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CRACKER BARREL (CBRL) WRITE-UP December 17, 2019articles, Corporate ResearchCBRL, Cracker BarrelRoger Lipton
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SHAKE SHACK (SHAK) STOCK UP 16% – SHOULD YOU CHASE THE BREAKOUT? – UPDATED WRITE-UP August 6, 2019articles, Corporate Researchshack unit economics, shak, shake shack, shake shack financials, store level economics are fadingRoger Lipton
DOMINO’S PIZZA (DPZ) – STOCK GETS HIT! – updated writeup, and conclusion July 18, 2019articles, Corporate ResearchDOMINO'S, DPZRoger Lipton
MOD PIZZA – UPDATED WRITEUP OF THIS DYNAMIC “UP & COMER” June 18, 2019articles, Corporate Research, FreeFast Casual Pizza, MOD Pizza, PIZZARoger Lipton
LUCKIN COFFEE (LK) revisited – UP 40%+ AT FIRST, NOW DOWN 20% FROM ISSUE PRICE – WHAT NOW? May 23, 2019articles, Corporate ResearchLuckin Coffee, Lyft, STARBUCKS, Tesla, Uber, WeWorkRoger Lipton
