Magic Markets

There's plenty of creativity and structuring along the spectrum from pure debt to pure equity, so hybrid capital is a really interesting space. @dinozuco of @WAAM_SA joined us on Magic Markets to talk about Westbrooke's new R3.8bn fund with @RMBCIB magic-markets.com/magic-markets-…

You keep hearing that you need to do research on stocks, but how exactly do you do that? What are some of the things to look out for? @MohammedNalla and I have got you covered: magic-markets.com/magic-markets-…

If you ever wondered whether you need to pay attention to US politics, our latest show will put that thought to bed once and for all. Join @MohammedNalla and @FinanceGhost in a geopolitically-flavoured discussion here: magic-markets.com/magic-markets-…

With the CrowdStrike share price suffering a huge slide in the aftermath of a global blunder, is this a buying opportunity? Hear what @FinanceGhost and @MohammedNalla think in our latest Premium show, available to subscribers at the link: magic-markets.com/crowdstrike-ho…

There's more than one way to skin a cat. Join @FinanceGhost and @MohammedNalla in our latest Premium show to learn about Costco's headline-grabbing membership fee increase and more. magic-markets.com/costco-subs-up…

Craig Antonie of @AnBroCapital recently joined @MohammedNalla and @FinanceGhost to talk about the strategy behind the BRNDZ portfolio, which invests in 100 of the world’s most valuable brands. Sound interesting? Click the link to listen to the full show: magic-markets.com/magic-markets-…

Is it a car company? Is it a tech company? If anybody knows this debate well, it's Tesla shareholders. Listen and learn with @FinanceGhost and @MohammedNalla in our latest podcast, available to Premium subscribers at this link: magic-markets.com/tesla-trying-t…

Tesla – a car company, or not. Premium subscribers, here's your chance to hear what @FinanceGhost and @MohammedNalla make of the Tesla story as a pre-cursor to the next quarterly earnings release: magic-markets.com/tesla-trying-t…

A GNU dawn it may be, but that doesn't mean that the old problems just disappear overnight. Hear @FinanceGhost and @MohammedNalla talk about optimism and realism in our latest free show, available at this link: magic-markets.com/magic-markets-…

Fortunately for Acushnet, golf is the ideal socially-distanced sport. Join @FinanceGhost and @MohammedNalla in our latest Premium show to learn why recent Acushnet buyers are having a harder time than pandemic investors. Tune in here: magic-markets.com/acushnet-still…

With the ongoing growth in golf during and after the pandemic, those who bought Acushnet five years ago have scored. More recent buyers are in the bushes. Listen to @FinanceGhost and @MohammedNalla on Acushnet in our latest Premium show here: magic-markets.com/acushnet-still…

It’s one thing doing desktop research. It’s another thing walking through a Sephora store or swinging a club at Topgolf. As @FinanceGhost explains, just because you love the brand experience doesn't mean you'll love the growth story: magic-markets.com/magic-markets-… @MohammedNalla

Scaling a full-service restaurant is no joke - just ask Darden Restaurants. A few weeks ago we chatted about quick-service restaurants. For perspectives from the other end of the industry, join @MohammedNalla and @FinanceGhost in our latest podcast here: magic-markets.com/darden-can-ful…

Does the current pressure in the restaurant industry offer an attractive entry point? Hear what @FinanceGhost and @MohammedNalla think about Darden Restaurants in particular in our latest Premium show: Subscribers, click here: magic-markets.com/darden-can-ful…

It’s one thing doing desktop research. It’s another thing walking through a Sephora store or swinging a club at Topgolf. Listen to @FinanceGhost and @MohammedNalla kick the tires on a few of the brands in the Magic Markets archive in our latest free show: magic-markets.com/magic-markets-…

Is the grass always greener in foreign markets? Maybe not as green as it seems, warns @MohammedNalla. Join him and @FinanceGhost as they dig into home country bias in our latest show. Grab your headphones and get ready to learn at this link: magic-markets.com/magic-markets-…

With brands that do well in their home markets, Stellantis does have some positive elements. But the elephant in the room is China. Premium subscribers, learn more about the Stellantis story with @FinanceGhost and @MohammedNalla in our latest podcast: magic-markets.com/stellantis-the…

Are you buying what you know, and only what you know? Sounds like home country bias. @MohammedNalla and @FinanceGhost take advantage of recent travels to discuss how the South African market differs from global markets like the UK and America. Tune in: magic-markets.com/magic-markets-…

Only time will tell, Lululemon. Hear what @MohammedNalla and @FinanceGhost think about Lululemon's diversification strategy in our latest premium show. Subscribers, tune in here: magic-markets.com/lululemon-a-bl…

There’s no debate here on whether Lululemon is a good business. But investing is about what you get and what you pay for it. Premium subs, hear what @MohammedNalla and @FinanceGhost think about the Lululemon valuation multiple unwind in our latest show: magic-markets.com/lululemon-a-bl…