This Restaurant Stock Dwarfs Chipotle In These Key Metrics

  Рет қаралды 3,059

Asymmetric Investing by Travis Hoium

Asymmetric Investing by Travis Hoium

Күн бұрын

Пікірлер: 16
@michaellabarbera4631
@michaellabarbera4631 9 ай бұрын
Bought more today I now hold 650 shares at a price of $15.45. Maybe I’ll sell in 20 years yes I’m longterm and will continue to accumulate. Gl all
@yoitired
@yoitired 9 ай бұрын
Just discovered Portillos in 'new yearly lows', what a coincidence cus I'm sitting on the cash from Carolls since its getting bought out, just pulled the trigger and bought a leap, fingers crossed!
@rayecheverria5919
@rayecheverria5919 9 ай бұрын
Great video. I believe this company has a long runway ahead. It will have 500 units in 15 years.
@asymmetricinvesting
@asymmetricinvesting 9 ай бұрын
I think that's right. Maybe 800 if it goes well.
@GreenspudTrades
@GreenspudTrades 11 ай бұрын
A few years before he sold my coworkers and I met Dick Portillo while we were waiting in line for our lunch at the River North location in Chicago. That was so cool!
@asymmetricinvesting
@asymmetricinvesting 11 ай бұрын
That's amazing. I've seen interviews with him. Seems like such a clear vision of what he was building and just did it day after day.
@threehundred9164
@threehundred9164 6 ай бұрын
I agree that this stock will boom, but the main difference is that Chipotle has that small Kitchen footprint and buffet style serving, which lowers Operating costs and serves customers faster.
@maureencora1
@maureencora1 11 ай бұрын
2023 Portillo's is in TEXAS, with Two Locations in North Dallas. Can't Wait For Portillo's Open in Houston. I was Made in Chicago, IL. (southside)
@asymmetricinvesting
@asymmetricinvesting 11 ай бұрын
Texas has been incredible for Portillos, so I'm excited to see these stores open.
@TheFoodFund
@TheFoodFund 9 ай бұрын
Great video! I cover Portillo's on my restaurant stocks KZbin channel and I have a slightly different take! PTLO has actually not gained market share in the last 5 years, is loaded with debt, and has been diluting shareholders! Just my $0.02! Thanks for sharing!
@rayecheverria5919
@rayecheverria5919 9 ай бұрын
This is a long term play!
@TheFoodFund
@TheFoodFund 7 ай бұрын
@@rayecheverria5919 Fair point! Time will tell! Definitely has a loyal customer base!
@longbeach7623
@longbeach7623 9 ай бұрын
Every time I pass one of these restaurants there’s no less than a dozen cars lined up in the drive-thru.
@familyadventures7531
@familyadventures7531 7 ай бұрын
I love Portillos 🤤 💯 yes yes yes. Italian Beef with hot peppers & a regular cheese fry.
@eco-enjoyer
@eco-enjoyer 7 ай бұрын
I like everything I'm seeing, except the menu. It needs to figure out what it is. Hot dogs, beef, salads, and now Italian? Buy and hold forever. Either bankrupt or boom. .40 current ratio is scary.
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