Company Overview - Amer Sports, Inc. is a Finland-based provider of sports equipment, apparel, footwear, and related accessories, operating through segments such as Technical Apparel, Outdoor Performance, and Ball & Racquet Sports [4] Investment Outlook - Amer Sports, Inc. is identified as a stock under $50 with a positive investment outlook, supported by a price target increase from $45 to $46 by Truist, maintaining a Buy rating due to "durable growth levers across the business" [1] - The company has modest brand awareness in the U.S., low competition, and an appealing higher-income clientele, which are expected to contribute to substantial long-term growth prospects [2] - The management has outlined a long-term model through 2030, targeting a compound annual growth rate (CAGR) in the low double-digits to mid-teens and an annual increase in adjusted operating margin of 30-70 basis points or more [2] Growth Potential - Amer Sports is well-positioned to achieve a five-year EPS CAGR of over 25% and targets FY30 EPS of over $2.50, bolstered by multiple growth projects across several brands and a successful execution history in China [3]

Fund Performance - Bristlemoon Global Fund reported a return of -6.2% in the December quarter and a 0.3% return in December 2025, with a cumulative return of 11.9% since inception, net of fees [1] - The market trends in 2025 saw perceived AI winners rallying, while stocks labeled as AI losers, considered "cheap," dropped further [1] Company Highlight: Floor & Decor Holdings, Inc. - Floor & Decor Holdings, Inc. (NYSE:FND) is a multi-channel specialty retailer of hard surface flooring and related accessories, with a one-month return of 16.91% and a 52-week loss of 24.77% [2] - As of January 9, 2026, Floor & Decor's stock closed at $72.74 per share, with a market capitalization of $7.838 billion [2] - The company has achieved an average comparable store sales growth of almost 11% per annum over the last 14 years, with revenue and adjusted EBITDA growing at 24% and 25% per annum, respectively, from 2011 to 2024 [3] Hedge Fund Interest - Floor & Decor Holdings, Inc. was held by 44 hedge fund portfolios at the end of the third quarter, a decrease from 46 in the previous quarter [4] - The company's sales for the third quarter grew by 5.5% to $1.180 billion [4] - While the potential of Floor & Decor as an investment is acknowledged, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Core Viewpoint - Tile Shop Holdings, Inc. has announced a reverse stock split followed by a forward stock split as part of its strategy to delist from Nasdaq and deregister its common stock to reduce costs and focus on long-term growth [1][4]. Stock Splits - The stockholders approved a reverse stock split at a ratio of 1-for-3,000, followed immediately by a 3,000-for-1 forward stock split [2]. - Stockholders with fewer than 3,000 shares will receive $6.60 in cash for each whole share held, while those with more than 3,000 shares will not receive cash for fractional shares [3]. - The forward stock split will restore the number of shares held by continuing stockholders to the same level as before the reverse stock split [3]. Delisting and Deregistration - The company is pursuing delisting from Nasdaq and deregistration to avoid substantial costs associated with being a public reporting company, anticipating annual savings exceeding $2.4 million [4]. - This move is intended to allow the company to focus on managing its business and pursuing new initiatives for long-term growth and increased stockholder value [4]. Company Overview - Tile Shop is a leading specialty retailer in the U.S. for natural stone, man-made and luxury vinyl tiles, and related materials, operating 140 stores across 31 states and the District of Columbia [6]. - The company is recognized for its high-quality products, exclusive designs, and exceptional customer service [6].

Core Points - Tile Shop Holdings, Inc. will release its financial results for Q3 2025 on November 4, 2025, after market close [1] - The Company will not host a conference call following the earnings release [1] - The Company utilizes its website for disclosing material non-public information in compliance with Regulation FD [2] Company Overview - Tile Shop is a leading specialty retailer in the U.S. for natural stone, man-made and luxury vinyl tiles, as well as related materials and accessories [3] - The Company operates 140 stores across 31 states and the District of Columbia [3] - Tile Shop is a member of several industry associations, including ASID, NAHB, NKBA, and NTCA [4]

Core Viewpoint - Tile Shop Holdings, Inc. is set to release its financial results for the first quarter ended March 31, 2025, on May 8, 2025, at 7:00 a.m. Eastern Time [1] Group 1: Financial Results Announcement - The Company will host a conference call via webcast for investors on May 8, 2025, at 9:00 a.m. Eastern Time [2] - The call will be led by the CEO, CFO, and Investor Relations [2] - A webcast replay will be available on the Company's Investor Relations page [3] Group 2: Disclosure Practices - The Company plans to use its website for disclosing material non-public information in compliance with Regulation FD [4] - Investors are encouraged to monitor the Company's website for updates, press releases, and SEC filings [4] Group 3: Company Overview - Tile Shop is a specialty retailer of natural stone tiles, man-made and luxury vinyl tiles, and related accessories in the U.S. [5] - The Company operates 142 stores across 31 states and the District of Columbia [5] - Tile Shop is affiliated with several industry organizations, including ASID, NAHB, NKBA, and NTCA [6]