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Dorman Products Stock: Margin Moat Under Fire (NASDAQ:DORM)
Seeking Alpha· 2025-10-16 13:50
行业现状 - 汽车后市场供应商目前并未处于最佳时期 但这与需求本身无关 [1] - 消费者对替换零件的需求持续存在 [1]
Fox Factory: Waiting For The Real Rebound (NASDAQ:FOXF)
Seeking Alpha· 2025-10-08 16:38
While continuing to research the aftermarket sector and digging deeper into my next article on Fox Factory Holding (NASDAQ: FOXF ), I came across something both curious and interesting.With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about m ...
Manchester United: Strong Brand, Weak Pitch (NYSE:MANU)
Seeking Alpha· 2025-09-10 18:04
With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money. I focus on undercovered opportunities and momentum-driven sectors. All views are my own and not financial advice.Analyst’s Disclosure:I/we have no stock, option or similar ...