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.
Inflation: the word on everyone's lips. What is causing spikes in inflation in countries like the US? Is it transitory? What does that even...
On the equity investment spectrum from venture capital at one end to public markets at the other, private equity occupies a vast area in...
In episode 136 of Magic Markets, we kicked off the discussion by talking about retail stocks. They are always relevant to investors because people...