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One Group Hospitality (STKS) - One Hour Analysis: Quick Thoughts on Benihana Acquisition. Building an attractive acquisition candidate by…
On March 26th One Hospitality Group Announced the acquisition of Safflower Holdings Corp., the owner of Benihana Inc., a leading operator of highly…
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Investing 501
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March 2024

Summary of Q4 Restaurant Conference Calls
Doing the work so you don’t have to!
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Investing 501

February 2024

January 2024

Rocky Mountain Chocolate Factory. CEO Fired,WTF??? Robert, We Hardly Knew Ye.
CEO was fired on Friday, January 26th, within hours after we had a zoom call with him.
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Investing 501
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Rocky Mountain Chocolate Factory ($RMCF) Summary of Call with CFO Allen Arroyo.
A Couple of New Insights
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Investing 501

December 2023

Highlights from Darden Restaurants' Q2 '23 Conference Call
Same as it ever was, same as it ever was- Talking Heads
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Investing 501
One Hour Analysis: Is Rocky Mountain Chocolate Factory Management High? $RMCF
New Management + New Board + New Strategy Is Intriguing, But The Turnaround Will Probably Take Longer Than Most Investors' Investment Horizon
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Investing 501
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Takeaways From McDonald's Investor Day
The Moat Gets Bigger
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Investing 501

November 2023

September 2023

Dave & Buster’s Entertainment ($PLAY) Management Sees Potentially $1B+ in Incremental EBITDA in 2025, Will Investors? One Hour Analysis
In the past, we have been skeptical of Dave & Buster’s ability to grow profitably. However, in the last year the company acquired Main Event (merger…
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Investing 501

August 2023

May 2023

MARCH QTR CONFERENCE CALLS (OVER 35 IN TWO WEEKS!) – YOUR TIME IS VALUABLE SO WE BOIL IT DOWN FOR YOU – OUR SUMMARY, ALONG WITH SUPPORTING…
PROLOGUE: We have always believed that the best long-term investments in the restaurant/franchise/retail industries result from quality management teams…
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Investing 501
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