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American Vanguard Q2 Moves In The Right Direction
Seeking Alpha· 2025-08-07 13:32
American Vanguard Corporation (NYSE: AVD ) 2Q25 results , released last week, are showing tepid signs of the changes I expected to see in the company's operations when I started covering the name in late July .Long-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 dynamic ...
The Buckle Is Back To Last Year's Prices But Now Apparel Is Much Cheaper
Seeking Alpha· 2025-04-03 00:19
公司业绩 - Buckle在第四季度实现增长 这是近两年来可比销售额首次回升[1] - 电商战略的重大调整是业绩改善的主要驱动力[1] 投资策略 - 专注于长期持有型投资 重点评估公司运营基本面和行业竞争格局[2] - 投资决策基于公司长期盈利能力而非短期价格波动[2] - 绝大多数情况下仅维持持有评级 极少给予买入建议[2]