On April 15, bought ANF at $112.84 (5 major reasons) (Mandarin Version)
On April 15th, I bought it for $112.84. $Abercrombie & Fitch (ANF.US)$ Within two months, the stock price rose by 70.45%. How did I do that? How did I filter it out?
Today, I will share with you the 5 reasons why I bought it, and how to use business thinking to filter out companies with growth potential. I'm Jeff, and I'll analyze US stocks with you using business thinking. Every month, we will use 7 steps to filter out the most worthy investment companies from over 1000 companies.
Abercrombie & Fitch is the company we filtered in April. My investment philosophy is to first understand the company's business model and competitive advantages.
In the earnings report for Q4 of last year, I found that the company's revenue, net profit, and net profit margin have all increased significantly. So, I analyzed the company carefully and discovered:
1. The company has successfully transformed and shifted its offline store sales to online, saving a lot of costs for the company. Moreover, the expansion of online business does not require excessive costs. (One website can sell to many countries)
2. By hiring expensive endorsers and internet celebrities on major platforms to wear the company's products, they have achieved very good results.
3. The company's products have shifted towards catering to the general public and producing good products for slightly overweight customers. For example, the company's jeans are very popular in Europe and America. Many customers online say that after wearing them, their buttocks appear more lifted.
The company's three major operating regions, americas, europe, and asia, are all experiencing growth, proving the popularity of the company's products.
Moreover, the main cost of the company, cotton prices, has also hit a new low.
Cost reduction, customer passion for products, cost reduction in expansion, etc., will bring a new round of significant increase in net profit to the company. Therefore, after comprehensive analysis, it is predicted that the company's net profit and net profit margin will skyrocket due to the increase in revenue and cost reduction.
Then, we calculated the company's reasonable stock price to ensure sufficient profit margin. It was discovered that the company's P/E ratio is only 17.08, while I expect the company's net profit to double in these quarters. Therefore, I bought heavily with members. In May, after the company's Q1 quarterly report was released, YoY net profit indeed doubled by 587.04%!
Using the same method and 7 steps, in the past year, we bought SMCI at $77.32, GigaCloud Technology at $8.52, META at $181, pdd holdings at $63, etc.
We have had 5 companies returning over 100% in a year, raising our investment return to 73.91% in 2023. By 2024, after 5 months, our investment return also reached 32.58%.
I have always selected the most worthy companies to invest in based on 4 key investment rules and 7 steps. I will share these 4 big investment rules and 7 steps in this 100-minute public course with you through 8 investment cases.
You can click here to attend my 100-minute public course for free:https://www.lazybearresearch.com/7stepsonlineworkshop/
Rest assured, I guarantee that there is no useless talk in this public course; it is filled with valuable information. We won't hold back any information because we don't sell courses. Instead, we use these 7 steps to select the most promising investment companies every month. So, it is necessary for me to tell you how we screen for the most worthy growth companies. Even if you don't become our member, you can definitely benefit greatly from this public course and learn from my 13 years of investment experience and being a CEO of a technology company!
If you don't know how to screen for good investment companies, or if you don't know what to do when the stock price of a company you bought drops significantly, or if you don't know when to sell the stocks of a company after buying them.
You must attend! Don't miss it.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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曾是金融科技公司CEO，35歲退休。主要投資在美国中國的成長型公司。投資組合：
2023: +73.91%
2024: +26.71%
YT 🔍姐夫說美股
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