TOP 10 MOST READ NOTES: DECEMBER 2013
- 12/19/13 – Best Idea Update: Short PNRA
- 12/19/13 – DRI: Not Enough
- 12/20/13 – DRI: Clarence’s Legacy, A Half-Baked Plan
- 12/18/13 – SBUX: Losing A Little Momentum
- 12/09/13 – MCD: Rebuilding Not Strengthening
- 12/17/13 – Best Idea Update: Long DRI
- 12/03/13 – KKD: Déjà Vu (Buy The Dip)
- 12/05/13 – Casual Dining Anomaly
- 12/04/13 – YUM Analyst Day
- 12/11/13 – Restaurant Impossible: Fixing Olive Garden
Feel free to contact us if you have any questions, or would like to discuss any of our work in more detail.
Howard Penney
Managing Director