Magic Markets #89: Unwrapping our Research Process

Episode 89 August 17, 2022 00:24:01
Magic Markets #89: Unwrapping our Research Process
Magic Markets
Magic Markets #89: Unwrapping our Research Process

Aug 17 2022 | 00:24:01

/

Show Notes

In Magic Markets Premium, we’ve developed a research process that we apply every week in analysing global stocks. In this episode, we give you insights into that process.

We talk about the importance of forming a bull case and a bear case, as it forces you to challenge your view and question what might go wrong (or better than expected). We also discuss why we look at both the tenure and trading history of the management team. The competitive environment is important of course, as is an analysis of recent financial results.

We finish off with a discussion on the importance of combining technical and fundamental analysis.

You can subscribe to Magic Markets Premium at this link for R990/year or R99/month if you prefer dipping your toes in before committing for a full year.

Other Episodes

Episode 171

April 17, 2024 00:24:32
Episode Cover

Magic Markets #171: Foot Locker and Nike

Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s customers are...

Listen

Episode 235

July 30, 2025 00:31:05
Episode Cover

Magic Markets #235: Can Fast Food Stocks Keep Growing?

Are consumers still having fries with that, or have changes in consumer preferences (like more awareness of health and nutrition) given fast food stocks...

Listen

Episode 154

December 06, 2023 00:24:52
Episode Cover

Magic Markets #154: Dis-Chem and Ulta Beauty

Welcome to episode 154 of Magic Markets. We're diving deep into the beauty sector this week, exploring stocks that bring a touch of glam...

Listen