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 73

April 27, 2022 00:29:30
Episode Cover

Magic Markets #73: (Ad)Venture Capital

In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed Dino Zuccollo and venture capital expert James Lightbody to...

Listen

Episode 233

July 16, 2025 00:21:35
Episode Cover

Magic Markets #233: Financials on the JSE - Paradise for Stock Pickers

The financials sector on the JSE is a substantial contributor to the overall index. Although banks make up the bulk of the sector, there...

Listen

Episode 60

January 26, 2022 00:23:37
Episode Cover

Magic Markets #60: Performance of our Premium Picks and Puts

Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global...

Listen