Published: May 09, 2016
Once among the most touted stocks of the decade, Chipotle Mexican Grill (CMG:US) has been under intense scrutiny after a series of food-borne illness outbreaks in its restaurants in late 2015. When stocks take a steep plunge, the value investor in all of us begins to ask “is now the time to buy?”...
Published: January 29, 2016
Chipotle Mexican Grill was hit hard in late 2015 by an outbreak of foodborne illness cases traced back to its burrito eateries. Chipotle stock (CMG:US) saw a sudden end to its near decade long upward march since the company was spun off from McDonald's.
SumZero member Nick Mazing, portfolio m...
Published: December 12, 2013
Trading at nearly 40X EPS, the Market is extrapolating BWLD's historical growth rates far into the future. We believe the company's growth algorithm is fundamentally broken and the stock is poised for multiple compression as EPS growth decelerates. The Street believes, even if the core concept de...
Published: October 23, 2012
Given the trend toward healthier foods, Annie's stock has clearly caught this wave following the success of Hain's, Whole Foods, Chipotle, etc. The stock now trades at a level where I believe it is an attractive short.