SHU Portfolio: Skechers Is Remarkably Cheap
No retail apocalypse for Skechers. Its US stores revenues are up 14.5% with same store sales up a whopping 7.7%. Its international business is also booming, and after heavy investments […]
SHU Portfolio: JD.Com, Finisar And Nutanix
We’re starting a concentrated portfolio ultimately containing some 10-12 names while keeping plenty of cash as a hedge. The first candidate is JD.com, a quality name which has sold off […]