Stocks

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

2023-09-13T19:02:31+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 – BRNDZ2023-09-13T19:02:31+02:00

Magic Markets Ep136: Retail Stock Reality

2023-08-02T22:19:24+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 Reality2023-08-02T22:19:24+02:00

Magic Markets Ep135: Our Recent Trades

2023-07-26T23:29:50+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 Trades2023-07-26T23:29:50+02:00

Magic Markets Ep132: Activision Acquisition

2023-07-06T00:12:04+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 Acquisition2023-07-06T00:12:04+02:00

Magic Markets Ep125: AnBro Stock Focus – IFF and RWAY

2023-05-17T19:42:11+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 RWAY2023-05-17T19:42:11+02:00

Magic Markets Ep121: Buybacks, Banks and Big Spenders

2023-04-19T18:29:36+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 Spenders2023-04-19T18:29:36+02:00

Magic Markets Ep120: Banking On Our Banks

2023-04-12T20:13:02+02:00

The failure of Silicon Valley Bank is still fresh in our minds, prompting a discussion around the key differences between the risk embedded in US banks vs. local (South African) banks. There are great insights here around the basic risks of fixed income instruments and the importance of asset-liability matching at financial institutions. We also looked at common metrics used in analysing banks, helping investors understand their relative valuations.

Magic Markets Ep120: Banking On Our Banks2023-04-12T20:13:02+02:00

Magic Markets Ep119: AnBro Stock Focus – DEX and STAA

2023-04-05T16:29:16+02:00

When most investors think of growth-style funds, they imagine software-as-a-service businesses and artificial intelligence. Sometimes, growth can be found in industries that are as old as time itself, like the medical field. Listen to this episode to learn not just about $DXCM and $STAA, but about how the team at AnBro thinks about investing.

Magic Markets Ep119: AnBro Stock Focus – DEX and STAA2023-04-05T16:29:16+02:00

Magic Markets Ep116: Aston Martin on Track?

2023-03-15T23:07:40+02:00

If there’s one thing we are learning in Formula One this year, it’s that Fernando Alonso has more resilience and staying power than many international companies! Now driving for Aston Martin, a strong result in the opening race of the year certainly gave the brand a boost. It also led to many momentum and sentiment traders pulling the stock up on their screens on Monday morning, using it as an effective alternative to a bit of sports betting! “Betting” may well be the word here, as Aston Martin’s financial history is more checkered than the flag at the end of the [...]

Magic Markets Ep116: Aston Martin on Track?2023-03-15T23:07:40+02:00

Magic Markets Ep115: Clean and Green US Stocks

2023-03-08T23:41:38+02:00

In this episode of Magic Markets, Craig Antonie of AnBro Capital Investments joined us to discuss a few energy opportunities in the US that the AnBro funds have positions in. There are both dividend- and growth-oriented funds available at AnBro, so there is something for (almost) everyone. The energy theme is a major driver of global markets at the moment, with a clear push towards clean and green energy (not always the same thing) and inflationary pressure in fossil fuel prices as a result. With a major regulatory move in the form of the Inflation Reduction Act of 2022, the US [...]

Magic Markets Ep115: Clean and Green US Stocks2023-03-08T23:41:38+02:00
Go to Top