INSIGHT PROVIDER
MAGELLAN - IN THE KNOW

MAGELLAN - IN THE KNOW
Podcast by Magellan Asset Management
Magellan Asset Management

6
Insights
1.3k
Views
3
Followers
Equity Bottom-Up
Refresh
28 Aug 2024 18:03Podcast

Chipotle’s winning growth recipe

Chipotle's CFO, Jack Hartung, discusses the company's unique business model and growth story on a podcast with Magellan, highlighting the brand's...

31 Jul 2024 11:35Podcast

From Resilient Retailers to Struggling Brands - A consumer sector deep dive

Covid created unusual demand trends causing some companies to invest in the wrong areas. Current consumer landscape is cautious with consumers...

25 Jun 2024 15:00Podcast

Data Centres and Beyond: WEC Energy Powering Regional US Growth

Magellan in the know discusses electricity demand opportunities in the US, with Gail Clapper, Joel Amores, and Jim Page discussing power utility...

29 May 2024 11:00Podcast

Lessons Learnt from Investing in Essential Services

The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.

bullishMastercard
28 Mar 2024 18:09Podcast

Mastering the World of Payments

Magellan's investment in Mastercard has yielded over 20% annual returns for over 14 years, with the company well positioned to benefit from the...

x