Magic Markets #150: Revisiting Dexcom

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.