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Dividendology @dividendology · Apr 8

$CMG Chipotle stock is down 26% in the last year.

Never forget there is a Wells Fargo analyst who ordered the same burrito bowl 75 times at eight different Chipotles in NYC to prove the portion size inconsistency.

$CMG

Dividendology @dividendology · Apr 8

RT Dividendology
$CMG Chipotle stock is down 26% in the last year.

Never forget there is a Wells Fargo analyst who ordered the same burrito bowl 75 times at eight different Chipotles in NYC to prove the portion size inconsistency.

$CMG

Dividendology @dividendology · Feb 21

Top fund managers just revealed their new buys for Q4 2025.

Here’s the most interesting moves from the top managers:

Warren Buffett (Berkshire Hathaway)
$NYT 📰 — 0.1%

Stan Druckenmiller (Duquesne)
$XLF 🏦 — 7.1%
$RSP ⚖️ — 5.3%
$EWZ 🇧🇷 — 2.7%
$AA 🏗️ — 1.7%
$ENTG 🧪 — 1.7%

Bill Ackman (Pershing Square)
$META 🤖 — 11.4%

Seth Klarman (Baupost)
$AMZN 📦 — 9.3%
$MOH 🏥 — 2.1%
$AERO ✈️ — 2.0%

Stephen Mandel (Lone Pine)
$ASML 🔬 — 4.8%
$DASH 🚗 — 4.2%
$MDLN 🏥 — 3.6%
$CRS 🏭 — 3.0%

Dan Loeb (Third Point)
$CMG 🌯 — 2.4%
$CEG ⚡ — 2.3%
$BABA 🛍️ — 1.7%

$AA $AERO $AMZN $ASML $BABA $CEG $CMG $CRS $DASH $ENTG $EWZ $MDLN $META $MOH $NYT $RSP $XLF

Balder @Balder13946731 · Feb 12

Bill Ackman的安排通常是对的。

Evan: Bill Ackman's Pershing Square declares new stakes in Amazon $AMZN, Hertz $HTZ, and $META.

and then sold Chipotle $CMG and Nike $NKE

$AMZN $CMG $HTZ $META $NKE

Wasteland Capital @ecommerceshares · Feb 3

The slop-bowl-apocalypse continues. $CMG Same store sales down -2.5%, and the fourth Q in a row of declining traffic (-3.2%). Margins ok, BUT guidance for flat SSS for this year, implying that nothing is working to get more orders in, and +3-4% topline? No bueno at 33x ‘26 P/E!

$CMG

Balder @Balder13946731 · Feb 2

周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR

Earnings Whispers: #earnings for the week of February 2, 2026

https://www.earningswhispers.com/calendar

$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX

$AMD $AMGN $AMZN $APTV $ARM $BE $BMY $BSX $CMG $COHR $COP $DIS $ELF $ENPH $ETN $GLXY $GOOG $GOOGL $IDXX $IREN $LITE $LLY $MRK $MSTR $NVO $NXPI $ORLY $PEP $PFE $PLTR $PYPL $QCOM $RBLX $RDDT $SMCI $SNAP $SYM $TER $UBER