Recap

Magic Markets Ep144: JP Morgan and Standard Bank

2023-09-27T22:29:49+02:00

Welcome to episode 144 of Magic Markets! In this exciting episode of Magic Markets, we delve into the captivating world of finance and banking, focusing on a heavyweight showdown between two financial giants: JP Morgan, the original titan of banking, and Standard Bank, a formidable local hero in its own right. This week we touch on what the endowment effect is and how is it helping banks when interest rates are going up? Should we be heeding JP Morgan CEO Jamie Dimon’s warnings about stagflation & a 7% FED funds rate? Join us on the podcast for all this and more!

Magic Markets Ep144: JP Morgan and Standard Bank2023-09-27T22:29:49+02:00

Recap: Starbucks

2023-09-21T08:56:20+02:00

We’ve covered Starbucks before, the world’s most famous coffee shop chain despite strong focus on the US and China and a lesser footprint outside of those countries. Succession planning has been the Achilles' Heel of this story, with Howard Schultz having returned to the top job for the third time when we covered the stock back in March 2022. The stock was trading at $88 and we were pretty bearish. Now at nearly $97, that’s roughly a 10% return in 18 months. While it may be a timing issue, that’s actually beaten the S&P 500 index over that time period. What happened that beat our expectations? Welcome to Magic Markets Premium.

Recap: Starbucks2023-09-21T08:56:20+02:00

Magic Markets Ep143: Adobe and Salesforce

2023-09-21T00:16:01+02:00

Welcome to episode 143 of Magic Markets! Continuing with our new format, we explore two tech giants with cloud software-as-a-service models. Adobe, often called "Microsoft for creatives," has delivered strong recent returns and has some rather exciting developments in Artificial Intelligence (AI). Salesforce is also brilliantly positioned for AI, so the companies have more in common than you might think. Perhaps most importantly, we each picked out favourite at the end. 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 Ep143: Adobe and Salesforce2023-09-21T00:16:01+02:00

Magic Markets Ep141: Lululemon and Ulta Beauty

2023-09-06T20:59:53+02:00

Welcome to episode 141 of Magic Markets. In this episode, we dug through the latest earnings transcripts of two intriguing global companies: Lululemon and Ulta Beauty. Lululemon, the pioneer of athleisure, is known for its premium yoga pants and impressive growth. Ulta Beauty, often compared to South Africa's Clicks, offers a range of health and beauty products. It all looks good on paper – but will these companies keep riding the wave, or end up splashing in the shallows? 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 Ep141: Lululemon and Ulta Beauty2023-09-06T20:59:53+02:00

Magic Markets Ep140: Crocs and Nike

2023-08-31T03:41:24+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 Nike2023-08-31T03:41:24+02:00

Magic Markets Ep139: Disney and Yum! Brands

2023-08-23T23:56:38+02:00

As the earnings season in the US draws to a close, it's the perfect moment to reflect on two unrelated but undeniably interesting companies that have been on our radar. The ever-evolving nature of the markets teaches us that what made sense a year ago can be dramatically different today. In this week’s episode of Magic Markets, we’re diving into Disney and Yum! Brands to see how they've fared since our last discussion.

Magic Markets Ep139: Disney and Yum! Brands2023-08-23T23:56:38+02:00

Magic Markets Ep138: Caterpillar and Home Depot

2023-08-16T20:48:21+02:00

In episode 138 of Magic Markets, we are changing things up by looking at recent earnings releases in the US. Follow us as we delve into the depths of our Magic Markets Premium library to compare our wealth of research on these companies with their latest releases. Ghost had lots to say about the latest Caterpillar report, while Moe had thoughts to share on Home Depot.

Magic Markets Ep138: Caterpillar and Home Depot2023-08-16T20:48:21+02:00

Recap: Apple

2023-08-10T01:36:54+02:00

Apple has been an incredibly strong performer over the past decade. For investors, the focus is on what the next decade will hold, especially with the valuation having moved so much higher over time. Can Apple keep this up, or should investors be cautious?

Recap: Apple2023-08-10T01:36:54+02:00

Recap: PepsiCo

2023-07-06T00:28:49+02:00

When we first covered PepsiCo, we thought it would be a strong player in an inflationary environment. We were right about that, with the valuation multiples having moved upwards as a result. But what does the risk-reward position look like now?

Recap: PepsiCo2023-07-06T00:28:49+02:00

Recap: Hasbro and Visa

2023-06-29T08:44:36+02:00

By recapping Hasbro and Visa in the same report, we touch on one company that is in a state of strategic flux and another that is simply executing on more of the same. This is what makes the markets so interesting.

Recap: Hasbro and Visa2023-06-29T08:44:36+02:00
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