Latest Episodes
239
Magic Markets #239: Analysing Retailers
The retail sector isn't just a critical source of employment and consumer goods in every economy in the world. No, it's also a major...
238
Magic Markets #238: Stablecoins with Mesh.Trade
Stablecoins are highly topical at the moment, with important new legislation in the US and many discussions taking place around the world with regulators....
237
Magic Markets #237: Buying Market Leaders
Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times). These...
236
Magic Markets #236: Mpact's Bullish Outlook on SA Agri - Fact or Fiction?
Earlier this week, Mpact gave the South African market a positive surprise. The packaging group is a major supplier to the agri sector, particularly...
235
Magic Markets #235: Can Fast Food Stocks Keep Growing?
Are consumers still having fries with that, or have changes in consumer preferences (like more awareness of health and nutrition) given fast food stocks...
234
Magic Markets #234: How Do Banks Manage Their Balance Sheets?
After covering the financials sector on the JSE last week and with our latest Premium research being on Goldman Sachs, we decided to talk...