Niko Kotoulas

Growth at reasonable price, long only, deep value, value
Niko Kotoulas
Growth at reasonable price, long only, deep value, value
Contributor since: 2013
Very well done! Excellent article and great analysis. I'm interested to learn more about 365 as it develops in the future.
The trend will reverse becasue management (if you actually read this portion of the article) is incentivized (due to the compensation structure) for Jeff Bezos to NOT flush his money down the drain. Jeff Bezos has to see better margins or increased asset turns or else your argument is correct. I'll take Bezos on this one.
Thanks Mitch, please follow for future articles!
Thanks Aleksandar. BK is trying to expand internationally at a fast rate, so hopefully that won't hurt them. Wendy's is focused on North America, which is why I think they will be successful. They want to make what they already have better.
Thank you. While some are preferring McDonald's a report did come out saying that Wendy's "rates better than the nation's other burger chains in the minds of U.S. citizens." Here is the link: http://bit.ly/11C5GPg