Magic Markets

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...

Welcome to episode 149 of Magic Markets. It’s the middle of US earnings season, and two international tech giants have released results last week. This is a tale of two stocks, with one garnering a very positive reaction from the market and the other… well, not so much. Join us as we discuss Amazon and Alphabet (the holding company of Google), answering the following questions along the way: Somet...

Welcome to episode 148 of Magic Markets, made available to you by our friends at B2IT. This week, we cast our eyes beyond our local borders to bring you insights from two heavy hitters in the international market: Netflix and Tesla. These household names are making major moves and stirring up emotions as a result, with Tesla hyping up the Cybertruck while Netflix is all about ad-supported tiers. B...

Brought to you by B2IT, special guest Garth Mackenzie of the Talking with Traders podcast and Traders Corner platform joined us to discuss whether traders can still make money in a challenging market. The short answer: yes, they can. And sometimes, the answer is to be short! Topics covered include: How do you keep your head in check when the markets deliver blows and everyone seems to be winning b...

In Episode 146, Magic Markets digs into the food producer industry. This hasn’t been a great place to put your money during this period of heightened inflation, as consumer pressures tend to flow up through the value chain. We are celebrating 100 research reports and podcasts in Magic Markets Premium. Use the coupon MAGIC100EPS on checkout for an annual Magic Markets Premium subscription and save...

The hospitality game is all about occupancy and pricing and getting those two things right. Just because we’re talking about the travel and leisure industry this week, doesn’t mean you can just sit back, kick up your feet and watch your investments compound. Join us on a deep dive into Carnival Corporation and Southern Sun, as we ask and answer the following questions: Carnival Corporation just po...

In this exciting episode of Magic Markets, we delve into the captivating world of finance and banking, focusing on a heavyweight showdown between two financial giants: JP Morgan, the original titan of banking, and Standard Bank, a formidable local hero in its own right. This clash of financial titans promises to be a battle of financial wits, global reach versus local expertise, and a testament to...

Welcome to episode 143 of Magic Markets! Continuing with our new format, we explore two tech giants with cloud software-as-a-service models. Adobe, often called "Microsoft for creatives," has delivered strong recent returns and has some rather exciting developments in Artificial Intelligence (AI). Salesforce is also brilliantly positioned for AI, so the companies have more in common than you might...

Welcome to episode 142 of Magic Markets, where the numbers keep getting bigger, just like the world's biggest brands featured in this show. Justine Brophy from AnBro is here to talk about a groundbreaking investment opportunity. Together, we dive into a portfolio that provides exposure to the world's top 100 brands by brand value, ranging from household names like Apple and Google to global giants...

Welcome to episode 141 of Magic Markets. In this episode, we dug through the latest earnings transcripts of two intriguing global companies: Lululemon and Ulta Beauty. Lululemon, the pioneer of athleisure, is known for its premium yoga pants and impressive growth. Back in April 2022, we discussed this stock when it was trading around $377, and we were concerned about lofty valuations back then. Af...

In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest financial results, sending ripples across the market. In this podcast, we’ll be discussing their performance and strategies with a look through to the work we’ve uncovered on both brands in the Magic Markets Premium library. So, lace up or slip into your...

As the earnings season in the US draws to a close, it's the perfect moment to reflect on two unrelated but undeniably interesting companies that have been on our radar. The ever-evolving nature of the markets teaches us that what made sense a year ago can be dramatically different today. In this week’s episode of Magic Markets, we’re diving into Disney and Yum! Brands to see how they've fared sinc...

In this week’s episode of Magic Markets, we are changing things up by looking at recent earnings releases in the US. Follow us as we delve into the depths of our Magic Markets Premium library to compare our wealth of research on these companies with their latest releases. Ghost had lots to say about the latest Caterpillar report, while Moe had thoughts to share on Home Depot. Some of the points up...

In episode 137 of Magic Markets, we caught up with regular guest Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. After getting AnBro’s perspective on the latest earnings season out of the US and questioning whether the run we’ve seen this year is too much too soon, we proved that Moe isn’t as lucky as he...

In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people know the brands and feel like they understand the businesses. Of course, like everything in the market, it’s not quite that simple. In this action-packed discussion that touched on many different topics, we talked about: Difficult conditions in South Af...

We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on global stocks in this show, with reference to Magic Markets Premium research where applicable. As we always say: we eat our own cooking with that research. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corpora...

In a week where Ghost was sick and Moe subsequently fell down the stairs (both are OK), perhaps it was fitting to talk about interest rates and the impact they have on the markets. We covered topics like: An update on the current rate cycle Why countries like South Africa generally follow the Fed hiking cycle The impact on banks in South Africa of the rate hikes thus far Whether any of the sectors...

Ar Lecturer Extraordinary at the department of Agricultural Economics at Stellenbosch University and a visiting research fellow at the Wits School of Governance. Suffice to say, he had a lot to teach us in this episode and we were only too keen to learn from him! We talked about: The weather – specifically, how weather patterns affect the agricultural industry Why grain and soy bean stocks are loo...

In Episode 132 of Magic Markets, we dealt with cats and water sprayers alongside Call of Duty characters and their strange names. It was entertaining to say the least, with Justine Brophy from AnBro Capital Investments joining us on this show. What we really dealt with is the role of global competition authorities in the market and how they can have such an impact on stocks, with Microsoft’s propo...