U.S. Market Community
Our community narratives are driven by numbers and valuation.
U.S. Investing Ideas
Snap-on: A Century-Old Business Still Holding Its Edge
Over the past two to three decades, Chinese manufacturing has supplied the world with cheap and generally reliable tools. For an American business to not only survive this period but prosper is impressive—and worth a closer look.Read more
Increasing revenue at high costs relies on membership to convert to spend
Update on Q3 Results Travelzoo's cost to acquire a member increased to $40, making it a net 0 gain on membership spend alone. Direct member acquisition costs of $2.9m represents $2.9m of revenue with only $0-0.725m recognized this quarter (average $0.36m).Read more
ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin Resilience
Automatic Data Processing, Inc. (NASDAQ: ADP) remains one of the most reliable pillars in human capital management, blending predictable cash flows with an expanding suite of digital HR solutions.Read more
A Quality Grocer at a Crossroads
Catalysts Sprouts Farmers Market's transformation under CEO Jack Sinclair is delivering exceptional results. The company generated $4.46B in revenue during H1 2025 (+18% YoY) while expanding gross margins to 39.2% from 38.1%—a remarkable achievement in the razor-thin grocery industry.Read more
The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.
1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.Read more
At a Discount Today, QUALCOMM Will Connect the Intelligent World of Tomorrow
Qualcomm is a steady-growth backbone of the AI era - a proven, cash-generating semiconductor leader that’s quietly positioned for a major re-rating. While most attention is on data center chips from NVIDIA or AMD, Qualcomm is building the connective layer that will bring AI to the edge - powering devices, drones, vehicles, and robots that think and communicate in real time.Read more
The "Molecular Pencil": Why Beam's Technology is Built to Win
The "Molecular Pencil": Why Beam's Technology is Built to Win The investment thesis in Beam Therapeutics is a long-term, high-conviction bet on a fundamental technological shift in genetic medicine. While first-generation gene editors like CRISPR-Cas9 function as "molecular scissors," they are an inherently disruptive tool.Read more
Helen of Troy (HELE): A $70 Balance Sheet in a $26 Dress
Helen of Troy remains an oversold gem. A seller of a variety of home and cleaning products, the company has pulled back over the course of 2025 from the $60 range to less than $26 per share.Read more
Flowers Foods Pays A Fair Price For Health
Our initial price target for Flower Foods is set at $16.12. As Flower Foods has been crippled with poor earnings and higher margins, a spark in M&A will push the company out of constant stagnation.Read more
