Total Ideas
2
Bullish Ideas
0 (0%)
Bearish Ideas
0 (0%)
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"PTLO: Fast-casual chain w/ Chicago-style street food achieving $9M+ AUV (vs McDonald's $3.5M). 24% restaurant margins & 25-35% cash-on-cash returns. Key challenge: maintaining high volumes when expanding beyond Chicago. With strong unit economics, operational consistency, and scalability, could become major player nationally."
"PTLO: Iconic Chicago QSR expanding to Sunbelt. Jan weather & fewer new stores hurt SSS, but fundamentals intact. $5-6M store costs, 25-31% cash-on-cash return (80% if landlord builds). Potential 850 units from 85 today. EBITDA growth to accelerate as scale improves. Berkshire selling abating <20%. $22 near-term PT on 15x EBITDA. Upside multi-bagger if growth continues."
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