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 184

July 17, 2024 00:29:25
Episode Cover

Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas

In our quest to bring you global insights into the markets, we are thrilled to welcome Dimitri Zabelin to Magic Markets. As Founder and...

Listen

Episode 185

July 25, 2024 00:24:04
Episode Cover

Magic Markets #185: Why the US Election Matters for Everyone

With the news of President Joe Biden stepping away from the presidential race, all bets are now off when it comes to the outcome...

Listen

Episode 50

November 03, 2021 00:23:38
Episode Cover

Magic Markets Ep50: Competition Commission

After the controversy around Grand Parade’s efforts to sell Burger King South Africa to a private equity fund, the Competition Commission became even more...

Listen