Fogo the company has been in expansion mode and while new until growth always carries risk.

The market's they are targeting are undeserved for this caliber of dining experience.
The pulback was the opportunity shares had pulled back meaningfully from recent highs nothing about the underlying business changed no earning miss no management shakeup no fundamental crack in the theiss.
Portfolio updates like this one are not about braging or performance, they are about accountability putting my think