Latest Episodes
240
Magic Markets #240: Omnichannel Observations - The Biggest Trend In Retail
As a follow-on show from the previous week where we talked about how to analyse retailers, we decided to cover the biggest trend right...
239
Magic Markets #239: Analysing Retailers
The retail sector isn't just a critical source of employment and consumer goods in every economy in the world. No, it's also a major...
238
Magic Markets #238: Stablecoins with Mesh.Trade
Stablecoins are highly topical at the moment, with important new legislation in the US and many discussions taking place around the world with regulators....
237
Magic Markets #237: Buying Market Leaders
Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times). These...
236
Magic Markets #236: Mpact's Bullish Outlook on SA Agri - Fact or Fiction?
Earlier this week, Mpact gave the South African market a positive surprise. The packaging group is a major supplier to the agri sector, particularly...
235
Magic Markets #235: Can Fast Food Stocks Keep Growing?
Are consumers still having fries with that, or have changes in consumer preferences (like more awareness of health and nutrition) given fast food stocks...