George Hadjia
@GHadjia
Founder & Chief Investment Officer - Bristlemoon Capital
Global L/S equities
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Views not investment advice
가입 April 2016
1.8K 팔로잉 중 11.7K 팬
Still plenty of other restaurant names with v elevated multiples. I get why mkt has lapped up restaurant rollout stories - boundable unit economics & often guided end state restaurant count = fairly good visibility on growth path (no AI disruption). Cracks appearing though...
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Incredible.
$WING is down nearly 80% in two years, yet I can’t look at it and say, “finally, it’s cheap.”
What were people thinking?!
