CMG Update

CMG reported their most recent quarterly earnings a few weeks ago.  I wanted to update my last post on CMG with some additional thoughts regarding their numbers. CMG’s operating history shows one of two things.  Either CMG has created a superior model in what has typically been a fairly poor

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Long Lines,  Big Burrito,  Full Belly.  Chipotle. 

The beauty of Chipotle is the simplicity of the restaurant.  Let’s not complicate our analysis with anything more than a back of envelope sketching of its valuation. At roughly 2,350 locations, Chipotle is on track to do an average of $1.95m per location or approximately $4.6B per year. Sketching out

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