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 DETAILS
investing501.substack.com
PROLOGUE: We have always believed that the best long-term investments in the restaurant/franchise/retail industries result from quality management teams exploiting robust unit level economics. It is always illuminating for us to listen to or read as many quarterly conference calls as possible each quarter to help us identify those teams and business models. The process also allows us to compare corporate performance in terms of dealing with industry, as well as macro, issues. Our decades long surveillance, including frequent personal visits to many of the publicly held companies’ operating units, provides a transparency offered by very few industries.
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 DETAILS
MARCH QTR CONFERENCE CALLS (OVER 35 IN TWO…
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 DETAILS
PROLOGUE: We have always believed that the best long-term investments in the restaurant/franchise/retail industries result from quality management teams exploiting robust unit level economics. It is always illuminating for us to listen to or read as many quarterly conference calls as possible each quarter to help us identify those teams and business models. The process also allows us to compare corporate performance in terms of dealing with industry, as well as macro, issues. Our decades long surveillance, including frequent personal visits to many of the publicly held companies’ operating units, provides a transparency offered by very few industries.