Magic Markets #150: Revisiting Dexcom

Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners.

This week, we're revisiting Dexcom as a stock that AnBro holds in its Unicorn portfolio. It’s great to be able to track the journey of a specific stock through a volatile market, with Justine regularly coming onto the show to use it as a good example of how the team at AnBro reacts to market dynamics.

Specifically, we discussed:

• What has caused the recent market turbulence and has the narrative from the Fed changed?
• What does Dexcom do?
• Why does AnBro remain invested in the stock, despite a headache-inducing rollercoaster ride from $112 to $74 and back to $96 per share?
• What factors are contributing to the company’s revenue growth and margin improvements?
• What does the competitive landscape look like for Dexcom and is there risk of market entry by a wearables powerhouse like Apple?

If you enjoy learning about the strategies used by global companies, then you’ll love Magic Markets Premium with a library of over 100 reports and podcasts with even more detail and depth.. You can get access to all our work for just R99/month at this link.

Episode 150 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.