Burgers and fairy tales. These are the things that people like to invest in. No, really.
In this episode of Magic Markets, we take a step back and discuss two investment themes that we find interesting.
The first is the quick-service restaurant (QSR) industry, which commands premium valuations in markets across the world. There are global giants and regional powerhouses, with examples on the JSE as well as in international markets. We discuss the different types of models followed, along with concepts like franchise vs. corporate-owned models and the benefits of each strategy.
We then move on to the art of storytelling, which encompasses businesses like Disney, Netflix and Hasbro. These names are familiar to Magic Markets Premium subscribers. We discuss the different strategies and the dynamics of content creators vs. platforms.
Trive South Africa offers a gateway to the JSE and global markets. Providing an in-depth online trading experience, Trive exists to empower progression. You...
Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just...
With the help of Future Forex CEO Harry Scherzer, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the opportunities of crypto arbitrage as...
