After two pieces in the second half of the year, it's fair to say the ' Pizookie Dip ' didn't take long to show its face.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 ...

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It has been a while since I last reviewed Alphabet (NASDAQ: GOOG / GOOGL ) and stamped it with a Buy rating back in April . It is fair to say that the companyAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified reasons tha ...

The April thesis on First Solar, Inc. ( FSLR ) has played out earlier and better than I expected. The price target of $200 has been outrun in just over 7 months, helped somewhat by an overallI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, str ...

It has been a while since I last reviewed Alphabet (NASDAQ: GOOG / GOOGL ) and stamped it with a Buy rating back in April . It is fair to say that the companyAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified reasons tha ...

I’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment fr ...

While everyone focuses on the billions of dollars being spent on purchasing GPUs and building AI infrastructure, Oracle’s ( ORCL ) edge in data software appears to be largely ignored by the market. I had alsoAs an Investment Research Analyst, I cover publicly listed securities (stocks and funds) listed on the NYSE/NASDAQ and mostly covering tech. My insights are mostly based on my own experience investing for 25 years, together with qualifications in Business Management and Equity Finance.I also have a degr ...

My assessment of Arcellx ( ACLX ) leads me to a very optimistic conclusion: This is not simply one more CAR T firm competing in the multiple myeloma space. In my opinion, Arcellx is creating a commercially viable, scalable, andI have a strong inclination towards high-growth companies, often treading in sectors poised for exponential expansion. My expertise lies in understanding and investing in disruptive technologies and forward-thinking enterprises. My approach is a mix of fundamental analysis and future ...

Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure:I/we ...

文章核心观点 - 文章由一位拥有超过十年金融领域经验的资深分析师Scott Kaufman撰写 其投资重点是通过高质量、被低估的股息增长机会 获取丰厚的现金股息和强劲的资本收益 以实现稳健的总回报 [1] 分析师背景与立场 - 分析师Scott Kaufman是Dividend Kings的首席分析师 为团队提供高质量股息增长和被低估机会的可操作见解 [1] - 分析师本人持有加拿大自然资源有限公司的股票、期权或其他衍生品多头头寸 [2] - 文章内容代表分析师个人观点 未因撰写此文获得除Seeking Alpha平台外的任何报酬 与文中提及的任何公司无业务关系 [2]