CMG Archives - Market Mad House

daniel May 2, 2016 $420.16 a share, America Still Loves Chipotle, Can Chipotle Survive?, Chipotle Mexican Grill (NYSE: CMG), Chipotle Revenues, Chipotle stock, Chipotle’s cash from operations, Chipotle’s net income, Chipotle’s sales, CMG, Great Company, Has Chipotle Entered the Death Spiral?, Lousy Investment, ludicrously high stock price, market capitalization of $12.27 billion, revenues of $4.501 billion

Chipotle Mexican Grill: A Damaged Brand

Paying $420.16 a share for Chipotle stock is simply moronic, because there’s nothing in the company’s earnings report to justify that.

The Death Spiral

daniel August 21, 2015March 15, 2016 A Brand in Trouble, AAPL, Benjamin Graham, Berkshire Hathaway, but for How Long?, CMG, How Brands Die, Is McDonald’s a Dying Brand?, MCD, McDonald’s has stopped reporting monthly sales data, McDonald’s is planning to close more locations than it plans to open in the United States in 2015, McDonald’s is planning to close more stores than it plans to open worldwide., McDonald’s U.S. sales fell by 2.2%, McDonalds Is Still Profitable, SHAK, Shake Shack, Value Investing, Warren Buffett, WMT

Is McDonald’s a Dying Brand?

History teaches us that even the strongest consumer brands can die off. Just this summer A&P, once America’s largest grocer

Long Ideas

daniel February 12, 2015March 9, 2016 ABX, American Express, AMZN, Apple Pay, Benjamin Graham, BIG, CMG, COST, Costco, DG, DLTR, FDO, Income Inequality, MCD, NFLX, Pinketty, SBUX, SFM, TGT, Value Investing, Venmo, Warren Buffett, WMT

How Investors Can Take Advantage of Income Inequality

Basically, any company that offers high-quality merchandise or a high level of convenience at a good price is poised to profit in this economy. People want to save as much money as possible, but they don’t want to think of themselves as “poor”; income inequality, which makes people conscious of poverty, drives this trend.

The Death Spiral

daniel January 29, 2015January 29, 2016 Benjamin Graham, Berkshire Hathaway, Chipotle, CMG, DNKN, Dunkin Brands Group, Jack, Jack in the Box, McDonalds, Red Robin, RRGB, SBUX, Starbucks, Warren Buffett, WEN, Wendy's, YUM, Yum Brands

Whither McDonald’s

The lack of discretionary income gives people less money for simple luxuries and eating out. That makes low-cost luxuries like Chipotle burritos and Starbucks lattes all the more appealing. They might be the only really good food a person has all week.