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They just change the CEO. Shares are down 20% this year. He'd like to enter this, but it's the first time her can recall when it's facing sustainable competition and opens up the door to more. Their brand need to refresh. The cost of attaching star athletes has gotten very expensive. The company needs to innovate.

He added more shares. There's a huge appetite for data centres and VRT is the top company making the cooling racks for those servers. Shares got cheaper on the recent decline.

His largest position. He buys whenever the stock shows weakness.

Declining interest rates are good for emerging market economies, plus the supply chain is moving there.

They aggressively buy back shares as they continue to innovate. The buyback offers stability in the stock as the company innovates and who knows what they will come up with? Don't sell this, but hold. It will continue to rise for the next 10 months.

There's a huge need for carbon-free power 24/7. CEG struck a deal with Microsoft and other tech giants will follow.

They face more competition, slower sales in leisurewear, a weaker Chinese consumer and shares trading at 25x PE with no growth in the next 4 years.

Trades at 9.5x PE and she forecasts 20% earnings growth for the next 3 years.

They need to innovate. Lines such as the Jordans aren't selling like they used to. They're not innovating. Their biggest celebrity athletes are aging, like LeBron and Kevin Durant--do kids want their shoes. They trade at a high 25x PE for no growth.

The new CEO is making big, strategic deals behind the scenes. He expects something with the Near-Field communication chip. Pay with Venmo is a plus. This continues to make 52-week highs that nobody is paying attention to. He's sticking with it.

Believes recent interest rate announcements are separate from task of finding quality companies to invest in. High quality businesses are the goal of every investor, and interest rates are irrelevant. Inflation also doesn't impact high quality companies (asset light) - with ability to compound earnings. Companies that have pricing power (Apple etc.) are another example of high quality businesses - as opposed to oil producers who can't control pricing.

Swedish gaming company that has low capital requirements, with huge customer base. No debt with founder led/owned management team. ~70% EBITDA margins. Trading at very good valuation. Has been buying shares. 

New position that recently bought. Stock price off all time highs, which has presented a buying opportunity. Typically able to grow earnings ~20%. Very sticky revenue model that is recurring monthly. Churn of customer base also very low. Looking to buy more shares. 

Fundamental driver of business very strong - vanity products. Long history of well established brands. China growth has slowed, but overall is optimistic on company. Not founder run, but founder still owns large chunk of business. Is ~1% position in portfolio. Will keep buying on share price weakness. 

Shopping comparison website that has very strong business model. Competition has been strong - putting pressure on business. Asset light business that is focusing on restaurant reservation + jobs platform. Still owns shares in company. Good long term investment. Happy shareholders.