We are excited to have hosted a call with legendary Restaurant analyst and investor John Weiss. John spent his entire career in investment research focusing on restaurants, specialty retailers, food companies, and consumer product companies. He was also involved in investment banking activities, including IPOs, mergers and acquisitions, and even a proxy fight. We discussed names we like LONG and SHORT and full disclosure, we don't agree on every name so it was a lively debate. On the call, we discussed a number of topics critical to the restaurant investors:
- Overview of Investing in Restaurants
- The Class of 2021 - Review of recent restaurant IPO’s
- Should I Bottom Fish in Casual Dining?
- What is next for the Restaurant industry?
- And his favorite metric when analyzing a Restaurant company's viability
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CLICK HERE for the webcast replay and materials. |
