Alejandro and Michelle discuss Chipotle, a Mexican-inspired fast casual restaurant specializing in Mission burritos, bowls, and tacos.
The company’s stock (CMG) is currently struggling, though the reason is mysterious. We know Bill Ackman has been reducing Pershing Square Capital’s holdings of Chipotle to less than a billion dollars as of November 2025.
Alejandro shared his financial analysis of their balance sheet, debt, and cash flows and overall what he has learned about this company. By many respects the company is growing, so is CMG just overvalued that investors are taking profits off the table?
The previous CEO, Brian Niccol, was considered a rockstar, can the current CEO, Scott Boatwright, fill his shoes?
It was really kind of Alejandro to present his company analysis with me, so thank you my friend!
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