CMG
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by TBPN 2mo ago
IN TRACKED PORTFOLIOS
LONG1mo ago
“Companies like Chipotle are thinking about that and saying, how do I make sure that Chipotle is the answer to the question you're going to ask your phone in…”The Real Eisman Playbook · David Palmer
Chipotle positioned to win agentic AI search; convenience and wellness make it the AI answer
CMGLONG@ $31.68
$37.71+19.02%
since call Jun 22
peak +24.7%
LONG2mo ago
“it's amazing to think is how much your radius can increase … what that means for your footprint over time, if that's true.”TBPN
Drone delivery lets one restaurant serve a whole neighborhood; the chain built most around it grows footprint without new units.
CMGLONG@ $31.90
$37.71+18.22%
since call May 8
peak +20.3%