Investing in Buyouts
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 10 February 2020
⏱️ 27 minutes
🧾️ Download transcript
Summary
Restaurant Brands International’s latest quarter was highlighted by Popeye’s same-store sales growing 38%. (Yes, really.) Jason Moser analyzes the results, as well as Markel’s latest quarter. Plus, we dip into the Fool Mailbag to explore investing in buyout opportunities.
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Transcript
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| 0:00.0 | Thanks to LinkedIn for supporting today's market foolery. |
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| 0:15.0 | com slash fool. |
| 0:16.7 | It's Monday, February 10th. Welcome to market foolery. I'm Chris Hill with me in studio Mr. Jason Moser. Thanks for being here. |
| 0:25.0 | Hey, thanks for having me. We're going to talk buyouts. We're going to talk Oscars. We're going to talk insurance. |
| 0:35.0 | Hang on people. We're going to talk insurance. Hang on people, we're going to talk insurance. But no, that's actually going to be, well anyway, we'll get to the insurance. |
| 0:38.0 | Let's start with the restaurant industry and in particular restaurant brands international |
| 0:43.8 | which is the decidedly unsexy name of the parent company of Burger King Popeyes |
| 0:49.3 | and Tim Horton's fourth quarter profits in revenue for restaurant brands slightly higher than expected |
| 0:56.4 | and all of the credit 100% of the credit goes to Pop Eyes. |
| 1:01.1 | Yeah, there's no question there. Because when we talk about same store sales, and I think it was either on this show or on Motley |
| 1:08.6 | Full Money, last week we were talking about Chipotle, which put up same store sales growth of 13% and I said |
| 1:15.9 | boy most restaurants would kill for that. Can I interest you in same store sales |
| 1:20.6 | growth of 38%. |
| 1:23.0 | Yeah. |
| 1:24.0 | 38% that looks comical. |
| 1:27.5 | Like when you look at the chart, as you and I both did this morning, it looks ridiculous. But now we know what that spicy chicken sandwich is worth. |
| 1:35.0 | Well, and if you know, if you listen to Ron and Rose's scathing review, good review. You wonder how many people are forward going |
| 1:46.8 | forward or actually you know other and give that sandwich a try. I know I'm not. I haven't tried |
| 1:51.6 | it yet and I don't know that I actually well part of that is just because I'm not I haven't tried it yet and I don't know that I actually will part of that |
... |
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