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Magic Markets #174: Electrifying Stocks

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Manage episode 417195669 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think.

People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world.

To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.

This episode of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.

As always, you must do your own research. This podcast is for informational purposes only.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

  continue reading

179 episodes

Artwork

Magic Markets #174: Electrifying Stocks

Magic Markets

22 subscribers

published

iconShare
 
Manage episode 417195669 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think.

People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world.

To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.

This episode of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.

As always, you must do your own research. This podcast is for informational purposes only.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

  continue reading

179 episodes

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