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.
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing...
The team from AnBro Capital is back, this time with Craig Antonie joining us to discuss an interesting company in the Unicorn portfolio that...
In Episode 146, Magic Markets digs into the food producer industry. This hasn’t been a great place to put your money during this period...
