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.
Earlier this week, Mpact gave the South African market a positive surprise. The packaging group is a major supplier to the agri sector, particularly...
Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client...
For companies seeking capital, founders wanting to exit their stake and investors who desire diversification and solid returns, private debt and equity markets offer...