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Domino's Pizza UK: A 30% Selloff Turned An Expensive Hold Into A Compelling Buy (Rating Upgrade)
Seeking Alpha· 2026-01-10 13:49
Core Insights - The article emphasizes the expertise of a seasoned equity analyst who specializes 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 commitment to uncovering investment opportunities [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 holds an MBA in Controllership and Accounting Forensics, along with a Bachelor's in Business Administration, which provides a solid academic foundation for the research conducted [1] - Specialized training in valuation, financial modeling, and restaurant operations enhances the analyst's ability to provide insightful analysis and recommendations [1]
BJ's Restaurants: Baked In The Gains, But Is There Dessert Left? (Rating Downgrade) (NASDAQ:BJRI)
Seeking Alpha· 2025-12-17 13:35
Group 1 - The 'Pizookie Dip' phenomenon has emerged in the second half of the year, indicating a trend in consumer behavior within the restaurant industry [1] Group 2 - The research firm Goulart's Restaurant Stocks specializes in the U.S. restaurant industry, covering various segments from quick-service to fine dining [2] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly focusing on micro and small-cap stocks [2]