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No. of Recommendations: 3
No longer growing like it once was.

fwiw, that was they key factoid for me - they ratcheted down the growth rate and talk of menu item additions and catering and all that is not the real verbiage of a growth company

honestly, it was a spec position that has to be evaluated as an investment now
it didn't work

fwiw, I punted CAKE from my universe - I can't see it as a meaningful position cause I don't want to trade it given their story; like everyone else, I want growth
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