Changes to the Hedgeye Best Idealist

03/20/20 08:52AM EDT

DPZ & PZZA to LONG BIAS.  PZZA is on a short leash due to the health of the franchise system, but pizza demand could be strong enough to offset my initial concerns. 

We are also removing  CHEF, JACK, and CHUY from the best Idea shorts.  All of there companies business models are challenged, but the market caps are so small to small to focus on.

Changes to the Hedgeye Best Idealist - 3.20 v1

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