Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Re: Bits about Valuation

You have to consider CAKE being somewhat unique in their ability to produce 20 million in revenue per location.

Institutions are not going to let go their shares unless CAKE has a big stumble. Ditto individual investors. Odds?

IMO 200 locations is rather conservative.
There are now three in the Phoenix area and I could see several more
without canabilizing each other. If I could drive 5 miles to a location would
I visit more often than the 20-30 miles I drive now ?

Possibility of a third and fourth consept.
How about the Cheesecake Store, kind of like See's Candy locations??
A lot of food for thought here.

Much like SBUX and CHS, CAKE stock will never look cheap
unless the percepsion of the company becomes cheap.

Jim
Print the post  

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement