We need to talk about a crowded trade… via /r/wallstreetbets #stocks #wallstreetbets #investing


We need to talk about a crowded trade…

Look, we all know the markets have been brutal lately. I’m getting more margin calls than spam calls, and I am sure you’re experiencing the same. It seems like we’ve all adopted the same coping strategy – offering services behind our local Wendy’s to fund the next yolo.

It’s now clear to me that Wendy’s is the next bubble – it’s a crowded trade. We can’t all work behind the Wendy’s without diluting the value of our services or prompting a crackdown.

I am incredibly bullish on Jack in the Box. Their late night taco crowd is less price sensitive and last time I was there I got paid in cough syrup – highly attractive during a pandemic! I think you’ll also see more attractive price / competition profile from blue-chip restaurants like In n Out and Chik Fila, although their family friendly environments may come with increased regulatory challenges.

Would love to hear your thoughts and see if I’m missing anything here.

Submitted January 28, 2022 at 10:14PM by 69sitonmyface420
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