Jon Quast

Bob Iger, Hall of Fame for leading, Hall of Shame for developing leadership behind him.

Ooh, good take.

Dan?

Yeah, Tim Cook, Hall of Fame.

Not with the same innovation that Sundar Pichai has accomplished at Alphabet, but for the same reasons that I put Sundar Pichai in there.

Tim Cook, as Dan points out, Tim Cook was given a hard task in taking over Apple.

That's a hugely important company, and he showed up every single day, and that company has been well-managed over his tenure, so Hall of Fame.

Yeah, I've talked about it a few times here in recent weeks, but I think the restaurant space is generally oversold right now.

Look, I know that inflation is ongoing and it is a bugger for these low-margin restaurant businesses, but I think that that does provide you with some deals out there.

And I think investors have their choice here, their pick of which spectrum they want to be on.

So if they want to be on the safer side, you've got something like a Domino's Pizza, ticker symbol DPZ.

And this is one of the most reliable restaurant businesses out there.

Trades at 23 times earnings right now, which is within a couple of percentage points of its cheapest valuation in the past decade.

So I think that's pretty interesting.

But if you want a more high flyer, you could consider Kava.

Mediterranean restaurant, Cava, right now, it's down over 70% from its high, trades at its lowest valuation since going public at four and a half times sales.

That's still expensive, but if it does execute on its big growth plans over the next decade, that's not unreasonable, assuming it executes.

Yeah, on my radar is Five Below, ticker symbol F-I-V-E.

Nearly 1,900 locations selling low-price merchandise to teens and preteens.

My kids love going there to get birthday presents for their friends.