With a market cap of $8.5 billion, Generac Holdings Inc. (GNRC) is a global energy technology company that designs, manufactures, and distributes a wide range of power generation, energy storage, and smart energy management solutions. Its offerings span residential, commercial, and industrial markets, including standby and portable generators, battery storage systems, smart home devices, mobile energy solutions, and energy management software. Companies valued at less than $10 billion are generally consi ...

EZVIZ has concluded its Thailand campaign with winning stories reflecting the everyday realities of Thai families and how EZVIZ’s technology served them. Read More ...

iPhone Strategy - The company is largely viewed as an iPhone company, with other products often purchased to complement the iPhone ecosystem [1] Wearables, Home and Accessories Business - A significant portion of this unit's sales comes from AirPods, boosted by the release of new AirPods Pro [2] - New Apple Watches, especially the baseline model priced around a couple hundred dollars, are considered excellent, particularly for new users [3] - The Apple Watch Series 11 is not a significant upgrade for Series 10 owners, but the wearables segment, including Homepods, is expected to gain momentum [4] - The company anticipates a turnaround in the Wearables, Home and Accessories category [4] - The company's smart home devices are not expected to contribute significantly to revenue, with Amazon and Google dominating that market [5][6] - The smart home devices are needed to maintain the ecosystem and prevent users from switching to competing devices [7] Future Product Pipeline - A foldable iPhone is anticipated by the end of next year [8] - New products with in-house chips are expected in March, including a new M5 MacBook Air, a new M4 iPad Air, and an entry-level iPad [8][9] - Smart home devices are expected in the March-April timeframe [9] - An updated AI strategy is expected in June [9] - Integration into services products is expected in September next year [9] - A more significant update to the mid-tier Apple Watch is expected at the end of next year [9] - Smartglasses and a tabletop robot are expected to roll out in 2027 [10] - A higher-end Vision Pro device is expected [10] - A foldable iPad with a gigantic screen is expected towards the end of the decade (2028-2029) [10]

Core Viewpoint - The retail sector is currently overlooked, but there are hidden investment opportunities in companies like Best Buy, Lululemon, and Bath & Body Works that show potential for significant wealth compounding [1][2]. Best Buy - Best Buy is adapting its inventory to include products that consumers prefer to experience in-person, such as appliances and high-end electronics, enhancing customer satisfaction and brand loyalty [4][5]. - The company has a return on invested capital (ROIC) of approximately 20%, indicating strong profitability and the ability to sustain business performance [5][6]. - Best Buy's stock price target is set at $85.72, suggesting potential upside from its current price of $67.39 [3]. Lululemon - Lululemon's stock has seen a significant decline, trading at 53% of its 52-week high, creating a potential buying opportunity [8][10]. - Institutional investors are increasing their holdings, with Robeco Institutional Asset Management raising its stake by 55%, indicating confidence in the company's recovery [10]. - Lululemon's ROIC is around 29%, reflecting its ability to maintain high margins and brand value, making it an attractive option for long-term investors [11]. Bath & Body Works - Analysts forecast Bath & Body Works could achieve earnings per share (EPS) of $2.08 by Q4 2025, a substantial increase from the current 49 cents [15]. - The company has a ROIC of 29.5%, suggesting strong capital efficiency and the potential for significant returns [16]. - Recent institutional buying activity, such as OLD National Bancorp increasing its stake by 8.5%, signals confidence in the company's future performance [18].