This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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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:
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