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The North West Company: Multi-Billion Dollar Tailwind Ahead
Seeking Alpha· 2025-12-15 16:30
I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on mic ...
Betterware: From Jalisco To The Andes
Seeking Alpha· 2025-10-28 10:03
分析师背景与专业领域 - 研究公司专注于美国餐饮行业,涵盖快餐、快速休闲、高级餐厅和利基概念等细分领域 [1] - 主导所有主题研究和估值工作,运用高级财务模型、行业特定关键绩效指标和战略洞察来发掘公开股票的隐藏价值 [1] - 覆盖范围除餐饮外,还包括非必需消费品、食品饮料、赌场与博彩以及首次公开募股,特别关注主流分析师常忽视的微型和小型市值公司 [1] 研究传播与资质 - 研究成果曾发表于Seeking Alpha、Yahoo Finance、Mises Institute、Investing.com等平台 [1] - 分析师拥有工商管理硕士(主攻控制论与会计鉴证)和工商管理学士学位,并接受过估值、财务建模和餐厅运营方面的专业培训 [1]