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SharkNinja 23Q3 results, quite impressive
SN released its 23Q3 results earlier today. Quite strong IMO. Upgraded the full year rev, adj. EBITDA, and adj. net income guidance, which is very…
Nov 10
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Alex Feng
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SharkNinja 23Q3 results, quite impressive
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August 2023
SN posted Q2 results and it was well received by the market
SN's just announced its Q2 results. Extremely strong: sales +22%, adj. EBITDA +40%, adj. net income +40%. FY23 guidance: sales +10-12%, adj. EBI…
Aug 25
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Alex Feng
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SN posted Q2 results and it was well received by the market
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Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader
a newly spin-off that overlooked by the market with a potential 50-130% upside!
Aug 18
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Alex Feng
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Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader
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December 2022
Marlowe Plc (Lon: MRL)- a fast growing buy-and-build compliance platform with 200% upside
Summary Marlowe Plc is LSE AIM listed UK compliance company. It’s building a one-stop compliance service platform through buy-and-build strategy. It…
Dec 23, 2022
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Alex Feng
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Marlowe Plc (Lon: MRL)- a fast growing buy-and-build compliance platform with 200% upside
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October 2022
Brilliance China (1114 HK)- Asymmetrical bet with 80-110% upside in two months!
Dear readers, This is my first memo on Substack. I feel mostly grateful to have you as my readers. Please allow me to have a brief intro of myself…
Oct 26, 2022
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Alex Feng
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Brilliance China (1114 HK)- Asymmetrical bet with 80-110% upside in two months!
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Coming soon
This is Alex’s Investment Memo, a newsletter about Stock investment thesis.
Oct 25, 2022
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Alex Feng
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Coming soon
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