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ZO1 Writeup.Pdf
79 Madison Ave, 2nd Floor New York, NY. 10016 www.haydencapital.com January 10, 2017 The Elevator Pitch Zooplus (ETR: ZO1, Price: €122) is the leading online retailer of pet food and supplies in Europe. Generally, in a commoditized market such as selling pet food, the lowest cost provider with the best customer service has the “right to win”. We believe that Zooplus will be this winner, given its structural cost advantage versus its competitors (which we explore below). Additionally, customer satisfaction is extremely high, and we can clearly see customers’ appreciation for the company’s value proposition, as evidenced by the 94% sales retention rate. These unbeatable low prices and high customer satisfaction have led to a 31% annualized sales growth rate since 2010, while still possessing a long runway for continued expansion. We believe the market is underestimating the long-term earnings power of the firm and consequently significantly undervaluing the company. For instance, the stock is currently trading at 0.9x 2016 sales while comparable acquisitions have taken place at 2 – 6x multiples. Additionally, we believe at maturity, the business will have normalized operating margins of 8 - 10%, implying a valuation of ~10x normalized EBIT. This is extremely cheap for a dominant company with 50% market share in its category, a clear and growing advantage versus competitors, and profitable growth of 20 - 25% per year going forward. As the business grows, this will only increase its competitive advantage due to economies of scale, resulting in lower cost of goods and shipping costs per order. It is hard to put a static price target on a company growing its value so quickly. -
OSB Representative Participant List by Industry
OSB Representative Participant List by Industry Aerospace • KAWASAKI • VOLVO • CATERPILLAR • ADVANCED COATING • KEDDEG COMPANY • XI'AN AIRCRAFT INDUSTRY • CHINA FAW GROUP TECHNOLOGIES GROUP • KOREAN AIRLINES • CHINA INTERNATIONAL Agriculture • AIRBUS MARINE CONTAINERS • L3 COMMUNICATIONS • AIRCELLE • AGRICOLA FORNACE • CHRYSLER • LOCKHEED MARTIN • ALLIANT TECHSYSTEMS • CARGILL • COMMERCIAL VEHICLE • M7 AEROSPACE GROUP • AVICHINA • E. RITTER & COMPANY • • MESSIER-BUGATTI- CONTINENTAL AIRLINES • BAE SYSTEMS • EXOPLAST DOWTY • CONTINENTAL • BE AEROSPACE • MITSUBISHI HEAVY • JOHN DEERE AUTOMOTIVE INDUSTRIES • • BELL HELICOPTER • MAUI PINEAPPLE CONTINENTAL • NASA COMPANY AUTOMOTIVE SYSTEMS • BOMBARDIER • • NGC INTEGRATED • USDA COOPER-STANDARD • CAE SYSTEMS AUTOMOTIVE Automotive • • CORNING • CESSNA AIRCRAFT NORTHROP GRUMMAN • AGCO • COMPANY • PRECISION CASTPARTS COSMA INDUSTRIAL DO • COBHAM CORP. • ALLIED SPECIALTY BRASIL • VEHICLES • CRP INDUSTRIES • COMAC RAYTHEON • AMSTED INDUSTRIES • • CUMMINS • DANAHER RAYTHEON E-SYSTEMS • ANHUI JIANGHUAI • • DAF TRUCKS • DASSAULT AVIATION RAYTHEON MISSLE AUTOMOBILE SYSTEMS COMPANY • • ARVINMERITOR DAIHATSU MOTOR • EATON • RAYTHEON NCS • • ASHOK LEYLAND DAIMLER • EMBRAER • RAYTHEON RMS • • ATC LOGISTICS & DALPHI METAL ESPANA • EUROPEAN AERONAUTIC • ROLLS-ROYCE DEFENCE AND SPACE ELECTRONICS • DANA HOLDING COMPANY • ROTORCRAFT • AUDI CORPORATION • FINMECCANICA ENTERPRISES • • AUTOZONE DANA INDÚSTRIAS • SAAB • FLIR SYSTEMS • • BAE SYSTEMS DELPHI • SMITH'S DETECTION • FUJI • • BECK/ARNLEY DENSO CORPORATION -
Introduction to Teradata
What would you do if you knew?™ Teradata Database Introduction to Teradata Release 16.00 B035-1091-160K December 2016 The product or products described in this book are licensed products of Teradata Corporation or its affiliates. Teradata, Applications-Within, Aster, BYNET, Claraview, DecisionCast, Gridscale, MyCommerce, QueryGrid, SQL-MapReduce, Teradata Decision Experts, "Teradata Labs" logo, Teradata ServiceConnect, Teradata Source Experts, WebAnalyst, and Xkoto are trademarks or registered trademarks of Teradata Corporation or its affiliates in the United States and other countries. Adaptec and SCSISelect are trademarks or registered trademarks of Adaptec, Inc. Amazon Web Services, AWS, [any other AWS Marks used in such materials] are trademarks of Amazon.com, Inc. or its affiliates in the United States and/or other countries. AMD Opteron and Opteron are trademarks of Advanced Micro Devices, Inc. Apache, Apache Avro, Apache Hadoop, Apache Hive, Hadoop, and the yellow elephant logo are either registered trademarks or trademarks of the Apache Software Foundation in the United States and/or other countries. Apple, Mac, and OS X all are registered trademarks of Apple Inc. Axeda is a registered trademark of Axeda Corporation. Axeda Agents, Axeda Applications, Axeda Policy Manager, Axeda Enterprise, Axeda Access, Axeda Software Management, Axeda Service, Axeda ServiceLink, and Firewall-Friendly are trademarks and Maximum Results and Maximum Support are servicemarks of Axeda Corporation. CENTOS is a trademark of Red Hat, Inc., registered in the U.S. and other countries. Cloudera, CDH, [any other Cloudera Marks used in such materials] are trademarks or registered trademarks of Cloudera Inc. in the United States, and in jurisdictions throughout the world. -
