Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 3min
Restaurants as Your Focus of Analysis?
02:43 • 2min
How Do You Track Us Consumer Confidence?
04:55 • 4min
What Are the Biggest Trends in Consumer Demand?
09:02 • 3min
Can the Pandemic Really End?
11:40 • 4min
Are There Any Concepts That Are Unique to the Us?
15:37 • 5min
How Unique Are the Markets in the US?
20:18 • 3min
Are the Cheap Boxes Dependent on Cheap Energy?
23:24 • 4min
What's the Capital Structure of the Business?
26:55 • 2min
Is There a Difference Between Us and Europe?
28:30 • 2min
Is There Something Structurally Changing in the Supply Chain?
30:47 • 4min
Is There Enough Labor to Keep the Cost So Low?
35:00 • 2min
Investing in the Business
36:35 • 2min
What Can Go Wrong With Restaurant Stocks?
38:10 • 6min
How to Keep Up Quality With Your Franchise Concept?
43:46 • 4min
Is It a Good Idea to Franchise a Store?
47:48 • 2min
How Much Love to Detail Is Needed to Run a Restaurant or Retail Business?
49:54 • 2min
Are Google Reviews Helpful?
51:31 • 2min
How Much Detail Do You Need for Your Retail Analysis?
53:53 • 4min
Are You Analyzing Restaurants and Retail Shops?
57:47 • 3min
Are the Return Metrics of the Box Getting Better or Worse?
01:00:52 • 5min
Is It Superimportant?
01:05:51 • 5min
Good Investing Plus
01:11:15 • 2min
A Look at Lulu Lemon
01:13:07 • 5min
Is There Anything You Should Consider When Thinking About Restaurant Investments?
01:18:21 • 3min