With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered.
We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.
Craig Antonie of AnBro Capital Investments has joined us before on Magic Markets. In Episode 11 (February 2021), we learnt about his approach to...
In a week where Ghost was sick and Moe subsequently fell down the stairs (both are OK), perhaps it was fitting to talk about...
As the world pays an increasing amount of attention to emerging markets and the concept of the Global South, India's outperformance vs. China remains...