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As AI rapidly advances, companies like Chegg that rely on providing access to homework solutions and study materials face an existential threat. ChatGPT and other large language models can generate equally useful content at a fraction of the cost, spelling doom for Chegg's business model.
Consumer Defensive/Education & Training Services -  CHGG↓
As AI rapidly advances, companies like Chegg that rely on providing access to homework solutions and study materials face an existential threat. ChatGPT and other large language models can generate equally useful content at a fraction of the cost, spelling doom for Chegg's business model.
Consumer Defensive/Education & Training Services -  CHGG↓
Choice Hotels' hostile takeover bid for rival Wyndham faces long odds as the March 8th tender deadline approaches. With Wyndham's value rising independently and regulatory scrutiny mounting, Choice will likely need to significantly increase its offer or abandon the deal entirely.
Consumer Cyclicar/Lodging -  CHH↑ , WH↔
Recent attacks on ships in the Red Sea by Houthi rebels threaten to disrupt global shipping routes and drive up container prices. Despite the risks, the historically inelastic demand for shipping presents an opportunity for investors to capitalize on the potential upheaval in the industry.
Industrials/Marine Shipping -  ZIM↑ , HPGLY↑ , AMKBY↑
The traditional soft deletion pattern using deleted_at columns leaks into code, curbs the usefulness of foreign keys, and makes data removal difficult. Luckily, there's an alternative.
Consumer Cyclicars/Restaurants -  SG↑
The sporting goods industry, as exemplified by ASO and DKS, has shown resilience in the face of economic headwinds, with profit margins remaining stable despite stagnating consumer spending. However, the market appears to be mispricing these companies, particularly undervaluing ASO's competitive strength and growth potential compared to its larger rival DKS.
Consumer Cyclical/Specialty Retail -  DKS↑ , ASO↓
With strategic investments in automation and a robust presence across the United States and Canada, ADF Group is well-positioned to leverage its specialized capabilities and geographical reach to sustain and enhance its market leadership, even amidst economic fluctuations and industry-specific challenges.
Industrials/Metal Fabrication -  DRX↑