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American Tower: Mixed Signals

2022-11-30T22:10:58+02:00

Use the podcast player below to listen to our discussion on American Tower and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 1 December 2022) In the US, the REIT sector has numerous examples of companies that aren’t traditional property businesses. American Tower falls into this category, leasing out telecommunications infrastructure rather than shopping malls or office buildings. With a global footprint and an extraordinary history of growing dividends, a cursory glance would suggest that American Tower is an obvious underpin to any portfolio. A closer look raises a few concerns about whether the company’s best days [...]

American Tower: Mixed Signals2022-11-30T22:10:58+02:00

Garmin: Finding its Bearings?

2022-11-30T17:19:41+02:00

Use the podcast player below to listen to our discussion on Garmin and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 24 November 2022) For more than three decades, Garmin has built an impressive business around products that use GPS to solve a problem. The company taps into global satellite systems and designs products that appeal to a wide variety of customers in various industries. Whether you are running and cycling, or navigating the world’s oceans, or in a variety of aircraft including military applications, there’s a good chance that a Garmin product is involved. Does this [...]

Garmin: Finding its Bearings?2022-11-30T17:19:41+02:00

Recap: FedEx and Taiwan Semiconductor Company

2022-08-10T22:18:05+02:00

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 [...]

Recap: FedEx and Taiwan Semiconductor Company2022-08-10T22:18:05+02:00

Alphabet: Time to Focus on Google

2022-08-03T23:40:05+02:00

Use the podcast player below to listen to our discussion on Alphabet and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 3 August 2022) Alphabet, the parent company of Google, has been the fabric of the internet for as long as any of us can remember. All the buzzwords are now in the business, like AI, machine learning and cloud. The technologies of tomorrow are burning cash while the technologies of today are struggling to maintain their margins. Alphabet’s core business is the Search segment and the company has never faced more competition than today, with younger [...]

Alphabet: Time to Focus on Google2022-08-03T23:40:05+02:00

Adobe: The Art of Tech

2022-06-23T00:45:30+02:00

Use the podcast player below to listen to our discussion on Adobe and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 22 June 2022) If you’ve ever hired a graphic designer or worked with a professional marketing team to design and run a campaign, we can almost guarantee that you’ve been an indirect customer of the Adobe ecosystem. Adobe is a business that evolved from making free cash flow of around $2bn in 2013 to generating nearly $14.5 billion in 2021. A shift to a subscription model was a huge driver of this, with Adobe exhibiting a [...]

Adobe: The Art of Tech2022-06-23T00:45:30+02:00

Karooooo: Broken wings

2022-06-08T23:06:38+02:00

Use the podcast player below to listen to our discussion on Karooooo and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 8 June 2022) At the request of our subscribers, Karooooo is the first JSE-listed company we have covered in Magic Markets Premium. The group is also listed on the Nasdaq and has a global growth strategy, so we believe that it fits the Magic Markets Premium promise of covering globally relevant stocks. With an entrepreneurial approach that has been highly successful in South Africa with the Cartrack business, Karooooo believes that its technology can address customer [...]

Karooooo: Broken wings2022-06-08T23:06:38+02:00

PREMIUM: Taiwan Semiconductor Company – cyclical or secular?

2022-06-21T19:24:23+02:00

Use the podcast player below to listen to our discussion on Taiwan Semiconductor Company (TSMC) and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 19 January 2022) The megatrends are clear. The world is more digital then ever before and digitalisation isn't likely to slow down. Chips may well be the new oil. The demand for them seems to be insatiable. With unit growth in products like smartphones and electric vehicles, along with increased silicon content per device (i.e. more computing power), there's a double-whammy tailwind for demand in this industry. Taiwan Semiconductor Company (commonly called TSMC [...]

PREMIUM: Taiwan Semiconductor Company – cyclical or secular?2022-06-21T19:24:23+02:00
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