Post by Michael Szumielewski

Michael Szumielewski@caridinacapital June 20

$10.8m follower assets

In this market, pizza is trading more than double that of the metaverse on a P/E basis 😅

$DPZ vs $META, what’s the better investment?

Conor Mac

@investmenttalk June 20

More degree of confidence that Dominos is still around in 20-Y time.

Neil

@couch_investor June 20

Wait until they come out with their NFP (non fungible pizza)

Stock Metal Investment

@stonkmetal June 20

Dominos all day. Really not a fan of $META plans. DPZ is a world class business

Dividend Dollars

@dividenddollars June 20

Pizza is tangible lol, I’m more on team $DPZ than team $META 😂

Yegor

@from100kto1m June 21

At least domino’s doesn’t try to sell me trading courses

Leandro

@invesquotes June 21

@from100kto1m Just give it some time...You'll get a menu with pizza, chicken wings and TA in no time

Yegor

@from100kto1m June 21

@invesquotes probably bullish for their new revenue segment growth 🤣

Scoreboard Investor

@scorebdinvestor June 20

If we’re looking solely from the pizza aspect, I know I’d rather eat my pizza IRL than VR 😂

But I’d pick $DPZ anyways

Green Candle Investments

@greencandleit June 21

Are you a $FB bull? I still feel Meta is overvalued

Michael Szumielewski@caridinacapital June 21

Author

@greencandleit I am bullish on $META, although there are a few things that worry me, like the competition from TikTok and the massive spending on the metaverse.

Dissecting the Markets

@dissectmarkets June 21

$DPZ relied a lot on buybacks to prop their share price higher. Because of it, they're sitting on tons of debt. I hear that they will halt buybacks and focus on paying down debt. The debt is so huge that it will take them many years to pay it off.

Michael Szumielewski@caridinacapital June 21

Author

@dissectmarkets Good point, the debt is something to keep an eye on long-term.

Joshua Simka@tomato June 23

@dissectmarkets Yes, this right here! It's especially concerning given the rising rate environment. And then there's inflation in the restaurant space. $DPZ executes well and they're innovative and they have a good product... but the revenue growth is expected to be somewhere in the area of 10%. Assuming the stock returns something in that ballpark I think there are more appealing opportunities for a modest 10% annualized that don't have the balance sheet risk Dominos does.

Author

Related