quarterly reporting

Magic Markets Ep113: Portfolio Winners and Losers

2023-02-22T19:45:49+02:00

In Magic Markets, we try to eat our own cooking. When we cover stocks in Premium, it’s either because we already have a position in them or because we are interested in taking a position and want to do further research. In this episode of Magic Markets, we took advantage of a “just the two of us” situation to talk about some of the positions in our portfolios. Moe opted to talk about Visa, Disney and Simon Property Group, as well as Fedex as an example of a trade that got away. The Finance Ghost spoke about Hasbro as a mistake, [...]

Magic Markets Ep104: What’s going on inside Premium?

Magic Markets2022-11-30T20:17:27+02:00

In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In doing so, we shared insights into important areas of focus for investors. Topics covered include: • Why do we present a bull case and a bear case on every company? • What do we learn by looking at insider selling? • In terms of financial analysis, what approach do we take to the numbers? • Many recognise that technical analysis is important, but few understand it – what are some of the key concepts that we use? [...]

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