Group 1 - The core perspective of Quipus Capital is long-only investment, focusing on operational aspects and long-term earnings power of companies rather than market-driven dynamics [1] - The investment strategy emphasizes holding companies regardless of future price movements, with most recommendations being holds [1] - The articles aim to provide valuable information for future investors and introduce skepticism in a generally bullish market [1] Group 2 - The author has no current stock or derivative positions in the companies mentioned and does not plan to initiate any within the next 72 hours [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]
American Outdoor POS To Sales Gap Widens, Potentially Signaling A Bullwhip Ahead