which we recently covered here on Magic Markets Premium. As we continue to operate in an environment of higher rates and a focus on yields, does Emera offer compelling value, or is this more likely to be a value trap?

Disney: Proxy Wars2024-04-10T10:46:52+02:00

Magic Markets Ep139: Disney and Yum! Brands


As the earnings season in the US draws to a close, it's the perfect moment to reflect on two unrelated but undeniably interesting companies that have been on our radar. The ever-evolving nature of the markets teaches us that what made sense a year ago can be dramatically different today. In this week’s episode of Magic Markets, we’re diving into Disney and Yum! Brands to see how they've fared since our last discussion.

Magic Markets Ep139: Disney and Yum! Brands2023-08-23T23:56:38+02:00

Magic Markets Ep135: Our Recent Trades


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.

Magic Markets Ep135: Our Recent Trades2023-07-26T23:29:50+02:00

Magic Markets Ep123: Growth, Value and Five-Year Fun


Growth vs. value is one of the most stereotypical debates in the market. There’s so much to learn from these two approaches, so we used the opportunity this week to discuss this topic and look at some of the core differences. This included real-world examples of various companies that we have covered in Magic Markets Premium as well.

Magic Markets Ep123: Growth, Value and Five-Year Fun2023-05-03T18:05:48+02:00

Recap: Disney and Netflix


Use the podcast player below to listen to our recap on Disney and Netflix, which accompanies the detailed write-up below: (Date of report: 24 August 2022) Recap shows are important in Magic Markets Premium. We strongly believe in a feedback loop and assessing our views and expectations against what actually happened. We always give it a few months after our work for a clear trend to establish itself. In this show, we recap Netflix for the first time and Disney for the second time. We just couldn't resist the recent share price action in Disney. Comparing the Netflix narrative with Disney [...]

Recap: Disney and Netflix2022-08-24T22:54:06+02:00

Recap: Disney and Visa


Use the podcast player below to listen to our recap on Disney and Visa, which accompanies the detailed write-up below: (Date of report: 15 June 2022) A successful investing or trading strategy is all about forming a view, executing on that view and then analysing what actually happened in the market. This feedback loop is a critical learning experience and Magic Markets Premium is no different. In our third recap show, we decided to look at Disney and Visa and see what has happened since we covered the companies at the end of 2021. As our work focuses on medium- to [...]

Recap: Disney and Visa2022-06-15T22:45:27+02:00

Magic Markets Ep68: Burgers and fairy tales


Burgers and fairy tales. These are the things that people like to invest in. No, really. In this episode of Magic Markets, we take a step back and discuss two investment themes that we find interesting. The first is the quick-service restaurant (QSR) industry, which commands premium valuations in markets across the world. There are global giants and regional powerhouses, with examples on the JSE as well as in international markets. We discuss the different types of models followed, along with concepts like franchise vs. corporate-owned models and the benefits of each strategy. We then move on to the art of [...]

Magic Markets Ep68: Burgers and fairy tales2022-03-27T14:03:30+02:00

PREMIUM: Disney – investment magic


Use the podcast player below to listen to our discussion on Disney and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 15 December 2021) The House of Mouse is surely one of the world's most adored businesses. Despite this, few realise just how complicated this group is. In addition to Mickey, Goofy, Donald and a host of other timeless characters ranging from lions to genies, Disney owns Marvel, Pixar, Star Wars, ESPN, ABC, Fox and National Geographic. This makes Disney a multi-faceted business that had significant winners and losers through the pandemic. In addition to the incredible [...]

PREMIUM: Disney – investment magic2022-06-21T19:24:41+02:00

Magic Markets Ep56: Themes from our Deep Dives


With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.

Magic Markets Ep56: Themes from our Deep Dives2021-12-16T14:48:58+02:00

Magic Markets Ep24: FAANGs at the BEACH


The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normality after the pandemic. In Episode 24 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the companies behind the acronyms and what investors should be thinking about when analysing them. http://  

Magic Markets Ep24: FAANGs at the BEACH2021-09-07T12:10:00+02:00
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