Magic Markets Ep172: Goldman Sachs and United Health Group


Do you need to buy risky stocks to double your money (in dollars) over five years, or can you get the job done with US-based blue chips? In this episode of Magic Markets, we used Goldman Sachs and United Health as examples of stalwarts in their respective industries that have delivered excellent returns to shareholders. As good examples of buy-and-forget stocks, learning about these companies helps with offshore portfolio construction.

Magic Markets Ep172: Goldman Sachs and United Health Group2024-04-24T01:22:15+02:00

Magic Markets Ep167: Hidden Growth Gems – Madrigal and Myomo


In episode 167 of Magic Markets, we delved into 2 growth stocks that are probably NOT on your radard. Justine Brophy brings us the latest thinking from AnBro Capital Investments taking us through the thesis on Madrigal (the company that has won the “MASH dash”) and Myomo, a neurological mobility company. If you enjoy learning about new companies and sectors of the market that you haven’t looked at before, then you’ll absolutely love listening to Brophy talking about these stocks with us.

Magic Markets Ep167: Hidden Growth Gems – Madrigal and Myomo2024-03-20T16:51:58+02:00

EssilorLuxottica: Ray-Bans and Plans


Ray-Bans are the eyewear of choice on the highway to the danger zone. High valuations are always a danger zone, as investors in some of the most famous brands in the world have found out the hard way. EssilorLuxottica certainly isn’t light on brands, but it’s a complicated task to figure out whether the valuation reflects the consumer part of the business or the professional lenses side, which is more of a medical devices operation.

EssilorLuxottica: Ray-Bans and Plans2024-01-25T00:05:05+02:00

Novo Nordisk: The Wizards of Oz-empic


Novo Nordisk was arguably the NVIDIA of pharma stocks in 2023. Ozempic / Wegovy have become all the rage in the treatment of diabetes and obesity. Unlike the pandemic and its benefit for Pfizer, these diseases aren't fads that are about to disappear. Does that mean that the drugs are guaranteed to continue being a success? Or should investors be worried about competition?

Novo Nordisk: The Wizards of Oz-empic2024-01-10T22:13:02+02:00

Magic Markets Ep150: Revisiting Dexcom


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

Pfizer: Vaccines-as-a-Service?


Use the podcast player below to listen to our discussion on Pfizer and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 9 February 2023) Pfizer had a momentous year in 2022. Not only did the company exceed $100bn in revenue for the first time in its 174-year history, but 1.3 billion patients around the world were treated with Pfizer products. Despite these glowing financial accomplishments, Pfizer is a constant target of conspiracy theories and political battles. There’s never a dull moment in the pharmaceuticals industry. Management at Pfizer is either overly optimistic about the prospects for the [...]

Pfizer: Vaccines-as-a-Service?2023-02-09T00:12:54+02:00

Walgreens Boots Alliance: Is Pharmacy Defensive?


Use the podcast player below to listen to our discussion on Walgreens Boots Alliance and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 6 July 2022) Walgreens Boots Alliance is a pharmacy retail group that sounds like a defensive play at first blush. But as we will explore in this podcast and report, the business model of these types of retailers isn’t as robust as one may think, especially in the US where the pharmacy benefit managers hold incredible power in the value chain. It all comes down to gross margin, so product mix is critical. Dispensary [...]

Walgreens Boots Alliance: Is Pharmacy Defensive?2022-07-06T23:28:25+02:00

Magic Markets Ep7: 2021 Preview


The Finance Ghost and Mohammed Nalla (Moe-Knows) are back! In the opening episode of 2021, we touch on what worked and didn't work in our respective portfolios in 2020. We also talk about changes we've made for 2021 to position ourselves for latest market conditions, especially against a backdrop of second wave lockdowns. http://    

Magic Markets Ep7: 2021 Preview2021-09-07T12:10:16+02:00


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