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.
With a share price and earnings track record that puts most companies to shame, Afrimat is widely regarded as a company with excellent capital allocation discipline and focused strategic execution. Starting in the construction industry, Afrimat has evolved into a strong mid-tier miner. Afrimat’s secret lies in owning a diversified portfolio of counter-cyclical businesses. The overlay of this cyclicality, when viewed in aggregate, creates a more attractive earnings profile and de-risks the entire operation. A conservative approach to the balance sheet has also been key to success. In Episode 62 of Magic Markets, we welcomed Afrimat CEO and founder Andries van Heerden to the show. This is a rare opportunity to tap into the mind of a top executive, with plenty to learn along the way for all of us. ...
Corporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – unfortunately, these breakdowns in trust happen on the market. When they do, the repercussions are severe not just for shareholders in the company in question, but potentially for the market as a whole. Have you noticed that JSE corporates are doing fewer acquisitions in exchange for shares these days? Mr Price just bought Yuppiechef for over R400m in cold, hard cash. Before the Steinhoff era, entrepreneurs were more inclined to accept shares in listed companies in exchange for their businesses. Those days are gone. What impact do the likes of Greensill and Wirecard have on their respective industries? How can investors and traders spot scandals and take advantage of them? Tongaat Hulett. EOH. This episode is packed with commentary by hosts The Finance Ghost and Moe-Knows on the companies that previously dominated the headlines for all the wrong reasons. Episode 17 of Magic Markets is brought to you by Elite Risk Acceptances. Visit the Elite Risk website for bespoke insurance cover for wealthy individuals. Elite Risk Acceptances is part of the Old Mutual Group of companies. ...
In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about the incredible community of traders that has been built within the business. A major drawcard to trading through Herenya is that you become part of a vibrant, supportive community of people who are on similar journeys. In this episode of Magic Markets, we hear from three of those traders who share personal approaches to trading and risk management. These are hard-hitting nuggets of advice from real-world traders who have earned their stripes. Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. Visit the Herenya website to find out more and follow them on Twitter. ...
