My favorite slide of the Pershing Square European Shareholder Meeting (link):
Chipotle is going throw a rough time from a 2015 food safety issues but it will eventually bounce back. Improved governance and focus on operations will help repair the bruised reputation. The passage of time will eventually help too.
The Electron Global Fund was up 2% for September, bringing its third-quarter return to -1.7% and its year-to-date return to 8.5%. Meanwhile, the MSCI World Utilities Index was down 7.2% for September, 1.7% for the third quarter and 3.3% year to date. The S&P 500 was down 4.8% for September, up 0.2% for the third Read More
Look at the ingredients on the list. These are just things that I can understand. It’s definitely having a positive on the way we eat and the fast food industry in general. Other restaurant companies are jumping on the bandwagon and offering fresh food. It’s only going to get better as the consumer becomes more informed and as a result request better options.
*I’m not and never was a shareholder of Chipotle.