Nike

Magic Markets Ep183: Investing in Global BRNDZ

Magic Markets2024-07-10T21:50:05+02:00

In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands. Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.

Magic Markets Ep183: Investing in Global BRNDZMagic Markets2024-07-10T21:50:05+02:00

Magic Markets Ep171: Foot Locker and Nike

Magic Markets2024-04-18T17:28:29+02:00

Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s customers are Foot Locker’s customers. As you can see, there’s only one way to describe the relationship status here: complicated. Foot Locker has been the love-to-hate stock that value investors sometimes dip into. Nike has been a growth investor favourite, yet the stock really hasn’t done well either.

Magic Markets Ep171: Foot Locker and NikeMagic Markets2024-04-18T17:28:29+02:00

Foot Locker: More Like Hurt Locker

Magic Markets2023-08-31T04:06:36+02:00

Foot Locker is a perfect example of a business model that has been cracked wide open by a shift in the value chain. After previous management allowed the company to become a glorified Nike store, the new team is being forced to cut back on Nike because of that company's direct-to-consumer strategy. This creates plenty of uncertainty and a need for a turnaround strategy, which is why the dividend has been suspended.

Foot Locker: More Like Hurt LockerMagic Markets2023-08-31T04:06:36+02:00

Magic Markets Ep140: Crocs and Nike

Magic Markets2023-08-31T03:41:24+02:00

In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest financial results, sending ripples across the market. One of these two brands achieved growth of 371% over the last 5 years. Can you guess which one it is? Join us on the podcast! Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.

Magic Markets Ep140: Crocs and NikeMagic Markets2023-08-31T03:41:24+02:00

Nike: Just Don’t Do It?

Magic Markets2023-01-04T20:16:23+02:00

Use the podcast player below to listen to our discussion on Nike and its Q2'23 result, which accompanies the detailed write-up below: (Date of report: 5 January 2023) The intersection of sport, music and fashion: Nike is definitely still that business, with all the sports endorsements and cultural influences you would hope for in an apparel brand. Of course, this doesn’t necessarily make it a good investment. Shareholders are looking for cash flows, not signed basketballs. Nike has been trying very hard to convince the market that it is a growth stock. If there’s one thing the last year has revealed, [...]

Nike: Just Don’t Do It?Magic Markets2023-01-04T20:16:23+02:00

Magic Markets Ep78: A sneak peak at Premium

Magic Markets2022-06-01T23:47:25+02:00

With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks. For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently. In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022. Simon Property Group is the kind of business that many would choose as a defensive stock, [...]

Magic Markets Ep78: A sneak peak at PremiumMagic Markets2022-06-01T23:47:25+02:00

Recap: Microsoft, Nike and Etsy

Magic Markets2022-06-21T19:21:54+02:00

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, [...]

Recap: Microsoft, Nike and EtsyMagic Markets2022-06-21T19:21:54+02:00

Magic Markets Ep60: Performance of our Premium picks and puts

Magic Markets2022-01-27T07:54:18+02:00

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 [...]

Magic Markets Ep60: Performance of our Premium picks and putsMagic Markets2022-01-27T07:54:18+02:00

Magic Markets Ep56: Themes from our Deep Dives

Magic Markets2021-12-16T14:48:58+02:00

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.

Magic Markets Ep56: Themes from our Deep DivesMagic Markets2021-12-16T14:48:58+02:00

PREMIUM: Nike – the Apple of apparel

Magic Markets2022-06-21T19:25:33+02:00

Use the podcast player below to listen to our discussion on Nike, which accompanies the detailed write-up below: http:// (Date of report: 18 October 2021, NKE price: $157.31) Beneath the Surface - things you need to remember When it comes to sport and athleisure, Nike is the champion brand. On the global stage, the famous swoosh mark represents a business that has stood the test of time, built over decades from humble beginnings. If you want to understand more about Nike’s story, Shoe Dog by founder Phil Knight is a brilliant read. When a brand is so connected to consumers, wholesalers [...]

PREMIUM: Nike – the Apple of apparelMagic Markets2022-06-21T19:25:33+02:00

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