Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
The Delivery Chain That's Beating All Global Records
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The Delivery Chain That's Beating All Global Records

Restaurant Stock With 35-70% Upside

Overlooked Alpha
Jun 05, 2025
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Overlooked Alpha
Overlooked Alpha
The Delivery Chain That's Beating All Global Records
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Good morning.

Today, we’re back with a new idea which we’re really excited about. This is a fast growing restaurant business operating a proven franchise model.

The company is trading in line or cheaper than peers despite having a much larger opportunity for growth. We think the company can more than double store count over the next five years.

Today’s analysis includes a bottom up DCF model, scenario framework and social media research to validate consumer sentiment.

We think there’s a case for 35-70% upside over the next 12 months. Let’s dig in…

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