SharkNinja: Overblown Tariff Fears Easing

Core Insights - SharkNinja (NYSE: SN) has shown strong performance since its public debut in early 2024, surprising many in the consumer sector with its growth trajectory [1] Company Performance - The stock has outperformed many discretionary companies, indicating a robust growth streak [1] Investment Focus - The emphasis is on identifying disruptive companies that can transform their industry landscape, particularly in the Canadian market, technology, and growth sectors [1] - Mid-cap companies with strong management and high growth potential are prioritized for achieving alpha [1] - The strategy includes taking swing positions in quality companies when they revert to long-term averages, combining technical setups with solid fundamentals to outperform the market [1]