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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (57320)	5/4/2015 6:31:03 PM
From: Bill Harmond	of 57684

I sold Yelp on the breakdown. Could be a mistake, but big-time local marketplace (like the national advertising spent on Facebook and Google) takes much more effort to establish. Put the proceeds into Facebook, Buffalo Wild Wings, Baidu and LinkedIn on the pullback. HABT Burgers took off today. Secondary (lockup shares) behind it. Presenting at Baird growth conference tomorrow. Best burger in the nation by Consumer Reports last summer. Judging from the pickups in the parking lot they're taking share from In 'n Out. Made with tri-tip. Really tasty yet priced inexpensively. Latest report same store sales up 12%. Old-time Chipotle comps...

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