Abercrombie & Fitch: Back To Rational Valuations, But The Economy Is Weighing On It

Group 1 - Abercrombie & Fitch Co. reported positive fiscal Q1 '25 results, particularly for its Hollister brand, despite concerns over tariffs [1] - The focus of Quipus Capital is on operational aspects and long-term earnings power of companies rather than market-driven dynamics [1] - The investment strategy emphasizes holding companies for the long term, with a preference for a small fraction of companies being classified as a buy at any given time [1] Group 2 - The article highlights the importance of providing information for future investors and maintaining a skeptical view in a bullish market [1]