I don’t normally disclose our “bottom line” in terms of our position (long or short) in companies that I write about. However, Papa John’s is sufficiently liquid in terms of trading volume and adequately controversial in terms of the investment community’s dialogue. Visit www.rogerlipton.com to view free restaurant company descriptions and other articles.
Cristin O’Hara appreciates a good story. The fact that restaurant operators often have an interesting story to tell is one of the reasons that drew her into restaurant finance in the first place. O’Hara currently serves as the managing director and head of the Restaurant Group at Bank of America Merrill Lynch.
Papa John Schnatter’s loose lips now put him in the same camp as former race luminaries Jimmy The Greek and Donald Sterling. The only thing I’ll say here about Schnatter’s faux pas: It’s not good for selling pizzas.
The recent press release by Restaurant Brands International (NYSE-QSR) relating to initiatives at Tim Hortons, its now admitted troubled subsidiary that contributes about half of its corporate EBITDA, tells us a lot about the prospects for the company over the next few years. Visit www.rogerlipton.com to view free restaurant company descriptions and other articles.
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