DPZ 5/10/2005
DPZ came out with earnings better than expected. I was reading the boards and you have people talking about the taste of pizza and how unhealthy it is. They don't see why the stock should go up. Management is the reason for DPZ's success. Like I said before, you have a big VC firm holding onto a bunch of stock. These guys play for keeps. Yeah, DPZ is not a new technology or drug. However, why would Bain Capital hold so much equity if they did not think more value could/would be created in the future? Yesterday's conference call sounded upbeat. Lets hope margins continue to rise - along with the stock price!
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