绿色视野2016-09-06 23:24
$看名字买美股(ZH892452)$ @绿色视野 我为什么卖掉$Fogo de Chao, Inc.(FOGO)$?买入这个股,一是在知名餐饮品牌中,它市值非常低,单店价值低于墨式烧烤等等一票餐饮公司;二是季报不达预期大幅下跌进入购买视野;三是有奥运的升值助推机会。目前平出,我想错了,这家餐饮以烤肉为核心,不符合现代...查看全文
TLS美股研究2016-08-11 00:51
我刚刚调整了雪球组合 $TLS美股多方(ZH849158)$ 的仓位。$Fogo de Chao, Inc.(FOGO)$ 季报业绩不力,同店销售下滑,由于打折午餐压制客单价。我司决定退出FOGO看多仓位,并看多$麦当劳(MCD)$ 作为对应看空Chipotle (CMG) 的对仓。MCD我司量化巴菲特总分为4分,而CMG得分仅为2.5分。查看全文
TLS美股研究2016-06-15 06:33
$Fogo de Chao, Inc.(FOGO)$ 今天在Piper Jaffray会议上展示的对比图,2015年每家店的EBITDA是同类的两倍,近期IPO的五倍以上。单店充沛现金流和良好的经济效益希望能获得市场认可。查看全文
$Fogo de Chao, Inc.(FOGO)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2018-02-14 AccNo: 0001140361-18-008284 Size: 309 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ 8-K - Current report Filed: 2018-01-08 AccNo: 0001171843-18-000235 Size: 15 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Fogo de Chao, Inc.(FOGO)$ CORRESP [Cover] - Correspondence Filed: 2017-11-13 AccNo: 0001193125-17-341242 Size: 62 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ CORRESP [Cover] - Correspondence Filed: 2017-11-13 AccNo: 0001193125-17-341242 Size: 62 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ UPLOAD [Cover] - SEC-generated letter Filed: 2017-11-15 AccNo: 0000000000-17-040405 Size: 35 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ UPLOAD [Cover] - SEC-generated letter Filed: 2017-11-15 AccNo: 0000000000-17-040405 Size: 35 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ UPLOAD [Cover] - SEC-generated letter Filed: 2017-10-31 AccNo: 0000000000-17-038512 Size: 141 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ UPLOAD [Cover] - SEC-generated letter Filed: 2017-10-31 AccNo: 0000000000-17-038512 Size: 141 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ CORRESP [Cover] - Correspondence Filed: 2017-11-13 AccNo: 0001193125-17-341242 Size: 62 KB 网页链接
$Fogo de Chao, Inc.(FOGO)$ UPLOAD [Cover] - SEC-generated letter Filed: 2017-11-15 AccNo: 0000000000-17-040405 Size: 35 KB 网页链接