GEN Restaurant Group, Inc.
www.thetigersprey.com
My third write-up is now available for download!
Spending the summer in Greece makes it challenging to stay productive. Still, markets keep moving, so it's time for a new write-up. While the company’s current illiquidity prevents most institutional investors from sizing up, this should not persist as the founders can exchange their Class B units (~86.1% economic interest) for Class A common stock in an anti-dilutive manner. As always, this isn't a short-term earnings trade but rather a long-term investment thesis.
TL;DR, grab your copies of the full report and its accompanying model by clicking the "Download" buttons below.