by Kabir Sehgal | Oct 27, 2021 | All
Brinker’s 1Q22 pre-release showed a period where costs ran faster than the ability to take menu prices. Because the overall industry is slowing down, Brinker is experiencing slowing growth. The company did address the key topic – “What portion of the incremental costs...
by Kabir Sehgal | Oct 9, 2021 | All
Check out John Bean Technologies (Ticker: JBT). It’s an aerotech company that makes food processing machinery and equipment. Strong position, growth drivers, and cash for organic/inorganic opportunities. JBT has shown that it’s capable of executing well on...
by Kabir Sehgal | Sep 21, 2021 | All
Check out Enviva Partners (Ticker: EVA) Leader Industry leader EVA is the global leader in the supply of utility-grade wood pellets. The company operates facilities with an annual production of ~5.4mm metric tons per year, significantly more than its nearest...
