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#	AUTHOR DATE SUBJECT
10	member 3/31/16 9:05AM 9-11x?
What makes you think 9-11x EBITDA is the right multiple for TAST when franchised QSR boxes are sold in the private market for 5x EBITDA (and TAST buys them for 2-4x fully synergized)?? Sell side... login to read the rest view available tags
4	member 3/14/16 12:24PM Re: Why not just buy QSR? 3
Yeah, that's most people's reaction when they think of this idea. However, I believe TAST to be so superior an investment idea to QSR that I actually sold my QSR shares in 2014 to purchase... login to read the rest 1 view available tags
2	member 3/14/16 10:47AM Re: AUV 1
Hi shoobity, thanks for the question. Historically they have a few drivers of increasing SSS: Normal SSS increases. They comp above the QSR chain almost every quarter because of their strong operations. Restaurant remodels: As they remodel... login to read the rest 1 view available tags
1	member 3/13/16 5:31PM AUV
Thank Ringo, We keep passing on this stock because it's been "too expensive" and that has done wonders. One thing we wanted to understand from your nice simple model is the AUV...why do you have this view available tags