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Rose Celine Investments

Equity Investor

25 May, 15:05Latest

Domino's Pizza is a global logistics, software and franchise platform whose economics improve as the network grows. Franchisees fund expansion while Domino's collects high-margin royalties, and scale brings data, ad efficiency and buying power; it has beaten Alphabet over 20 years. As a rough thought exercise, 10% annual growth from about $17 EPS implies over $100 in 20 years, and at 15-25x a business potentially worth about $2,000 a share. Franchisee economics and aggregators are risks. x.com x.com x.com x.com

DPZ

Just a Dude Who Invests

Retail Investor, Economics & Technology Commentary

30 Sep

DPZ

Domino's cannot stay this cheap for long, trading at 17 times earnings, a decade-low valuation, while its store count, earnings per share and sales all grow at once. Something has to give. x.com

Jimmy Investor

Former Equity Analyst

2 Oct

DPZ

Domino's Pizza looks attractive after a roughly 47% drawdown, trading at about 16.5x forward earnings. x.com

Prepared Remarks

Equity Investor, Macro Commentary

23 Jun

DPZ

Domino's faces limited growth despite a great product. Pizza consumption per capita and store penetration are already high, competition is rising through DoorDash and Uber Eats, and the stock starts from a high multiple. x.com

Dr. Stoxx

Stock Trader & Author, Oxford DPhil, Trading Education

2 Sep

DPZ

Domino's Pizza should rise with football season ahead of its earnings report. x.com

Deep Sail Capital

Founder & CIO of Deep Sail Capital, Long/Short GARP, Quality/Growth/Micro-Caps

20 Oct

CAKE

The Cheesecake Factory at 25 times next-twelve-month earnings looks attractive as a short. Restaurant valuations can be highly cyclical, though past fast-casual names reached 55 times earnings with 20% growth. x.com x.com

Gublo

Small/Mid-Cap Trader, Multibagger/Penny Stocks, Earnings Analysis & Signals

12 Oct

DPZ

Domino's faces pressure across the restaurant sector ahead of its earnings report. x.com x.com

Finance Jack

Equity Research

26 Sep

NVDA

AZO

POOL

DPZ

MCD

AXP

CRM

Nvidia, McDonald's, American Express, AutoZone, Pool Corp, Nu Holdings, Domino's Pizza and Salesforce stand out as quality companies trading under 20x forward earnings. x.com x.com x.com x.com x.com x.com x.com x.com

Ashton Invests

Long-Term Equity Investor, Fundamental Stock Research

18 Jun

CPRT

AZO

FICO

DPZ

GWW

HEI

ROL

PGR

SPGI

COST

These 12 stocks are quality compounders sharing pricing power, recurring demand, strong returns on capital and disciplined management. Domino's earns royalties, AutoZone serves an aging fleet, Progressive underwrites with data, Waste Management owns routes and landfills, Grainger is embedded in operations, S&P Global and FICO are mission-critical, Rollins has recurring pest control, Copart an auction network, Visa a fee network, HEICO niche aerospace parts, Costco loyal members. x.com x.com … Show more

Jordan

Long-Term Stock Investor, Compounding & Portfolio Construction

1 May

DPZ

Domino's Pizza is no opportunity despite its lowest P/E in over a decade, because its stock has followed the quality of its food. Per @dividendology, the stock is down 35% over five years after ranking among the market's best performers from 2005 to 2021. x.com

Techquity

Technology Investor, Fundamental Research

12 Jul

CMG

Restaurant chains such as Chipotle, Starbucks, Texas Roadhouse, Domino's and Wingstop are relatively easy to buy and hold for many years because they face no major tech disruption. Competition has always been strong, but growing by opening more physical locations is a clear and simple way to compound. Their shares are directly linked to consumer sentiment, which makes that chart worth following. x.com

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