Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
SMP Global: A Global Tech Platform With Huge Data Sets
01:46 • 5min
SMP Global Reaffirms Their Guidance for Revenue Growth, Operating Profit Margin, Tax Rate, Diluted EEPS, and Free Cash Flow
06:21 • 2min
Texas Roadhouse: A Great Compounder
08:33 • 5min
The Real Reasons I Invested in Chipotle
13:07 • 2min
The Future of Fast Casual Restaurants
15:14 • 4min
Chipotle's Business Model
19:32 • 2min
The Future of Fast Food
21:09 • 3min
Chipotle's Double-Sided Grill Increases Productivity
24:28 • 2min
The Future of Fast Food Restaurants
25:58 • 2min
The Future of Chipotle
28:25 • 2min
Chipotle: A Highly Customizable System
30:24 • 3min
The Growth of Chipotle
33:05 • 1min
Chipotle's Growth Strategy
34:32 • 5min
Chipotle: The Future Dividend Payer
39:11 • 2min
The Future of Chipotle
41:24 • 2min