Jul. 15 at 11:34 PM
$PLNT +3%
$BBW +5%
$TCOM +1%
While the market struggles, these names continue showing relative strength.
One thing I’m noticing: money isn’t disappearing — it’s rotating.
As AI and high-beta momentum stocks sell off, investors are looking toward companies with recurring revenue, strong cash flow, healthy balance sheets, and durable demand.
Three names worth watching:
$PLNT
• ~21.5M members, 2,900+ locations
• Q1 2026 revenue:
$337.2M (+21.9% YoY)
• Gross margins >80%, EBITDA margins low-40%
• Asset-light franchise model
$BBW
• TTM revenue: ~
$527M
• Gross margins 55%-56%
• Net margins ~10%
• ROE near 36%
• Trading around 8x earnings
$TCOM
• Q1 2026 revenue: RMB 16.2B (+17% YoY)
• International bookings +65% YoY
• Inbound travel +90% YoY
• ~
$15B cash & investments
These aren’t hype trades — they are quality businesses with strong fundamentals and long-term catalysts.
If capital rotation continues, these overlooked names could have room to recover.
