Steve Madden Is Back To Pre-Tariff Valuation Despite A Worse And Uncertain Outlook

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach emphasizes understanding the long-term earnings power of companies and the competitive dynamics of their industries [1] - Most recommendations will be holds, indicating a cautious stance in a bullish market [1] Group 2 - The articles aim to provide important information for future investors while maintaining a healthy skepticism [1] - A very small fraction of companies are considered a buy at any point in time, highlighting a selective investment approach [1]