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Strategies & Market Trends : Value Investing
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To: scbeachbum who wrote (76415)10/23/2024 12:07:30 PM
From: Paul Senior  Read Replies (1) of 78717
 
DIN. At first glance, on some measures, DIN seems to be a better bet than my choice of JACK. I beiieve I'll stick with my few JACK shares because I believe I might be able to follow it easier and I like the fast food concept for tough consumer times vs. chain dining-in. Also DIN seems to have mostly (?) a franchise component, and I don't know how to evaluate that vis-a-vis owning all the stores. (I hold Restaurant Brands (QSR) and Chipotle in an Ackman fund.)
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