On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss:
- Portillo's founding and history
- Why it went public and wants to expand nationally
- Unit economics and return on invested capital
- Is the stock cheap?
- Do we trust management and gripes about private equity owners
- Is Brett buying shares for his portfolio?
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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