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My Holdings in Alphabetical order: 1/2 $ABNB - Airbnb, Inc.: A global travel and hospitality platform that operates an asset-light, two-sided marketplace connecting millions of hosts with guests. This model allows the company to scale rapidly without the capital-intensive overhead of traditional hotel chains. While the company's Q2 2025 earnings report was strong (beating revenue and EPS estimates), market sentiment was impacted by dim Q3 guidance signaling a notable slowdown in top-line growth and margin pressure. The stock has seen a slight dip, maintaining an overall "Hold" consensus from analysts with a mean price target of $142.09. The brand has become so synonymous with its service that people will say they are going to Airbnb a house for their vacation. This powerful network effect, with more listings attracting more guests, and a highly recognizable brand are key competitive advantages. Recent strategic initiatives include a global expansion of "Experiences" and "Services" and leveraging AI to improve search, personalized recommendations, and dynamic pricing for hosts. The company is scheduled to announce its Q3 2025 earnings on November 6, 2025. $ADBE - Adobe Inc.: A dominant force in creative software, Adobe boasts a robust and sticky subscription-based business model that provides predictable revenue streams. Its Creative Cloud suite is the industry standard, and its Experience Cloud is a leading platform in the enterprise market, with strong growth. In its fiscal Q3 2025 earnings report, Adobe announced record revenue of $5.99 billion, representing 11% year-over-year growth, and surpassed its AI-influenced annualized recurring revenue (ARR) target, which now exceeds $5 billion. The company raised its full-year guidance, a sign of confidence in its strategy. However, recent discussions have focused on a slower-than-expected monetization of its AI features. Adobe's strong competitive moat is being reinforced by its aggressive AI-driven features, such as the Acrobat AI Assistant and Firefly-powered image generation tools. These tools are driving user engagement and enterprise adoption, with 99% of Fortune 100 companies having used AI in an Adobe app. Despite increasing competition from companies like Canva and Microsoft, Adobe's ability to seamlessly integrate AI into its professional workflows and provide commercial indemnification for Firefly-generated content is proving to be a key differentiator, solidifying its position as a leader in the creative and marketing software industries. $AMZN - Amazon: A global leader in e-commerce, cloud computing, digital streaming, and artificial intelligence. Amazon's investment case is multi-faceted, built on the symbiotic relationship between its core businesses: Amazon Web Services (AWS), a highly profitable cloud infrastructure provider expected to see accelerated growth of over 18% driven by generative AI workloads, and its e-commerce giant, which benefits from a powerful network effect and operational scale. The company's Q3 2025 earnings are scheduled for October 30, 2025, with analysts forecasting an EPS of around $1.58. The company's primary competitive advantages are its unparalleled scale and network effects. The company's vast logistics network allows for rapid delivery, and its advertising business is quickly becoming a significant and high-margin revenue stream. Recent strategic initiatives are heavily focused on AI and automation, including a major update to its Alexa AI assistant. It has also announced a new partnership with a leading healthcare provider to expand its Amazon Clinic services to more states. $BIRK - Birkenstock Holding PLC: A global footwear manufacturer known for its iconic sandals and a long-standing heritage dating back to 1774. The company's business model is a blend of traditional craftsmanship and a modern, dual-channel distribution strategy that includes both a direct-to-consumer (DTC) segment and a robust business-to-business (B2B) network. The company's core competitive advantage is its powerful brand equity, which has created a "super brand" with strong pricing power. In its fiscal Q3 2025 earnings report, Birkenstock reported 16% revenue growth in constant currency. New Strategic News: The company has since updated its guidance, projecting fiscal year 2025 revenues of at least €2.09 billion and anticipating Q4 revenues of at least €520 million (18% growth in constant currency). Analysts maintain a "Strong Buy" consensus with an average price target of $67.94. Birkenstock is actively expanding its production capacity with a new factory in Germany and continuing its push into its own retail stores, designed to deliver higher average selling prices. $CART - Instacart (Maplebear Inc.): A leading online