Reddit Posts
Who you trying to get crazy with ése? Don’t you know I’m $LOCO?
$WEN unit economics are mid, the valuation gap to $MCD/$SHAK/$CMG is not.
My approach to selling cash secured puts without getting reckless
Maybe the dumbest thing I have ever done.
Bill Ackman's Pershing Square declares new stakes in $AMZN, $HTZ, and $META
why is WEN 1b marketcap but CMG is 50b
Maybe an unpopular opinion but I think $CMG is way undervalued
Do you think $NVDA is overvalued?
Went all in at CMG and now I am a generational Bag Holder.
A Valuation Framework for Tesla that Accounts for Mortality-Adjusted Equity Risk Premia
Chipotle sauce good - Stock not good
Customers cannot buy healthy fast food like CMG, CAVA; but market is telling us that $10,000 AI chips of NVDA are selling like hot cake?
Picked up CMG for the LT and SPX daily put
Normally I’m not short on stocks but $CMG
CMG is my next big target officially. 🤔💹
Late cycle consumer spending shift = downside CMG, SG, etc?
Late cycle consumer spending shift = downside CMG, SG, etc?
Chipotle Mexican Grill [CMG]: Great Opportunity to Buy.
Top Oversold/Overbought Stocks - September 15, 2025 📊
Top Oversold/Overbought Stocks - September 12, 2025 📊
Top stocks hitting 52-Week Highs/Lows - September 11, 2025 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 10, 2025 📈 📉
Top Oversold/Overbought Stocks - September 10, 2025 📊
Maybe good time to buy CHIPOTLE MEXICAN GRILL?
Top Oversold/Overbought Stocks - September 9, 2025 📊
Top stocks hitting 52-Week Highs/Lows - September 8, 2025 📈 📉
Top Oversold/Overbought Stocks - September 8, 2025 📊
Top stocks hitting 52-Week Highs/Lows - September 5, 2025 📈 📉
What are the long term stock holdings you are trimming right now?
Chipotle (CMG) might be an interesting story from here (11% IRR from DCF)
NVIDIA Was Cooked in the $DENN — Now It’s Our Turn to Eat
[DD] Wendy’s ($WEN): Why WEN is a potential multi-bagger triple threat in this market
[DD] Wendy’s ($WEN): Why WEN is a potential multi-bagger + triple threat in this market
[DD] The Value Play Cycle Needs Its Third: Why I'm Betting on DNUT
Which brokerage offers the best Roth IRA account for active traders
Best pair trades right now? Thoughts on the following?
Puts on CMG, calls on salmonella
What will be the outcome of next week?
WOW! Great research article about YCRM PickleJarLive R/M
DCF Model in Python with Monte Carlo Simulation
DCF Model in Python with Monte Carlo Simulation
DCF Model in Python with Monte Carlo Simulation
What stocks/private companies do you wish BRK would have bought (or owned a majority of) in the last few decades?
CMG, CROX, LYV: I tried to diversify, but all of my stocks went down by 10%
Chipotle $CMG and McDonald $MCD Will Show Consumers’ Appetite for Spending:
Sold my ATVI stock and bought CMG, CROX, LYV, and NVIDIA
What are the best stocks that have less market cap than the 184B that NVDA jumped in one day?
Started with $12 last Monday. Bought 2 SPY 410p for Tuesday then started blowing up.
McDonalds vs Chipotle vs Competitors - How big are they, sorted by revenue. CMG most expensive PE
McDonalds vs Chipotle vs Competitors - How big are they, sorted by revenue. CMG most expensive PE
Hot Stocks: FRC plunges again; CMG, MANH surge on earnings; ENPH drops
Is Chipotle ($CMG) the next Apple ($AAPL)? Let me explain…
This Restaurant IPO Stock Is 3 Times Better Than Chipotle In 1 Key Metric | The Motley Fool
PTLO recently compared to the powerhouse CMG. Worth looking into and watching? I’m personally a big fan!
This Restaurant IPO Stock Is 3 Times Better Than Chipotle In 1 Key Metric | The Motley Fool
Bear Call Spread Questions that is about to expire?
2023-03-13 Wrinkle-brain Plays (Mathematically derived options plays)
Pershing Square Holdings - Follow Bill Ackman’s portfolio at a significant discount
Mentions
They tend to do very well if they crash for health or marketing reasons. CMG soared in 2018 after it solved some food poisoning issues, and Papa John's PZZA did very well after they got rid of the controversial owner. CBRL has been amazing since they brought Herschel back.
