track record

FedEx: More with Less

2023-04-12T22:17:23+02:00

FedEx keeps delivering share price volatility and major shifts in its operations, so we keep covering this stock. With news of a substantial cost cutting plan now in the market, the share price has been on a strong run this year. With margins suffering a hard landing, can management deliver this plan?

FedEx: More with Less2023-04-12T22:17:23+02:00

Recap: FedEx and Taiwan Semiconductor Company

2022-08-10T22:18:05+02:00

Use the podcast player below to listen to our recap on FedEx and Taiwan Semiconductor Company, which accompanies the detailed write-up below: (Date of report: 10 August 2022) Recap shows are important in Magic Markets Premium. We strongly believe in a feedback loop and assessing our views and expectations against what actually happened. We always give it a few months after our work for a clear trend to establish itself. In this show, we recap two companies that have been beneficiaries of the pandemic. FedEx has loved a supply crunch that has allowed it to raise prices for moving goods across [...]

Recap: FedEx and Taiwan Semiconductor Company2022-08-10T22:18:05+02:00

Recap: Disney and Visa

2022-06-15T22:45:27+02:00

Use the podcast player below to listen to our recap on Disney and Visa, which accompanies the detailed write-up below: (Date of report: 15 June 2022) A successful investing or trading strategy is all about forming a view, executing on that view and then analysing what actually happened in the market. This feedback loop is a critical learning experience and Magic Markets Premium is no different. In our third recap show, we decided to look at Disney and Visa and see what has happened since we covered the companies at the end of 2021. As our work focuses on medium- to [...]

Recap: Disney and Visa2022-06-15T22:45:27+02:00

Recap: Microsoft, Nike and Etsy

2022-06-21T19:21:54+02:00

Use the podcast player below to listen to our recap on Microsoft, Nike and Etsy, which accompanies the detailed write-up below: (Date of report: 4 May 2022) A successful investing or trading strategy is all about forming a view, executing on that view and then analysing what actually happened in the market. This feedback loop is a critical learning experience and Magic Markets Premium is no different. This is our second recap show and we will be looking at Microsoft and Nike in detail, with a brief look at Etsy. We planned to do a detailed look at Etsy as well, [...]

Recap: Microsoft, Nike and Etsy2022-06-21T19:21:54+02:00
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