grocery delivery and pickup platform with an asset-light, two-sided marketplace model. Its investment case is centered on its powerful network effect, which has made it the go-to platform for both customers and grocery retailers. In its most recent fiscal quarter, Instacart reported strong revenue growth, driven by an expansion of its advertising and fulfillment services. The company is strategically diversifying its revenue streams beyond delivery fees, with a significant push into retail media through its "Carrot Ads" platform. The stock has been volatile, with mixed analyst sentiment. New Strategic News: The company is now actively campaigning against a New York City minimum pay bill for grocery delivery workers, publicly threatening legal action and stating the measure would cause delivery costs to skyrocket (projected to be over $10 per order) and lead to widespread worker lockouts. Recent partnerships with major retailers and the rollout of new technologies like its AI-powered "Caper Carts" signal a commitment to innovation and market expansion, positioning it for long-term growth despite regulatory and labor pressures. $CELO - Celo Crypto: A mobile-first blockchain focused on making DeFi and stablecoins accessible to anyone with a smartphone. This strategy is powerfully demonstrated by MiniPay, an Opera-built stablecoin wallet on Celo. Launched in September 2023, MiniPay has rapidly grown to over 8 million phone-verified wallets and 200 million transactions, with a 255% surge in Q2 2025 activations. This growth drives nearly 50% of all Celo network gas fees in USDT. Further enhancing its scalability and security, Celo officially completed its transition to an Ethereum Layer 2 on March 25, 2025, aligning with Ethereum's roadmap and leveraging its robust ecosystem, which fulfills Celo's mission for global financial prosperity. New Strategic News: The platform has successfully completed its major network upgrade, code-named the "Ice Cream Hardfork," which activated the EigenDA v2 data availability layer. This upgrade enhances stability, improves resource management, and provides much faster block confirmation times, settling transactions almost in real-time. $CRM - Salesforce, Inc.: A global leader in cloud-based customer relationship management (CRM) software. Salesforce's strong competitive moat is built on its integrated platform that is essential for businesses, creating high switching costs and a powerful network effect. The company's investment case is centered on its ability to expand its ecosystem through both organic growth and strategic acquisitions, such as its recent focus on AI-powered solutions. Its latest financial report showed strong revenue growth and healthy free cash flow, reaffirming its market leadership. New Strategic News: The company recently secured a public sector partnership with Emergent, LLC, making its technology more accessible for federal agencies. Furthermore, Salesforce is heavily integrating Seismic's AI into its Agentforce platform. This aggressive push into AI-powered software and new government contracts could set the stage for meaningful changes in its growth trajectory. The company's focus on AI-driven solutions is a crucial element in maintaining its enterprise dominance. $CROX - Crocs, Inc.: A global casual footwear company built on a dual-brand model featuring the iconic, high-margin Crocs clog and the lifestyle comfort brand HEYDUDE. The company's business model is centered on leveraging powerful brand loyalty and low-cost production. In its most recent fiscal Q2 2025 earnings report, Crocs reported solid adjusted performance, with adjusted diluted EPS of $4.23 (up 5.5% year-over-year) on revenue of $1.15 billion (up 3.4% YoY). Despite these beats, the stock plunged due to a substantial non-cash impairment charge of $737 million related to the HEYDUDE trademark, which led to a large reported GAAP loss and prompted multiple analyst downgrades. The core competitive advantage lies in the nearly indispensable nature of the Crocs clog in various markets (Crocs brand revenue was up 5.0%), and its ability to drive high-margin engagement through Jibbitz. The overall investment case is being overshadowed by the underperformance and integration challenges of the HEYDUDE brand, which saw revenue decline 3.9% due to weak wholesale performance. Recent strategic initiatives are focused on market stabilization, with management implementing $50 million in cost savings and taking aggressive actions to clean up HEYDUDE's wholesale inventory. The company is scheduled to announce its Q3 2025 earnings on October 29, 2025. $CVS - CVS Health Corporation: A leading healthcare services company with a diversified portfolio that includes a national pharmacy chain, a pharmacy benefits manager (PBM), and a health insurance