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Waits's avatar

Very good writeup, thanks Ali. I am sure your friends were impressed by this one!

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Ali Gündüz's avatar

Hah, thanks. DPZ's capital allocation is very un-European, so there was some resistance but I think they saw the rationale in the end

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Kartik Srinivasan's avatar

Nice writeup Ali. Any chance you could do a similar one for McDonalds which is your other holding?

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Ali Gündüz's avatar

will write it up at some point for sure

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Kartik Srinivasan's avatar

Really looking forward to it

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Niels's avatar

I believe Buffet bought this stock very recently. Not sure though.

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