July 2018

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Papa John's (Pzza)—Should You Be Long Or Short This One?

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.

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Cristin O’Hara: Long-term Strategy Is Recipe for Financing Success

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.

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The Mess at Papa John’s

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.

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Restaurant Brands International (NYSE-QSR)—A Single-Digit Grower for the Foreseeable Future

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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