business (Aetna). The company's investment case is centered on its strategic shift to a more integrated healthcare model, where it can provide a full spectrum of services to its customers. The company’s Q2 earnings drove a strong outlook, with management raising its full-year 2025 guidance to an adjusted EPS of $6.30 to $6.40 and total revenues of at least $391.5 billion. The company is making rapid progress on its margin recovery plan at Aetna and capitalizing on the biosimilar opportunity with Cordavis. The company is actively expanding its services, particularly in primary care and chronic disease management, which positions it to capitalize on the long-term trend of an aging population. New Strategic News: CVS is fully transitioning its commercial scripts to the new CVS CostVantage pharmacy reimbursement model this year, with a shift to cost-based pricing models for government business set for 2026. The company is scheduled to report its Q3 2025 results on October 29, 2025, with analysts expecting a 24.8% increase in EPS year-over-year. $DIS - The Walt Disney Company: A global entertainment leader built on a powerful portfolio of intellectual property, Disney is leveraging its iconic brands across synergistic businesses from streaming to theme parks. New Strategic News: A landmark non-binding agreement with the NFL for ESPN, where the league gains a 10% equity stake in ESPN in exchange for NFL Network and other key assets, positions Disney to dominate the high-value sports media landscape and drive significant advertising revenue. This deal, along with the impending launch of ESPN's direct-to-consumer streaming service on August 21, reinforces its formidable competitive advantages. The company's fiscal Q3 earnings showed strong profits, led by streaming and domestic theme parks. Furthermore, Disney announced the full integration of Hulu into Disney to create a unified app experience, aiming to reduce churn and increase profitability. The company is scheduled to announce its Q4 2025 earnings on November 13, 2025. $FDX - FedEx Corporation: A global leader in package delivery and logistics. The company is in the midst of a strategic transformation focused on driving efficiency and improving profitability. Its "Drive" initiative, which aims to consolidate its express, ground, and freight networks, is designed to generate significant cost savings (targeting $2.2 billion incremental savings in FY 2025) and improve service. In its Q3 FY25 report (March 2025), FedEx demonstrated progress, achieving $600 million of savings in the quarter and 12% adjusted operating income growth. New Strategic News: The company has acquired RouteSmart Technologies to integrate a dynamic route optimization solution in-house, accelerating its Network 2.0 conversion. Despite the progress, the company lowered its FY 2025 adjusted EPS outlook due to an uncertain demand environment and higher than expected inflationary pressures on its cost base. The stock has trended lower recently amidst mixed earnings previews, tariff-related profit pressures, and analyst downgrades. The company is on track to complete the Network 2.0 rollout in Canada by the end of FY 2025. $GOOGL - Alphabet Inc.: A potential leader in the global technology landscape, with a dominant position in Search, Advertising, Cloud Computing, and more. New Strategic News: Recent news highlights a significant $10 billion cloud deal with Meta, underscoring Alphabet's strategic importance in the AI cloud ecosystem. The company is heavily investing in AI infrastructure, with both Meta and OpenAI now using its Google Cloud Platform (GCP). This validates Alphabet's strategy as an AI-first cloud provider, positioning it for sustained success across diverse digital sectors. Its strong brand recognition, massive user base, and financial strength provide a significant competitive edge. The company recently surpassed a $3 trillion market capitalization, buoyed by a major cloud contract and favorable analyst commentary. The company is scheduled to report its Q3 2025 results on October 29, 2025. $KHC - The Kraft Heinz Company: A global food and beverage giant with a portfolio of iconic brands like Kraft, Heinz, Oscar Mayer, and Velveeta. The company is in the midst of a strategic turnaround focused on brand investment, operational efficiency, and a disciplined approach to capital allocation. In its most recent quarterly earnings, KHC reported a revenue and EPS beat, signaling that its strategic initiatives are gaining traction. The company's commitment to a strong $1.60 annualized dividend (yielding over 6.3%) and a robust balance sheet make it an attractive option for income-focused investors. The company recently introduced new products, like the Oscar Mayer EveryBun Pack and new Heinz sauces, in an effort to appeal