Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Arcos Dorados Somewhere Between Gold And Scrap Iron

For the most part, investors can't seem to get enough of Brazilian consumer stocks, bidding many of them up to exceptionally demanding valuations. And to be fair, many of these companies are producing pretty solid growth numbers. In the case of Arcos Dorados (NYSE:ARCO), though, a combination of sluggish comp-store growth, r...

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