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Magic Markets Ep139: Disney and Yum! Brands

Magic Markets2023-08-23T23:56:38+02:00

As the earnings season in the US draws to a close, it's the perfect moment to reflect on two unrelated but undeniably interesting companies that have been on our radar. The ever-evolving nature of the markets teaches us that what made sense a year ago can be dramatically different today. In this week’s episode of Magic Markets, we’re diving into Disney and Yum! Brands to see how they've fared since our last discussion.

Magic Markets Ep139: Disney and Yum! BrandsMagic Markets2023-08-23T23:56:38+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

Yum! Brands: Finger Lickin’ Growth

Magic Markets2023-02-16T00:48:06+02:00

Use the podcast player below to listen to our discussion on Yum! Brands and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 16 February 2023) There’s an exclamation mark in Yum! and with good reason, as this is the world’s largest restaurant company with over 55,000 venues across various brands where you can get your calorie fix. With a footprint in 156 countries and 98% of the restaurants belonging to franchisees, this is fast food at scale. Clearly, a lot has happened in the 25 years since Yum! was spun-off by PepsiCo. At that time, Yum! was [...]

Yum! Brands: Finger Lickin’ GrowthMagic Markets2023-02-16T00:48:06+02:00

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