โThink of it less as a newsletter and more as an open letter that doesnโt wait for the calendarโ
oh yes, mentioning Buffett and capital allocation monthly, the substack algo is sure to fix the share price!
Workers not being warned or fairly compensated on restructurings is not funny. Frivolous lawsuits are not funny. I'm not sure which this is.
What IS funny is Guzman y Gomez (run by aussie finance bros) being sued by a person named Gomez! Cracking.
https://t.co/VNQO4OQrTs
@galumay@james_brks I don't think it's a product issue. I think it's a market selection issue. America does fast casual very well. CMG does takeaway burrito very well. Pretty crazy to attempt to break in - great narrative for investors though.
"Amount payable under this settlement is not material to the group" != NPV of settlement immaterial.
So are we to take this to mean no recurring or royalty component, just an immaterial lump sum?
Keeping the brand is great, but what dross this disclosure is. $ZIP $ZIP.ax
What's the point in setting up a family office if you've used the public co as a piggy bank/customer for your fish farm/yacht maintenance supplier for 25 years anyway?