$NKE

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

Lululemon: sweating its assets

Magic Markets2022-06-21T19:22:18+02:00

Use the podcast player below to listen to our discussion on Lululemon and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 6 April 2022) Not many companies are credited with inventing a new product category. Lululemon is one of them, taking yoga pants from the studio to the coffee shop. Athleisure is now a highly competitive category in clothing, yet Lululemon continues growing at a revenue rate that would embarrass many software companies. With a community-based marketing strategy and a journey from $40 million revenue in 2004 to $6.3 billion in 2021, when life throws your portfolio [...]

Lululemon: sweating its assetsMagic Markets2022-06-21T19:22:18+02:00

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