Logistics

Sysco: Top of the Food Chain

Magic Markets2022-08-17T23:19:10+02:00

Use the podcast player below to listen to our discussion on Sysco and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 17 August 2022) Sysco is a company you’ve likely never heard of unless you have friends in the restaurant industry in the US. This is effectively the Bidcorp equivalent in America, delivered at grand scale and with a powerful track record of value creation. It’s rare to see an executive team talking about repositioning for growth while maintaining dividend aristocrat status. That tells you most of what you need to know about Sysco’s business. To whet [...]

Sysco: Top of the Food ChainMagic Markets2022-08-17T23:19:10+02:00

Recap: FedEx and Taiwan Semiconductor Company

Magic Markets2022-08-10T22:18:05+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 CompanyMagic Markets2022-08-10T22:18:05+02:00

Karooooo: Broken wings

Magic Markets2022-06-08T23:06:38+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 wingsMagic Markets2022-06-08T23:06:38+02:00

PREMIUM: FedEx – Packages in the pandemic

Magic Markets2022-06-21T19:24:30+02:00

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 [...]

PREMIUM: FedEx – Packages in the pandemicMagic Markets2022-06-21T19:24:30+02:00

Magic Markets Ep55: The Supply Chain Expert

Magic Markets2021-12-09T01:24:54+02:00

Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that he’s a man of impeccable taste. He’s currently right in the thick of the most topical industry in the world right now: supply chain. Building on our previous discussions on Supply chain (Episode 47), we couldn’t resist the opportunity to invite on the expert to take the discussion further. In Episode 55, Andries takes us through what's happening at the coal face of the current crunch in supply chains and both the opportunities and challenges that this [...]

Magic Markets Ep55: The Supply Chain ExpertMagic Markets2021-12-09T01:24:54+02:00

Magic Markets Ep51: Foreign Investment in SA

Magic Markets2021-11-18T03:49:01+02:00

Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis. In this show, we discussed a macro [...]

Magic Markets Ep51: Foreign Investment in SAMagic Markets2021-11-18T03:49:01+02:00

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