Jon Quast

There isn't a stock screener that's going to pull this out.

But it's so important from an investing perspective.

Just looking at the plethora of past stock market winners, they had that trait, and Alphabet certainly has it, and there are underappreciated optionality aspects of the business.

Yeah, I hate to say it.

Y'all know how much I love Airbnb, but I believe that Lululemon has the clearest path to doubling in value over the next five years.

I think all three of these stocks are really safe.

I really do.

But Lululemon, to me, it has a really good balance between its growth rate and its valuation, maybe the most favorable balance between those two factors.

For me, it has the nod of the best stock today.

This is a shocking development for sure.

It's a good question, Travis.

Let's just start by saying that over the long-term, stock price is correlated with profits.

Chipotle's profits are somewhat OK right now, but investors clearly believe that they're headed lower.

in coming years.

That's why this stock has fallen as much as it has.

I think there's some credence to the fear that Chipotle's profits could fall.

There's a little trend emerging.

If you look over the last three quarters, Chipotle has opened about 200 new locations.

Average unit volumes have dropped about 3% over that time.

That's actually pretty rare for Chipotle.