to a broader range of consumers and signal its focus on innovation to drive growth. The company is anticipated to release its Q3 2025 earnings on October 29, 2025, with analysts expecting $0.58 per share. $LUV - Southwest Airlines Co.: A major domestic U.S. airline famous for its low-cost, high-frequency, point-to-point network model and a unique "LUV" brand culture. The company's historic competitive advantages stem from its singular Boeing 737 fleet and its former universal policy of two free checked bags and open seating. However, its business model is undergoing a significant transformation. In its fiscal Q2 2025 earnings report, the company missed both revenue and earnings estimates, with revenue declining 1.5% year-over-year. The disappointment was attributed to softer demand and rising non-fuel costs. The overall analyst consensus is currently a "Hold," with a wide range of price targets. Recent strategic initiatives are focused on modernizing its revenue structure to align more closely with its competitors. These include the launch of a new "Basic" economy fare, the introduction of bag fees for non-elite customers (which the company noted is already exceeding expectations), and the planned introduction of assigned and premium seating for flights starting in early 2026. These changes are expected to contribute significantly to future EBIT targets ($1.8 billion in 2025 and $4.3 billion in 2026). The company is scheduled to report its Q3 2025 earnings on October 23, 2025. $LYFT - Lyft, Inc.: A leading ride-hailing platform connecting riders with drivers across the US and Canada. While it competes with a larger rival, Lyft has carved a niche by focusing on a better rider and driver experience. New Strategic News: Lyft secured a $450 million offering of Convertible Senior Notes in September 2025, strengthening its balance sheet. In its Q2 2025 earnings, Lyft reported robust revenue growth and a positive net income. Lyft continues to aggressively pursue the autonomous vehicle (AV) race, recently announcing two significant partnerships: one with Baidu to deploy autonomous rides across Europe starting in 2026, and an expansion of its existing partnership with Alphabet's Waymo to launch an autonomous ride-hailing service in Nashville in 2026. This dual-partnership strategy positions it to compete with its rival Uber in scaling autonomous rides. The company also completed its acquisition of FREENOW in July 2025, creating one of the top global multi-mobility apps. The company is scheduled to announce its Q3 2025 earnings on November 5, 2025. $MBLY - Mobileye Global Inc.: A leader in self-driving technology with a leadership position in ADAS (Advanced Driver-Assistance Systems) and a focus on SuperVision and MaaS (Mobility-as-a-Service). The company recently reported strong fiscal Q2 2025 earnings, beating revenue and EPS estimates ($0.05 EPS vs. $0.03 estimated). Despite the positive report, some analysts have lowered price targets, signaling a cautious short-term outlook. Mobileye's vast potential for scale is still seen as a long-term catalyst, with a focus on reduced operational expenses due to prior investments, positioning 2027 as a key inflection point for future growth (with consensus EPS forecast at $0.40). New Strategic News: The company recently published a new blog post discussing its "Compound AI" framework, which it says is powering scalable autonomy. The company is scheduled to report its Q3 2025 earnings on October 23, 2025, with analysts forecasting an EPS of $0.01. $NKE - NIKE, Inc.: A global giant in athletic footwear and apparel, NIKE's investment case is rooted in its formidable brand equity and direct-to-consumer (DTC) strategy. The company's "Swoosh" logo and "Just Do It" slogan are among the most recognizable in the world. Following a tough period, the company reported its fiscal Q1 2026 earnings (for the quarter ending August 31, 2025), with revenues of $11.7 billion (up 1% reported) and diluted EPS of $0.49 (down 30%), reflecting increased discounting and margin pressure. New Strategic News: Management remains focused on its strategic turnaround plan, dubbed "Win Now" actions, which prioritizes North America, Wholesale, and Running. The Wholesale channel revenues were up 7%, indicating that the turnaround is showing signs of working by returning to a more balanced channel approach. However, NIKE Direct revenues were down 4%, and Converse revenues plunged 27%, signaling that progress is not yet linear. The company is continuing to invest in product innovation to drive its long-term growth. $OKTA - Okta, Inc.: A global leader in identity and access management (IAM) software. The company's investment case is built on its strong competitive moat, which is reinforced by high switching costs and a mission-critical platform