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Dollar General: Strong Progress In Q1 With More To Come
Seeking Alpha· 2025-06-16 15:17
Dollar General (NYSE: DG ) made strong progress in Q1 on many of the issues that I discussed in my last article, Dollar General: A Strong Turnaround Story That Could Double In Price . They actually made more progressI am a CFA Charterholder, have my M.B.A. from a Top 20 Business school, and am a Marine Corps Veteran. My investment approach is opportunistic, flexible, fundamentally based, and valuation driven. I will invest in individual stocks, options, warrants, bonds, ETF's, CEF's, or mutual funds based o ...
Credo Technology: Reversing Momentum Triggers Dip Buying Opportunity
Seeking Alpha· 2025-06-16 14:00
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article mysel ...
Ziff Davis: Too Cheap At 4 Times FCF Despite Its Risks
Seeking Alpha· 2025-06-15 16:37
Group 1 - The individual investor focuses on undercovered companies, particularly in technology, software, electronics, and energy transition sectors [1] - The investor has over 50 companies on their watchlist and has been investing personal capital for more than 7 years globally [1] - The investor holds a Master's degree in Electrical Engineering and works as an automotive battery R&D engineer in Sweden [1] Group 2 - The investor aims to identify asymmetric investment opportunities to achieve market-beating returns through diligent research of small to mid-cap companies [1]
Shopify's Dip Buying Opportunity May Be Coming
Seeking Alpha· 2025-06-15 13:00
Core Insights - The article expresses a personal investment perspective, highlighting a long position in Amazon (AMZN) shares, indicating confidence in the company's future performance [2]. Company Analysis - The analyst has a beneficial long position in AMZN, which may suggest a positive outlook on the company's stock performance [2]. - The article emphasizes the importance of conducting personal in-depth research before making investment decisions, reflecting the inherent risks in trading [3]. Industry Context - The analysis is intended for informational purposes only, underscoring the need for investors to perform their own due diligence in the context of market volatility and potential capital loss [3].
Fiverr Almost Became WHAT! 😱
20VC with Harry Stebbings· 2025-06-14 14:01
One of the strategic opportunities was to create Only Fans many many years before Only Fans and we decided not to do it. How does that come as a strategic opportunity and why did you decide not to do it. The reason why I'm saying that we could have done it is because this was actually bubbling within the first versions of Fiverr organically.We didn't have a category for that. We started noticing this was happening behind the scenes. There were like code words that people spread on social and said, "Oh, go t ...
运动内衣能成为lululemon的新“瑜伽裤”吗?| New Look专访
36氪未来消费· 2025-06-14 12:28
lululemon需要新故事。 1955年的巴黎,克里斯蒂安·迪奥(Christian Dior)正为即将到来的演讲做最后的排练。索邦大学的演讲厅外,被学生与媒体围得水泄不通。他们期待亲眼见证 迪奥 的时装作品——传言中令人"触电般"难以忘怀的设计,真的存在吗? "The New Look"——这是当时时尚评论界赋予迪奥系列作品的破格赞誉。半个世纪过去,时尚圈早已换了模样。大众时尚依靠科技和产业分工崛起,感谢它们—— 普通人只消花上十分甚至二十分之一的价格,就能买到昔日模特和富家女身上的衣衫。 现代时尚相信"设计应为大规模生产而生",相信形式需服务于功能,相信衣食住行终将塑造每一个个体。无论时代如何更迭,The New Look 所承载的全球化气象与 积极向上的象征意义从未消散。 因此,我们决定把一档新栏目的名字定为「 New Look」,这会是一档关注时尚行业的访谈,在这里你会看到服饰巨头、运动新秀、奢侈品大牌、设计师新品牌的领 导人物如何思考生意、品牌、中国市场和消费者,洞悉"流行"究竟怎样发生,以及它们最终如何成为经典。 作者 | 李小霞 编辑 | 乔芊 今年是lululemon经典Align瑜伽裤诞生 ...
运动内衣能成为lululemon的新“瑜伽裤”吗?| New Look专访
36氪未来消费· 2025-06-14 12:28
lululemon需要新故事。 1955年的巴黎,克里斯蒂安·迪奥(Christian Dior)正为即将到来的演讲做最后的排练。索邦大学的演讲厅外,被学生与媒体围得水泄不通。他们期待亲眼见证 迪奥 的时装作品——传言中令人"触电般"难以忘怀的设计,真的存在吗? "The New Look"——这是当时时尚评论界赋予迪奥系列作品的破格赞誉。半个世纪过去,时尚圈早已换了模样。大众时尚依靠科技和产业分工崛起,感谢它们—— 普通人只消花上十分甚至二十分之一的价格,就能买到昔日模特和富家女身上的衣衫。 现代时尚相信"设计应为大规模生产而生",相信形式需服务于功能,相信衣食住行终将塑造每一个个体。无论时代如何更迭,The New Look 所承载的全球化气象与 积极向上的象征意义从未消散。 因此,我们决定把一档新栏目的名字定为「 New Look」,这会是一档关注时尚行业的访谈,在这里你会看到服饰巨头、运动新秀、奢侈品大牌、设计师新品牌的领 导人物如何思考生意、品牌、中国市场和消费者,洞悉"流行"究竟怎样发生,以及它们最终如何成为经典。 作者 | 李小霞 编辑 | 乔芊 今年是lululemon经典Align瑜伽裤诞生 ...
Geopolitical Tensions Weigh on Tech Investors
Bloomberg Technology· 2025-06-13 19:44
Focus for a moment on the trade and this rush to spend by the hyperscalers of which Metro is now one. What do you make of this Aqua hot. Thanks for having me.So we think without a doubt AI is transformational and anyone who disagrees with that just probably hasn't been using it properly. But I think we're cautioning investors on our end to think through the connection between a transformational technology and what it actually leads to in terms of investment opportunities. History is littered with examples o ...
Cash, Casseroles, and Grief: Rethinking How We Show Up for Each Other | Jordan Arogeti | TEDxAtlanta
TEDx Talks· 2025-06-13 15:49
Imagine [Music] sitting at home one night. Your two kids asleep in their rooms. One 18 months, the other just 3 weeks.Your husband is returning home from an overnight work trip. There's a knock at the door. It's a police officer.Ma'am, your husband was killed in a car accident tonight. Instantly, your entire world flipped upside down. This is the story of a woman named Julie.In recent years, we've collectively experienced the COVID pandemic, extreme natural disasters, and more. When you add in diagnosis, ac ...
Beyond Handshakes: Cultivating Meaningful Relationships | Jonathan Fields | TEDxJohnsonCity
TEDx Talks· 2025-06-13 15:09
We've all heard some variation of the phrase, it's not what you know, but who you know. Often that's been in a situation where it's very transactional sounding. you you see someone that can help you like a meal ticket to success.I've had a lovehate relationship with this word for the majority of my life. I mean, I get the fact that being connected is is a great thing to have, but it seems so self- serving. I mean, let's think about this honesty in the room.Do we truly go around looking at people and saying, ...