Magic Markets

 The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think. People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world. To...

You already know about the crypto arbitrage offerings at Future Forex. If you don’t, refer back to Episode 170 for full details on how to avoid your annual offshore investment allowances going to waste, while generating returns which have consistently outperformed the market. In this show, Harry Scherzer is back on Magic Markets to discuss their FinTech forex offering that is currently disrupting...

Do you need to buy risky stocks to double your money (in dollars) over five years, or can you get the job done with US-based blue chips? In this episode of Magic Markets, we used Goldman Sachs and United Health as examples of stalwarts in their respective industries that have delivered excellent returns to shareholders. As good examples of buy-and-forget stocks, learning about these companies help...

Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s customers are Foot Locker’s customers. As you can see, there’s only one way to describe the relationship status here: complicated. Foot Locker has been the love-to-hate stock that value investors sometimes dip into. Nike has been a growth investor favourite...

Harry Scherzer (co-founder and CEO of Future Forex) is back on Magic Markets to update us on the crypto arbitrage opportunity that Future Forex offers to clients. Having processed more than R22 billion on behalf of clients since inception, Future Forex has recently been approved as one of South Africa’s first CASPs (crypto asset service providers), giving further legitimacy to their crypto arbitra...

Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client base is immense. FactSet is far more focused, with a product that will be familiar to those working in financial markets. Both companies have had a disappointing start to the year, falling victim to a market slowdown. Having covered these groups bef...

FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis played out. The Finance Ghost tackled Lululemon , one of the very best apparel stories on the market. Even the market darlings can take a knock though, with a...

For those who have been with us since the very beginning of Magic Markets, Moe’s blue hoodie is back! Well, a blue hoodie is back, even if it’s not the same one as before. Justine Brophy is also back, bringing us the latest thinking from AnBro Capital Investments. As is usually the case, these are growth stocks that almost certainly aren’t on your radar. Investing in these stocks requires deep res...

Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’s Pizza! In this show, Saudi Aramco and Broadcom were the focus areas. It would’ve been too obvious to choose Nvidia. The Finance Ghost dealt with Saudi Aramco, which has the uninspiring stock ticker 2222. That’s where the boring stuff ends, as the compan...

With pizza and energy drinks on the menu, this isn’t the healthiest episode of Magic Markets – at least not for your body. As for your portfolio, there’s a lot to sink your teeth into here. The Finance Ghost covered Domino’s Pizza, starting with a strategic analysis on why these types of businesses are doing so well in the modern world of ultra busy, dual-income households. A comparison of Domino’...

This episode of Magic Markets is brought to you by data and process automation specialists  B2IT . The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the  B2IT website . In Episode 164 of Magic Markets, the focus is on home building and DIY stocks. On the global stage, that means Home Depot as one of the best blue chips around. In South Africa,...

This episode of Magic Markets is brought to you by data and process automation specialists  B2IT . The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the  B2IT website . Platform businesses are fascinating things that can make a great deal of money at scale. This week in Magic Markets Premium, we covered Uber and its emergence as a financial bu...

In a world where investors are seeking alpha in their portfolios, alternative assets are resonating with clients looking for private market investment opportunities. Westbrooke Alternative Asset Management is focused on what they call “South African connected capital” - and they now manage more than R12bn of this capital! In this podcast with Dino Zuccollo, Head of Investor Solutions at Westbrooke...

This episode of Magic Markets is brought to you by data and process automation specialists  B2IT . The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the  B2IT website . Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world. Moe too...

This episode of Magic Markets is brought to you by data and process automation specialists  B2IT . The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the  B2IT website . From shoes to cars – this week, we tackle Tesla and Volkswagen. After some important debate on whether Tesla makes ugly cars or not, we got serious about the financial performa...

This episode of Magic Markets is brought to you by data and process automation specialists  B2IT . The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the  B2IT website . In this episode of Magic Markets, we dug in the back of our cupboards for the shoes we are too embarrassed to wear. Perhaps we just aren’t fashionable enough, as there are many...

This episode of Magic Markets is brought to you by data and process automation specialists  B2IT . The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the  B2IT website . With US earnings season underway and the most famous Wall Street banks having released results, we couldn’t resist digging into two such banks and the recent earnings. Instead...

This episode of Magic Markets is brought to you by data and process automation specialists B2IT . The company makes robots so that people don’t have to be robots. If you hate it, automate it by visiting the B2IT website . To kick off 2024, we take a look at two businesses that sit adjacent to each other in the speciality retail space. Pandora sells jewellery and Swatch sells watches at various pri...

In the final Magic Markets episode for 2023, hosts Mohammed Nalla and The Finance Ghost covered two global technology companies that sit adjacent to some of the more talked about names. Moe covered Oracle, giving an overview of the business (as many are familiar with the name but not the products) and details on their acquisition of Cerner during the pandemic to push into the healthcare market. He...

Welcome to another insightful episode of Magic Markets. This week, we’re talking about fashion retail. Moe is representing the global north with his choice of athleisure brand Lululemon, while Ghost is keeping things more general with a selection of South African fashion retail brands. We’ve covered Lululemon a few times in our Premium shows, and initially we were quite excited by some of the inno...

Welcome to episode 154 of Magic Markets. We're diving deep into the beauty sector this week, exploring stocks that bring a touch of glam to the market scene. Moe has his sights set on Ulta Beauty, the US-based beauty specialist retailer. After trading at around $546 a share back in April 2023, Ulta Beauty has seen some sharp moves, corrections, and a bounce. Moe takes us through the technical deta...

Welcome to Magic Markets Episode 153, brought to you by B2IT. In this episode, we're dipping our toes into the dynamic world of media and streaming as we discuss Comcast and MultiChoice. Dive in with us as we answer questions like: Is there more than one way to invest in MultiChoice? There’s an innovative approach behind Comcast's Peacock streaming service, and it’s paying off with 60% year-on-yea...

In episode 152 of Magic Markets, we’ve lined up a battle of the retail giants – Target vs. Walmart. Although we haven’t covered the former yet in Magic Markets Premium, we’ve covered Walmart and some of its largest competitors, like Costco. Here’s just a taste of what was discussed: Ghost kicks us off with a very helpful lesson on why we should look at constant currency numbers when discussing bus...

Welcome to episode 151 of Magic Markets! This week, we’ve got property on our minds – buying it, renting it and even building it from the ground up. While Ghost is bringing homegrown insights from locally listed property investors Balwin (primary focus) and Calgro M3 (additional commentary), Moe is discussing DR Horton (no relation to Dr. Seuss), a home construction company headquartered in Arling...

Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners. This week, we're revisiting Dexcom as a stock that AnBro holds in its Unicorn portfolio. It’s great to be able to track the journey of a specific stock through a volatile market, with Justine regularly coming onto the show to use it as a good example of how the team at AnBro react...