The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google).
The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normality after the pandemic.
In Episode 24 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the companies behind the acronyms and what investors should be thinking about when analysing them.
In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened the wealth gap. As unemployment in South Africa keeps increasing, we highlight a scary statistic out of Standard Bank: unsecured lending has returned to pre-Covid levels, but asset-based lending hasn’t. In a discussion that touches on a wide variety of points, ranging from office vacancies to the tourism industry, the hosts consider a world that just can’t seem to shake this virus. Magic Markets is your invitation to be part of our discussions on the markets. ...
Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the tables and be interviewed on our own podcast, we couldn’t resist! Willet asked us about how we identify companies for investment, our thoughts around key themes this year and the behind-the-scenes work that goes into Magic Markets Premium. He also asked us whether we ever disagree. Oh yes, we disagree alright. All. The. Time. That’s the core strength of Magic Markets: hosts Mohammed Nalla and The Finance Ghost approach the world from different angles. By being part of the conversation, you benefit from a balanced view that can help you make up your own mind. Willet is the founder of Willetco Brokers, a licensed financial services provider FSP number 1287. Willetco is also the sponsor of the Five’s Alive section in Ghost Mail. ...
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss the link between environmental sustainability, good corporate governance and successful long-term investing. ESG metrics are important elements of any investor toolkit. This episode of Magic Markets is proudly sponsored by Gray Capital, an independent wealth management company. ...
