In Episode 53 of Magic Markets, we kicked things off with a brief discussion on Jerome Powell (who is now apparently considered “hawkish”) and the Turkish Lira, which is rather broken.
We then moved from fiscal balance sheets to company balance sheets. In particular, we explored what happens when bad balance sheets happen to good people.
In the aftermath of the pandemic, we’ve seen companies struggle with unsustainable debt. In some cases, this is an opportunity for large new equity investors or existing anchor shareholders to increase their stakes at a depressed valuation.
By working through examples like Tongaat, Brait and EOH, we show how important the balance sheet can be.
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In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In...
In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people...
In the investment equivalent of chasing the sun, we meet the team at Westbrooke responsible for the solar investment strategy. Clearly, this is an...
