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High Conviction: The Burger Chain That Became a Holding Company


Guest kumar
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I owned this at one point (a small position) - great yield.  But I wasn't in love with the businesses, which at the end of the day, makes the investment.  It also seems from the financials that they raise equity to pay distributions, a tactic I am not a fan of. 

 

At this point, without considering price, I would rather be in businesses run by BRK, L, BAM, BH, etc...

 

Just my 2cents

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