Core Insights - The individual has over a decade of experience in finance, particularly in the oilfield and real estate industries, and has led complex due diligence and M&A transactions both domestically and internationally [1] Group 1: Professional Background - The individual has developed a strong interest in equity research and analysis of public companies, providing equity research services for a Dubai-based family office with over $20 million in assets under management [1] - Expertise in analyzing financial statements, evaluating market trends, and identifying key growth drivers across different industries is highlighted [1] Group 2: Commitment to Professional Development - There is a passion for staying updated on the latest developments and trends in the equity research industry, with a continuous pursuit of enhancing skills and knowledge through education and professional development [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] Industry Focus - The research firm, Goulart's Restaurant Stocks, is dedicated to thematic research and valuation efforts within the restaurant sector, indicating a strong emphasis on understanding market dynamics and consumer trends [1] - The analyst also covers related sectors such as consumer discretionary, food & beverage, and casinos & gaming, showcasing a broad understanding of interconnected industries [1] Academic and Professional Background - The analyst possesses an MBA in Controllership and Accounting Forensics, along with a Bachelor's in Business Administration, which provides a solid academic foundation for investment analysis [1] - Specialized training in valuation, financial modeling, and restaurant operations enhances the analyst's ability to conduct thorough research and provide valuable insights [1]

Company Overview - SLB N.V., formerly known as Schlumberger, is the world's leading oilfield services company with a diversified portfolio of offerings [1] - The business operates through four segments: Digital, Reservoir Performance, Well Construction, and Production Systems [1] Financial Expertise - The company has a highly experienced Chief Financial Officer (CFO) with over a decade of experience in finance, particularly in the oilfield and real estate industries [1] - The CFO has led numerous complex due diligence efforts and M&A transactions both domestically and internationally [1] Investment Insights - The CFO has developed a keen interest in equity research and analysis of public companies, providing equity research services for a Dubai-based family office with over $20 million in assets under management (AUM) [1] - The company emphasizes the importance of analyzing financial statements, evaluating market trends, and identifying key drivers of growth in different industries [1]

Company Overview - SLB N.V., formerly known as Schlumberger, is the world's leading oilfield services company with a diversified portfolio of offerings [1] - The business operates through four segments: Digital, Reservoir Performance, Well Construction, and Production Systems [1] Financial Expertise - The company has a highly experienced Chief Financial Officer (CFO) with over a decade of experience in finance, particularly in the oilfield and real estate industries [1] - The CFO has led numerous complex due diligence efforts and M&A transactions both domestically and internationally [1] Investment Insights - The CFO has developed a keen interest in equity research and analysis of public companies, providing equity research services for a Dubai-based family office with over $20 million in assets under management [1] - The company emphasizes the importance of analyzing financial statements, evaluating market trends, and identifying key drivers of growth in different industries [1]

Even though PayPal ( PYPL ) did quite well over last two quarters in terms of positive earnings surprises, investors remain very cautious about this company's growth prospects. The stock is down by 18%I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have develop ...

Core Viewpoint - Seeking Alpha welcomes a new contributing analyst, Samuel Ojum, who aims to share investment ideas and insights through published articles [2]. Group 1 - Samuel Ojum is a sophomore studying Applied Mathematics and Finance at the University of Arizona, with a strong passion for Equity Research [2]. - Ojum's interest in the equity market began in high school after an internship at an Asset Management firm in Lagos, Nigeria [2]. - He has engaged in clubs such as the investments club and Financial Modelling club, which have helped him combine equity ideas with financial modeling [2]. Group 2 - The purpose of publishing articles on Seeking Alpha is to share investment ideas and build cases for personal investments [2]. - Ojum expresses a strong enthusiasm for researching stocks and aims to share his thoughts with the Seeking Alpha community [2].

Core Viewpoint - Seeking Alpha welcomes a new contributing analyst, Samuel Ojum, who aims to share investment ideas and insights through published articles [2]. Group 1 - Samuel Ojum is a sophomore studying Applied Mathematics and Finance at the University of Arizona, with a strong passion for Equity Research [2]. - Ojum's interest in the equity market began in high school after an internship at an Asset Management firm in Lagos, Nigeria [2]. - He has engaged in clubs such as the investments club and Financial Modelling club, which have helped him combine equity ideas with financial modeling [2]. Group 2 - The purpose of publishing articles on Seeking Alpha is to share investment ideas and build cases for personal investments [2]. - Ojum expresses a strong enthusiasm for researching stocks and aims to share his thoughts with the Seeking Alpha community [2].

Core Viewpoint - The previous bullish thesis on Enbridge (ENB) has not performed well, showing a -3% total return since early October, indicating potential underperformance in share price [1] Group 1: Company Performance - Enbridge's share price has experienced a decline of -3% since early October, suggesting challenges in maintaining investor confidence [1] Group 2: Analyst Background - The analyst has over a decade of experience in finance, particularly in the oilfield and real estate industries, and has led complex due diligence and M&A transactions [1] - The analyst has developed an interest in equity research and provides services for a Dubai-based family office with over $20 million in assets under management [1] - The analyst emphasizes the importance of analyzing financial statements, evaluating market trends, and identifying growth drivers across various industries [1]

Core Viewpoint - Meta (META) is considered a "Strong Buy" despite a 10% decline in share price since early September [1] Group 1: Company Background - The analysis is conducted by a Chief Financial Officer (CFO) with over a decade of experience in finance, particularly in the oilfield and real estate industries [1] - The CFO has led numerous complex due diligence efforts and M&A transactions both domestically and internationally [1] Group 2: Investment Insights - The CFO has developed a keen interest in equity research and analysis of public companies, providing equity research services for a Dubai-based family office with over $20 million in assets under management [1] - The expertise in finance allows for valuable insights and recommendations for informed investment decisions [1] Group 3: Analytical Skills - The CFO prides on the ability to analyze financial statements, evaluate market trends, and identify key drivers of growth in different industries [1] - There is a strong passion for staying updated on the latest developments and trends in the equity research industry, with a commitment to continuing education and professional development [1]

Core Insights - The article discusses the author's extensive experience in investment analysis, focusing on equity research, external manager selection, and asset allocation, highlighting a comprehensive understanding of both micro and macroeconomic factors that influence market dynamics [1]. Group 1: Analyst Background - The analyst has 6 years of experience in institutional funds management, covering various sectors and developing a deep understanding of market trends [1]. - The analyst holds a Bachelor's degree in Finance and Accounting and is currently pursuing the CFA program, indicating a commitment to professional development [1]. - The analyst's career began in the information technology sector, expanding to a broader range of industries and macro-driven investment strategies [1]. Group 2: Research Initiative - The analyst is in the early stages of building a personal research brand, WaiRua Research, aimed at providing independent insights and actionable investment ideas [1]. - The goal of WaiRua Research is to simplify complex market themes into clear strategies that investors can confidently apply [1]. - The analyst intends to publish research-driven content on Seeking Alpha, focusing on macroeconomic analysis, equity ideas, and ETF investment frameworks [1].