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, [...]
Use the podcast player below to listen to our discussion on PepsiCo and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 16 February 2022) Cognitive biases are dangerous. South Africans aren't terribly familiar with Pepsi as a drink, so our subscribers in our home country tend to skip over PepsiCo in favour of other food and beverages groups. This is a pity, as PepsiCo has a proper business that is well worth consideration in an inflationary environment. The group owns brands like Lays, Fritos, Doritos, Lipton and Tostitos. A recent acquisition is the Rockstar energy drink. As [...]
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 Monster and its Q3’21 result, which accompanies the detailed write-up below: (Date of report: 17 November 2021) In news that may shock you, one of the best-performing companies in the S&P 500 index in recent decades is an energy drink started by two South African expats in the US. If you're a motorsport or extreme sports fan, then odds are good that you're already familiar with the green "M" logo of Monster. Whether on Lewis Hamilton's helmet or Valentino Rossi's flat peak, Monster follows a similar approach to Nike in [...]