BUYOUT OFFER for FIESTA RESTAURANT GROUP (FRGI) – VALUED SIMILARLY, OUR AUGUST “STOCK OF THE MONTH” SHOULD BE 65% HIGHER August 7, 2023articlesRoger Lipton
THE WEEK THAT WAS, ENDING AUGUST 4TH – SEVENTEEN COMPANIES REPORT – THREE UPGRADES, TWO DOWNGRADES – with relevant transcripts August 5, 2023articlesRoger Lipton
THE STOCK OF THE MONTH – A NEW FEATURE – ONLY AVAILABLE TO SUBSCRIBERS August 2, 2023articlesRoger Lipton
FISCAL/MONETARY UPDATE – THE CAPITAL MARKETS EVALUATE THE POSSIBILITY OF SOFT LANDING AND LOWER INFLATION – DON’T COUNT ON IT! August 1, 2023articlesRoger Lipton
THE WEEK THAT WAS, ENDING JULY 28 – SIX COMPANIES REPORT, THREE DOWNGRADES – TWELVE ANALYSTS CHIME IN ON BOTH McDONALD’S AND CHIPOTLE – EARNINGS SEASON HEATING UP – with relevant transcripts July 29, 2023articlesRoger Lipton
McDONALD’S AND THEIR FRANCHISEES BICKER – IT HAPPENS ELSEWHERE, FOR GOOD REASON, AND WE DISCUSSED THIS TREND OVER FOUR YEARS AGO July 26, 2023articlesRoger Lipton
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60 restaurant/franchising companies, for subscribers) – DARDEN, KURA SUSHI, WINMARK, MERITAGE HOSPITALITY – with relevant transcripts July 25, 2023articlesRoger Lipton
THE WEEK THAT WAS, ENDING JULY 21 – TWO COMPANIES (WITHOUT COVERAGE) REPORTED, ONE UPGRADE, LOTS OF MAINTENANCE AND INITIATIONS (WITH EARNINGS SEASON ABOUT TO TAKE OFF – with relevant transcripts July 21, 2023articlesRoger Lipton
THE IMPROVEMENT AT RESTAURANT BRANDS (QSR), PARTICULARLY AT BURGER KING), WAS FORESEEABLE – BY WAY OF A SIMPLE BEHAVIORAL PRINCIPLE, which we pointed out eighteen months ago July 20, 2023articlesRoger Lipton
