Well, just about 24 hours have past by since I last looked at "our" thread here. I see about 8 new names added. bythe OP, our beloved Stoney. It'll be hard to see this week go by without at least one of them going up half-way decent. Formula for a guru.
I actually graced a Pig Lots this weekend... I mean it was there and I had a few minutes. I needed to get a universal remote control as the one I have quit working for no apparent reason. And yes, I checked the batteries. So while I was in there I picked up this and that in the spirit of "while I'm in this friggin place I might as well not waste my time and buy some other things... but here's what I noticed when I got home. A 2 pack of the new light-bulbs.... you can't buy incandescent anymore... were like $2.29... BUT... when I looked at the package after I got home... I noticed they have some RFID(?) tag on them that I would assume rings a bell when you walk out if it is not deactivated at the point of sale. Point being... 3 points actually... these things must be pretty cheap now if they are putting them on items under a few dollars... and two... i don't think they'll help. But here's the laughable 3rd point... and I had bit my tongue for the last 2 weeks as our beloved OP Stoney went on and on about "they need to figure out a way to minimize shrinkage". It's like: Stoney... get out of the bubble... this stuff has been out there for a decade at least.... obviously the price of these tags has dropped if they are using them on lightbulbs... the problem is not with the detection of theft... the problem is with saying "wtf" and letting people casually walk out the door... with the beepers going ham. I mean this post Stoney... says it all regarding your self proclaimed vision: I mean dude... whatever. like figuring this out will move the needle Oracle or Dell. PLUS It was figured out in '94 with rfid's and comoditized to the point they can put it on a $2 pack of light-bulbs. Next up.... Google AI moves into enforcing parking meters violations. Big money!
"The next big thing" ---> too funny. Stoney... I love ya bro... but what kind of of rock are you living under and how can you possibly hope to share winning stock ideas with vision that lies 15 years in the past? Hey and regarding the Jeep... an '87 Grand Wagoner at the time was the cat's meow. When you said the steering was stiff and it didn't have power steering... without looking.... I'd bet ya a million dollars they didn't make a Grand Wagoner without power steering. It has power steering. 100% sure. We are so lucky you didn't blow yourself up troubleshooting that propane clothes dryer.
I have less confidence with the Jeep now hearing what a nightmare it was getting going this time. All my worst fears. I have to drive it today of course. My wife is like just get rid of it if it stresses you out so... I try and hold onto everything old because life is going too fast. Bar Rescue is a really good show! I'm watching an awful lot of it. It's America in a nutshell and John Tapper is great. Van- RFID tags are not going to work for a variety of reasons. They are tagged already silly! And jerk offs run away with your RFID tag- It's the automation needed to have each item you point your phone at to be taken down in the back and packaged so you do not touch the item. A RFID code works off a RFID reader we are going Apple I phone/ Smart Phone here. So what we need are those square blotchy things and robots and moving parts, this has to get done quick. I am in discussions with VUZIX on this matter to put everything into " shopping goggles " that you put on when you enter the store but of course those goggles could be stolen! The idea being poor people and people with flip phones they could get a store goggle and make this work-- most of this I want done through the phone. It's an App and it's going to make me many millions of dollars/ I think. I have also had some informal (bar) discussions with a representative at Dell who claims they have the ability and some want to do this. I may be involved in a greater way with them. Stay tuned. If I could save retail my life would have had meaning. I love retail so . It's American and And it is dying.<--- DYING! Huge beautiful mall in San Fran they are handing in their keys.. just shutting every store; all those folks jobs it's sickening. We need a shoplifting czar and I am that man. Yes Van you got some new names don't panic- we already own three of them from Friday so you are a bit behind. Buy the ones I say to buy or buy the one that catches your eye.. perhaps BOYD I know you like that name. I put alot of work in on a busy weekend for me (Birthday) I have received many emails thanking me so really don't need jealous Van now just read and react and you'll do fine. I shall guide you through China Week as only I can. Happy Fathers Day Everyone-- ~stoney
Before We Go All China All The Time I want to give you guys an update on my Son's account. What I have been trying to do is locate some Alpha with great safety. I have been culling names for as long as this thread has been going so you can put alot faith in what I say-- 1> Constellation Brands. 2> Flutter Entertain 3> Rheinmetall 4> Take Two 5> SOFI These are my final five names. Regarding timing. In my view Constellation and Flutter and Rhein are all buys now. Take Two I have been charting and watching it made a nice support low at $135 so on market weakness we watch that area carefully it went right to $138/ Still debating the proper entry- this is a next year story. SOFI finally got three downgrades (phew) so once the Supreme Court rules on the student debt situation this will either take off again or sell the news. Risky but my kid really wants it.~si
Here is a video with the CEO of Worksport. I am all over this name! First off just love the interviewer I could watch her work all day.> Good questions. At the end take note of the 100 patents I have>> Including the first on solar truck bed covers.
