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XOXO Poaster OUTTED...kind of
Poast new message in this thread
Date: May 9th, 2013 8:39 AM Author: Rambunctious hyperventilating azn school http://buzz.money.cnn.com/2013/05/09/hedge-funds-chipotle/?hpt=hp_t2
Which poaster is Jeff Gundlach?
On Wednesday, bond fund manager Jeffrey Gundlach of investment firm DoubeLine Capital joined him in talking down the fast food chain [Chipotle]. "I like the products," Gundlach admitted. Yet, he said, "A gourmet burrito is an oxymoron. All you need to compete with its core business is a taco truck." |
Date: May 9th, 2013 10:19 AM Author: Grizzly stock car circlehead 180. Hadn't realized Chipotle considers the slop they serve "gourmet" (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164039) |
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Date: May 9th, 2013 10:20 AM Author: white galvanic trust fund well they WERE formerly owned by the gourmet foodsmiths at McDonalds (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164048) |
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Date: May 9th, 2013 10:25 AM Author: hyperactive boltzmann they've been moving it upscale in price point and ingredients for sure. they now use organic free range meats and shit. (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164061) |
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Date: May 9th, 2013 11:01 AM Author: Mauve angry mad-dog skullcap Kill yourself for saying "price point" (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164150) |
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Date: May 9th, 2013 10:44 AM Author: Irate Canary Nursing Home Tank they are gourmet as far as fast food joints go (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164090) |
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Date: May 9th, 2013 10:49 AM Author: white galvanic trust fund smh (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164101) |
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Date: May 9th, 2013 10:52 AM Author: Provocative Buck-toothed Dingle Berry Market i think that's just sloppy wording from the investor at the conference. chipotle uses better quality ingredients than standard fast food restaurants like mcd, wendy's, BK, or taco bell. i'd argue their ingredients are better than most fast casual places like panera or applebee's or chili's.
they've done a great job of combining better than typical fast food quality ingredients with the consistency of mcd's supply chain at a price that's only 20-30% higher than fast food. whether their stock will keep doing well into the future is another question, but they're a pretty amazing company.
like the guy above said, they're gourmet in the fast food/fast casual sector. |
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Date: May 9th, 2013 10:22 AM Author: Rambunctious hyperventilating azn school I thought the taco truck meme was flame. Can we get some PE/VC backing? we can do a taco and arepa truck. (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164052) |
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Date: May 9th, 2013 10:54 AM Author: Rambunctious hyperventilating azn school Chances Jeff is not copping extra barbacoa for free next time he is at Chipotle? (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164123) |
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Date: May 9th, 2013 5:52 PM Author: Floppy Insane Garrison Wouldn't be the first time that someone named Jeff poasted here. (http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23166611) |