CMG
What’s Chipotle trying to pull here?
Normally, anything filed late on a Friday means that a company is trying to bury something pretty juicy. That’s doubly true when that late Friday filing happens before a holiday weekend when the markets are closed. So you can imagine my surprise to see this 8K filed by Chipotle (CMG) at 5:27 pm on Friday afternoon.
Looking Back At Two Years
Reflecting upon two years of learning, wins and losses, blogging and operating an investment website.
The Chipotle Mispricing Persists
The stocks of Chipotle Mexican Grill are both down today on an analyst downgrade, which is fine. The company’s price has certainly been bid up. What continues to amaze me, though, is the lack of attention to the very obvious mispricing that exists between the company’s class A and class B shares. For one thing, oftentimes the B shares aren’t even mentioned, or reports will just make referenc
Paying for Growth: The Value Investor's Quandary
Andy Kern, a Berkshire disciple, talks about the quandary between value and growth.
Profit With Split-Offs
Great post talking about the differences between a split-offs and spin-offs. These offer some of the same benefits as spin-offs but are sometimes more advantageous for the little guy than it is for larger investors.
I'm not sure if it bad form to link to this before George has, but it has been posted for several hours and I didn't want anyone to miss their Sunday night reading.
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Profting From Special Situations
According to academic research, special situations like stock splits, special dividends and spin-offs could provide fertile hunting grounds for investors.