Pinduoduo didn't provide any guidance for the full year, but analysts expect its revenue to rise 30%, its operating margin to decline slightly, and its net income to grow by 6%. By comparison, analysts expect Alibaba and JD to grow their revenues by 9% and 5%, respectively, in their current fiscal years. Earnings Estimate Revisions for PDD Holdings Inc. For the fiscal year ending December 2023, this company is expected to earn $4.68 per share, which is a change of 17.6% from the year-ago reported number. Analysts have been steadily raising their estimates for PDD Holdings Inc. Over the past three months, the Zacks Consensus Estimate for the company has increased 11.1%.
BUSINESS WIRE Act III Holdings Joins StonedInvestor in Celebrating CAVA’s NYSE IPO Jun 16, 2023 4:56 PM EDT Act III Holdings Joins Investors in Celebrating CAVA’s NYSE IPO On June 15, 2023, CAVA Group Inc. ("Cava") (NYSE: CAVA), the category-defining Mediterranean fast-casual restaurant brand that brings heart, health, and humanity to food, began trading on NYSE, having priced its initial public offering of 14,444,444 shares at $22.00 per share. Act III Holdings, LLC ("Act III"), led by Ron Shaich, recognized long ago the power and draw of the Mediterranean category and the tremendous potential for the Cava brand to dominate that niche in the market. Act III has been a proud, long-term investor in the Cava vision. In 2018, Act III architected and led Cava’s successful acquisition of Zoe’s Kitchen, a publicly-traded Mediterranean restaurant company three times Cava’s size, to “hyper-phase” Cava’s growth and allow the brand to quickly reach national scale. Act III also offered dedicated, strategic support to CEO Brett Schulman to help ensure that Cava had the organization, capabilities, and discipline necessary to sustain success as an ever-larger enterprise well into the future. Act III Holdings remains Cava's largest non-institutional shareholder following the public offering. Act III’s Chief Executive Officer Ron Shaich also serves as Chair of Cava's Board of Directors. Stonedinvestor can't believe he nailed the top IPO of the year! If you had to put in for one this was the one and since very few believed, the shares where there for the asking! “Our warmest congratulations go out to Brett Schulman, his leadership team, the Cava founders, our fellow investors, and the Cava Board members, all of whose passion and expertise built this company into what it is today,” said Shaich. “Together, we are ensuring that Cava fulfills its destiny as an industry gamechanger.” He continued: “I cannot express the deep honor and responsibility our teams feel knowing that so many respected institutional and individual investors put their confidence in Cava’s journey. With their support in this new chapter, Cava has never been better-positioned to live up to its potential as a category-defining brand, both now and into the future.” This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. About Act III Holdings Act III Holdings is an evergreen investment vehicle formed by Ron Shaich, founder and former Chairman and Chief Executive Officer of Panera Bread, to build tomorrow’s market-leading restaurant and entertainment companies. Act III invests in emerging restaurant and entertainment categories and helps build companies which will become the dominant brand in the niches they create and define. Portfolio investments benefit from the industry specific insights and capabilities of Act III and its partners. Existing portfolio investments include Cava, Tatte Bakery, Life Alive Organic Café, Level99, and BJ’s Restaurants. For more information, visitwww.act3holdings.com. About stonedinvestor Stonedinvestor is the #1 ranked stock blogger, his picks are known far and wide and he sets up shop at Elite Trader-- Which as the name indicates is a community of Elite Traders, the very best.
The Cava IPO had a secret ingredient-- Call it the Ron Shaich premium. On Thursday, shares of fast-casual restaurant chain Cava exploded 99% on their first day of trading on the New York Stock Exchange. The stock gave up some of its gains Friday, but it's clear investors can envision Cava as the next great restaurant investment in the mold of burrito king Chipotle. Indeed there is a lot to like about Cava's business model. CAVA Group, Inc. (CAVA) View quote details NYSE - Delayed Quote (USD) 38.15 -5.63(-12.86%) For starters, it sells pricey Mediterranean-themed bowls and wraps in higher-income urban markets. Those better-for-you bowls and wraps are very tasty and come out fast, as this New York City-based writer could attest. Barring an economic downturn, the loss-making Cava will probably reach profitability faster than the naysayers believe. Secondarily, the company has a clear path to going from 263 restaurants today to 1,000 by 2032 as its S-1 filing suggests. Why? Good restaurant locations still exist for good concepts, and Cava fits the bill — plus it now has a war chest of IPO cash. But buried in Cava's S-1 is arguably a secret ingredient that didn't get enough attention on IPO day (or maybe it did by those who actually read the S-1 and bought stock in the company): Cava chairman and early investor Ron Shaich. Search for Shaich (pronounced 'shake'), 69, and you will find a decorated entrepreneurial past in the restaurant industry. At age 27, just a few years out of Harvard Business School, Shaich opened a cookie store in Boston dubbed the Cookie Jar in 1980. In the process of baking up cookies, Shaich began ordering baguettes and croissants for his store from a