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QuantaSing: Goodbye Silver Economy, Hello Pop Toys
Seeking Alpha· 2025-09-22 18:34
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 ...
QuantaSing: Is The Next Pop Mart? (NASDAQ:QSG)
Seeking Alpha· 2025-09-16 12:38
Group 1 - The market is showing excitement ahead of the first full quarter results of Letsvan integrated into QuantaSing Group Limited (NASDAQ: QSG) [1] - The analyst has a focus on thematic research and valuation efforts in the U.S. restaurant industry, covering various sectors including consumer discretionary and food & beverage [1] - The research firm emphasizes uncovering hidden value in public equities, particularly in micro and small-cap stocks often overlooked by mainstream analysts [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics and a Bachelor's in Business Administration [1] - Specialized training in valuation, financial modeling, and restaurant operations has been pursued, indicating a comprehensive understanding of the industry [1]