We came across a bullish thesis on Mister Car Wash, Inc. on Valueinvestorsclub.com by thrive25. In this article, we will summarize the bulls’ thesis on MCW. Mister Car Wash, Inc.'s share was trading at $5.50 as of September 8th. MCW’s trailing and forward P/E were 21.15 and 10.46 respectively according to Yahoo Finance. 10 most profitable cash-only businesses to avoid taxes. Pixabay/Public Domain Mister Car Wash (NYSE: MCW) is the largest car-wash operator in the U.S., with 518 locations and a growing s ...

Core Thesis - Aramark (ARMK) is viewed positively due to its quality contract catering business, improving fundamentals, and attractive growth potential, trading at a reasonable multiple compared to peers [2][5] Company Overview - Aramark operates in 15 countries, with approximately 75% of its revenue generated in the U.S., holding the 2 market share domestically and 3 in most international markets [2] - Following the spin-off of Vestis Corp in September 2023, Aramark is now a pure-play contract catering company, with 84% of revenue from food service and the remainder from support services [2] Business Model - The business model benefits from recurring, predictable revenue, high cash conversion, limited working capital requirements, and modest capital expenditures of 3-4% of revenue [3] - Contracts generally extend beyond one year, with two-thirds being performance-based P&L agreements, allowing for margin improvements [3] Financial Performance - Recent management efforts under CEO John Zillmer have focused on automation, supply chain, and operational efficiencies, leading to strong execution and record base business volumes [4] - Q2 and Q3 performance indicated robust profitability, with guidance suggesting full-year organic growth of 5.5-7.5%, and Q4 expected to exceed 8% [4] Growth Potential - The company has the potential for mid- to high-single-digit organic revenue growth and over 10% EPS growth, trading at approximately 18x earnings [5] - If business quality continues to improve, ARMK could re-rate closer to peer CPG's ~25x, presenting a compelling risk/reward profile for investors [5] Competitive Landscape - The current thesis contrasts with a bearish view on Restaurant Brands International (QSR), highlighting Aramark's stronger fundamentals and recurring revenue base [6]

Core Thesis - GXO Logistics, Inc. is experiencing strong revenue growth and operational momentum, with a bullish outlook supported by recent performance and strategic initiatives [1][2][5]. Financial Performance - In Q2 2025, GXO reported $3.3 billion in revenue, representing a 17.9% year-over-year increase and exceeding consensus estimates by approximately $200 million [2]. - The company achieved a net GAAP EPS of $0.57, slightly above market expectations, and raised its adjusted EBITDA guidance to $865 million–$885 million [2][4]. - For FY25, projected revenue is approximately $13.3 billion, reflecting a 13.9% year-over-year growth, with an expected organic growth rate of around 7% [5]. Strategic Initiatives - The integration of Wincanton is set to begin in Q3, with anticipated cost synergies of about $40 million out of a targeted $60 million for 2025 [3]. - Leadership changes, including the transition to new CEO Patrick Kelleher, are aimed at accelerating growth in North America [3]. Operational Efficiency - The company is leveraging automation and centralization to drive margin expansion, with adjusted EBITDA margins increasing by approximately 90 basis points quarter-over-quarter in Q2 2025 [4]. - Business wins totaled $307 million in Q2 and $535 million in the first half of 2025, contributing to a robust $2.4 billion pipeline, excluding Wincanton [2]. Market Position and Outlook - GXO is well-positioned for future growth, particularly in sectors such as aerospace, defense, healthcare, and e-commerce, with a projected upside of over 31% to $69 per share in the base case scenario [5]. - The stock has appreciated approximately 34% since earlier bullish coverage, indicating strong market confidence in the company's growth trajectory [6].

It's April 2024 and I work in the automation engineering sector. It is one of the rare times that I'm actually working down from our headquarters in St. Albins's near London and I'm called into one of those dreaded can we have a quick word meetings by my line manager.I try to reassure myself that every everything will be okay because after all, I've managed to hit a 5-year target in just one year. I've managed to quadruple a business in my area in just 12 months. And I've had 10 years of consistent success. ...

