Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
MAGELLAN - IN THE KNOW
Podcast by Magellan Asset Management
•
Magellan Asset Management
Message
Follow
Location:
Australia
Joined:
07 November 2023
6
Insights
1.3k
Views
3
Followers
Equity Bottom-Up
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Chipotle Mexican Grill
•
28 Aug 2024 18:03
•
Podcast
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...
MAGELLAN - IN THE KNOW
183 Views
Share
bullish
•
Thematic (Sector/Industry)
•
31 Jul 2024 11:35
•
Podcast
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...
MAGELLAN - IN THE KNOW
186 Views
Share
bullish
•
Wec Energy Group
•
25 Jun 2024 15:00
•
Podcast
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...
MAGELLAN - IN THE KNOW
30 Views
Share
bullish
•
Thematic (Sector/Industry)
•
29 May 2024 11:00
•
Podcast
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.
MAGELLAN - IN THE KNOW
303 Views
Share
bullish
•
Mastercard
•
28 Mar 2024 18:09
•
Podcast
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...
MAGELLAN - IN THE KNOW
442 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.40.5
x