To put it in perspective, this US chain of convenience stores and gas stations is trading at around 12x EBITDA and an unbelievableI’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 ad ...

To put it in perspective, this US chain of convenience stores and gas stations is trading at around 12x EBITDA and an unbelievableI’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 ad ...

Group 1 - ClearBridge Investments released its second-quarter 2025 investor letter, highlighting volatility in small-cap stocks, with the Russell 2000 Index rebounding 10% from its November 2024 highs, but underperforming larger-cap peers [1] - The Russell 2000 returned 8.5% for the quarter, while the Russell 1000 Index returned 11.1%, indicating a relative underperformance of small-cap stocks [1] - The investor letter emphasized the importance of stock selection, particularly within the consumer discretionary sector, which faced challenges in the second quarter [3] Group 2 - Murphy USA Inc. (NYSE:MUSA) experienced a one-month return of -0.92% and a 52-week loss of 27.18%, with a market capitalization of $7.528 billion as of September 12, 2025 [2] - The company reported weaker-than-expected earnings due to lower fuel volumes, rising operating expenses, and a decline in same-store sales, despite an increase in total merchandise sales [3] - Murphy USA's focus on rising fuel margins and low-cost operating discipline, along with investments in store remodels and geographic expansion, are expected to drive consistent growth [3] Group 3 - Murphy USA Inc. was held by 35 hedge fund portfolios at the end of the second quarter, an increase from 33 in the previous quarter, indicating some interest from institutional investors [4] - Despite the potential of Murphy USA as an investment, the company is not among the 30 most popular stocks among hedge funds, with certain AI stocks being viewed as having greater upside potential [4]