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.
Welcome to episode 149 of Magic Markets. It’s the middle of US earnings season, and two international tech giants have released results last week....
With the conflict in Iran still fresh in the market at time of recording, we decided to talk about the commodity that everyone is...
In this episode of Magic Markets, we unpack the concept of platform economics through a practical lens, using real examples from our portfolios like...
