Joseph Carlson After Hours 对 $SNK 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。
大约一年前，具体来说是 2025 年 7 月 7 日，我重点介绍了 Shark Ninja。我指出它听起来像是一家小型消费品公司，生产厨房里的小玩意。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。
About a year ago, in fact, this was July 7th, 2025, I highlighted Shark Ninja. And I highlighted it as a company that, ironically, it sounds just like a little consumer goods company. They make little trinkets in your kitchen. 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。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。
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. 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.
这也是这家公司有趣的地方之一。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。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 one of the things that's interesting about this company. 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. 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.
自那期视频发布以来，该股票的表现令人惊叹。年初至今上涨65%。事实上，如果将时间跨度拉长至过去五年，涨幅高达344%。Shark Ninja大幅跑赢大盘，也远超QQQ（纳斯达克100指数ETF）。
它一直是一只表现卓越的超额收益股，并且这种强劲势头仍在持续。
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 has trounced the general market, trounced the QQQ. It's been an incredible outperformer. And it continues to it just continues to perform.
即便只是阅读该公司正在做的一些事情，也令人印象深刻。其中许多举措看似出人意料。Shark Ninja正在开发一款AI工具，以实时监控盈利能力。其财务团队正在构建这份报告，以便实时查看盈利状况，从而削减数周繁琐的流程，并建立预测模型。
因此，他们在内部也极具创新精神，确保能够随时确切掌握公司的发展方向。
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.
当我们审视被该公司采访过的不同人士时，他们表示大多数投资者和公众对Shark Ninja的看法完全错误。Neil说道：“我在Shark Ninja工作了大约18年。2007年我刚加入时，我们是一家仅有一个品类的公司，起步于蒸汽拖把。
我们从那一个品类扩展到了现在的37个以上。此外，我们还……”
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