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.
Magic Markets listeners have become familiar with AnBro's approach to building global equity portfolios with different mandates. Titans is just one such example, focusing...
As we get ready to sign off on the first month of 2023, Petri Redelinghuys from Herenya Capital Advisors joined us to talk about...
In a week where Ghost was sick and Moe subsequently fell down the stairs (both are OK), perhaps it was fitting to talk about...
