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.
In a world where investors are seeking alpha in their portfolios, alternative assets are resonating with clients looking for private market investment opportunities. Westbrooke...
When quick-service restaurant groups get things right, they really get it right. Fast-growing companies in this sector can achieve rapid expansion because of the...
We love engaging with our audience on Magic Markets. This week, we asked on Twitter for people to send through their questions. Other than...
