Inditex: No Stopping The World’s Premier Fast Fashion Compounder (OTCMKTS:IDEXY)

bestravelvideo/iStock Editorial via Getty Images Apparel retailer Industria de Diseño Textil, or ‘Inditex,’ (OTCPK:IDEXY) continues to go from strength to strength. Despite intense competition from incumbents (H&M (HNNMY)) and upstarts (Shein) alike, the business remains as profitable as it’s ever been. Growth hasn’t slowed either. Since I last covered the stock (see Inditex: Fast Fashion…

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Fast Retailing Stock: Solid But Pricey (OTCMKTS:FRCOY)

carterdayne/iStock Unreleased via Getty Images Last month, Fast Retailing (OTCPK:FRCOY) published financial results for the six months to end-February 2024, the first half of FY2024. The group is sustaining the positive momentum, with recent trends — such as patently more robust growth in Western markets — solidifying. Financial update H1FY24 Revenue increased by 9% year-on-year…

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Aris Mining Q4 Earnings: An Off-The-Radar, Fast Growing Mid-Tier Gold Producer (ARMN)

KikoStock/iStock via Getty Images Introduction Aris Mining (NYSE:ARMN)(TSX:ARIS:CA) is a rapidly growing mid-tier gold producer with operations primarily focused in South America. The company operates the Segovia and Marmato gold mines in Colombia. It also owns the Toroparu development project in Guyana. Additionally, Aris holds a 20% interest (with an option to increase ownership to…

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AbbVie Stock: I Was So Wrong, But This Is Way Too Fast (NYSE:ABBV)

JHVEPhoto I’ve underestimated biopharma company AbbVie Inc.’s (NYSE:ABBV) ability to overcome the near- and medium-term headwinds from Humira’s LOE. I assessed that the risk/reward of ABBV was well-balanced in my previous update in late November 2023. However, that Hold/Neutral thesis has proved to be too cautious. I had anticipated selling pressure to intensify, potentially leading…

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Twilio: Stunning Recovery Too Fast For My Liking (Rating Downgrade) (NYSE:TWLO)

PeopleImages Twilio Inc. (NYSE:TWLO) investors have witnessed a significant recovery over the past three months since my previous update in September 2023. While my Buy thesis was tested in the market downdraft in October 2023, high-conviction dip-buying returned at TWLO’s October lows. Observant investors familiar with Twilio’s communications platform likely aren’t surprised that TWLO bottomed…

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CrowdStrike Stock: Too Fast Too Furious (NASDAQ:CRWD)

da-kuk CrowdStrike (NASDAQ:CRWD) reported its 3Q24 results and overall, I continue to be impressed by the company and this remains one of the highest conviction stocks in the portfolio. I have covered CrowdStrike extensively (which can be found here), having been rating the company a Buy and even bought the company for the barbell portfolio…

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FXY: Too Fast Too Furious For The Japanese Yen

spawns The Yen has surprisingly extended its recent strength relative to the dollar (and other G10 currencies) for yet another week. In effect, Japanese rates have not only priced in an end to the BoJ’s ultra-loose monetary policy by April next year, but also a growing probability of a rate hike by end-2024. Thus far,…

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9 Ideal November Fortune Fast Growers Out Of 100

cynoclub/iStock via Getty Images Foreword This article is based on Fortune magazine’s 2023 100 Fastest-Growing Companies list (F100-FG) “The 38th year for Fortune’s annual Fastest-Growing Companies list ranks companies based on growth in revenue, profits, and stock returns; this year’s edition tracks those metrics over the three years through June 2023. The companies featured are…

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2 Fast Dividend Growers With Strong Outlooks

PM Images Written by Nick Ackerman. Last month, we highlighted Primerica (PRI) and Comfort Systems USA (FIX) as two names worth investor attention. The focus was to look at faster-growing companies that have been rewarding investors through rapidly but sustainably growing dividends. These companies had positive outlooks that suggested they could keep up a healthy…

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Fast Retailing Stock: Fantastic Apparel Business With Limited Upside Ahead (OTCMKTS:FRCOY)

Sean Gallup/Getty Images News Investment thesis Our current investment thesis is: FRCOY is a highly attractive business, as despite a highly competitive industry and inherent risks associated with changing trends, the company has been able to consistently grow well and generate outsized returns. Its business model is underpinned by strong operational capabilities and well-regarded brands….

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10 Fast Facts For DGRS’s 10-Year Anniversary

gopixa By Brian Manby, CFA Small-cap investing is tricky, and there are myriad ways to pursue alpha relative to traditional, market cap-weighted benchmarks like the Russell 2000. Managers routinely combine factors to obtain exposure and experiment with different weighting mechanics, hoping their preferred small-cap recipe delivers improved risk-adjusted returns. We are no exception. This past…

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