Medium-term risk/reward looks reasonable for the stock, but the moat around the House of Mario faces threats in the long-term
Re-evaluating the stock after Muddy Waters announces a short position
Brief thoughts on whether the economics of cloud kitchens / dark kitchens stack up
Brief thoughts on inflation as a self-fulfilling phenomenon
The next "emerging champion"?
A capital efficient company with a decent growth story, but I am somewhat cautious on valuation
What motivates people to pay for services they receive?
Or some brief thoughts on the value of marketing
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Brief Thoughts