FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis played out. Join us in this week's free show for an update on the latest company news and our updated views.
FedEx keeps delivering share price volatility and major shifts in its operations, so we keep covering this stock. With news of a substantial cost cutting plan now in the market, the share price has been on a strong run this year. With margins suffering a hard landing, can management deliver this plan?
Use the podcast player below to listen to our recap on FedEx and Taiwan Semiconductor Company, which accompanies the detailed write-up below: (Date of report: 10 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 two companies that have been beneficiaries of the pandemic. FedEx has loved a supply crunch that has allowed it to raise prices for moving goods across [...]
Use the podcast player below to listen to our discussion on FedEx and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 12 January 2022) FedEx has been building the world's largest express transportation company for five decades. It connects more than 220 countries and territories, covering 99% of the world's GDP. With a market cap of over $67 billion at time of writing and literally hundreds of thousands of employees, FedEx is a key player in greasing the wheels of international commerce. The pandemic has given a shot in the arm to eCommerce, driving strong growth in [...]
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