DXCM

Magic Markets Ep150: Revisiting Dexcom

2023-11-08T19:14:45+02:00

Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners. This week, we're revisiting Dexcom as a stock that AnBro holds in its Unicorn portfolio. It’s great to be able to track the journey of a specific stock through a volatile market, with Justine regularly coming onto the show to use it as a good example of how the team at AnBro reacts to market dynamics. This show discusses what the recent market turbulence and why does AnBro remain invested in the stock, despite a headache-inducing rollercoaster ride from $112 to $74 and back to $96 per share?

Magic Markets Ep150: Revisiting Dexcom2023-11-08T19:14:45+02:00

Magic Markets Ep88: Growth is for stock pickers

2022-08-10T22:04:25+02:00

In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the stocks that we talked about in Episode 80 with the AnBro team. The performance of those stocks has been strong, highlighting the importance of stock picking in a volatile and difficult market. Through this process, we get insights into AnBro’s investment process and the way that the investment team looks at these opportunities. In a world of exciting tech companies that make big promises about the future, it’s important to only invest in business models that you understand. This has been one [...]

Magic Markets Ep88: Growth is for stock pickers2022-08-10T22:04:25+02:00

Magic Markets Ep80: Hot Stocks vs. Hot Air

2022-06-15T23:24:16+02:00

In growth investing, you’re often buying a piece of technology that has the potential to become a wonderfully profitable commercial operation. Sometimes, these businesses aren’t profitable yet. This creates a different risk profile for investors vs. value stocks, which investors look to for near-term cash flows. The investment styles are different and so the approach needs to be different. Together with the team at AnBro Capital Investments, we’ve been learning about growth investing with examples of specific stocks. We also try to unpack how the team separates hot stocks from hot air. In this episode, we briefly touch on the disaster [...]

Magic Markets Ep80: Hot Stocks vs. Hot Air2022-06-15T23:24:16+02:00

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