Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
Portillo's: Best In Class Restaurant Stock?
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Portillo's: Best In Class Restaurant Stock?

A wonderful business for customers might be a poor stock for investors

Overlooked Alpha
Feb 19, 2023
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Overlooked Alpha
Overlooked Alpha
Portillo's: Best In Class Restaurant Stock?
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📍 TL;DR

  • As a consumer, I love the Portillo’s business — and there’s plenty of data to suggest I’m not alone.

  • But as an investor, I see some yellow, and maybe red flags surrounding the success of national expansion and risks from inflation.

  • We’re sitting on the fence when it comes to PTLO — but readers may be much more willing to choose a side.

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