Core Insights - Powell Industries, Inc. (POWL) has successfully diversified beyond its core oil, gas, and petrochemical markets, enhancing its market share in the electric utility, commercial, and other industrial markets [1][2] - The company is benefiting from global trends in electrification and digitalization, leading to solid bookings from the electric utility and commercial sectors [2] Financial Performance - In the third quarter of fiscal 2025, revenues from the electric utility sector increased by 31% year over year, while revenues from the commercial and other industrial sectors rose by 18% [1][8] - The backlog reached $1.4 billion, reflecting a 7% sequential increase, with new orders totaling $362 million compared to $356 million in the same quarter last year [3][8] Strategic Developments - Powell secured its largest electric utility contract to date for a new power generation plant and booked two large projects for a Greenfield LNG facility along the U.S. Gulf Coast [4][8] - A strong pipeline of projects in the electric utility and commercial markets is expected to support future growth [4] Market Position - Powell Industries' shares have surged by 73.2% over the past year, significantly outperforming the industry growth of 21.2% [7][8] - The company is trading at a forward price-to-earnings ratio of 20.30X, which is below the industry average of 23.36X, indicating a favorable valuation [10] Earnings Estimates - The Zacks Consensus Estimate for POWL's fiscal 2025 earnings has increased by 1.6% over the past 60 days, reflecting positive market sentiment [12]

Core Insights - Sealed Air Corporation has launched the AUTOBAG 850HB Hybrid Bagging Machine, enhancing its strategy as a comprehensive provider for fulfillment operations [1][2][3] Product Features - The AUTOBAG 850HB Hybrid Bagging Machine supports both curbside recyclable paper and traditional poly mailers, allowing fulfillment operations to adapt packaging without affecting throughput [2][3] - Key features include material substrate agnosticism, quick material changeover in approximately two minutes, on-bag printing for shipping and compliance information, minimal footprint for compact workspaces, ease of operation with ergonomic design, and easy integration for semi-automatic or fully automated workflows [5] Strategic Importance - The launch signifies Sealed Air's commitment to expanding material choice within its protective packaging portfolio, aligning with recent innovations aimed at enhancing automation and sustainability [3][4] - The machine is designed to help e-commerce, direct-to-consumer brands, and third-party logistics providers meet modern fulfillment demands by balancing efficiency, product protection, and material flexibility [2][3]

Core Insights - The article discusses various Python libraries that enhance automation, making it more efficient and user-friendly [1][13]. Group 1: Automation Libraries - **pyautogui**: Allows control of mouse and keyboard for automating non-API applications, though it can lead to unintended actions [3]. - **schedule**: Simplifies task scheduling in Python, making it more readable compared to traditional methods [4]. - **watchdog**: Monitors file changes and triggers actions instantly, useful for local continuous integration [5][6]. - **pyperclip**: Facilitates copying and pasting directly from Python, streamlining data scraping processes [7]. - **httpx**: Supports asynchronous HTTP requests, enhancing performance for web automation [8]. - **keyboard**: Enables hotkey automation, allowing scripts to be triggered by keystrokes [9]. - **loguru**: Improves logging capabilities, making it more user-friendly compared to built-in logging modules [10]. - **rpa (TagUI)**: Provides a Python-based robotic process automation tool, simplifying web automation tasks [11]. - **rich**: Enhances terminal output aesthetics, making logs and dashboards more readable [12].

一份来自AI初创公司Anthropic的最新报告揭示，企业正在压倒性地使用AI来自动化工作，而非进行人 机协作，这加剧了AI可能颠覆就业市场的风险。 根据Anthropic周一发布的研究报告，超过四分之三（77%）的企业对其Claude AI软件的使用涉及自动 化模式，其中常包括"完整的任务委托"。这一发现基于对Anthropic应用程序编程接口（API）流量的分 析，该接口主要由开发者和企业用户使用。 作为OpenAI的主要竞争对手之一，Anthropic是向企业销售AI工具的领先公司，其目标是帮助加速软件 开发、研究和写作等任务。然而，这项技术也引发了关于可能导致大规模裁员和员工失业的担忧， Anthropic在报告中同样强调了这一风险。 面对这一最新数据，Anthropic对外事务负责人Sarah Heck表示： 值得注意的是，Anthropic的高层此前曾对AI的颠覆性潜力发出过严厉警告。公司联合创始人兼首席执 行官Dario Amodei曾做出预测，称AI可能淘汰50%的初级岗位，并公开表示人们应该停止"粉饰"未来的 挑战。 此次发布的报告在某种程度上为这些预测提供了数据支持，量化了企业用户倾向于使 ...

81% of shippers and logistics services providers view transportation as a competitive weapon; growth and AI adoption driving investments despite automation gap LONDON and ATLANTA, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced the results of its 9th Annual Global Transportation Management Benchmark Survey of more than 600 companies. The study reveals that 81% of the shippers and logistics ...

Ben, I do want to start with you. The big event in Times Square. And more importantly, what exactly are you showing off.What am I going to be able to do in the future that I can't do today. Yeah. Thank you for having us.So in Times Square now, we've created a first of its kind experience. You are now able to walk onto a machine and scan your feet. Makes a 3D model of your feet.We're able to get information more than what we could do with our online scanning system. Like the way your toes are shaped, the way ...