Nah, I think not. Im currently up 45% on sweetgreen. Better play. $SG>$CMG
honestly my PT is that low just as bottom prices on a swing trade, its not there for any real reason. I don't think where it is today is worth it. There is literally 0 reason to pay 31x for 7% revenue growth. I haven't done a real look at the company as a stock, because until the stores are truly healthy, not just increasing revenue on shite comps with taking price. I still have a lot of people I know that work there, and until I start to hear sentiment shift from them, I don't believe anything real will happen. Of course this is very localized, but I still go in sometimes when I travel. As an aside, I do invest in BROS, i bought a pretty big position at $30. The big thing for me with the growth, is looking at how new stores for BROS are being received. Busy, great reviews, people are excited, and support for openings seems to be there. I live in a market that BROS has existed in for a long time. It has always been popular with long lines every time I go by, still. With CMG I was in charge of opening 7 different locations in my area, and the experience we provided with the resources we were given to open stores was horrible. Genuinely awful. Its a restaurant, the experience matters, even if its a large online order mix. FWIW I would rather buy BROS at $85 than CMG at 27 When you worked in the same stores for 10 years, you know exactly what to look for and pick up all the nuances of what is going on and where the problems are right away.
bro im not trying to hold long shares of CMG im simply defending my long calls and getting free short calls up to earnings at then end of this month
an entire month of CMG gains erased in a single day
its so funny how pretty much every other sector cant go up while semis do they can only gain when semis go down CMG fucking my port today just been trying to hold til earnings
My CMG appreciates the effort.
Check out CMG...so cheap..have earnings end of July which are supposed to be good. They also started opening up 350 new restaurants last fall.
MU will likely do a split sooner than later. Everyone does a split once their stock hits $1k-2k. NVDA, AMZN, CMG (Chipotle) are a few I can think of right away.
I think the point that most people are missing is that buying a share of Wendy's stock makes more financial sense than actually going to Wendy's and spending money on something that is unaffordable. In other words, it's cheaper to own the stock than to buy a meal at today's inflation rate...and the problem isn't that McDonalds or Chipotle or other fast food companies are way overvalued in their EPS, but that Wendy's seems to be extremely undervalued in comparision to peers in the same industry. I bought Wendys months ago as a value play, not as a get rich quick trade. MCD at $250+. CMG at $30+ after a 50/1 split...and Wendys is trading multiples under those valuations.
Careful with the annualized number on a deep ITM LEAP put. Most of that 5.30 premium is intrinsic, which is just the discount to strike, not compensation for risk. The part that is actually yield is the extrinsic, and on an ITM 2027 put that slice is small relative to the cash you have to secure for a full year. So the real carry if you are not assigned is a lot thinner than 18.7 percent makes it look, and if you are assigned you own CMG at a high effective basis a year out. Cleaner way to judge a CSP is to annualize the extrinsic only against the secured cash, and only sell it on names you genuinely want at that strike. Selling far dated ITM puts inflates the headline rate while locking capital at low real return, and a 12 month single name window is exactly when these blow up.
2 weeks of CMG gains erased in a single day cant even hold up to earnings after catching the bottom at 28 there is no conviction for any stocks besides semis in this garbage market
CMG is actually going to breakout soon. No death on that one sadly.
CMG says fuck yo selloff look at the volume for Sept 35 and 42.5 calls
KO WMT DIS CMG long calls on these will print during the next tech selloff stop buying puts just buy calls on value stocks instead
am i the only one balls deep in CMG calls? look at the volume for july 37.5c
CAVA is the next CMG right?
Did someone tortilla slap CMG in AH?
Hey, that might not be such a bad idea! People running all those data centers need to eat good food. Calls on CMG. /s
Ive been stock heavy - because I love doing it and have been doing it now 19 years. However - I’m now forcing myself to go heavier into ETFs like (VOO / VTI / VT / SCHG / QQQM / VGT). I’ve had some huge winners - which are awesome - but I’ve also had some boneheaded losses - such as PTON, CMG, and XYZ. They all trapped money away until I just gave up and ate the loss. It’s OK to buy and hold stocks - but be careful on exposure. For me - it’s all “extra money” - rather than buy lunch or that item on Amazon - I use that money for stocks. However - all my weekly/monthly automated investments are ETFs. If I can squeeze in stocks - great - sometimes it doesn’t work that way.
CMG. Bought 50 shares shortly after it went public. Was up over $150,000. They did they 50 for 1 split and it has been shit.
Despite all the trolliing here, the street seems to agree with OP as its price just hit a new 52-week low. If you believe in charts, it looks like it will be testing $25 very soon. I believe the bearish case stems more from people cutting back on this type of dining expenses and CMG has been showing not so stellar same store growth in a while. Food costs will continue to go up, pressuring margins further as well.
Down \~10% but stuck in stocks like CMG and TSCO thats
Recent - CMG, DPZ Before that - FIZZ, DIS
CMG was oversold and had solid earnings.
