Magic Markets #36: Overweight Food

Episode 36 July 29, 2021 00:25:29
Magic Markets #36: Overweight Food
Magic Markets
Magic Markets #36: Overweight Food

Jul 29 2021 | 00:25:29

/

Show Notes

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.

Other Episodes

Episode 140

August 30, 2023 00:21:30
Episode Cover

Magic Markets #140: Crocs and Nike

In the ever-evolving world of footwear, two feuding giants stand tall: Crocs and Nike. These industry titans have recently unveiled their latest financial results,...

Listen

Episode 38

August 12, 2021 00:33:22
Episode Cover

Magic Markets #38: Corsair, Callaway, McKesson and Moderna

In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren't...

Listen

Episode 72

April 20, 2022 00:27:15
Episode Cover

Magic Markets #72: Taking Stock with Petri - April 2022

Petri Redelinghuys is a regular on Magic Markets and with good reason. As the founder of Herenya Capital Advisors, he spends his days actively...

Listen