Contradictory tales of two restaurant chains – Chipotle Mexican Grill, Inc. (NYSE:CMG) vs. McDonald’s Corporation (NYSE:MCD)

Contradictory tales of two restaurant chains – Chipotle Mexican Grill, Inc. (NYSE:CMG) vs. McDonald’s Corporation (NYSE:MCD) Before I put down my thoughts in detail, I must confess that I have been bullish about Chipotle Mexican Grill since year 2008. Part of the reason to my bullishness is my stay in Texas (where Mexican food is […]

Tyson Foods Inc. – A perfect case of winner’s curse

Last week, Tyson Foods Inc. (TSN) won an auction to acquire Hillshire Brands Co. (HSH), the biggest maker of hotdogs and breakfast sausages. Hillshire, the longtime maker of Jimmy Dean sausages and Ball Park hot dogs, got caught up into a bidding war between two of the country’s biggest meat producers – Tyson Foods Inc. […]

Corporate Upgraders: A Boon to Shareholder Democracy..???

  Source: http://www.shareholderssquaretable.com/ “I am not a destroyer of companies. I am a liberator of them! The point is, ladies and gentleman, that greed, for lack of a better word, is good. Greed is right, greed works. Greed clarifies, cuts through, and captures the essence of the evolutionary spirit. Greed, in all of its forms; […]

Human Misjudgments, Biases, and Emotions in an Investment world

  As Benjamin Graham once quoted – “While enthusiasm may be necessary for great accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.” Time and again we have seen in history of stock markets that irrational exuberance has caused disasters. Be it during the internet bubble of 2001 or economic Pearl Harbor of […]