Magic Markets #253: General M&A and Netflix - Warner Bros. Discovery
With news breaking of Netflix joining the bidding war for Warner Bros. Discovery and looking to potentially make a huge cash offer to get their hands on the studios, this was a good opportunity to look back at the streaming wars that we've recently covered. It also gave us the perfect opportunity to discuss general M&A concepts, especially the risks that come with the opportunities.
This is topical given our work in Magic Markets Premium this week where we focused on Dick's Sporting Goods now that the Foot Locker deal has closed.
M&A always captures the imagination of investors, but caution is warranted.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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Magic Markets #252: G20 and AI Temperature Check
With the G20 in the rearview mirror in South Africa, we took the opportunity to discuss Moe's views on the geopolitical shenanigans from a North American perspective (for the benefit of new listeners: he has lived in Canada for several years).
We also talked about the other big theme at the moment: AI and technology stocks, particularly in light of some pretty nasty sell-offs. Having just covered NVIDIA in Magic Markets Premium, this was a good opportunity to take a look at how some of the big names have performed this year.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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Magic Markets #251: How Sports Brands Win (And Lose)
On Holding might have an awkward name, but the company counts Roger Federer among its early investors and biggest endorsements. Thanks to Nike's missteps during the pandemic, ON was able to win market share in core categories like running and tennis shoes. Once that foundation is established, the opportunity is there to expand into apparel.
With On Holding as our research topic in Magic Markets Premium this week, we decided to dedicate Ep251 of Magic Markets to discussing how its story compares to the likes of Nike and Lululemon - and what we can learn from those names about the risks of this sector. Names like Dick's Sporting Goods also made an appearance in this show.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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Magic Markets #250: Specialty Retail - When Niche Works Nicely
Specialty retail is a fascinating sector on the global stage. It includes companies like Dick's Sporting Goods and Build-A-Bear, with the latter being our latest research topic in Magic Markets Premium. But what is it about these retailers that makes them both interesting and risky?
And in South Africa, what is the lay of the land with specialty retailers and why don't we see more of them on the JSE?
As we celebrate 250 episodes of Magic Markets, join us for a fun discussion on retailers that focus on doing just a few things really well - with varying results.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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Magic Markets #249: How Westbrooke Deploys Capital
When it comes to understanding the Westbrooke investment philosophy and approach, there's no better way to do it than through looking at deal case studies and seeing examples of exactly how the team deploys client capital into alternative assets.
To walk us through examples of recent property deals in the UK, James Lightbody (Head of Real Estate at Westbrooke UK) joined us on this show. He was accompanied by Jodi Slotsky from the Distribution team who brought great insights into how these deals fit into the broader Westbrooke investment fund structure.
If you're interested in concepts like property vs. holdco lending, the timing of drawdowns, loan-to-value ratios and how broader themes find their way into property investments, then you'll love the case studies. And with alternative assets becoming increasingly popular among investors as a source of diversified returns, any capital allocator or serious investor should be putting effort into learning as much as possible about this area.
To learn more about Westbrooke and to connect with the team, visit their website here. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.
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