DPZ
3 tracked calls · 1 long · 2 short · last 90d: 0L/2S
first called by Invest Like the Best 7mo ago
IN TRACKED PORTFOLIOS
SHORT1mo ago
“Domino's continues to suffer from the low-end consumer pulling back.”The Real Eisman Playbook
Short Domino's: the pizza chain continues to suffer and lose stock momentum as the low-end consumer pulls back on spending.
DPZSHORT@ $292.51
$352.81-20.62%
since call Jun 26
SHORT2mo ago
“This AI thing is going to be terrible for the pizza industry cuz famously two pizza team. You only need one pizza teams now. 50% reduction. Short dominoes.”TBPN
Domino's faces a structural demand shock as AI coding efficiency shrinks standard engineering groups from two-pizza to one-pizza teams.
DPZSHORT@ $302.59
$352.81-16.60%
since call May 13
peak +1.5%
LONG7mo ago
“if there's 3 value equations in pizza, it's quality, value, and convenience. And what they realized is if we really, really invest in technology, we can make…”Invest Like the Best
AI lets already-strong physical distributors lower costs and convert the lead into a permanent moat.
DPZLONG@ $447.96
$352.81-21.24%
since call Dec 16