Krispy Kreme: Upside From Here Is Much More Attractive

Core Insights - The article discusses the investment potential of Krispy Kreme (NASDAQ: DNUT), highlighting a positive outlook due to successful execution in its partnership with McDonald's [1] Group 1: Investment Philosophy - The company adopts a fundamentals-based approach to value investing, emphasizing the importance of long-term durability and affordability in stock selection [1] - There is a common misconception that low multiple stocks are inherently cheap; the company seeks firms with steady long-term growth and strong balance sheets [1] - While investing in successful companies carries risks, the potential for significant growth can sometimes outweigh immediate price concerns [1]