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AutoZone: Commercial Momentum And Durable Growth Drivers In Focus
Seeking Alpha· 2025-09-24 07:34
I view AutoZone (NYSE: AZO ) as an attractive long-term compounder, beginning FY26 with better structural drivers than in previous cycles. The commercial (DIFM) segment is now the definitive growth engine, with hub density and maturityI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. My early ...
Sanuwave: A Long-Term Compounder In Its Early Stages
Seeking Alpha· 2025-09-15 19:31
美国伤口护理市场 - 美国整体伤口护理市场规模庞大且持续增长 2025年预计达到74亿美元 [1] 分析师背景与投资方法 - 分析师专注于覆盖不足的公司 关注名单最多包含100家公司 主要覆盖技术、软件、电子和能源转型领域 [1] - 拥有超过7年全球多元化公司个人投资经验 通过分析大量公司积累了专业投资经验 [1] - 持有电气工程硕士学位 现任瑞典汽车电池研发工程师 [1] - 擅长研究中型和小型公司 这些公司通常被其他研究者覆盖较少 [1] - 通过分析众多公司寻求不对称投资机会 目标是获得超越市场的回报 [1] 持仓披露 - 分析师通过股票所有权、期权或其他衍生品持有SNWV公司的多头仓位 [2]