Summary
- I think Domino's Pizza is not a simple pizza restaurant company, but a company that is worthy of being selected by a global PE firm.
- PE strategy is an investment strategy that has performed well over the long term by investing in companies with excellent cash flow with leverage in the long term.
- The company also generates strong cash flows and uses a historically proven financial leverage strategy.
- If we can invest in the long term like private equity firms, I think we can expect as good performance as theirs.
- Lastly, I checked the impact that the rapid growth of the delivery market might have on the company. But I don't see it as a big threat to it.
For further details see:
Domino's Pizza: The King Of Financial Leverage