Magic Markets Ep136: Retail Stock Reality


In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people know the brands and feel like they understand the businesses. Of course, like everything in the market, it’s not quite that simple. In this action-packed discussion that touched on many different topics ranging from global to SA retailers, through to real estate, E-commerce, the rise of shrinkage (theft) in global retailers and SO much more! Listen in NOW!

Magic Markets Ep136: Retail Stock Reality2023-08-02T22:19:24+02:00

Tesco: Not a Sterling Performer


Use the podcast player below to listen to our discussion on Tesco and its Q3'23 result, which accompanies the detailed write-up below: (Date of report: 19 January 2023) Grocery retail isn’t the most exciting industry, let’s face it. Nevertheless, these companies are defensive investments that are theoretically good punts in tough times. As we’ve seen before, the theory and the practice aren’t always aligned. In Tesco, we find a UK retailer that has a history of strategic missteps. Of course, at the right price, almost anything is a buy! In analysing Tesco, we also highlight some stark differences vs. the US [...]

Tesco: Not a Sterling Performer2023-01-18T23:30:01+02:00
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