Apparel stocks bottom in advance of or coincident with recessions as they are attuned to the consumer.
American Eagle prepares for takeoff
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The market is on a long and winding road
The economy remains in an inflationary contraction, a recession by any other name.
Time to turn back the clock?
In the torrent of information, we risk overlooking the very foundation upon which companies are built.
Amazon is in full bloom
History suggests that conglomerates, like Birds of Paradise, only flourish under tightly controlled conditions.
Generac is a distributed energy leader
A 1% increase in home standby power system penetration is an opportunity to double HSB sales.
AMC Networks and “The Walking Dead”
Whether AMC Networks survives or thrives, the risk/reward is decidedly skewed to the upside.
stoxdox member and corporate update
We launched stoxdox with a larger vision in mind.
Of investment models and butterflies
What is priced in is the question as today’s valuation dispersions are backward-looking.
Williams-Sonoma is in the eye of the storm
An increasingly asymmetric risk/reward opportunity is unfolding as we exit the eye of the storm.
Victoria’s Secret is free to fly
Growth estimates appear too conservative introducing significant upside surprise potential.