SharkNinja, a quality compounder with double-digit growth rates and a forward P/E of 21x.
By Vlad from Bastion on
Owner of two brands: Shark (vacuums, hair dryers, stylers, home care) and Ninja (kitchen appliances, blenders, coffee machines, Creami ice cream makers).
$SN got hit by the tariff war, but thanks to supply chain optimization, they can significantly improve margins over the next 3 years.
It ranks in the top 15% of global stocks by Bastion's Quality Compounder Score, and right now there's a breakout in the stock. Very interesting.