for enterprise security. Okta recently reported an earnings beat, fueled by new momentum in government contracts and heightened demand for its identity solutions in an increasingly AI-driven threat landscape. New Strategic News: Okta has solidified its position by broadening its partnership with Palo Alto Networks for unified identity threat protection. More critically, the company closed its acquisition of Axiom Security in September 2025, integrating a modern, identity-centric Privileged Access Management (PAM) solution. These strategic moves are aimed at extending its leadership in cybersecurity. The company has a strong consensus "Buy" rating from analysts, with a median price target of $118.49. $OPRA - Opera, Ltd.: A global internet consumer products company, best known for its portfolio of web browsers. Its investment case is rooted in its differentiated product strategy, targeting specific user segments like gamers with Opera GX and leveraging its unique position in emerging markets. This, along with its high-margin advertising business and a surprising dividend yield, makes it a unique play in the tech sector. In its fiscal Q2 2025 earnings report, Opera reported strong results, beating both revenue and earnings expectations, and raised its full-year guidance. New Strategic News: The company's strategic focus is heavily on AI, with the recent launch of its Opera Neon AI browser, which requires a monthly subscription, marking a shift toward premium monetization. The stock has been volatile recently. The company is scheduled to announce its Q3 2025 financial results on October 29, 2025. $OTIS - Otis Worldwide Corp.: A global leader in the manufacturing, installation, and servicing of elevators and escalators. The company's investment case is anchored by its highly stable and profitable service business, which provides a recurring revenue stream and acts as a strong buffer against cyclical downturns in new equipment sales. While facing near-term headwinds from a slow-growth environment in China's real estate market, Otis's long-term growth is supported by global urbanization trends and the need for modernization of aging elevator fleets. The company recently reported Q2 revenue that was down slightly year-over-year, but its EPS beat consensus estimates, and it reaffirmed its 2025 guidance, demonstrating resilience in its operational efficiency. The company's focus remains on leveraging its service backlog to drive stable profitability. The company is scheduled to report its Q3 2025 earnings on October 29, 2025. $PFE - Pfizer Inc.: A global pharmaceutical giant and a key player in drug discovery and development. The company's investment case is underpinned by its diversified portfolio of drugs across multiple therapeutic areas, from oncology to immunology. While facing a post-COVID decline in vaccine revenue, Pfizer is strategically focused on integrating its recent acquisitions and advancing its robust pipeline of new therapies. In its most recent quarterly report, Pfizer demonstrated strong operational efficiency and a healthier-than-expected earnings beat, driven by the performance of its core products. The company recently reaffirmed the safety and efficacy of its COVID-19 vaccines and highlighted the continued, although diminished, burden of the disease. The company's focus on cost management and maximizing the value of its core portfolio are key near-term drivers. The company is scheduled to release its Q3 2025 Performance Report on November 4, 2025. $PINS - Pinterest, Inc.: A visual discovery engine and social media platform. Its investment case is built on its unique position as a "personalized shopping destination" rather than just a social media feed, which gives it a powerful competitive advantage. The platform's users, who are often in a planning or inspiration mindset, are highly receptive to brand content and advertising, creating a strong moat. In its fiscal Q2 2025 earnings report, Pinterest delivered strong revenue growth and achieved an all-time high in monthly active users, a testament to the success of its business transformation. The company is actively reinforcing its competitive moat through strategic initiatives, including leveraging AI to enhance personalized recommendations and advertising tools, and a focus on expanding its audience, with Gen Z now representing over half of its user base. Pinterest is also attracting new partners through its Performance platform and its focus on being an "AI-powered performance platform for advertisers." The company is scheduled to announce its Q3 2025 earnings on November 4, 2025, with investors closely watching for confirmation that it has surpassed the milestone of 500 million MAUs and for updates on the monetization success of its rapidly expanding commerce features.

