Domino's: Restaurant Recovery Will Likely Leave Pizza Places Behind

Industry Overview - The restaurant sector had a challenging year, with notable companies like Domino's Pizza, Inc. (DPZ) and McDonald's (MCD) significantly underperforming the market [1] - In contrast, companies such as Chipotle have been favored by investors, indicating a shift in market preferences [1] Investment Strategy - The focus is on investing in companies with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [1] - The investment approach involves managing a concentrated portfolio aimed at avoiding underperformers while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the investor's threshold or if their downside risks are deemed too high [1]