QSR是一只估值便宜、管理良好的股票，转型正在成功推进，尽管Popeyes等品牌仍面临经营挑战。
逐段跳播
我提到的其中一只股票是QSR。你怎么看QSR？是的，QSR和Booking是我们年度“新面貌”特刊的一部分。我们几年前分析过QSR，总体而言，它表现不错。它的表现可以接受。与标普500指数相比，它的表现非常差。但与其他餐饮股相比，它表现良好，这一点很重要。
One of the stocks I mentioned is QSR. What do you think of QSR? Yes, QSR and Booking were part of our annual "New Look" issue. We analyzed QSR a few years ago, and overall, it performed well.
Her performance was acceptable. Compared to the S&P 500, it performed very poorly. But compared to other restaurant stocks , it performed well, and that's important.
QSR，如你所知，问题出在Q上。让我们退一步看。QSR拥有Burger King、Tim Hortons、Popeyes和Firehouse Subs。所以，有一段时间，Burger King北美是造成问题的公司。
看起来他们已经解决了这个问题。所以，他们正处于一个似乎成功的转型过程中。那么现在，在Popeyes餐厅，人们不喜欢他们的炸鸡。人们更愿意去Chick-ville那一带。他们必须解决这个问题。
多元化的一个问题在于，有时总有什么地方出问题。但你有一只便宜的股票，而且管理良好。它由一位男士运营，CEO Patrick Doyle，我曾在我的播客上招待过他。太棒了。Domino's拯救了他。
我不知道你是否记得。他曾是CEO。在他的管理下，股价上涨了大约20倍。他拍过广告，在广告中亲自出镜，强烈批评自己的产品。他对Burger King和The Whopper也做同样的事。
是的，对The Whopper，他们重新设计了它。如你所知，有一个新的午餐盒、手提袋，或者你更喜欢怎么称呼它，都会带来不同。
QSR, as you know, the problem was in Q. Let's take a step back . QSR owns Burger King, Tim Hortons, Popeyes, and Firehouse Subs. So, for a while, Burger King North America was the company causing the problems.
It seems they have solved the problem. So, they are in the midst of a transformation process that appears to be successful. Well, now, at Popeyes restaurant, people don't like their chicken.
People prefer to go to Chick-ville-area. They will have to fix that. The problem with diversification is that sometimes there is always something going wrong. But you have a cheap stock that is well managed.
It is run by a man, CEO Patrick Doyle, whom I hosted on my podcast. It's great. Domino's saved him. I don't know if you remember. He was the CEO. The stock price increased approximately 20 times under his management.
He had commercials in which he appeared and strongly criticized his product . He does the same thing with Burger King and The Whopper. Yes, with The Whopper and they redesigned it.
As you know, having a new lunchbox, carrier bag, or whatever you prefer to call it , makes a difference .
这个频道对 $QSR 的历次判断
The Acquirers Podcast 在这只股票上只有这一条判断。