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#	AUTHOR DATE SUBJECT
3	member 2/28/17 8:44AM Anyone know anything about "Arthur Zaske & Associates" ? Very interestng
They disclosed a 7.65% position in BJRI -- roughly $62 MM. If you look at their 13F, they have total disclosed positions of $138 MM, so BJRI is about 45% of their portfolio. Also, their... login to read the rest 1 view available tags
2	member 2/24/17 4:21PM Re: PKLI vs BJ 1
I definitely don’t want to rule out a dumb buyout. Regardless of what a would-be buyer decided to pay for this, I’ve seen worse. While I’m not incredibly well-versed in the Popeye’s story, generally franchise models... login to read the rest view available tags