Industry: Food & Staples Retailing
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GeneralThe great wealth transfer: how Australian banks, supermarkets and airlines have moved billions from customers to shareholders
This is an article sure to elicit controversy given most people reading it will own shares in these large Australian companies either directly, through index ETFs or through their Super.30th Nov, 2023
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Leveraged ETFs, Ren's Melbourne Cup tip & Speccy Magee returns
Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick.
6 November -
General
What can we do about ultraprocessed foods?
This article takes a look at the debate around ultraprocessed foods, both on a personal level (how should we approach eating them) and on a policy level (how should we regulate this food and the companies that make them).26th Sep, 2023
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General
Meat cultivated in a lab is finally on the menu in the US
Lab-grown meat is getting closer to a plate near you. Lab-grown meat is biologically animal meat, it has just been grown in a lab from animal cells rather than harvested from an animal on a farm.3rd Jul, 2023
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GeneralThe Fake Meat Shakeout
Today Alec and Sascha consider - where did it all go wrong with fake meat?26 June -
![Global rice shortage is set to be the biggest in 20 years]()
GeneralGlobal rice shortage is set to be the biggest in 20 years
Rice production in 2023 will record its largest shortfall in two decades. It feels like we are seeing more and more of these stories these days.16th May, 2023
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Have you ever wondered why there are so many Thai restaurants?
Today Alec and Sascha ask - why does the Thai government want me to have a local Thai restaurant? And are other governments doing the same thing?3 December -
![Domino's Pizza ($DPZ)]()
Domino's Pizza ($DPZ)
Unit Economics Spinning the Flywheel -
How the CEO of Maggie Beer thinks about investing in the food industry | Chantale Millard
This episode Maddy and Sophie speak to CEO and Managing Director of Maggie Beer Holdings, Chantale Millard. Listed on the ASX with ticker MBH, Maggie Beer Holdings invests in food, beverages, and technology companies as a way of sharing their passion for making and curating quality, premium Australian food and beverage products, with the finest ingredients. We loved this conversation with Chantal! (PS. make sure you've got a snack before you listen - you'll get hungry).3 May -
![Prepare Yourself for an Avalanche of Fake Meat]()
GeneralPrepare Yourself for an Avalanche of Fake Meat
At first there were the two big names, Beyond Meat and Impossible Foods. Soon there will be hundreds, maybe even thousands, of players in the ‘meat mimicking’ business. There are those, like Beyond Meat and Impossible Foods, that are working on plant-based substitutes.29th Oct, 2021