Tech down, Oil down, ... Burritos... up? apparently we rotated into CMG...
CMG is going down the shitter, just like their burritos when I eat them lmao
Send SPCE back to $3 where it belongs so my puts will print. Free CMG on me with extra guac for all you regards if it does
CMG pricing in the Great Depression
I just made a big one after eating chipotle $CMG
What upsides would that unlock? CMG already has a lot of locations and buying SG would just introduce real estate redundancy.
I think that UPS, VSCO and CMG have a great opportunity to announce a pivot into AI and datacenters, which should lead to at least a 30% stock price gain in each.
Man I don't know how to feel about my investment in chipotle $CMG anymore... I love Chipotle, please don’t misunderstand that. I probably visit a chipotle once every two or three weeks for more than 15 years plus. I have been there when tortillas were free. Been there in 2020 when they started to cost $0.25 and now that they cost $.50 I’m still going. Sometimes I order a burrito especially early in this years, but for seems like forever my go to has been a burrito bowl with the three small tortillas on the side. I don’t know if it is how I order. I say “I would like a burrito bowl with three small side tortillas.” I try holding up my fingers making a small circle shape while speaking these words. I’m not sure if there is a word I should use…should I say “taco tortillas”? That feels weird, but I’ll try whatever works. More than HALF of the order takers are thrown by this order. I’m not sure what is hard about it, it feels like no training time is spent on this item. A person can order a big tortilla or a person can order three small ones. It is the same price and roughly the same amount of tortilla. Or it is supposed to be. I have had people start making me three large tortillas. When my son is joining me he gets the same, I would say at least 75% if order takers have trouble with “I would like two burrito bowls with three small side tortillas each, so that is 6 total.” I say all that because if I don’t it is 100% confusion on the other side. There is a total disconnect with processing the bowl and the tortillas as a matched together item. Like a hamburger and fries. They try to make two bowls and one set of tortillas….besides the fact that I ordered for both…why wouldn’t I want it for both. The tortillas used to be free WITH THE BOWL…I know none of these people worked during that time but I have been ordering all this time. The side tortillas are to go with the bowl not just down separate item. Their quantity matches the bowls. Usually this is all worked out at the tortilla station but arguments happen when the cashier isn’t properly trained and doesn’t know how to ring things up. They have tried to charge me $.50 for each small tortilla when it is $.50 for the large one ($1.50 for the three small). This is all small change but it is the principal of the thing. I shouldn’t have to teach Chipotle employees but I had to “train” a whole pile of them. Sorry for the length but here’s the trigger for posting tonight- Today’s interaction was new. Visiting one of my local chipotles the tortilla guy packaged the side tortillas in pairs, each pair in foil. So where normally I would have two foils of three small tortillas each…I had three with 2 each. I commented to him that I have never seen anyone package them in twos, always three at a time. He shrugged and said “different people do it different I guess.” I nodded and knew there was to be a problem at the cashier. A couple new things happened here. Once I made it to cashier both employees were on the same page. Normally this isn’t the case…someone working around the cashier knows how it is supposed to work and corrects the mistaken employee. Not this time. Cashier was fully on board that each foil had 2…knew I had 6 without skipping a beat. But wanted to charge me $.50 each set of 2, not the correct 3. She said the following things, none of which have i ever heard before: 1) She works at chipotle so she should know, not me. 2) Two small tortillas is the same as one large tortilla 3) She implied that I was stealing (by saying you have to pay for the food that you get) and also that by giving me the three for $.50 instead of two for $.50 that it was coming out of her pocket. Wow.
Rumor is they are developing a SPACE BURRITO CMG 🚀🚀🚀
CMG fucking me over again look at options volume for july says it still has another 10-20 percent drop coming i know the second i cut my losses it will rocket right to 40 so sick of this tunnel vision market
Wasn’t CMG more than that?
Everyone posting things that have already launched massively recently... I'm thinking about buying some that have been lagging CMG/CAVA - basically no growth in the last year, but the ones by me are always crowded NTDOY - beat up in the last year but has strong IPs COLD/LINE - temperature controlled warehousing (food preservation) AXON - down 50% in the last year but everyone loves bodycams
Eating CMG for the first time in a few weeks and boy it's fuckin' salty. Almost as salty as bears.
CMG gave me food poisoning this week. Means they’re cutting costs, calls
Gonna get some Chipotle for dinner. I'm trying to help you CMG bagholders.
