Williams-Sonoma: Valuation, Fundamentals Make Sense, But Upside Is Limited (NYSE:WSM)

Core Insights - Williams-Sonoma, Inc. (NYSE: WSM) stock has increased by nearly 20% over the past four months, indicating strong market performance despite high valuation levels [1]. Investment Background - The analyst has nearly two decades of experience in the logistics sector and a decade in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1]. - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying into various industries and market cap sizes [1]. - The analyst entered the US market in 2020, gaining experience through a relative's trading account before opening their own [1]. Market Engagement - The analyst has holdings in US banks, hotels, shipping, and logistics companies, utilizing analyses from Seeking Alpha to compare with the Philippine market [1].