Latest Episodes
253
Magic Markets #253: General M&A and Netflix - Warner Bros. Discovery
With news breaking of Netflix joining the bidding war for Warner Bros. Discovery and looking to potentially make a huge cash offer to get...
252
Magic Markets #252: G20 and AI Temperature Check
With the G20 in the rearview mirror in South Africa, we took the opportunity to discuss Moe's views on the geopolitical shenanigans from a...
251
Magic Markets #251: How Sports Brands Win (And Lose)
On Holding might have an awkward name, but the company counts Roger Federer among its early investors and biggest endorsements. Thanks to Nike's missteps...
250
Magic Markets #250: Specialty Retail - When Niche Works Nicely
Specialty retail is a fascinating sector on the global stage. It includes companies like Dick's Sporting Goods and Build-A-Bear, with the latter being our...
249
Magic Markets #249: How Westbrooke Deploys Capital
When it comes to understanding the Westbrooke investment philosophy and approach, there's no better way to do it than through looking at deal case...
248
Magic Markets #248: Stream Wars
The content and distribution game is a hotbed of competition, with leading lights like Netflix, Disney and of course YouTube within the Alphabet (Google)...