Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity of thought around a long-term wealth creation strategy. In a modern world that is rapidly changing thanks to technology, not allocating a portion of a portfolio to disruptors is a mistake.
With Craig Antonie from AnBro Capital Investments, we use the example of Crowdstrike to discuss a disruptive business that was incredibly ahead of its time. It takes visionary entrepreneurs to spot and understand technological trends. It takes visionary investors to be willing to take a risk on them.
We also use the opportunity to congratulate the AnBro team on their latest award and to find out more about what it takes to create a boutique asset management business.
Episode 71 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.
Invest in the future. Invest in growth. Visit investinunicorns.com for more information.
In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed Dino Zuccollo and venture capital expert James Lightbody to the show.Westbrooke’s venture capital strategies take advantage of early-stage investment opportunities with a global flavour, giving investors access to an asset class that is otherwise difficult to gain exposure to. In this show, we discuss an overview of venture capital and the ways in which it differs from investments in listed companies. This is a fascinating space that sits at the heart of the technological advancements that have changed our lives and continue to do so. The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment. Visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...
Burgers and fairy tales. These are the things that people like to invest in. No, really. In this episode of Magic Markets, we take a step back and discuss two investment themes that we find interesting. The first is the quick-service restaurant (QSR) industry, which commands premium valuations in markets across the world. There are global giants and regional powerhouses, with examples on the JSE as well as in international markets. We discuss the different types of models followed, along with concepts like franchise vs. corporate-owned models and the benefits of each strategy. We then move on to the art of storytelling, which encompasses businesses like Disney, Netflix and Hasbro. These names are familiar to Magic Markets Premium subscribers. We discuss the different strategies and the dynamics of content creators vs. platforms. ...
Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just Share is practical and makes absolute economic sense. These are hard-hitting issues that don't just impact the planet and society, but have a significant impact on share portfolios as well. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) were thrilled to welcome Tracey Davies as a guest on the show. Tracey is the Executive Director of Just Share and is a recognised subject matter expert on ESG investing. In the longest Magic Markets show thus far, a passionate and insightful discussion unpacked why ESG is so important. This is a must-listen for every investor in the market. ...
