The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant.
Share prices of companies like Chipotle and Domino's have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled.
In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It's a fun episode with plenty to learn about this important market.
In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The...
After covering the financials sector on the JSE last week and with our latest Premium research being on Goldman Sachs, we decided to talk...
In Episode 105 of Magic Markets, Petri Redelinghuys of Herenya joins us to recap 2022. And what a year it was – with themes...
