Mint Chip Capital

[Mint Chip Capital @mintchipcap]

@anothercohen @grok is this real?

[Mint Chip Capital @mintchipcap]

@HandlerRich “At this point, nobody knows exactly what happened” lol I have a guess

[Mint Chip Capital @mintchipcap]

@Post_Market FIVE

[Mint Chip Capital @mintchipcap]

@SoullessAnalyst Rhone

[Mint Chip Capital @mintchipcap]

@liensofnewyork Still think MSD next year is reasonable? Low income skew, lapping stimulus, delivery heavy in a reopen environment, and no value platform. 4Q data says traffic degrading w/ 4-5% pricing

[Mint Chip Capital @mintchipcap]

@LSValue Great unit economics, highly visible 25% EBITDA growth for next 5 yrs, arguably created a category, cult fan base, largely immune from labor + commodity inflation, solid mgmt team. Not cheap, but this co is the real deal. May I suggest $SG as an alternative stock going to $15?

[Mint Chip Capital @mintchipcap]

@BearCaveEmail Consumer

[Mint Chip Capital @mintchipcap]

@oabdelmaged1 HSY

[Mint Chip Capital @mintchipcap]

@patrick_oshag Gabe Plotkin

[Mint Chip Capital @mintchipcap]

@LongHillRoadCap Hot take but $DPZ or even $MCD

[Mint Chip Capital @mintchipcap]

@Ricksalin High income consumer in great shape, impressive digital gains (esp. in China), high-margin cold-beverage led growth, pricing power, insane unit economics, ESG fund flows...and they sell a drug

That said: 3x PEG, COO/CFO left w/in 1 mo. of each other, China / labor inflation risk