In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.
Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people...
As the year of global elections draws to a close, Dino Zuccollo of Westbrooke Alternative Asset Management joined us to look back on how...
We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management...
