Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Cross Asset Strategy

<ul><li>Magellan in the Know podcast discusses consumer sector turnaround opportunities</li><li>Definition of a successful turnaround and examples of companies that do and do not meet the criteria</li><li>Importance of consistent investment philosophy and focus on protecting against permanent capital loss</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Magellan in the Know podcast discusses consumer sector turnaround opportunitiesDefinition of a successful turnaround and examples of companies that do and do not meet the criteriaImportance of consistent investment philosophy and focus on protecting against permanent capital lossThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The art of the turnaround: investing in companies at a crossroads

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guzman-y-gomez-limited" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener">Guzman Y Gomez (GYG AU)</a> raised around US$221m in its Australian IPO. Its IPO linked partial lockup expiry is due soon.</li>
<li>GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.</li>
<li>In this note, we will talk about the lockup dynamics and possible placement.</li>
</ul>



Guzman Y Gomez (GYG AU) raised around US$221m in its Australian IPO. Its IPO linked partial lockup expiry is due soon.
GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.
In this note, we will talk about the lockup dynamics and possible placement.


Guzman IPO Lockup - Pop Done, Correction Ongoing, Now Time for the Lockup

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Chipotle Mexican Grill / Equity Bottom-Up

<ul><li>Examining Chipotle Mexican Grill's third quarter 2024 results reveals a nuanced performance as the company confronts both promising advancements and challenging headwinds, particularly under the leadership of Interim CEO Scott Boatwright.</li><li>Positively, the company reported a 13% increase in sales, reaching $2.8 billion, marked by a 6% comparable sales growth.</li><li>Notably, transaction growth contributed over 3%, signaling robust customer engagement.</li></ul>

Examining Chipotle Mexican Grill's third quarter 2024 results reveals a nuanced performance as the company confronts both promising advancements and challenging headwinds, particularly under the leadership of Interim CEO Scott Boatwright.Positively, the company reported a 13% increase in sales, reaching $2.8 billion, marked by a 6% comparable sales growth.Notably, transaction growth contributed over 3%, signaling robust customer engagement.

Chipotle Mexican Grill: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

<ul><li>Chipotle has grown to 3500 restaurants without relying on franchising or compromising on food quality and people investments</li><li>CFO Jack Hartung discusses Chipotle's unique business model and competitive advantages on Magellan's podcast</li><li>Hartung's background in finance led him to join Chipotle after working with McDonald's and being impressed by the attention to detail and potential for growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Chipotle has grown to 3500 restaurants without relying on franchising or compromising on food quality and people investmentsCFO Jack Hartung discusses Chipotle's unique business model and competitive advantages on Magellan's podcastHartung's background in finance led him to join Chipotle after working with McDonald's and being impressed by the attention to detail and potential for growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Chipotle Mexican Grill Inc. reported its financial results for the second quarter of fiscal 2024, presenting a robust performance underscored by significant sales growth and strategic corporate initiatives.</li><li>The company highlighted an 18% increase in sales, reaching nearly $3 billion, driven largely by an 11.1% comparable sales growth.</li><li>This impressive sales figure was further bolstered by a 24% growth in in-store sales.</li></ul>

Chipotle Mexican Grill Inc. reported its financial results for the second quarter of fiscal 2024, presenting a robust performance underscored by significant sales growth and strategic corporate initiatives.The company highlighted an 18% increase in sales, reaching nearly $3 billion, driven largely by an 11.1% comparable sales growth.This impressive sales figure was further bolstered by a 24% growth in in-store sales.

Chipotle Mexican Grill: Digital engagement

United States

Chipotle Mexican Grill, Inc. owns and operates quick serve Mexican restaurants. The Company manages restaurants throughout the United States.

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Chipotle Mexican Grill (CMG US)

The art of the turnaround: investing in companies at a crossroads

The Magellan in the Know podcast discusses turnaround opportunities in the consumer sector, analyzing companies like Nike, Estee Lauder, Gucci, and...

MAGELLAN - IN THE KNOW

Guzman IPO Lockup - Pop Done, Correction Ongoing, Now Time for the Lockup

Guzman Y Gomez (GYG AU) raised around US$221m in its Australian IPO. Its IPO linked partial lockup expiry is due soon, if they stock manages to...

Sumeet Singh

Chipotle Mexican Grill: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

Examining Chipotle Mexican Grill's third quarter 2024 results reveals a nuanced performance as the company confronts both promising advancements...

Baptista Research

Chipotle’s winning growth recipe

Chipotle's CFO, Jack Hartung, discusses the company's unique business model and growth story on a podcast with Magellan, highlighting the brand's...

MAGELLAN - IN THE KNOW

Chipotle Mexican Grill: Digital engagement

Chipotle Mexican Grill Inc. reported its financial results for the second quarter of fiscal 2024, presenting a robust performance underscored by...

Baptista Research

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