Magic Markets

Magic Markets #150: Revisiting Dexcom


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Welcome to another exciting episode of our podcast featuring Justine Brophy from AnBro, a voice familiar to listeners.

This week, we're revisiting Dexcom as a stock that AnBro holds in its Unicorn portfolio. It’s great to be able to track the journey of a specific stock through a volatile market, with Justine regularly coming onto the show to use it as a good example of how the team at AnBro reacts to market dynamics.

Specifically, we discussed:

  • What has caused the recent market turbulence and has the narrative from the Fed changed?
  • What does Dexcom do?
  • Why does AnBro remain invested in the stock, despite a headache-inducing rollercoaster ride from $112 to $74 and back to $96 per share?
  • What factors are contributing to the company’s revenue growth and margin improvements?
  • What does the competitive landscape look like for Dexcom and is there risk of market entry by a wearables powerhouse like Apple?
  • If you enjoy learning about the strategies used by global companies, then you’ll love Magic Markets Premium with a library of over 100 reports and podcasts with even more detail and depth.. You can get access to all our work for just R99/month at this link.

    Episode 150 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.

     

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