At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.
What's going on with the Microsoft acquisition of Activision? Join us on Magic Markets as Mohammed Nalla and The Finance Ghost unpack the details with Justine Brophy of Anbro Capital.
Use the podcast player below to listen to our discussion on Microsoft and its Q2'23 result, which accompanies the detailed write-up below: (Date of report: 2 February 2023) From cloud to AI – the narrative at Microsoft has shifted, proving once again that the company sits at the forefront of global technology trends. When CEO Satya Nadella speaks, the market listens. As we revisit Microsoft after more than a year, the growth story has slowed and there are challenges in the business. The share price has cooled off significantly in line with the broader market. For patient capital, is this an [...]
Use the podcast player below to listen to our recap on Microsoft, Nike and Etsy, which accompanies the detailed write-up below: (Date of report: 4 May 2022) A successful investing or trading strategy is all about forming a view, executing on that view and then analysing what actually happened in the market. This feedback loop is a critical learning experience and Magic Markets Premium is no different. This is our second recap show and we will be looking at Microsoft and Nike in detail, with a brief look at Etsy. We planned to do a detailed look at Etsy as well, [...]