Use the podcast player below to listen to our recap on Monster, Intuit and Ford, which accompanies the detailed write-up below: (Date of report: 30 March 2022) Feedback loops are so important. In any successful trading or investing strategy, you need to form a view, execute based on that view and then assess whether you made the right decision. There's always something important to learn. This is our first review report. We will be looking back at Monster, Intuit and Ford, all of which were originally published in November 2021. With a few months of market moves to look back on, [...]
Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global stocks. We decided to reflect on the conclusions we reached on some of the earlier shows and how things have played out in the market. A feedback loop is critical to keeping yourself honest in the market. In this show, we look back at the likes of Nike, Monster Beverages, Etsy and more. Join us to get a taste of the type of work we do in Magic Markets Premium and to see whether our process gives [...]
With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.
Use the podcast player below to listen to our discussion on Intuit and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 24 November 2021) Offering accounting and tax software isn't the sexiest business model in the world. Intuit certainly isn't Monster, both of which are household names that offer exciting products. Yet, when the till rings every month as yet another small business pays a monthly recurring fee to Intuit, the shareholders don't care about how exciting (or not) the model is. The share price is up more than 80% in 2021 at the date of this [...]