Freight

Magic Markets Ep168: Lululemon and FedEx

2024-03-28T00:36:15+02:00

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.

Magic Markets Ep168: Lululemon and FedEx2024-03-28T00:36:15+02:00

UPS: What’s in the Box?

2023-08-16T23:43:19+02:00

UPS is part of the logistics oligopoly in the US, with arch-rival FedEx having been covered a few times on Magic Markets before. UPS has had a terrible year, with major labour issues highlighting the risks in this sector. Does it represent an interesting swing trade for the rest of the year?

UPS: What’s in the Box?2023-08-16T23:43:19+02:00

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