the best gas bbq grills Chipotle Is Too Gassy; Consider A Short Position

by:Longzhao BBQ     2019-10-15
the best gas bbq grills Chipotle Is Too Gassy; Consider A Short Position
A hedge fund manager identified the best short idea in 2011, and his public response to me was --At the beginning of March 2012, Chipotle (CMG) ended the requirement for a fresh perspective: in restaurants, Chipotle (CMG) is an awesome growth story.It's assembly-Straight line Theater: like Starbucks (SBUX) except after work ).But Crocker's complaint is so appropriate.-Although Chipotle is "basically healthy "--Still, it is overvalued.I would immediately add that it is vulnerable to the price of natural gas in the supply chain.So, in the big bull market of 2012, if the oil conflict spreads panic at the 2011 border, why not buy a little insurance?Although money has been flowing to the stock market, we are not completely out of the macro economy.What else can solve this problem better than the unapologetic optimistic growth premium in the restaurant sector?Croc: In the context of popular momentum, there are often short-term opportunities for asymmetry.It's like buying an unpopular stock, but the opposite is true.I know, I'm here to surprise you.A hard landing for a slow takeoff: the take-off of the multiple assumptions of chipotel needs to be accelerated.Any slowdown in earnings growth will drag down share prices.But in 2012, the aerodynamics at the edge of the food was affected by changes.As Jiang Zhang recently thought, Chipotle is "priced perfectly" and is vulnerable to oil prices: So we are now in 2012 ---we're Risk On;But if you want an asymmetric policy, consider setting up a short position in CMG.That is, unless you think a positive trend is greater than a negative one.CMG data for YChartsDisclosure: I have no positions in any of the stocks mentioned and no plans to start any positions in the next 72 hours.
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