Long-Term Growth Opportunity in CMG Amid Macro Headwinds

2 months ago

"Chipotle Mexican stock is down 50% but it is a good business and therefore this is getting interesting. I look at what Billman has to say and he is really praising the company. He has been a long-term investor. He says that they will return to growth. Actually we'll see later they are still growing and therefore this might be an interesting opportunity to invest in. So the situation is the following difficult comparables the macro environment is weakening however if you have a long-term growth focus over time that should benefit your investment. If you buy now and then for whatever reason recession, it goes down, you can then double down."

The speaker highlights that despite a 50% drop in Chipotle's stock, the company remains a strong business with promising long-term growth prospects. He underscores potential catalysts such as continued earnings growth, new store openings, and buybacks, while acknowledging current macro and comparable challenges. The commentary suggests a watchful, patient approach with the possibility to double down during market dips.

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