Darden Notes

DARDEN’S LOGICAL FALLACY

Darden’s board is so desperate that it wants us to believe the company is on a slippery slope, which is also known…

DARDEN: LIGHT GETS IN

“There’s a crack in everything that’s how the light gets in.”

THE HOUR BETWEEN DOG AND WOLF

he sun is beginning to set in Orlando and it’s becoming increasingly…

DRI: ARE WE BEING MUSHROOMED?

Some thought for Darden’s independent Directors.

Mushrooms can tolerate some light, but they thrive best in the dark while they grow in composted manure. If you are being “mushroomed,” you are likely being left in the…

STOP THE RED LOBSTER SPINOFF

Management’s strategic plan could do more harm than good. 

DRI’S JAMIE DIMON QUESTION

JPM did not split the COB and CEO roles last May but DRI needs to think differently

I originally posted this note on Hedgeye.com on 05/23/13

DARDEN: NEWTON’S FIRST LAW

If you are a current shareholder of DRI, do you have the confidence that…

Darden’s Discounting is a Stage-2 Panic Condition

Discounting is a drug not a solution to a problem.

DARDEN: CLARENCE’S LEGACY, A HALF-BAKED PLAN

The CEO took his best shot at fixing the company and fell short. Will Starboard come to the rescue?