Good Times Restaurants: Bull Case Intact? An Assessment Of Operating Performance And Outlook

GTIM’s stock performance has been horrible, but operational performance is right on track. We look at restaurant count, revenue and earnings to judge operating performance. We conclude that stock market performance doesn’t reflect operational performance. Current valuation seems unjustified, given … Read more

G. Willi-Food: 10-Year History Of Management Decisions Suggests U.S. Expansion Likely A Pipe Dream

G. Willi-Food International was engaged in empire building that ultimately failed to create any value. Timeline covering 10 years of managerial decisions gives rise to disturbing questions about management’s ability to create shareholder value and expand operations in the US. … Read more