Q: Good day,
Can I get your thoughts on these two companies? I hold them both, thinking in my food-lover, simplistic way that they are in a business that will always have demand. But as I read more about investing, other than brand-recognition, they really have no moat and I question whether they are good to hold long-term.
In general. I wonder if restaurants/fast food are an investable area? If so, how do these two rate? If keeping only one, which would you choose?
Thank you,
Can I get your thoughts on these two companies? I hold them both, thinking in my food-lover, simplistic way that they are in a business that will always have demand. But as I read more about investing, other than brand-recognition, they really have no moat and I question whether they are good to hold long-term.
In general. I wonder if restaurants/fast food are an investable area? If so, how do these two rate? If keeping only one, which would you choose?
Thank you,