The Acquirers Podcast 对 $QSR 的判断变化

2026-10-01看涨
《Is QSR a Better Value Play Than McDonald's?》
QSR 是一只估值便宜、管理良好的股票,转型已见成效;尽管 Popeyes 存在问题且短期波动较大,仍优于同业。

我提到的股票之一就是 QSR。你怎么看 QSR?我们几年前分析过 QSR,就绝对价值而言,它表现不错。它表现不错。

One of the stocks I mentioned is QSR. What do you think of QSR? and we analyzed QSR a few years ago, and in terms of absolute value, it performed well. She performed well.

与标普 500 相比,它表现非常差,但与其他餐饮股相比,它表现不错,这一点值得考虑。关于 QSR,Q 的问题在于……我们先退一步看。QSR 旗下拥有 Burger King、Tim Hortons、Popeyes 和 Firehouse Subs。

Compared to the S&P 500, it performed very poorly, but compared to other restaurant stocks, it performed well, which is something to consider. Um, regarding QSR, the problem with Q...let's take a step back .

QSR owns Burger King, Tim Hortons , Popeyes, and Firehouse Subs.

2026-09-30看涨
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
QSR是一只估值便宜、管理良好的股票,转型正在成功推进,尽管Popeyes等品牌仍面临经营挑战。

我提到的其中一只股票是QSR。你怎么看QSR?是的,QSR和Booking是我们年度“新面貌”特刊的一部分。我们几年前分析过QSR,总体而言,它表现不错。它的表现可以接受。与标普500指数相比,它的表现非常差。但与其他餐饮股相比,它表现良好,这一点很重要。

One of the stocks I mentioned is QSR. What do you think of QSR? Yes, QSR and Booking were part of our annual "New Look" issue. We analyzed QSR a few years ago, and overall, it performed well.

Her performance was acceptable. Compared to the S&P 500, it performed very poorly. But compared to other restaurant stocks , it performed well, and that's important.