Long/short equity, value, special situations, growth

Updated Analysis Of The Bullish Case For Chefs' Warehouse

In July, I wrote Bullish On Chefs' Warehouse: 60% Upside Potential In 1-2 Years And Great Long-Term Story and the stock price has jumped to $22.84 since then (25% upside). I also included Chefs' Warehouse (NASDAQ:CHEF) in my Concentrated Portfolio Of Great Companies. In this article I will provide an updated analysis of Chefs' Warehouse for information that was released since my first article. I will also discuss Chefs' Warehouse in the context of Sysco (NYSE:SYY), its main competitor, which recently released disappointing results. In my next article, I will explain why Chefs' Warehouse deserves a place in my Concentrated Portfolio Of Great Companies. I am still bullish on Chefs' Warehouse after a few weeks...

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