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.
Our home country is burning. South Africa is in economic turmoil and lives are being lost. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. Hosts The Finance Ghost and Mohammed Nalla would like to thank you for making time to listen to us in a week where you are being bombarded with news and analysis. ...
The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the "Fiscal Cockroach" - a term of endearment in case you aren't sure - the hosts take a balanced approach to the opportunities and risks facing the country. Listen to Episode 14 of Magic Markets for the budget insights that you won't hear anywhere else. ...
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. ...
