Joseph Carlson After Hours 对 $SN 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
但如果你真的深入研究 Shark Ninja，你会发现它是世界上最具创新性、发明力和创造力的公司之一。他们的创新速度值得研究，因为他们确实做对了某些事情。
But if you really do research on Shark Ninja, you'll find that it's one of the most innovative, inventive, creative companies in the world. And the pace at which they're innovating should be studied because they are doing something right.
每次我去 Costco，我都能看到 Ninja 品牌的空气炸锅。Costco 将其保留在货架上的唯一原因是它们持续畅销。如果停止销售，Costco 就不会再订购了。
Every time I go into Costco, I see a Ninja branded air fryer every single time. And the only reason that Costco keeps them on the shelves is because they keep selling. If they stopped selling, they would no longer they would no longer be ordering them back at Costco.
是的，他们还有很多美容产品。他们在美容领域正在获得市场份额，这是我原本没想到的 Shark 会涉足的领域。从吸尘器转向护发产品似乎很难，但他们似乎正在实现这一跨越。这也是这家公司有趣的地方之一。
Yeah, they also have a lot of beauty items. They're they're gaining market share in beauty, which is an area that I would not think Shark would be a part of. It seems like it'd be difficult to go from uh vacuums to hair products, but it seems like they're making that leap. And that's one of the things that's interesting about this company.
我对 Shark Ninja 研究得越多，就越意识到它不是一家吸尘器公司，不是一家美容公司，也不是一家家庭清洁公司，它就是一家创新型公司。它只是一群发明家。所有这些发明家和工程师一起工作，解决任何问题。
Is the more that I study Shark Ninja, the more that I realize it is not a vacuum company, it's not a beauty company, not a home cleaning company, it's just an innovative company. It's just a group of inventors. All these inventors working together, engineers working together to solve any problems.
这就是分析这家公司的正确方式：把它看作一个智库，一群持续工作、迭代并发明解决方案的人。
And that's the way the company should be analyzed as a a think tank, a continual group of people working, iterating, and inventing solutions.
当我们看自那段视频以来该股票的表现时，真是令人难以置信。年初至今上涨了 65%。事实上，如果我们把时间拉长到过去 5 年，它上涨了 344%。
When we look at the stock's performance since that video, it's been incredible. It's up 65% year-to-date. And in fact, if we zoom out to the past 5 years, it's up 344%.
Shark Ninja 大幅跑赢了大盘，也跑赢了 QQQ。它一直是一只表现卓越的股票，并且这种优异表现仍在持续。
Shark Ninja has trounced the general market, trounced the QQQ. It's been an incredible outperformer. And it continues to it just continues to perform.
即使只是阅读该公司正在做的一些事情，也令人印象深刻。很多事情看起来出人意料。Shark Ninja 正在构建一个人工智能工具来实时监控盈利能力。他们的财务团队正在建立这份报告，以便实时查看盈利情况，从而省去数周繁琐的流程，并建立预测模型。
所以，他们甚至在内部也在进行创新，确保自己随时都能确切知道公司的发展方向。
Even reading about some of the things this company's doing, it's really impressive. And a lot of the things seem out of left field. Shark Ninja is building an AI tool to monitor profitability in real time. Their finance team is building this report so they can see their profitability in real time, shaving off weeks of cumbersome processes, and building a forecast. So, they're even inventive internally and making it so that they can see exactly what direct direction the company's going at any given time.
当我们看到接受该公司采访的不同人士时，他们说大多数投资者和大多数人完全误解了 Shark Ninja。Neil 说：“我在 Shark Ninja 工作了大约 18 年。当我 2007 年加入时，我们是一家只有单一品类的公司，起步于蒸汽拖把。
我们从那一个品类发展到了现在的 37 个以上。当时我们也非常以北美为中心。在过去 15 年里，我们扩展到了 35 个以上的市场，将创新和 Shark 及 Ninja 产品带给全球消费者。
零售商经常问我们：你们是一家清洁公司吗？你们是一家厨房用品公司吗？你们属于哪个品类？经过一段时间，我们意识到我们实际上只是一家解决消费者问题的企业。连接所有产品的核心线索是：什么是空白地带？是否有某个品类中未被解决的消费者问题？”
When we look at different people that have been interviewed by this company, they say that most investors and most people view Shark Ninja all wrong. Neil says, "I've been with Shark Ninja for about 18 years. When I started in 2007, we were a one category company beginning with steam mops. We've grown from that one category to over 37. We were also very North American-centric at the time. Over the last 15 years, we've expanded to over 35 markets, bringing innovation and Shark and Ninja products to consumers worldwide. We get asked questions from retailers like, are you a cleaning company? Are you a kitchen company? What category are you in? And after a point, we realized that we're actually just a business of solving consumer problems. The thread that connects all the products is this. What is the white space? Is there a consumer problem that's not being solved in a category?"
只要 SharkNinja 坚持这条通过发挥创新能力进行迭代的道路，它就会继续快速增长。能够定义问题、解决问题，并以消费者负担得起的价格大规模地解决这些问题。
SharkNinja will continue to grow rapidly as long as they stay on this iterative path of flexing their innovation muscles. Being able to iterate through defining problems, solving them, and making them solved at scale that's affordable for lots of consumers.
他们一次又一次地做到了这一点。我认为他们未来会继续这样做。所以，这是一家在我观察名单上的公司。我会留意 SharkNinja 的回调机会。
Uh they they've done this over and over again. I think they're going to continue doing it in the future. So, this is a company that is on my watch list. I'll be looking for dips in SharkNinja.