Unicorn

Magic Markets Ep150: Revisiting Dexcom

Magic Markets2023-11-08T19:14:45+02:00

Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners. This week, we're revisiting Dexcom as a stock that AnBro holds in its Unicorn portfolio. It’s great to be able to track the journey of a specific stock through a volatile market, with Justine regularly coming onto the show to use it as a good example of how the team at AnBro reacts to market dynamics. This show discusses what the recent market turbulence and why does AnBro remain invested in the stock, despite a headache-inducing rollercoaster ride from $112 to $74 and back to $96 per share?

Magic Markets Ep150: Revisiting DexcomMagic Markets2023-11-08T19:14:45+02:00

Magic Markets Ep137: BESI – Your New Semiconductor Bestie

Magic Markets2023-08-10T01:06:05+02:00

In episode 137 of Magic Markets, we caught up with Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. Craig highlighted a lesser known semiconductor company, BE Semiconductor, with the ticker BESI giving it the cute nickname “Bessie”. The company is using hybrid bonding and new technology to show that there’s excitement in chips beyond just AI.

Magic Markets Ep137: BESI – Your New Semiconductor BestieMagic Markets2023-08-10T01:06:05+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 Ep119: AnBro Stock Focus – DEX and STAA

Magic Markets2023-04-05T16:29:16+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 STAAMagic Markets2023-04-05T16:29:16+02:00

Magic Markets Ep115: Clean and Green US Stocks

Magic Markets2023-03-08T23:41:38+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 StocksMagic Markets2023-03-08T23:41:38+02:00

Magic Markets Ep111: AI – Cutting Through the Hype

Magic Markets2023-02-08T23:22:54+02:00

Guess what? The hype machine is back in the market, this time focused on the exciting new world of Artificial Intelligence (AI). Some of the intelligence is artificial indeed, with any company that has “AI” in its name trading higher this month, regardless of what AI stands for! There’s nothing more dangerous than a market that is chasing the Next Big Thing. Momentum traders have a field day, but the good ones know when to get out of the way. For investors, scrutiny is needed. Together with Justine Brophy of AnBro Capital Investments, we took a deeper look at AI and [...]

Magic Markets Ep111: AI – Cutting Through the HypeMagic Markets2023-02-08T23:22:54+02:00

Magic Markets Ep107: The 2023 Outlook

Magic Markets2023-01-11T18:28:41+02:00

If you can imagine the worst possible year for anything, then you’re starting to understand what 2022 was like for investors in growth stocks. The combination of rising interest rates and inflated valuations at the start of the year meant that investors suffered drops of 30% (and more) across many of the “growth” names in the portfolio, including the world’s leading tech companies. Investing requires a longer-term lens than this and a strong stomach, although we all know that seeing these drops isn’t fun. Together with Craig Antonie of AnBro Capital Investments, we recap why 2022 was a perfect storm and [...]

Magic Markets Ep107: The 2023 OutlookMagic Markets2023-01-11T18:28:41+02:00

Magic Markets Ep96: Looking to the Future

Magic Markets2022-10-05T23:29:29+02:00

One of the greatest challenges in the market is to maintain a cool head and a consistent strategy even when it feels like everything is against you. Clearly, this has been a terrible year for technology stocks. By focusing on the fundamental growth drivers rather than the share price movements, investors can identify the winners of the next decade. In this episode of Magic Markets, Justine Brophy of AnBro Capital Investments joins us to talk about why he feels good about the future. With specific examples of stocks that they are looking at, there’s always so much to learn from the [...]

Magic Markets Ep96: Looking to the FutureMagic Markets2022-10-05T23:29:29+02:00

Magic Markets Ep92: Investing in the ‘LatAm Blackstone’

Magic Markets2022-09-07T23:09:59+02:00

The team from AnBro Capital is back, this time with Craig Antonie joining us to discuss an interesting company in the Unicorn portfolio that has nothing to do with tech. That’s right – there’s more to Unicorn than just tech companies! Patria is thought of as the Blackstone of Latin America. This asset management business plays in the alternative asset space, operating in the private equity, infrastructure, real estate and credit verticals. With a long and successful track record, Patria ticks the boxes for the Unicorn fund. Learn more about this company and the way the team at AnBro thinks about [...]

Magic Markets Ep92: Investing in the ‘LatAm Blackstone’Magic Markets2022-09-07T23:09:59+02:00

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