thematic investing

Magic Markets Ep102: Themes in Big Tech

2022-11-16T21:54:43+02:00

As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in Magic Markets Premium in the past year, including recent shows on Meta, Amazon and Apple. The fight for eyeballs is dominating this industry. The “attention economy” is lucrative and technology platforms have found various ways to monetise it, ranging from advertising to subscription business models. If you are interested in uncommon insights, then this show is for you. Instead of focusing on the obvious elements of Big Tech earnings, we highlight some of the trends and themes [...]

Magic Markets Ep102: Themes in Big Tech2022-11-16T21:54:43+02:00

Magic Markets Ep68: Burgers and fairy tales

2022-03-27T14:03:30+02:00

Burgers and fairy tales. These are the things that people like to invest in. No, really. In this episode of Magic Markets, we take a step back and discuss two investment themes that we find interesting. The first is the quick-service restaurant (QSR) industry, which commands premium valuations in markets across the world. There are global giants and regional powerhouses, with examples on the JSE as well as in international markets. We discuss the different types of models followed, along with concepts like franchise vs. corporate-owned models and the benefits of each strategy. We then move on to the art of [...]

Magic Markets Ep68: Burgers and fairy tales2022-03-27T14:03:30+02:00

Magic Markets Ep58: The Willet Show

2022-01-12T23:59:49+02:00

Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the tables and be interviewed on our own podcast, we couldn’t resist! Willet asked us about how we identify companies for investment, our thoughts around key themes this year and the behind-the-scenes work that goes into Magic Markets Premium. He also asked us whether we ever disagree. Oh yes, we disagree alright. All. The. Time. That’s the core strength of Magic Markets: hosts Mohammed Nalla and The Finance Ghost approach the world from different angles. By being part [...]

Magic Markets Ep58: The Willet Show2022-01-12T23:59:49+02:00

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