O'Reilly Automotive isn't on anyone's list of famous global stocks. With a share price CAGR over the past decade of well over 20%, perhaps it should be. Is the electric vehicle risk worth worrying about, or are their other near-term headwinds that are cause for concern at this valuation?
Home Depot is the eCommerce hero that nobody talks about. There are a lot of surprises in this business, with long-term financial performance telling a wonderful story. This is going to be a disappointing year vs. FY22, but is that perhaps an opportunity?
There's a big difference between a great company and a great investment. Ulta Beauty plays in the most lucrative retail categories of all, yet the share price seems to be ignoring management's warnings of normalising margins. Where does this leave the risk-reward setup?