THE WEEK THAT WAS, ENDING 7-15, TWO DOWNGRADES – with relevant transcripts July 16, 2022articlesBROS, DUTCH BROS, KRUS, KURA SUSHIRoger Lipton
ROGER’S MONTHLY COLUMN IN RESTAURANT FINANCE MONITOR – 7/15/22 – PARTY IS OVER AND HANGOVER IS IN PROCESS, July 14, 2022articlesRoger Lipton
UPDATED CORPORATE DESCRIPTIONS: DARDEN (DRI), NATHAN’S (NATH), KURA SUSHI (KRUS) – with relevant transcripts July 12, 2022articlesDarden, DRI, KRUS, KURA SUSHI, NATH, NATHAN'SRoger Lipton
THE WEEK THAT WAS, ENDING 7/8 – MAINTENANCE SEASON, KURA SUSHI REPORTS July 9, 2022articlesRoger Lipton
FISCAL/MONETARY UPDATE – A WILD PARTY IS INEVITABLY FOLLOWED BY A MASSIVE HANGOVER, BUT THERE IS A SAFE HAVEN July 5, 2022articlesGOLD, gold mining stocks, QE, QT, The FedRoger Lipton
DARDEN REPORTS FOURTH QUARTER – AN EDUCATIONAL CONFERENCE CALL AND AN EXCELLENT INVESTMENT VALUE June 28, 2022articlesDarden, DRIRoger Lipton
THE WEEK THAT WAS, ENDING 6/24 – TWO DOWNGRADES, BUNCH OF MAINTENANCE, REACTION TO DARDEN’S QUARTERLY RESULTS June 24, 2022articlesRoger Lipton
UPDATED CORPORATE DESCRIPTIONS: JACK IN THE BOX, ROCKY MOUNTAIN CHOCOLATE, FLANIGAN’S, CRACKER BARREL, DAVE & BUSTER’S – the average multiple of ENTERPRISE VALUE to TTM EBITDA is a SHOCKING 6.6X June 22, 2022articlesBDL, CBRL, Cracker Barrel, DAVE & BUSTERS, Flanigan's, JACK, JACK IN THE BOX, PLAY, RMCF, ROCKY MOUNTAIN CHOCOLATERoger Lipton
THE WEEK THAT WAS, ENDING 6/17 – ONE UPGRADE, ANALYSTS ARE MAINTAINING OTHER RATINGS IN THE ABSENCE OF NEW EARNINGS REPORTS June 18, 2022articlesRoger Lipton
FISCAL/MONETARY REPORT – LARGEST INTEREST RATE INCREASE IN 28 YEARS, TOO LITTLE TOO LATE June 16, 2022articlesdebt, deficits, fiscal/monetary, GDX, GDXJ, GOLD, INFLATION, real interest ratesRoger Lipton
