GYG 0.03% $39.95 guzman y gomez limited

Decent relative to peers. Their margins are actually good for a...

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    Decent relative to peers. Their margins are actually good for a fast-food restaurant. They have a better margin than Chipotle who has 3,500 stores. The margins are actually better in Australian on average if you exclude MacDonalds which is going through a structural decline and those margins will begin to go backwards.

    I don't know why you're trying to tell me the valuation has too high given that is exactly what I said.
 
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