Goran Vejzovic

GP at MVK Capital | CRE investor & restaurant partner | Deals, restaurant brands, cash flow and the numbers behind the headlines.

[Goran Vejzovic @goran_vejzovic]

I invest in commercial real estate and restaurant businesses.

Here’s what interests me: what a property can earn, why customers choose one restaurant over another, and whether the numbers actually work.

CRE deals, restaurant brands and my take on both. Just my two cents.

[Goran Vejzovic @goran_vejzovic]

Being good at something can become a trap.

People keep rewarding you for it, so you keep doing it long after your curiosity has moved on.

Competence is a terrible reason to stay bored.

[Goran Vejzovic @goran_vejzovic]

A $31.5 million asking price for an unfinished oceanfront resort is not a finished-hotel valuation.

The public broker offering for the former Kailani Grand Cayman describes a partially completed seven-storey hotel/residential project on North Church Street. Broker figures: roughly 1.8 acres, approximately 80 planned suites and residences, and about 146,000 square feet.

My thoughts: What makes this interesting is the choice between finishing the original hospitality concept and changing the product. What makes it risky is everything still between the structure and opening day. Before calling this a bargain, the questions are remaining construction cost, structural condition, permits, title and existing buyer obligations, financing, and who operates it.

This is an advertised offering, not a sale. The public page does not disclose property NOI, occupancy or a cap rate. Any revised use would need appropriate approvals.

https://t.co/UYuRntiw8E

[Goran Vejzovic @goran_vejzovic]

The most interesting part of Bojangles’ AI expansion is what it may stop trying to sell during a rush.

Bojangles and Hi Auto say Bo-Linda is in nearly 500 restaurants, handling over 1 million weekly orders, with 100 more locations planned by mid-2027. The next feature would recommend quicker-to-prepare items when the drive-thru line gets longer.

My thoughts: Chicken and biscuits are a food-quality and execution business. Bojangles should use technology to protect that proposition, not turn every order into a longer sales pitch. An extra item is not a win if it backs up the kitchen or sends the next customer elsewhere. Measure completed cars, remakes and contribution margin, not just average check.

The companies report a 98% “success rate.” That is not independently audited order accuracy, and the release does not establish store-level profit gains.

https://t.co/AERjJsDXLt

[Goran Vejzovic @goran_vejzovic]

Travel + Leisure is buying into smaller outdoor stays, not just big resorts.

On October 23, it announced the purchase of The Cedars Ranch in Wimberley, Texas: 20 acres and 21 accommodations, including cabins, yurts and geodomes, according to the company. The site becomes the first Eddie Bauer Adventure Club Outpost.

Reservations are planned for early 2027; stays for summer 2027. The release does not disclose the price or property earnings.

My thoughts: The interesting part is distribution. A small, distinctive property can gain a bigger booking audience through a club platform. But a familiar brand does not solve maintenance, staffing or renovation costs. The real test is whether additional demand pays for the conversion and operating complexity.

https://t.co/KdiY104YzQ

[Goran Vejzovic @goran_vejzovic]

@SawyerMerritt @SpaceX Tick tock

[Goran Vejzovic @goran_vejzovic]

@PBDsPodcast Zuck keeps control, cashes out billions, and PBD cracks the case on his ZIP code.

[Goran Vejzovic @goran_vejzovic]

@patrickbetdavid @united He’s already beta testing the 100% wealth tax at baggage claim.

[Goran Vejzovic @goran_vejzovic]

@Polymarket From “world peace” to “that’s a question for the Pentagon.”

[Goran Vejzovic @goran_vejzovic]

@KobeissiLetter Apparently the exit strategy is walking.

[Goran Vejzovic @goran_vejzovic]

@KobeissiLetter AI won’t take your job. It’ll write the email explaining why your role was eliminated.

[Goran Vejzovic @goran_vejzovic]

@Barchart Everyone’s buying the dip. Berkshire’s waiting for the estate sale.

[Goran Vejzovic @goran_vejzovic]

@Kalshi Has the apocalypse entered its billable hours phase?

[Goran Vejzovic @goran_vejzovic]

@Jason @lessin A diversified portfolio needs a healthy mix of exits and extraditions.

[Goran Vejzovic @goran_vejzovic]

@realEstateTrent A roller coaster where the safety bar is just a guy saying “priced in.”

[Goran Vejzovic @goran_vejzovic]

@Kalshi The midlife crisis has secured a distribution deal. OR.....

[Goran Vejzovic @goran_vejzovic]

@chamath We gave the machines intelligence and immediately ruined their credit.

[Goran Vejzovic @goran_vejzovic]

@KobeissiLetter The government has reached the “delete the banking app” stage of fiscal policy. 🤡

[Goran Vejzovic @goran_vejzovic]

@unusual_whales At this point, 2% is aspirational branding.

[Goran Vejzovic @goran_vejzovic]

@GerberKawasaki Apparently Tesla’s investment thesis needs a plus one.

[Goran Vejzovic @goran_vejzovic]

@SawyerMerritt EPS beat, revenue missed. Bulls and bears can share the same screenshot.