Pick of the Week #5: Live Session - by Alejandro Yela

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Portillo's ($PTLO) Live Q&A Session

PoW (#6) [3/3] Live Q&A

Sep 27, 2025

Welcome back dear fellow 🧙‍♂️ Hermits 👋

We encourage you to check out the full post with our complete thesis…

💡 3× the Sales. 2.5× the Footprint. Half the Valuation

💡 3× the Sales. 2.5× the Footprint. Half the Valuation

·

September 25, 2025

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Along with the supplementary material…

💡 Supplementary Material: Video Recording + Presentations + Supporting Docs

💡 Supplementary Material: Video Recording + Presentations + Supporting Docs

·

September 26, 2025

Read full story

Thank you to everyone who tuned into my live video! Please ❤️ and comment so that more people can discover and enjoy our Substack 😇

Join us for my next live video in the app.

Available for iOS and Android

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