May. 21 at 2:54 AM
$PTLO $TXRH I forgot the bears can’t read into the details. Just gotta spam lies.
Nerd asks what I’m talking about?
PTLO is a smaller, high-growth fast-casual chain (Chicago-style hot dogs, Italian beef, etc.) still scaling aggressively with newer markets and stores, while TXRH is a mature, massive full-service steakhouse operator.
TXRH already expanded, they paid their debt down. The difference is P/S shows and obvious rerating that will happen to Portillos. Ayo wannabeee a player never picked a winner.
Anyone that knows anything will tell you that Opex goes down as new locations (investments) materialize. Unless if you have never ran any sort of business.
Chicago locations have 20% margins. That’s actually +4% higher that Texas Roadhouse. 300m in debt gets paid in 24m with their current revenue when mature.
Worth
$18-25 with TXRHs multiple at their current Revenue.
Worth
$159 when they grow to the same Revenue as TXRH.
Worth
$300 when they double it
10,250 shares