1.25% is too high of a fee I recently spoke with a money manager guy who shat all over my portfolio and proposed a bunch of random shit like this too at a 1.00% fee... with that much money you are probably better off minimizing risk and fees with a Vanguard fund like VOO/VTI/VTSAX and your annual fee becomes 0.04% Only thing I have on that list is CEG and it's been a turd for me but I'm still throwing a little money at it... Also thinking about starting a position on Chipotle CMG soon lol
come to think of it, CMG is still overpriced as fuck. it's still sitting at $1,650 pre split level
bros just learning about MSFT. id stay away from that stock shits even worse than SMCI and CMG
I think if I remember correctly, he had invested heavily in Nike and CMG. Not sure if he is still invested in those.
Why isn't CMG mooning? Aren't they a chip company too.
CMG just the worst stock ever any rally in consumer disc gets sold instantly
$MCD new multi yr lows $DPZ new multi yr lows $CMG near new multi yr lows People have shifted from burgers and pizza to semis
The whole world made money holding AMD, MU, SNDK and I’m here balls deep in gay shit like NFLX, CMG, ORCL 😔😔
At 32.60 CMG good for buying..?
At 32.60 CMG good for buying.
how come all the chips are up except CMG? is guac not being considered for next gen NVDA chip packaging
I'd definitely rather be buying BROS and CMG right now. A chicken bowl in large cities is still under $10 pre tax. A latte is still under $6 pre tax. A tiny burger and small fry is over $12 pre tax at Shake Shack and that's not nearly as much food as Chipotle.
The concern that I have is when I look across the restaurant industry and it's been not a great time for a while. I think there is a point where people start to trade down/look elsewhere/eat less. CMG is down 35% in the last year, SG just had like -12% comps in their earnings yesterday or the day before. BROS is down about 18% in the last year. In the ultra short-term, with an RSI of 23, maybe you get a bounce out of SHAK but when I look across the restaurant landscape, doesn't look great and any further indication of consumer weakness might send it lower. Long-term, SHAK went public a bit over 10 years ago and I remember the excitement people had about it. A little over 10 years later, it's up 50% since then and there's been a number of 50% drops along the way. So you could have done much better with an index fund and you could have done twice as well (and much less stress) with boring JNJ. So, maybe a very short-term trade for a bounce but beyond that the consumer landscape is starting to look a little fragile and long-term it's not been a very good stock.
Gonna long CMG they sell chips
I like to invest in companies that have no hype and are generally disliked by the market, as opposed to the latest, sexy stock. I’m long and looking to add more FISV, OMC, ARE, CMG
Happy Cinco De Mayo + TACO Tuesday! CMG offer only free chips this year so put on them
CMG fucking killing me today never ending gap down earnings didnt do shit for this stock
That 50-1 split in CMG was classic top stuff. Bill Ackman has unloaded his entire billion dollar stake in Chipotle since then. SOLD to the retard (retail) in the back.
fuck you CMG fuck you RIVN fuck you KGC fuck you QS doesnt matter what you buy if its not semis you will lose money
Had puts on CMG. Never being a gey ber again
My regrets for AH was buying flat ass eBay over CMG. Should have played fraud cvna and cmg over eBay
i need CMG to go a little higher tbh
why isn't CMG slop bowl going higher
CMG slop bowls are delicious no other nationwide chain you can get a full healthy meal for 10 bucks
Could CMG bag holders get some respect ✊
seriously what has changed in 6 months for CMG for it to go up? lol crazy manipulation
CMG beats like a black bean fart
CMG with the big miss *hopefully*
over 15k CMG 30p bought expiring this week i guess i have to hedge my long calls because everything is screaming a massive dump
the amount of CMG 30p bought expiring this week is making me nervous holding long ITM calls
This red candle was caused by the leak of: 1. FOMC interest rate decision 2. $META earnings 3. $GOOGL earnings 4. $CMG earnings 5. All of the above
Better chip maker? CMG or Qdoba?
Ready for the daddy of all earnings call tonight #CMG
CMG announces they’re now an Ai company
*puts* on CMG as a hedge against AI
Somebody slapped down almost $800,000 on 9.5% OTM puts on CMG for earnings. Has Fatmurica not been eating burritos this year?
Puts on CMG. They’ll never be Qdoba
CMG puts even if I'm wrong no regrets their burritos are trash now fuck them
the only food stuff I like is SBX, CAVA, TXRH, CMG, WING, BROS, SHAK. restaurants are hard , low margins, the tide of popularity can leave them out to dry, and the first thing people cut in recessions. though MCD does tend to hold up being a super value restaurant.
With all the love chip stocks are getting, CMG is definitely the sleeper earnings this week right 🧐
Can I parlay AMZN and CMG calls? The consumer is rock hard
Msft amzn meta googl earnings all on same night CMG too. Tech earnings burrito
Right lol granted what they did was short shipping route cost through CME or CMG whatever the hell it’s called
entire market rotating into chips and CMG is getting no love
Biggest chip rally we’ve seen this year and CMG is flat. I don’t get it anymore man.