Magic Markets Ep130: Capital Structure 101
Magic Markets2023-06-21T19:29:26+02:00In just 20 minutes with us, you'll learn new things about balance sheet strategies and how they impact dividends and share buybacks.
Magic Markets Ep121: Buybacks, Banks and Big Spenders
Magic Markets2023-04-19T18:29:36+02:00In Episode 121 of Magic Markets, we reflect on some of the recent insights uncovered in our research for Magic Markets Premium. These include how the poor use of share buybacks by US companies, the divergence in performance between national and regional banks in the US, why we look for optionality in a business model, how to view cylical companies in a portfolio and the recent popularity of the luxury sector, why investors are buying these companies and the risk of chasing the hype.
Magic Markets Ep107: The 2023 Outlook
Magic Markets2023-01-11T18:28:41+02:00If you can imagine the worst possible year for anything, then you’re starting to understand what 2022 was like for investors in growth stocks. The combination of rising interest rates and inflated valuations at the start of the year meant that investors suffered drops of 30% (and more) across many of the “growth” names in the portfolio, including the world’s leading tech companies. Investing requires a longer-term lens than this and a strong stomach, although we all know that seeing these drops isn’t fun. Together with Craig Antonie of AnBro Capital Investments, we recap why 2022 was a perfect storm and [...]
Magic Markets Ep101: Compounding Dividends to Grow Wealth
Magic Markets2022-11-09T21:23:32+02:00Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to the show to talk about the growth stocks in the Unicorn portfolio. In Episode 101 of Magic Markets, there’s exciting news from the team at AnBro. Chief Investment Officer, Craig Antonie joined us to talk about the Dynamic Compound portfolio, a new investment product that brings more of a value flavour to AnBro’s toolkit. With a focus on compounders (companies that have disciplined capital allocation track records) that have proven to be resilient dividend payers, the Dynamic Compound portfolio [...]