FedEx acquires RouteSmart Technologies newsroom.fedex.com/newsroom/…

Maryland-based RouteSmart Technologies provides logistics and route optimization services for companies in several industries. commercialappeal.com/story/m…

$FDX เข้าซื้อ RouteSmart เสริมศักยภาพโลจิสติกส์ - RouteSmart เชี่ยวชาญด้านเพิ่มประสิทธิภาพเส้นทางมากว่า 40 ปี - เทคโนโลยีช่วย FedEx ปรับปรุงการขนส่งให้รวดเร็วและแม่นยำขึ้น - ทั้งสองบริษัทเคยร่วมงานกันโดยใช้ระบบ Routing as a Service

NWRA's #SafetyMonday for this week, presented by @RouteSmart, reminds waste collection drivers to plan routes to reduce accidents and injuries. tinyurl.com/4zcmnuu8

3 terrific days of #safety training at ⁦@CityRochesterNY⁩! The #snow was a pleasant surprise. #waste #recycling #SafetyFirst ⁦@SWANA⁩ ⁦@Waste_Expo⁩ ⁦@ISRI⁩ ⁦@wasterecycling⁩ ⁦@RouteSmart⁩ ⁦@WintersBrosNY⁩ ⁦@NSCsafety⁩ ⁦

Thank you for your support @RouteSmart! It was a pleasure. 🤗

👏 Applauding courage from a member of our RouteSmart team! Implementation Consultant Dave Oxenford sprang into action during his family vacation on July 31, rescuing a pilot from a crash on the surf in #MyrtleBeach. What an inspiration! #ProudOfOurTeam 🌟bit.ly/45oMmLU

Top Talking Logistics Posts & Episodes - Plus Indago Highlights (Q2 2023) - go.shr.lc/43gYrkS @Blume_Global @UberFreight @LocusRobotics @SAP @DescartesSG @RouteSmart #GenerativeAI #AI #supplychain #logistics #controltowers #nearshoring #electrictrucks #warehouserobots

Please drive safely through road construction zones and near #garbage trucks! @NSCsafety #roadsafety #SDTGA #MoveOver @APWATWEETS @SWANA @FMCSA @RouteSmart

Waste management company Recology nearly halves its fleet emissions by shifting to cleaner fuels, optimizing collection routes using @RouteSmart software, and introducing electric trucks wastetodaymagazine.com/news/… #ElectricVehicles #routeplanning #routeoptimisation #wastemanagement

Talking Logistics Posts & Episodes - Plus Indago Highlights (Q3 2022) - go.shr.lc/3Wt3rRs @Transplace @UberFreight @Blume_Global @Emerge_Market @MPObjects @e2open @DescartesSG @RouteSmart @trucker_tools @joinindago #supplychain #logistics #transportation #3PL

Check out our new website & sign up to our webinar programme discussing themes around #wastemanagement, #smartcities & new #technology as well as more specific webinars investigating the use of tools within RouteSmart, RaaS & SmartSuite integrated-skills.com/catego… #ArcGIS #GIS

Great work by @RouteSmart !

Busiest day so far @ParcelPostExpo. Improving address data prior to route optimisation a hot topic. Still time to visit the @RouteSmart booth

Busy first day @ParcelPostExpo. Lots of interest in cloud based route optimisation @RouteSmart #parcelpostEXPO

In 1987, @LarryLevy started at RouteSmart as a Senior Analyst. This week, Dr. Levy celebrates his 35th anniversary at #RouteSmart as our Executive Vice President & Chief Operating Officer. Join us in congratulating Larry on celebrating his work anniversary! #EmployeeMilestones

Save the Date for our next INTERSECT user conference, Sept. 25-28, 2023 in Annapolis, Maryland! In the meantime, watch the video recap of our 2022 conference in Orlando: fal.cn/3rSRG - #INTERSECT23 #RouteSmart #Technology #Software