November 2018

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Report from the “Must Attend” Restaurant Finance & Development Conference

I just returned from the Restaurant Finance & Development Conference, the must attend conference for restaurant industry professionals. The conference attendees spent three days networking, listening to panels focused on critical industry developments and getting macro-economic updates from keynote speakers such as Arthur Laffer (Ronald Reagan’s economic guru) and Guy Adami (daily CNBC stock market commentator).

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Bill Ackman—41% of Assets in QSR, CMG & SBUX Combined….And Still Not Well-Positioned

I wrote an article on my blog (www.rogerlipton.com) on October 11, discussing the three major restaurant positions in Bill Ackman’s Pershing Square Capital portfolio that comprise a massive 41% of his $8.3 billion fund. The companies include Restaurant Brands (QSR), Chipotle (CMG) and Starbucks (SBUX). Visit www.rogerlipton.com to view free restaurant company descriptions and other articles.

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