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Panera Bread Company Message Board

  • broncos_rangers broncos_rangers Apr 17, 2007 6:55 PM Flag

    Despite a 2% boost in sales provided by Panera's new Crispani flatbread pizza

    So they went from an extremely lame 100 units sold to 102. What a joke a huge joke. The Crispani is doing so below what they hyped it for.

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    • How about posting something related to this pos??? You responded to me as if I was gotta but not gotta who you claim I am. I guess we both get your goat. Bottomline no matter who you think I am this company is a joke. You haven't once defended the company with anything real but it's great and the menu rules. They blow the food sucks. Wellshire snack pack cold cuts and Fight Club soup. Get a grip!!!

    • gotta_do_better_then_that gotta_do_better_then_that Apr 19, 2007 11:40 AM Flag

      Playwithme,

      LOL You are flawed in so many ways.

      <<<beginning in the middle of his own post without saying where the quote began, without indicating where it ended, without attributing anything, so you would get confused reading the post as to where his own voice began and someone else's started. Broncos has started doing exactly the same thing>>>

      Every quote I've ever posted on any message board starts with <<< and ends with >>>. I guess I am half the people that post on all the message boards on Yahoo.

      I'm glad they only give you a few minutes on the computer a day at the ward.

      Absolutely incorrect. You're obsessed with me I guess because you did this from the third post I wrote last year. You're an internet stalker. You claimed this all last year yet I can't recall bronco posting back then. This is driving you mad and your losing focus. Maybe you should read one of those books that helped you fine tune you poor investing style and refocus on that. You sound like a whinny old man.

    • gotta_do_better_then_that gotta_do_better_then_that Apr 19, 2007 11:04 AM Flag

      That's the only thing you come up with? That whoever's short PNRA is all the same person. We've had this discussion countless times last year and now. I know your in denial and can't image more than one person having a negative opinion of this scam of a stock but maybe it's time to stop "obsessing" over it. Your wrong.

      <<<You have failed to notice the large number of tools at Panera's disposal to succeed in the marketplace and you have absolutely no feel for normal statistical variation.>>>

      Please elaborate, you have finally sparked my interest. I know what games they play already but fill us in. Don't state the obvious please that would be yet another waste of time. Please explain the normal statistical variation for PNRA and the fast casual sector. I am all ears.

      What you fail to realise is the PNRA problems go beyond what PNRA has control of. We have not even touched those topics yet. All the longs seem to forget they exist.

      The rest of your post was once again jibber jabber.

    • If you know anything about the psychology of lying, you can see the trap that Gotta/Broncos/etc. fell right into. I did not say, nor do I think, that he is absolutely every short who is posting. This is the Internet after all. By denying something I didn't accuse him of, he's saying, "it's okay if I'm at least several of these aliases." Classic!

      And he is in fact quite a multiple of these names. When we first met Gotta last fall, he had this unique habit of cutting and pasting press articles, press releases, other people's posts, etc., beginning in the middle of his own post without saying where the quote began, without indicating where it ended, without attributing anything, so you would get confused reading the post as to where his own voice began and someone else's started. Broncos has started doing exactly the same thing. Also, "their"-all's pattern of posting through time is far too pat. Statistically, for as much as Gotta, Broncos, Rick, Taro etc. post, by now you would have had an incident where if they were really independent, two of them would have posted at the same timestamp or very nearly, responding to something similar and then they would double back and say, "Oh I saw you also said this," etc. That never happens. There's always a sequence to these posts that's just much too regular. But Gotta does not understand statistical probability any more than he gets basic math and percetanges so he has failed to factor that in.

      And on the substance of all this, this is a beaut: <<< You must be eating a lot of that Panera and it's killing your brain like Hot P. >>> Exactly what I was talking about last night. Gotta etc. has converted "make or miss" into completely nonsensical assumptions even about the product itself. Thanks for giving a perfect demonstration of this point, right on cue, buster.

    • Play.

      Boring. A love affair with a stock could be financially devastating. Today I'm only five people??? But there's roughly 12 shorts here. I feel for you. You must be eating a lot of that Panera and it's killing your brain like Hot P.

      You mention the world obsession yet who's the one really obsessed???

    • All the companies you mentioned having problems with the weather are all struggling franchises. So what you're saying is Panera is a struggling franchise. Sadly with the new stores there should be a spike in earnings thanks to the honeymoon period. It looks like The Panera People got left at the alter.

    • I agree with everything Hot said and I would like to add something very, very basic.

      Gotta/Broncos/Foolschase/Ricksmith/"Taroisnotabiotech" -- The goal of a company is not to "make earnings." This total obsession is a holdover from tech crash times which obviously scarred you. The goal of a company is to succeed, i.e., make money and specifically do it in a way that provides a return on shareholder capital. But to "make" in your world is the old "make or miss" game. If I told you that I was certain that in the third quarter of 2012 Panera will "miss," would that mean it's time to short it now? You have no idea what will be established as estimates by the company, analysts, whoever. And all that will be based on the company's records and prospects in all the time between then, with the final result just being the last piece of the puzzle.

      I think the longs here get it. I know I do. Panera's stock price is not going to go significantly higher short-term while it comes in slightly shy of certain expectations. Fine. It also is not particularly going lower either. In your world, however, you have converted this idea of "making" estimates into your only touchstone and thus you have converted any "miss" into this wild fantasy of incompetence, unprofitability, profligacy and criminality. You thus completely, and at your own financial peril, uh, MISS all facts such as Panera is profitable, popular, persistent and proven, not to mention conservative in terms of funding sources, which is not the slightest bit contradicted by anything in your unbelievably amateurish "make" obsession.

      You have failed to notice the large number of tools at Panera's disposal to succeed in the marketplace and you have absolutely no feel for normal statistical variation.

      This post is certain to get some wild reaction from you, but I'm telling you, you cannot succeed at finding short positions against a strong company exclusively in this fashion.

    • Busting your balls. Still short. Don't bother posting here the longs will defend PNRA to the grave

      Good luck

    • gotta_do_better_then_that gotta_do_better_then_that Apr 18, 2007 6:54 PM Flag

      You're short or did you flip?

    • I heard it help by 2%.

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