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@LeadingEdgeTLE "Barrons downgrading $SHAK citing inflation as one of the headwinds. I suspect that inflation will be beneficial for fast-casual restaurants like $SHAK or $CMG. Inflation gets compounded in tipping environments which will drive more customers to $SHAK"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-24 11:06:02 UTC XX followers, XX engagements

"@joecarlsonshow The real question here is whether you are going to change your investment view based on ChatGPT's response"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-21 10:08:11 UTC XX followers, XX engagements

"@Adam_and_EVs I think they will get there. I just personally think they should geofence like Waymo so that they get their certifications in place (and monetize). The risk to $TSLA is if regulations start mandating lidar. They need to get ahead of this. (Still stupidly overvalued though)"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-25 07:48:41 UTC XX followers, XXX engagements

"@ecommerceshares The $CMG story has been one of expansion. But each year they have to roll out a higher number of stores to maintain the growth rate. IMHO the company has gotten too big now to consider it a growth stock. But if they can reach MCD gross profit levels then we have a winner"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-25 07:29:20 UTC XX followers, XXX engagements

"$SHAK spend an average of $2.8M to build a new store. Average Operating Profit per store is $780k. That is a return of XX% on capital deployed. These are my favourite kinds of compounders.Simple and Easy. Not cheap though. At a P/S of X it's less than $MCD but more than $TXRH"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-15 20:06:49 UTC XX followers, XX engagements

"@realroseceline Google returned $16Bn to shareholders in buybacks and dividends in Q2. That is XX% of turnover and not an insignificant number"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-24 07:45:34 UTC XX followers, XX engagements

"@ecommerceshares I have a fairly outsized position in $SHAK at the moment. I think it can replicate this kind of success. Small store footprint great product & growing aggressively. Costs $2.5M to build a store with a $750k average return p/a. That is a pretty decent ROCE number"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-25 07:37:40 UTC XX followers, XX engagements

"@DividendDude_X Surely $HIMS investors knew this was coming It has been talked about for months now"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-25 21:45:33 UTC XX followers, XX engagements

"@InvestingTub @realroseceline These are completely different companies IMO. $DLO is exclusively B2B offering payment gateways to companies AFAIK while $PYPL has a consumer payment offering. You are touching on an important point though Fintech is highly competitive and crowded. Picking winners is hard"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-27 07:14:38 UTC XX followers, XX engagements

"@longoption @realroseceline High dividend payment is a sign of a mature company. That is not a bad thing but it means you have to treat it with a value investing mindset and not a growth investor one"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-24 07:46:38 UTC XX followers, XX engagements

"@joecarlsonshow @buccocapital Or a company that spent $2.4bn in capex"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-24 08:01:33 UTC XX followers, XX engagements

"@PronkDaniel That is a bit of a stretched interpretation of the debt don't you think Building data centres with a debt component is prudent. The interest payment is tax deductable and they have $95bn worth of cash or equivalent to settle the debt if needed. I see no issue here"
@LeadingEdgeTLE Avatar @LeadingEdgeTLE on X 2025-07-24 06:16:06 UTC XX followers, XXX engagements