Stocks

Magic Markets Ep195: How to Read a Balance Sheet

Magic Markets2024-10-02T17:35:25+02:00

The balance sheet is often the difference between success and failure for a corporate. A strong balance sheet can carry a company through the worst of times. A weak balance sheet is vulnerable to even a minor deterioration in conditions. Reading a balance sheet is a key step in equity analysis, but what are the most important things to look out for? In this episode, we take you through some key metrics to consider.

Magic Markets Ep195: How to Read a Balance SheetMagic Markets2024-10-02T17:35:25+02:00

Magic Markets Ep194: How to Interpret Profits

Magic Markets2024-09-25T19:07:17+02:00

Listen to the show here: Description: The income statement is the lifeblood of any business. Luckily, you don't need to be an accountant to understand what's going on there. As is usually the case, there are a few tricks you can use to identify the key areas of focus and the stuff that really matters. Doing your own research isn't about spending endless hours on a set of financials. It's about knowing how to arrive at a reasonable answer as quickly as possible. In this show, we walk you through our approach to reading an income statement. This podcast is for [...]

Magic Markets Ep194: How to Interpret ProfitsMagic Markets2024-09-25T19:07:17+02:00

Magic Markets Ep193: How to Build a Bear Case

Magic Markets2024-09-18T15:15:59+02:00

Listen to the show here: Description: After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the bear case. This requires you to think creatively and dig deeper, as management won't dish out these nuggets and make it easy for you. After all, they are incentivised to drive the bull case. This episode will help you learn where to look for some of the really important points in a bear case. This podcast is for informational purposes only and is not financial or investment advice. Please speak to [...]

Magic Markets Ep193: How to Build a Bear CaseMagic Markets2024-09-18T15:15:59+02:00

Magic Markets Ep192: How to Build a Bull Case

Magic Markets2024-09-18T15:08:03+02:00

When assessing stocks, it's so important think about the good and the bad, not just what you wanted to see going into the analysis. The world is grey, not black and white. Nothing is ever fully good or fully bad. By thinking critically about the positives and negatives, you'll improve your investing skills. In this episode, we cover the type of thinking that goes into our Bull Box in Magic Markets Premium. In sharing our insights on how we develop a bull case for a stock, we hope that it assists in your process and exposes you to the thinking enjoyed by our Premium subscribers.

Magic Markets Ep192: How to Build a Bull CaseMagic Markets2024-09-18T15:08:03+02:00

Magic Markets Ep142: Investing in the World’s Biggest Brands – BRNDZ

Magic Markets2023-09-13T19:02:31+02:00

Welcome to episode 142 of Magic Markets. This week we dive into a portfolio that provides exposure to the world's top 100 brands by brand value, ranging from household names like Apple and Google to global giants like China Mobile and UPS. Justine Brophy from AnBro is here to talk about a groundbreaking investment opportunity. When we say this info is hot off the presses, we mean it – the product is only set to launch on September 20th! We’ll tell you how it works and where you can find more information about it. Don't miss this chance to explore the world's biggest brands with Magic Markets! 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 Ep142: Investing in the World’s Biggest Brands – BRNDZMagic Markets2023-09-13T19:02:31+02:00

Magic Markets Ep136: Retail Stock Reality

Magic Markets2023-08-02T22:19:24+02:00

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 RealityMagic Markets2023-08-02T22:19:24+02:00

Magic Markets Ep135: Our Recent Trades

Magic Markets2023-07-26T23:29:50+02:00

At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.

Magic Markets Ep135: Our Recent TradesMagic Markets2023-07-26T23:29:50+02:00

Magic Markets Ep132: Activision Acquisition

Magic Markets2023-07-06T00:12:04+02:00

What's going on with the Microsoft acquisition of Activision? Join us on Magic Markets as Mohammed Nalla and The Finance Ghost unpack the details with Justine Brophy of Anbro Capital.

Magic Markets Ep132: Activision AcquisitionMagic Markets2023-07-06T00:12:04+02:00

Magic Markets Ep125: AnBro Stock Focus – IFF and RWAY

Magic Markets2023-05-17T19:42:11+02:00

Some interesting high dividend yield stocks are popping onto the radar. This week, we look at two companies which are interesting for different reasons, International Flavors and Fragrances ($IFF) and Runway Growth Finance ($RWAY). Listen to this episode to learn not just about $IFF and $RWAY, but about how the team at AnBro thinks about stocks on their watchlist.

Magic Markets Ep125: AnBro Stock Focus – IFF and RWAYMagic Markets2023-05-17T19:42:11+02:00

Magic Markets Ep121: Buybacks, Banks and Big Spenders

Magic Markets2023-04-19T18:29:36+02:00

In Episode 121 of Magic Markets, we reflect on some of the recent insights uncovered in our research for Magic Markets Premium. These include how the poor use of share buybacks by US companies, the divergence in performance between national and regional banks in the US, why we look for optionality in a business model, how to view cylical companies in a portfolio and the recent popularity of the luxury sector, why investors are buying these companies and the risk of chasing the hype.

Magic Markets Ep121: Buybacks, Banks and Big SpendersMagic Markets2023-04-19T18:29:36+02:00

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