Magic Markets #135: Our Recent Trades

Episode 135 July 26, 2023 00:20:48
Magic Markets #135: Our Recent Trades
Magic Markets
Magic Markets #135: Our Recent Trades

Jul 26 2023 | 00:20:48


Show Notes

We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on global stocks in this show, with reference to Magic Markets Premium research where applicable.

As we always say: we eat our own cooking with that research.

Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.

We also talked about the importance of having different buckets in your portfolio, ranging from solid long-term holds through to more speculative positions.

Magic Markets brings you institutional-level knowledge delivered in a way that is easy to understand. For more of our work, you can find our free shows here and our Premium library here.
Subscribe here>>>

Other Episodes

Episode 180

June 19, 2024 00:25:39
Episode Cover

Magic Markets #180: Home Country Bias

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on...


Episode 172

April 24, 2024 00:22:07
Episode Cover

Magic Markets #172: Goldman Sachs and United Health Group

Do you need to buy risky stocks to double your money (in dollars) over five years, or can you get the job done with...


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....