Magic Markets Ep42: Herenya September
It’s time for #HerenyaSeptember with the brilliant Petri Redelinghuys of Herenya Capital Advisors. This month, Herenya comes on board as a brand partner. We will spend September focusing on the nuts and bolts of trading, along with the realities and the risks involved. In the first show, we discuss the trading community that Petri and the team have built at Herenya. His focus …
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The “other” exchanges
Recently, I co-hosted a Twitter Space with Mark Tobin. We invited Kevin Brady, one of the co-founders of A2X, to join us. Unfortunately, the sessions can’t be recorded. Perhaps that’s a feature Twitter will incorporate in future but for now, it’s a case of listen live or lose out unfortunately! I learnt a lot from the discussion, which inspired me …
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Magic Markets Ep40: The ETF Expert
The leading ETF expert in South Africa is Nerina Visser. Magic Markets hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) had the pleasure of hosting her on Magic Markets in Episode 4 and they were excited to welcome her back for Episode 40! In this show, some of the more technical elements of ETFs and ETNs are discussed. For example, there are important differences …
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Nike vs. Foot Locker
I love Twitter. If you are serious about growing your investing knowledge and skills base, you would be nuts not to be on Twitter. The FinTwit community is outstanding and the amount of information and analysis available is incredible. It also gives me a great platform to really engage with my readers and followers. For example, I enjoyed this question …
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Magic Markets Ep39: How we use ETFs
Exchange Traded Funds (ETFs) are thought of as passive investment tools, although this isn’t always the case. In Episode 39, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack more exotic examples of ETFs, which can include swaps and other mechanisms to achieve interesting outcomes. The hosts also debate how they use ETFs in their own portfolios, adding general market exposure at a low …
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Solving Sino: China Goes Long
This conversation, from Ernest Hemingway’s novel ‘The Sun Also Rises’, is the perfect analogy for how the pace of Chinese regulation has increased in the past year: “How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly.” At first, Ant Group’s halted IPO and restructuring raised eyebrows. Alibaba’s $2.8bn fine definitely had many sitting up in …
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Magic Markets Ep38: Corsair, Callaway, McKesson and Moderna
In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren’t stock picks in the traditional sense, but are rather companies that provide great learning opportunities about the market. The Finance Ghost chose gaming hardware company Corsair ($CRSR) and golf business Callaway ($ELY). Moe chose medical distribution …
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Magic Markets Ep38: Corsair, Callaway, McKesson and Moderna
In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren’t stock picks in the traditional sense, but are rather companies that provide great learning opportunities about the market. The Finance Ghost chose gaming hardware company Corsair ($CRSR) and golf business Callaway ($ELY). Moe chose medical distribution …
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Corsair: cheaper than (the) chips
- Global
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Activision Blizzard, AMD, Corsair, Electronic Arts, esports, Gaming, Nintendo, Nvidia, Sea, Tech, Tencent
- August 7, 2021
Long-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
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Magic Markets Ep37: Satrix Responds to our Criticism
In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The Satrix team subsequently reached out and offered to appear on Magic Markets to answer our questions and respond to our criticisms. Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, joined us for Episode 37 and we asked a series …
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