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We're getting topical in our latest show, with Mohammed Nalla, CFA and The Finance Ghost discussing concepts like GDP growth, bond yields, the rand and the situation on the ground for South African consumers. Catch all the insights at this link: magic-markets.com/magic-markets-…

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 Mohammed Nalla, CFA and The Finance Ghost think about the Lululemon valuation multiple unwind in our latest show: magic-markets.com/lululemon-a-bl…

Only time will tell, Lululemon. Hear what Mohammed Nalla, CFA and The Finance Ghost think about Lululemon's diversification strategy in our latest premium show. Subscribers, tune in here: magic-markets.com/lululemon-a-bl…

Are you buying what you know, and only what you know? Sounds like home country bias. Mohammed Nalla, CFA and The Finance Ghost 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-…

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 The Finance Ghost and Mohammed Nalla, CFA in our latest podcast: magic-markets.com/stellantis-the…

Is the grass always greener in foreign markets? Maybe not as green as it seems, warns Mohammed Nalla, CFA. Join him and The Finance Ghost 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-…

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

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

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 Mohammed Nalla, CFA and The Finance Ghost in our latest podcast 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. As The Finance Ghost explains, just because you love the brand experience doesn't mean you'll love the growth story: magic-markets.com/magic-markets-… Mohammed Nalla, CFA

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 The Finance Ghost and Mohammed Nalla, CFA on Acushnet in our latest Premium show here: magic-markets.com/acushnet-still…

Fortunately for Acushnet, golf is the ideal socially-distanced sport. Join The Finance Ghost and Mohammed Nalla, CFA 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…

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

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

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

Craig Antonie of AnBro Capital Investments (Pty) Ltd recently joined Mohammed Nalla, CFA and The Finance Ghost 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-…

There's more than one way to skin a cat. Join The Finance Ghost and Mohammed Nalla, CFA in our latest Premium show to learn about Costco's headline-grabbing membership fee increase and more. magic-markets.com/costco-subs-up…

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

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 Mohammed Nalla, CFA and The Finance Ghost in a geopolitically-flavoured discussion here: 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? Mohammed Nalla, CFA and I have got you covered: magic-markets.com/magic-markets-…