XOXO Poaster OUTTED...kind of
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Poast new message in this thread
Date: May 9th, 2013 8:39 AM Author: Cerebral Fishy Office
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."
(http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23163723) |
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Date: May 9th, 2013 10:52 AM Author: Aquamarine marvelous meetinghouse
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.
(http://www.autoadmit.com/thread.php?thread_id=2251401&forum_id=2#23164113) |
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