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s4mmy· 2025-07-08 12:05
RT s4mmy (@S4mmyEth)In a sea of red there are two standout tokens this week.The common theme is that they are pushing the boundaries of what's possible within their respective market segments.i) @RektguyAI - The Rekt Litepaper has been published.If there is anything you take away from this, it's the points made around "Liquid Brand Equity" (LBE).I spent more than a decade auditing, performing DD and advising Private and Public companies; "LBE" is an extremely novel concept, and I could see it being adopted ...
X @s4mmy
s4mmy· 2025-07-08 10:44
RT s4mmy (@S4mmyEth)In a sea of red there are two standout tokens this week.The common theme is that they are pushing the boundaries of what's possible within their respective market segments.i) @RektguyAI - The Rekt Litepaper has been published.If there is anything you take away from this, it's the points made around "Liquid Brand Equity" (LBE).I spent more than a decade auditing, performing DD and advising Private and Public companies; "LBE" is an extremely novel concept, and I could see it being adopted ...
X @s4mmy
s4mmy· 2025-07-08 09:13
In a sea of red there are two standout tokens this week.The common theme is that they are pushing the boundaries of what's possible within their respective market segments.i) @RektguyAI - The Rekt Litepaper has been published.If there is anything you take away from this, it's the points made around "Liquid Brand Equity" (LBE).I spent more than a decade auditing, performing DD and advising Private and Public companies; "LBE" is an extremely novel concept, and I could see it being adopted in the future, provi ...
高盛:老铺黄金-鉴于强劲的增长前景上调目标价
Goldman Sachs· 2025-06-19 09:46
17 June 2025 | 8:13PM HKT Laopu Gold (6181.HK) Buy Raise TP on stronger growth outlook; Expanding Moat/TAM through new products, VIC, ornaments; An eventful quarter ahead; Reiterate Buy 6181.HK 12m Price Target: HK$1,090.00 Price: HK$881.50 Upside: 23.7% We raise Laopu Gold's 12m TP to HKD1,090 to reflect our upwards revision to earnings by 15-26% in 2025-27E due to stronger YTD tracking in both online/offline sales and faster store expansion backed by rising brand awareness and a continued gold price uptre ...
NIKE Vs adidas: Who's Winning the Race in the Athletic Footwear Arena?
ZACKS· 2025-05-15 13:00
Core Insights - The rivalry between NIKE Inc. and adidas AG is a significant aspect of the global athletic apparel and footwear market, with both companies competing in various metrics such as revenue growth, brand equity, and sustainability [1][2][3] Investment Case for NIKE (NKE) - NIKE is the leader in the global athletic footwear and apparel market, supported by strong brand equity and a dominant distribution network [4] - The company is implementing a "Win Now" strategy to address near-term challenges and stabilize performance, aiming for stronger growth in fiscal 2026 [5] - NIKE is focusing on its core identity in sports, accelerating product development, and enhancing brand perception through strategic marketing [6][8] - Innovation is central to NIKE's strategy, with new development models allowing for quicker responses to consumer trends [7] Investment Case for adidas (ADDYY) - adidas is undergoing a strategic turnaround under new leadership, focusing on revitalizing brand presence and improving execution [9] - The company is addressing operational challenges by cleaning up excess inventory and narrowing its product focus [10] - adidas emphasizes innovation and product credibility, with recent successful launches indicating a return of brand momentum [11][12] - Financially, adidas is setting the stage for sustainable growth and margin expansion from 2025 onward [13][14] Financial Estimates Comparison - The Zacks Consensus Estimate for NIKE's fiscal 2025 sales and EPS indicates declines of 10.7% and 45.6%, respectively [15] - In contrast, adidas's estimates suggest year-over-year growth of 12.3% in sales and 83% in EPS [16] Price Performance & Valuation - Year-to-date, adidas stock has outperformed NIKE, with a total return of 2.2% compared to NIKE's decline of 18.5% [19] - NIKE trades at a forward price-to-sales multiple of 2.02X, while adidas trades at 1.49X, indicating that adidas may be undervalued relative to its potential [23][26] Conclusion - The near-term outlook appears more favorable for adidas, which is showing signs of a focused turnaround, while NIKE is recalibrating its strategy [27][28]
Does Warren Buffett Favorite Cola-Cola Stock Have the Right Ingredients to Outperform in This Market?
The Motley Fool· 2025-05-03 08:30
Warren Buffett has long held Coca-Cola (KO 0.53%) stock, first buying it back in 1988. It is currently his company's fourth-largest holding, representing more than 9% of Berkshire Hathaway's stock portfolio at the end of 2024. It's easy to see why Coca-Cola is a Buffett favorite. The brand is one of the most recognized in the world, giving it a loyal following that few companies can match. As a consumer staple, Coca-Cola products are bought consistently, regardless of the state of the economy, and thanks to ...