Earlier this week, we did a little bit of analysis on behalf of Denny’s largest shareholders (including BlackRock, Wellington Management, State Street, GAMCO, Citigroup, Two Sigma, and AQR) to help them decide whether or not they should increase their stakes in DENN on account of a physical altercation that took place between a couple patrons (our findings said yes). For those who missed it, let’s review the tape. Continue reading »
pancakes
Will Denny’s Largest Shareholders Increase Their Stakes After Seeing This Clip Of Two Women Brawling Over Syrup?
By Bess LevinIf I’m a PM at BlackRock, Wellington Management, State Street, GAMCO, Citigroup, Two Sigma, or AQR, all of which own a significant number of shares in the restaurant chain, my takeaways are: 1. Crowded as hell, that’s good 2. Patrons are not strictly meth addicts, that’s good 3. Professional conflict mitigation services available on-site (check out how calm, cool and collected the waiter who breaks things up is), that’s good 4. Apparently the cost-cutting through syrup sparsity program is being effectively implemented. So the answer would be hell yes. Continue reading »
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