The Finance Ghost and Mohammed Nalla decided to ask each other three burning questions on this show.
To give you a taste of what we discussed:
• How do you reconcile bottom-up analysis with what the market is telling you?
• How has Magic Markets Premium impacted your appetite for global vs. local stocks?
• What have been your biggest learnings about running a business with someone on the other side of the world?
• Based on what we’ve seen gold do recently, does it impact your long thesis? What about holding the commodity vs. holding the miners?
• In Magic Markets Premium, what part of the research do you enjoy the most and what is the most tedious?
• How does Canada differ to South Africa in terms of business landscape?
Regular listeners will know that the Canada question is aimed at Moe. To find out who asked the others and what the answers were, listen to this insightful and entertaining episode of Magic Markets.
Visit magic-markets.com for more.
In Episode 88 of Magic Markets, Justine Brophy of AnBro Capital Investments joined us to look back at the stocks that we talked about in Episode 80 with the AnBro team. The performance of those stocks has been strong, highlighting the importance of stock picking in a volatile and difficult market. Through this process, we get insights into AnBro’s investment process and the way that the investment team looks at these opportunities. In a world of exciting tech companies that make big promises about the future, it’s important to only invest in business models that you understand. This has been one of the secrets of success for AnBro. Episode 88 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. ...
The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack insights into finding the winners of tomorrow - the Tech Truffles that are hard to find but incredibly rewarding when you get them right. With Craig Antonie as their guest, a stock-picking expert with a brilliant track record, this episode of Magic Markets puts forward a simple and practical framework for identifying attractive long-term investments. Episode 11 of Magic Markets is brought to you in association with AnBro Capital Investments. Visit investinunicorns.com for more information. AnBro Capital Investments is an authorised financial services provider. ...
Craig Antonie of AnBro Capital Investments has joined us before on Magic Markets. In Episode 11 (February 2021), we learnt about his approach to growth investing. In May 2021, he joined us again on Episode 27 to unpack the sell-off in growth stocks at the time and whether this changed his approach (it didn’t – which is a good thing!) We are thrilled to welcome Craig back to Magic Markets. He will be joining us every month to discuss growth stocks and the related complexities of investing in that space. Having been through an incredibly volatile period for growth stocks, Craig takes us through his approach once more and why it has been relatively resilient within the context of the broader sector performance. We specifically discussed the ways in which the Unicorn Global Growth Fund differs from the ARK Innovation Fund. AnBro Capital focuses on a founder-led model and keeps a buffer of cash in the portfolio to respond to volatility - a sensible approach in our view! Episode 65 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. ...