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Wednesday, September 17, 2014

Starboard's Darden Presentation

Starboard released a tome of a presentation on Darden (DRI). They go into incredible depth arguing that breadsticks should be limited at Olive Garden and not using salt in pasta water would prolong the pots useful life. While I am not sure if length of presentation has any correlation with investment returns they are sure putting that to the test on this one. Enjoy:

Starboard Value Transforming Darden

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