《Revealing My Current Stock Thesis & Allocation Framework.》
RBBN 是一项糟糕的投资；尽管凭借救助贷款从 2.50 美元涨至 8 美元，但其财务状况不佳，且在已死商场中背负有毒的租赁负债。
但 Red Robin 也是如此。Red Robin 距离破产只差一口气。财务状况简直是垃圾。我认为是食品行业里最糟糕的财务状况。而且它靠着救助贷款从大约 2.50 美元涨到了大约 8 美元。这并不能让它成为一个好的标的。
Uh but so has Red Robin. Red Robin is a big bad wolf blow away from bankruptcy. The financials are utter trash. The worst financials I think out there in the food industry. and it's gone from like $2.50 thanks to a bailout loan to like $8. That doesn't make it a good play.