Street Capitalist: Event Driven Value Investments

Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas.


Street Capitalist: Event Driven Value Investments

BRK Weekend: John Gainor CEO of Dairy Queen

I thought it could be helpful to post random interviews I see on TV that are coming from Omaha.

John Gainor, CEO of Dairy Queen
-Customers love the new value menu. Customers can buy 3 menu items for $4, 4 for $5, 5 for $6. This means thousands of combinations for customers.
-Last year commodity prices hurt ice cream mix costs, this year prices have settled
-Combination of value items + premium items will appeal to customers. The DQ Blizzard is a $700M brand.
-Dairy Queen has been able to make decisions for the long term with Warren’s support. Franchisees able to re-invest in the business. More re-modeling activity than ever before. More international expansion.
-We have a standard modernization program that’s reasonable. A lot of voluntary re-investment in the business.

I’ll be sure to whatever else I see.
Also check out CNBC’s Warren Buffett Watch, they have extensive coverage.

Category: Business Strategy, Warren Buffett

About Me

My name is Tariq Ali, I run Street Capitalist. I recently graduated from the University of Texas at Austin. There, I stumbled onto value investing via the school library. I read everything I could and now I'm here, writing out my thoughts and investment ideas.


I have a lot of heroes when it comes to investing, it seems like every investor has some kind of niche. Some, whose books and writings have had the biggest impact on me are: Warren Buffett, Benjamin Graham, Joel Greenblatt, Seth Klarman, and George Soros.


Have any questions? Want to stay in touch?
Feel free to e-mail me at TariqTX@gmail.com


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