TSOH Investment Research
Subscribe
Sign in
Home
TSOH
ABNB
ALLY
AMZN
BAC
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DLTR
FEVR
FIVE
FND
GO
HD
HIBB
LBRDA
LGF
META
MKL
MNST
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SBUX
SMG
SPOT
TJX
TKO
WBD
WMT
Archive
About
PTLO
"Complexity As A Moat"
An update on Portillo's (PTLO)
Aug 26
•
The Science of Hitting
19
Share this post
TSOH Investment Research
"Complexity As A Moat"
Copy link
Facebook
Email
Notes
More
2
Portillo's: "A Growth Story"
“There’s a graveyard full of restaurant companies that expanded too quickly; they lost their way and became a different version of themselves.”
Mar 7
•
The Science of Hitting
29
Share this post
TSOH Investment Research
Portillo's: "A Growth Story"
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts