Helix Research (@thehelix): "The "Helix" view on CMG: If a sophisticated allocator can’t sketch your thesis on a bar napkin, it’s too complicated. Ours is simple: You can't sell $18 burrito bowls to a consumer squeezed by oil prices and cooling private-sector hiring. The margin compression (down 140bp…"

The "Helix" view on CMG:

If a sophisticated allocator can’t sketch your thesis on a bar napkin, it’s too complicated.

Ours is simple: You can't sell $18 burrito bowls to a consumer squeezed by oil prices and cooling private-sector hiring.

The margin compression (down 140bps) is the only "integrity" I see in the numbers right now.

Apr 3

10:57 AM