Aramark
Thesis
David Hao, Eric Niu, and Freda Zhuo recommended a long position on Aramark, highlighting its strong market position and growth potential in the food services sector.
Did it work?
worked
confidence: high
The long thesis on Aramark played out decisively: over the ~7.4 years since the pitch, the stock returned +159.8%, more than doubling and implying roughly 13-14% annualized appreciation. This substantial gain is consistent with the thesis's emphasis on Aramark's strong market position and growth potential in food services. With most of a typical multi-year horizon elapsed and a large positive return, the long call is clearly validated.