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 addition to the trading community that Herenya Capital Advisors is known for, founder Petri Redelinghuys and his team also manage portfolios on behalf...
This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t...
With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities...
