Magic Markets #33: Do Your DiDi

Episode 33 July 08, 2021 00:25:17
Magic Markets #33: Do Your DiDi
Magic Markets
Magic Markets #33: Do Your DiDi

Jul 08 2021 | 00:25:17

/

Show Notes

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.

Other Episodes

Episode 49

October 28, 2021 00:26:32
Episode Cover

Magic Markets #49: Heroes and Net Zeroes

There’s nothing more topical than ESG. There’s also nothing more complicated and politically sensitive on the global stage.  With COP 26 taking place soon...

Listen

Episode 222

April 30, 2025 00:29:33
Episode Cover

Magic Markets #222: The Long and the Short of Day Trading

Our very own Mohammed Nalla thought that the recent tariff volatility would be an excellent opportunity to dust off the day trading strategy that...

Listen

Episode 104

November 30, 2022 00:24:09
Episode Cover

Magic Markets #104: What's going on inside Premium?

In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In...

Listen