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.
Should You Go All In On Water Like Michael Burry?
Water investments? Michael Burry was one of the first institutional investors to bet against the US subprime mortgage market in the mid-2000s, and today he’s concentrating all of his investment efforts on one commodity: water. Burry’s focus on water has attracted plenty of attention to the commodity in the investment community but trying to profit 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.