Magic Markets #113: Portfolio Winners and Losers

Episode 113 February 22, 2023 00:26:46
Magic Markets #113: Portfolio Winners and Losers
Magic Markets
Magic Markets #113: Portfolio Winners and Losers

Feb 22 2023 | 00:26:46


Show Notes

In Magic Markets, we try to eat our own cooking. When we cover stocks in Premium, it’s either because we already have a position in them or because we are interested in taking a position and want to do further research. In this episode of Magic Markets, we took advantage of a “just the two of us” situation to talk about some of the positions in our portfolios.

Moe opted to talk about Visa, Disney and Simon Property Group, as well as Fedex as an example of a trade that got away.

The Finance Ghost spoke about Hasbro as a mistake, alongside Accenture and Ferrari as much happier stories.

Authenticity has always been our focus in Magic Markets. We learn even more from our mistakes than we do from our wins and we love sharing those learnings with our listeners.

If you like what you hear this week, consider joining us in Magic Markets Premium for a weekly, in-depth look at global companies. At only R99 per month or an annual deal of R990 for the year (two months for free), it's the best value you'll find in your research journey and perhaps the best investment you’ll make!
Click here or on the banner below to look beneath the surface.

Other Episodes

Episode 67

March 16, 2022 00:29:48
Episode Cover

Magic Markets #67: Investing in tough places with Omid Gholamifar

Like moths drawn to a flame, some investors cannot help but choose strategies with a high risk/reward trade-off. Omid Gholamifar is one such investor....


Episode 129

June 14, 2023 00:22:38
Episode Cover

Magic Markets #129: Relief Rallies and Market Emotions

With a local relief rally putting many stocks in the green after a horrible few months, we decided to use a “guestless” show to...


Episode 82

June 29, 2022 00:34:20
Episode Cover

Magic Markets #82: Stories from Traders

In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about the incredible community of traders that has been...