1. Hims & Hers demonstrates rapid revenue/subscriber growth and improved cash flow, reflecting strong brand momentum; 2. Gross margins dipped due to lower-margin obesity products, but SG&A efficiency supports operating leverage; 3. Collaboration with Novo Nordisk and capital raise enhance expansion prospects, though reliance on GLP-1 drugs and competition pose risks. The stock is upgraded to Buy with caution due to volatility.

1. Udemy, a $1.5 billion edtech marketplace, is experiencing a strong turnaround with an 18% surge in enterprise revenue and a leap in adjusted EBITDA. 2. The company is strategically focusing on its enterprise segment and integrating AI tools. 3. With less than 10% market penetration, there's significant potential for expansion.

1. Carlisle Companies has successfully shifted its focus to high-ROIC building products, significantly enhancing shareholder value and outperforming the S&P 500. 2. The company's strategic pivot has led to strong financial performance, with fundamental business growth surpassing stock price appreciation over 10 years. 3. Despite cyclical risks, CSL's focus on ROIC, strategic acquisitions, and energy-efficient products positions it for long-term growth.

1. Oracle's growth trajectory remains strong despite supply constraints and geopolitical risks; 2. Cloud services, now 77% of revenue, are driving growth with significant contributions from AI demand and OCI partnerships; 3. Capital investments are set to double in eFY25, with a large data center under construction.

1. Chewy reported better-than-expected Q2 earnings, driving shares higher in FY 2024; 2. The company's growth strategy, including veterinary clinics, led to a 65% Y/Y increase in adjusted EBITDA and a 6% rise in per-customer spend; 3. Chewy's valuation remains attractive, trading at a 55% discount to its 3-year average P/E ratio.

1. Shift4 Payments reported revenue of $827M in Q2 2024, a 30% year-over-year growth; 2. The company continues to grow organically through international expansion and partnerships; 3. The stock is trading at a low EV/EBITDA and FCF multiple, indicating a good value.