nearby Au Bon Pain. That came from Shaich's observation that many people weren't buying cookies before noon. Why not sell a complete menu, right? Sensing an opportunity in the business of sandwiches, Shaich approached venture capitalist Louis Kane, who was running Au Bon Pain at the time. The two entrepreneurs formed a partnership in 1981. By 1993, Au Bon Pain was a public company (since 1991) with sandwich-and-soup-serving restaurants across the country. Au Bon Pain then purchased St. Louis Bread, a regional restaurant chain known for its fresh ingredients. Shaich pressed Au Bon Pain leaders to shift more attention toward St. Louis Bread, and the pressure led to a board fight, which Shaich won. Au Bon Pain was then sold to a private equity firm in 1999. Shaich took over as CEO of St. Louis Bread and changed its name to Panera, which is Latin for "bread basket" or "bread bowl.' The rest is restaurant history. Shaich led an aggressive roll-out of Panera Bread restaurants in the US, cooking up everything from soup to loaves of bread to salads. In 2010, Shaich chose to step aside as CEO but retained the role of executive chairman so he could pursue philanthropic interests. But Shaich returned to Panera as chairman and CEO in 2013. From 2013 to the time of its sale to JAB Holdings in 2017 for $7.5 billion, Shaich was at the leading edge of digital ordering and fast-casual restaurant rewards programs. In his second stint as Panera CEO, he also launched a clean ingredient menu list — which has since become standard operating procedure for many fast-casual chains. Van departs a Cava restaurant chain location on February 6, 2023, in Pasadena, California. Not known as one to take it easy (based on my experience reporting on Shaich), the restless Shaich launched an investment fund dubbed Act III Holdings soon after the Panera sale with initial capital of $300 million. Shaich also found more time to rail against the activist investor industry he isn't too keen on (Panera twice had to fight off activists). In 2018, Shaich announced a significant investment in Cava to finance its acquisition of Zoe's Kitchen. By the end of this year, the rebranding of all Zoe's Kitchens under Cava will be complete. And today, Shaich's Act III Holdings has an investment portfolio that also includes restaurants Tatte, Life Alive, and BJ's Restaurants. "Our modus operandi is what we call sherpa management, which means we're there with our investments," Shaich told Yahoo Finance Live in an April 2020 interview. "We've been through this. It's tougher to build a national company today than climb Mt. Everest. And our role is to help our investments get through that process." "It's a playbook and a growth model to support entrepreneurs and founders," Shaich added. Bottom line: In the case of Cava, it's good that it sells tasty food, but it's even better that its corporate governance includes a chairman that has seen and done it all in the restaurant industry — and has made a ton of money in the process. Hollah!
Trip.com Group Limited Reports Unaudited First Quarter of 2023 Financial Results Key Highlights for the First Quarter of 2023 Domestic and international business continued to show robust recovery in the first quarter of 2023 - Domestic hotel bookings grew by more than 100% year over year. - Same city staycation hotel bookings grew by 150% compared to those for the same period in 2019, the pre-COVID level. - Outbound hotel and air reservations recovered to over 40% of those for the same period in 2019, the pre-COVID level, despite a 15% recovery in the overall outbound aviation market. - Air-ticket bookings on the Company's global OTA platforms grew by over 200% year over year, and grew by over 100% compared to those for the same period in 2019, the pre-COVID level. The Company delivered strong results in the first quarter of 2023 - Net revenue increased by 124% year over year and exceeded that for the same period in 2019, the pre-COVID level. - Net income for the first quarter was RMB3.4 billion (US$491 million), which improved from a net loss of RMB1.0 billion for the same period in 2022 and net income of RMB2.1 billion for the previous quarter. - Adjusted EBITDA for the first quarter was RMB2.8 billion (US$410 million). Adjusted EBITDA margin was 31%, compared to 2% for the same period in 2022 and 6% for the previous quarter. "During the first quarter of 2023, there has been an upsurge in both domestic and outbound travel activities in China," said James Liang, Executive Chairman. "We are encouraged to see the world becoming more open and connected at the start of 2023. We remain positive for the outlook of the global travel industry and the opportunities that lie ahead." Net income for the first quarter of 2023 was RMB3.4 billion (US$491 million), compared to net loss of RMB1.0 billion for the same period in 2022 and net income of RMB2.1 billion for the previous quarter. Adjusted EBITDA for the first quarter of 2023 was RMB2.8 billion (US$410 million), compared to RMB91 million for the same period in 2022 and RMB286 million for the previous quarter. Adjusted EBITDA margin was 31% for the first quarter of 2023, compared to 2% for the same period in 2022 and 6% for the previous quarter.Net income attributable to Trip.com Group's shareholders for the first quarter of 2023 was RMB3.4 billion (US$491 million), compared to net loss attributable to Trip.com Group's shareholders of RMB1.0 billion for the same period in 2022 and net income attributable to Trip.com Group's shareholders of RMB2.1 billion for the previous quarter.