Richemont

Magic Markets Ep181: The Real-World DD: EVs, Sephora, Topgolf and more

Magic Markets2024-06-26T22:47:22+02:00

Listen to the show here: Description: With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion. And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen [...]

Farfetch: or Farfetched?

2022-08-31T23:39:24+02:00

Use the podcast player below to listen to our discussion on Farfetch and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 1 September 2022) For many, the closest they can get to the luxury goods industry is by being a shareholder rather than a consumer. We are talking about timepieces and handbags that cost more than a family hatchback! This $300 billion industry is known for high margins and a resilient client base that is almost immune to market cycles. As digital generations have grown up to become consumers of this industry, shopping habits are starting to [...]

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