Hidden value in public equities
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Boyd Gaming: Market Got This 7% Drop Wrong (NYSE:BYD)
Seeking Alpha· 2025-10-26 19:03
分析师背景与研究范围 - 分析师专注于美国餐饮行业研究 涵盖从快餐、快速休闲到高级餐厅和利基概念等多种业态 [1] - 研究领域延伸至非必需消费品、食品饮料、赌场与博彩以及首次公开募股(IPO) 特别关注被主流分析师忽视的微型股和小型股 [1] - 研究结合了先进的财务模型、行业特定关键绩效指标和战略洞察 以发掘公开股票的隐藏价值 [1] 研究资质与经验 - 分析师拥有工商管理硕士和学士学位 并接受过估值、财务建模和餐厅运营方面的专业培训 [1] - 具备金融和商业管理的实践经验 包括曾作为区域冰淇淋店的加盟合作伙伴 [1]
Dino Polska: A High-Growth Compounder Hiding In Plain Sight
Seeking Alpha· 2025-10-14 17:50
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 ...