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 ...

Core Viewpoint - The article highlights the performance of a regional casino operator, suggesting it remains one of the best plays among smaller operators in the industry [1]. Group 1: Company Overview - The company is recognized for its strong positioning within the regional casino market, indicating a competitive advantage over peers [1]. Group 2: Analyst Background - The analyst has extensive experience in equity analysis, focusing on the U.S. restaurant industry and related sectors, including casinos and gaming [2]. - The research firm specializes in uncovering hidden value in micro and small-cap stocks, which are often overlooked by mainstream analysts [2].

Core Viewpoint - The recommendation is to buy Oracle (ORCL) shares following a significant price drop, indicating a potential investment opportunity after a period of market euphoria in September [1]. Company Analysis - Oracle has experienced a sharp decline in share price, which presents a buying opportunity for investors [1]. - The article serves as an initial coverage of Oracle, aiming to provide insights into the company's current market position and future potential [1]. Market Context - The shift from euphoria to a price drop suggests volatility in the market, which may affect investor sentiment and decision-making [1].

Group 1 - Lululemon (LULU) has experienced a 25% increase in stock price over the past 30 days, indicating a gradual improvement in market sentiment towards the stock [1] - The company has been the subject of previous analyses, with articles published in August discussing its performance and outlook [1] Group 2 - The analyst has a beneficial long position in LULU shares, indicating confidence in the company's future performance [1]

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The expert has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The goal of sharing insights is to make investing accessible, inspiring, and empowering for fellow investors [1]. - The expert encourages building confidence in long-term investing through shared knowledge and collaboration [1].

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the author's extensive experience in asset management, particularly in equity analysis and derivatives [1] - The goal is to make investing accessible and empowering for all investors [1] Group 1: Professional Background - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The professional background includes advising on multi-asset strategies for both institutional and private clients [1] - The author holds a BA in Financial Economics and an MA in Financial Markets [1] Group 2: Investment Philosophy - The article promotes the idea that investing should be accessible and inspiring, encouraging collaboration among investors [1] - It stresses the importance of conducting personal research before making investment decisions [1] - The author aims to share insights and exchange ideas to enhance long-term investing confidence [1]

Core Insights - The S&P 500 index is experiencing its third consecutive year of double-digit gains, currently up approximately 17% year-to-date [1] Group 1: Market Performance - The S&P 500 may achieve above-average performance if December finishes strongly [1] Group 2: Analyst Background - The analyst has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The analyst emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1]

Core Viewpoint - T-Mobile US (TMUS) stock declined by 9% following the last article, underperforming the benchmark despite reporting growth in both top and bottom lines in the previous quarterly report [1] Company Performance - TMUS delivered growth in both revenue and earnings in its last quarterly report, indicating a positive performance trend [1] Market Context - The decline in TMUS stock occurred in the context of broader market conditions, suggesting that macroeconomic factors may be influencing investor sentiment and stock performance [1]

Core Insights - The article highlights the expertise of a seasoned equity analyst specializing in the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The analyst employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly focusing on micro and small-cap companies often overlooked by mainstream analysts [1] Company and Industry Analysis - The research firm, Goulart's Restaurant Stocks, is dedicated to thematic research and valuation efforts within the restaurant sector, indicating a strong focus on uncovering investment opportunities [1] - The analyst's background includes an MBA in Controllership and Accounting Forensics, along with a Bachelor's in Business Administration, which supports a robust analytical framework for evaluating companies [1] - The firm also covers related sectors such as consumer discretionary, food & beverage, and casinos & gaming, suggesting a comprehensive approach to market analysis [1]

Group 1 - Mastercard (MA) is a market-leading financial services business experiencing steady double-digit growth, indicating strong performance in both revenue and profit [1] - The company operates with market-beating margins and maintains a moderately leveraged capital structure, contributing to its competitive advantage [1] - Mastercard has a significant moat, which supports a positive outlook for the company's future growth [1]