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$DPZ a great compounder - LONG
We've been invested in $DPZ since Q1 after the initial pullback and the market has sold off on the name with all the inflationary and labor headwinds.

We think with such a pullback in a strong name, this creates an opportunity. With a great print by $CMG yesterday, we'll see if those trends translate well into $MCD and $DPZ

See what we say about the headwinds in the post below. We also dive into our valuation model and what makes up Domino's "value"

cedargrovecapital.substack.com
DPZ: Domino's Down But Not Out
Why DPZ's underlying business model will set it up for continued success

Paul Cerro's avatar
$25.9MFollowers
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