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>>>
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...
Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s customers are...
In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people...
