5/28/24 - vrockstar - 
CAVA - taking a look at google trends... clearly we've not hit peak cava so... the market has tended to love these stories in the last 6-12 mo where you can't even see the peak.
so valuation be secondary - even if it's 10x sales.
WING is closer to 20x, right? investing all profits (so no free cash) for cava... into growth?
it's a good concept, fresh, nice. it's not
CMG, but it occupies a different niche and does it well, i like the margins better than 
SG too.
i'd be tempted to trade this long into the results, just bc of this momentum on the charts, fundamentals, etc. any miss gets bought, any beat/ positive fwd speech (this is impossible to deny/ miss on right? and it matters a lot)... sends this ripping to higher highs. reasonably shorted at 6 dtc as well. wouldn't play short in indices hitting ATH's either esp for marginal winner name in it's industry.
number go up.
CAVA - taking a look at google trends... clearly we've not hit peak cava so... the market has tended to love these stories in the last 6-12 mo where you can't even see the peak.so valuation be secondary - even if it's 10x sales.
WING is closer to 20x, right? investing all profits (so no free cash) for cava... into growth? it's a good concept, fresh, nice. it's not
CMG, but it occupies a different niche and does it well, i like the margins better than SG too. i'd be tempted to trade this long into the results, just bc of this momentum on the charts, fundamentals, etc. any miss gets bought, any beat/ positive fwd speech (this is impossible to deny/ miss on right? and it matters a lot)... sends this ripping to higher highs. reasonably shorted at 6 dtc as well. wouldn't play short in indices hitting ATH's either esp for marginal winner name in it's industry.
number go up.
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