The results were presented with a positive lens based on 'comparable sales' growth, and the stock reacted positively. However, underlying the comparable sales result, the trends are more challenging, with challengesLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dy ...