Magic Markets Ep27: Beyond the Multiples
Craig Antonie of AnBro Capital Investments is no stranger to regular Magic Markets listeners. He was the guest on Episode 11: Tech Truffles and Unicorns, where Craig discussed the approach taken in their Unicorn Global Growth Fund. The recent market sell-off has been painful for growth investors. In this episode, Craig explains why the future still looks bright and why the …
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Magic Markets Ep27: Beyond the Multiples
Craig Antonie of AnBro Capital Investments is no stranger to regular Magic Markets listeners. He was the guest on Episode 11: Tech Truffles and Unicorns, where Craig discussed the approach taken in their Unicorn Global Growth Fund. The recent market sell-off has been painful for growth investors. In this episode, Craig explains why the future still looks bright and why the …
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Berkshire Boomers – can they adapt?
The Berkshire (Hathaway) duo, none other than Warren Buffett and Charlie Munger, have been in the news this week. With Buffett at just 90 years old and Charlie Munger at a sprightly 97 years old, even TikTokkers almost feel bad when they throw the “ok, Boomer” line at these elderly statesmen of the investing community. Boomers were born between 1946 …
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Magic Markets Ep11: Tech Truffles and Unicorns
In Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles – tech truffles! Oh, and unicorns. With the assistance of special guest (and stock-picking expert) Craig Antonie, the hosts unpack a simple framework to help identify the winning companies of tomorrow. There’s also a discussion on value vs. growth investing, …
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Magic Markets Ep11: Tech Truffles and Unicorns
In Episode 11 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) go on a search for truffles – tech truffles! Oh, and unicorns. With the assistance of special guest (and stock-picking expert) Craig Antonie, the hosts unpack a simple framework to help identify the winning companies of tomorrow. There’s also a discussion on value vs. growth investing, …
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Be cautious of Blue Ocean multiples
- Global
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Airbnb, Blue Ocean Strategy, Company strategy, Electric vehicles, Growth, Growth investing, Growth strategy, Growth strategy, Tesla, Zoom
- December 31, 2020
You may well recognise the term Blue Ocean Strategy. It’s the redacted name of an iconic strategy book written by W Chan Kim and Renée Mauborgne: Blue Ocean Strategy – How to Create Uncontested Market Space and Make the Competition Irrelevant. I know what you’re thinking. It sounds like the stuff your annoying mate doing his MBA tries to tell …
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