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 Magic Markets Premium, we’ve developed a research process that we apply every week in analysing global stocks. In this episode, we give you...
With a share price and earnings track record that puts most companies to shame, Afrimat is widely regarded as a company with excellent capital...
Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to the show...