The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them.
Of course, there were also some great outcomes this year, including some stocks that looked dicey at times.
In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look forward to another great year of Magic Markets in 2022.
And if you are ready to turbocharge your learning, then subscribe to Magic Markets Premium for just R99/month. This unlocks our entire library of deep dives on global stocks, plus you can enjoy a new show and report every week.
With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and losers. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand?In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way.There’s also a short discussion on the potential impact on property prices of an inflationary cycle.Magic Markets is your invitation to be part of our discussions on the key drivers in the markets and what they mean for investors. ...
The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant. Share prices of companies like Chipotle and Domino's have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled. In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It's a fun episode with plenty to learn about this important market. ...
The Finance Ghost and Mohammed Nalla (Moe-Knows) bravely venture into the great unknown: Bitcoin, cryptocurrency and the blockchain. As traditional finance experts, they see the world of crypto through a specific lens, but they are open to learning more about it and considering its potential. In Episode 8, they share some initial insights around this asset class that is starting to gain institutional acceptance. ...
