Latest Episodes
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)...
247
Magic Markets #247: Investing in Property with Mesh.Trade and 27four
Property is a vibrant asset class in South Africa. From convenience retail centres through to mixed-use developments, property is a popular way to earn...
246
Magic Markets #246: To Hedge or Live on the Edge?
There's a lot of nervousness out there at the moment around global asset prices, leading to discussions around whether the top is in. Naturally,...
245
Magic Markets #245: How Big Deals Create Big Problems
The quality (and track record) of corporate M&A ranges from incredibly smart deals through to corporate disasters. One thing is for sure: results may...
245
Magic Markets #244: Buying Shovels in the X-Rush
The concept of "shovels in the gold rush" is really useful in investing, as it speaks directly to thematic opportunities where the approach is...