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UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility…
Recent Management Changes Could Help Unlock the Value of Those Assets with Improvement or Sale of AmeriGas.
Jan 17
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UGI Corporation (Symbol: UGI). One Hour Analysis: Weak Performance at AmeriGas Division Obscures Strong Performance of Natural Gas Utility and Midstream Assets.
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July 2024
Viad Corp. One Hour Analysis: Company Has Long History of Divestitures, Could One More Enhance Shareholder Value?
Market Data:
Jul 8, 2024
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Viad Corp. One Hour Analysis: Company Has Long History of Divestitures, Could One More Enhance Shareholder Value?
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June 2024
One Hour Analysis: Monarch Casino & Resort ($MCRI) What’s Not to Like? Debt Free, Shareholder Friendly, Free Cash Flowing Machine.
Market Data
Jun 20, 2024
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One Hour Analysis: Monarch Casino & Resort ($MCRI) What’s Not to Like? Debt Free, Shareholder Friendly, Free Cash Flowing Machine.
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UNPRECEDENTED TURNOVER OF CEOs IN THE RESTAURANT INDUSTRY – WHAT’S IT ALL ABOUT?
The turnover in the CEO position in the restaurant industry in the last three years has been extraordinary.
Jun 5, 2024
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UNPRECEDENTED TURNOVER OF CEOs IN THE RESTAURANT INDUSTRY – WHAT’S IT ALL ABOUT?
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April 2024
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…
Apr 3, 2024
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One Group Hospitality (STKS) - One Hour Analysis: Quick Thoughts on Benihana Acquisition. Building an attractive acquisition candidate by acquisition?
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March 2024
Summary of Q4 Restaurant Conference Calls
Doing the work so you don’t have to!
Mar 14, 2024
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Summary of Q4 Restaurant Conference Calls
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February 2024
One Hour Analysis: Driven Brands Holdings ($DRVN), Road Kill or Road to Redemption?
Driven Brands Holdings Inc.
Feb 25, 2024
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One Hour Analysis: Driven Brands Holdings ($DRVN), Road Kill or Road to Redemption?
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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.
Jan 30, 2024
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Rocky Mountain Chocolate Factory. CEO Fired,WTF??? Robert, We Hardly Knew Ye.
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Rocky Mountain Chocolate Factory ($RMCF) Summary of Call with CFO Allen Arroyo.
A Couple of New Insights
Jan 19, 2024
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Rocky Mountain Chocolate Factory ($RMCF) Summary of Call with CFO Allen Arroyo.
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December 2023
Highlights from Darden Restaurants' Q2 '23 Conference Call
Same as it ever was, same as it ever was- Talking Heads
Dec 18, 2023
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Highlights from Darden Restaurants' Q2 '23 Conference Call
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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
Dec 8, 2023
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One Hour Analysis: Is Rocky Mountain Chocolate Factory Management High? $RMCF
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Takeaways From McDonald's Investor Day
The Moat Gets Bigger
Dec 7, 2023
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Takeaways From McDonald's Investor Day
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