π§΅ The market is asleep on $BGSI
While everyone chases AI momentum names, Boyd Group Services just quietly put up record Q1 revenue ($996.7M, +28%) and record adjusted EBITDA (+52%).
Yet the stock is down ~45% from its 52-week high of $183, now sitting at ~$101.
I believe it has over 60% upside, with the average analyst price target sitting at $162.
The 'ultra-cheap forever' business model just met reality
Chinese e-commerce giant Shein dipped to a $99M Q1 loss from a $395M profit due to the closure of a tariff exemption.
The company is preparing for a Hong Kong IPO