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.
It's an April Fools' show, yet we only discuss things that have actually happened. It says a lot for the character of the markets...
Corporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – unfortunately, these breakdowns in trust happen on the market. When they...
In this episode of Magic Markets, we decided to look at some of the common mistakes made by investors and traders in the market....
