So here we are, Q2 earnings season in the United States. As much as investors are interested in how the companies performed between April and June, they’re a lot more interested in what the companies have planned for the future. It’s also a rare opportunity for CEOs to have the full attention of investors. And these days, especially for Big …
View PostSo here we are, Q2 earnings season in the United States. As much as investors are interested in how the companies performed between April and June, they’re a lot more interested in what the companies have planned for the future. It’s also a rare opportunity for CEOs to have the full attention of investors. And these days, especially for Big …
View PostThe 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. The Domino’s and Chipotle share prices have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this …
View PostFor South Africans, Domino’s Pizza is associated with business failure. Taste Holdings operated the brand in this country under a master franchise agreement and it simply didn’t work. They couldn’t even sell the operation last year; it was put into voluntary liquidation and the assets were auctioned off. It was a sad and sorry end to the Scooters Pizza brand, …
View PostThere were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US, which wasn’t nearly the “sell-off” that many referred to. Still, that’s an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment …
View PostLet’s talk about lux, baby. Luxury, that is. Like the K-shaped recession recovery we witnessed in 2020, in which different groups of individuals recovered from the recession at different paces, a global K-shaped recovery is taking place. Countries with more effective vaccination rollouts and virus control are set for major economic expansion this year, while many others, including South Africa, …
View PostLet’s talk about lux, baby. Luxury, that is. Like the K-shaped recession recovery we witnessed in 2020, in which different groups of individuals recovered from the recession at different paces, a global K-shaped recovery is taking place. Countries with more effective vaccination rollouts and virus control are set for major economic expansion this year, while many others, including South Africa, …
View PostOur home country is burning. South Africa is in economic turmoil and lives are being lost in riots and looting. This isn’t sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It’s an unpleasant reminder …
View PostThe markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns. In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they …
View PostSince its inception, America has grounded itself in its founding ethos: that any American from any walk of life can succeed, as long as they’re willing to put the work in. Or, as it’s more commonly known, The American Dream. At the heart of it is the unshakeable belief in the “fresh start” and reinvention. They’re steadfast that it doesn’t …
View Post