Lou Whiteman

Those are really strong numbers.

The restaurant-level profit margins are good.

It's even working on some newer chains that it can grow from here.

But then as far as my silver, I'm definitely going to give that to Kava.

I think that Kava, yeah, same-store sales are...

drifting lower.

But so long as those profit margins at the restaurant level stay above 20% as they are right now, I think this is a growth opportunity just from opening up new restaurants.

Only around 300 or so right now, opening up 70 or so this year.

That's a good growth rate.

And so long as margins stay where they are, it should do well.

I'll give the bronze to Portillo's.

Lot of upside if things go right.

It does have some execution issues going on right now.

Debt levels are high, but I think that it can really perform well for shareholders if it can get back to some same-store sales growth.

Well, we'll start with gold.

It's not because I'm sure that it's the best business here, but with Discord, I'm very intrigued with what the financials could look like.

Discord is a communications platform.

You can form communities inside of the platform.

It seems like this is a business that can certainly...

do some really good numbers as it scales.