In a previous life, you yourself were an activist investor. Some of these acquisitions are not friendly. If you are looking at your portfolio, you find out that one of your companies is involved in whether it's friendly or hostile. Does one indicate more red flags than the other? You know, it's certainly cleaner when it's friendly.
(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including: - Yum Brands' eye-popping unit growth over the past year - How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations - Whether Chipotle can get to 7,000 locations
(15:00) Ron Gross discusses the business of acquisitions, including: - The different ways that companies fund buying another business - Horizontal vs. vertical acquisitions - Hostile takeovers - Whether investors should wait for an acquisition to close before selling their shares
Looking for more information on restaurant stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/
Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA
Host: Chris Hill Guests: Jason Moser, Ron Gross Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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