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Understanding the 4 pillar framework underpinning a high conviction strategy | TDM Growth Partners

Hearts & Minds Podcast

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Growth and Opportunities in Fast Food

This chapter explores the dynamics of Guzman y Gomez, an Australian fast food chain, known for its emphasis on healthy, customizable Mexican cuisine. The discussion covers the company's rapid growth, management changes, and aspirations for international expansion, particularly into the US market. It also analyzes the prospects of a company preparing for an IPO in 2024, comparing its performance with that of Kava and examining market conditions that could influence investor sentiment.

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