BUY Asymmetric Investing by Travis Hoium Convicción3/5 Calidad del análisis70/100 ahora
The analyst recommends Portillos as a more attractive investment compared to Chipotle due to its lower valuation. It trades at approximately a 2x Enterprise Value to sales multiple and is growing its store count at 12-15% annually, offering better downside protection and a more appealing valuation perspective.
“The companies that I like a little bit better that are trading for a much lower multiple companies like Portillos Portillos trades for about a two times Enterprise Value to sales multiple growing their store count at 12 to 15% per year” — ▶ 8:25