PTLO

"Complexity As A Moat"

An update on Portillo's (PTLO)

Aug 26, 2024 •

TSOH Investment Research

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, 2024 •

TSOH Investment Research

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