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We have over 60 years of investment analysis experience. We have published investment research from the perspective of the buy side and the sell side. Our work has been used by institutions managing over $1 trillion in aggregate. We have published reports from both the long and short perspective... More
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  • Landry's Continues Its Acquisition Strategy In Steakhouses

    Smaller, faster growing chain than RUTH and much higher average check ($135!!!), but shows his continued interest in the space.

    11X EV/EBTIDA for the deal is very full price..

    Would love RUTH to go for that, but highly unlikely.

    http://nrn.com/finance/landrys-buys-mastros-restaurants?NL=NRN-02_&Issue=NRN-02__20130605_NRN-02__615&YM_RID=heitman.timothy@gmail.com&YM_MID=1397639&sfvc4enews=42

    Disclosure: I am long RUTH.

    Tags: RUTH
    Jun 05 11:31 AM | Link | Comment!
  • Kid Rock, Rolling Stones On Scalping, Summer Tours

    Good article on relationship between artist, scalpers, Stubhub and Ticketmaster

    The 42-year-old Grammy winner, who is launching a summer tour where most tickets are priced at $20, said he's scalping about 1,000 tickets from each show to make up for the cheaper regular price.

    "I'm in the scalping business, but you know what? We told everyone. A lot of artists have been doing this for years behind fans' backs, taking all these backdoor deals," he said. "We look at StubHub and other places and see what they're selling them for and we just undercut them."

    Kid Rock's "$20 Best Night Ever Tour" kicks off June 28 in Bristow, Va., and the Detroit native, who released his debut album in 1990, said he likely scalped secretly on past tours.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: LYV
    May 24 12:49 PM | Link | Comment!
  • Brief Interview With BODY CEO In Jacksonville Newspaper
    Jacksonville-based Body Central CEO: Lessons from the bottom line

    http://www.jaxdailyrecord.com/showstory.php?Story_id=539538

    Disclosure: I am long OTCQB:BODY.

    Tags: BODY
    May 24 9:22 AM | Link | 4 Comments
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