Magic Markets #36: Overweight Food

Episode 36 July 29, 2021 00:25:29
Magic Markets #36: Overweight Food
Magic Markets
Magic Markets #36: Overweight Food

Jul 29 2021 | 00:25:29

/

Show Notes

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.

Other Episodes

Episode 38

August 12, 2021 00:33:22
Episode Cover

Magic Markets #38: Corsair, Callaway, McKesson and Moderna

In Episode 38 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) each chose two interesting US-listed stocks for discussion. These aren't...

Listen

Episode 76

May 18, 2022 00:30:36
Episode Cover

Magic Markets #76: Private Equity - there's more to investing

On the equity investment spectrum from venture capital at one end to public markets at the other, private equity occupies a vast area in...

Listen

Episode 157

January 10, 2024 00:23:57
Episode Cover

Magic Markets #157: Pandora and Swatch

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...

Listen