The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns.
In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they take when sections of the portfolio are under pressure.
There's also a reminder that risks aren't always in line with the popular narrative. Although Chinese stocks are being discounted currently, the pending IPO of Robinhood is a perfect example of a risky play that has nothing to do with China.
If nothing else, DiDi is a reminder that investors must always do their DD (due diligence) when investing in any company. You can't always see the risks, but the process is important to go through.
In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about the incredible community of traders that has been...
The AI trade is evolving fast - and Nvidia is no longer the whole story. In this episode of Magic Markets, we unpack how...
Welcome to episode 143 of Magic Markets! Continuing with our new format, we explore two tech giants with cloud software-as-a-service models. Adobe, often called...
