Investment Thesis CAVA is a stock that will be added to my watchlist because while I’m not sure it will be quite as exciting as Chipotle 20 years ago it still seems like a strong growth opportunity. The currently high valuation and low margins make it a more difficult investment to justify. However, the demand and potential for expansion as well as the execution of expansion seems to be working well. I will be curious to see how they can become profitable and move from a growth model to a more sustainable long-term model as the company gets to scale.
Thanks for the shout out Soren!