Calstart Midwest Activities
2020 Webinar Series Steven Sokolsky Program Manager 1 AGENDA • CALSTART commercial vehicle activity update • Panel Discussion: identifying common issues for vehicle electrification between the military and commercial industry – Dr. Larry Toomey, U.S. Army GVSC – Larry Larimer, U.S. Army Futures and Concepts Center – Jason Gies, Navistar, Inc. – Sean Gouda, DTE Energy • HTUF Microgrid Working Group update • Upcoming webinars 2 Global Drive to Zero: Tools to Drive Market Success POLICY AND ZE TECH INFRA TCO ACTION INVENTORY PLANNING CALCULATOR TOOLKIT (ZETI) GUIDANCE Live Live Coming soon Live Resources for Transformation: https://globaldrivetozero.org/tools/ 3 CLEAN TRUCK GOALS EXPANDING TO 15 STATES NATIONAL Z.E. TRUCK COALITION Coalition members include: ABB * ADOMANI * Arrival * Bollinger Motors * BYD * CALSTART * Chanje * ChargePoint * Cummins * Daimler * Eaton * Environmental Defense Fund * eNow * Lion Electric * Mack Trucks * Morgan Olson * Motiv Power Systems * Navistar * Nikola Corporation * Odyne Systems * PACCAR * Proterra * Revolv * Rivian * SDG&E * South Coast AQMD * Tesla * TransPower * Viatec * Volvo Trucks 5 PANEL DISCUSSION Dr. Laurence Toomey Mr. Larry Larimer Mr. Jason Gies Mr. Sean Gouda Branch Chief, Energy Storage Director, Futures Director of Business Manager, Electrification Team Integration Directorate, Development, NEXT E- Business Development U.S. Army Ground Vehicle Futures and Concepts Mobility Solutions DTE Energy Systems Center Center Navistar, Inc. U.S. Army Futures Command 6 U.S. ARMY COMBAT CAPABILITIES DEVELOPMENT COMMAND – GROUND VEHICLE SYSTEMS CENTER Combat Vehicle Energy Storage DISTRIBUTION A. Approved for public release; distribution unlimited. Laurence M. Toomey, Ph.D OPSEC #: 3634 Energy Storage Branch Chief CCDC GVSC DISTRIBUTION A. See first page. 1 COMMERCIAL VS. MILITARY REQUIREMENTS Unclassified DISTRIBUTION A. -
Fidelity® Extended Market Index Fund
Quarterly Holdings Report for Fidelity® Extended Market Index Fund May 31, 2021 SEI-QTLY-0721 1.816014.116 Schedule of Investments May 31, 2021 (Unaudited) Showing Percentage of Net Assets Common Stocks – 99.8% Shares Value Shares Value COMMUNICATION SERVICES – 6.0% CarGurus, Inc. Class A (a) 481,276 $ 13,581,609 Diversified Telecommunication Services – 0.5% Cars.com, Inc. (a) 356,794 5,212,760 Alaska Communication Systems Group, Inc. 306,734 $ 1,018,357 Creatd, Inc. (a) (b) 42,672 156,606 Anterix, Inc. (a) (b) 65,063 3,218,016 DHI Group, Inc. (a) 262,377 839,606 ATN International, Inc. 49,421 2,336,131 Eventbrite, Inc. (a) (b) 368,036 7,471,131 Bandwidth, Inc. (a) (b) 118,706 14,041,733 EverQuote, Inc. Class A (a) (b) 54,748 1,726,204 Cincinnati Bell, Inc. (a) 265,617 4,090,502 IAC (a) 439,438 70,077,178 Cogent Communications Group, Inc. (b) 226,643 17,134,211 Izea Worldwide, Inc. (a) 258,392 718,330 Consolidated Communications Holdings, Inc. (a) 325,131 3,043,226 Kubient, Inc. (b) 44,094 228,848 Cuentas, Inc. (a) (b) 48,265 108,596 Liberty TripAdvisor Holdings, Inc. (a) 380,876 1,812,970 Globalstar, Inc. (a) (b) 3,272,215 5,235,544 Match Group, Inc. (a) 1,417,570 203,251,187 IDT Corp. Class B (a) 96,642 2,789,088 MediaAlpha, Inc. Class A (b) 91,323 3,864,789 Iridium Communications, Inc. (a) 621,382 23,743,006 Pinterest, Inc. Class A (a) 2,805,904 183,225,531 Liberty Global PLC: Professional Diversity Network, Inc. -
2021 Honored Companies Please Join Us As We Give Special Recognition and Honor S&P 500 and F1000 Companies with at Least 35% of Board Seats Held by Women
Cipriani 42nd St | November 10, 2021 | 7:30 AM-11:00 AM 2021 Honored Companies Please join us as we give special recognition and honor S&P 500 and F1000 companies with at least 35% of board seats held by women. 50% + AMN Healthcare General Motors Co. Sally Beauty Holdings, Inc. Autodesk, Inc. Hasbro, Inc. Schnitzer Steel Industries, Inc. Bed, Bath & Beyond, Inc. Hawaiian Electric Industries, Inc. Science Applications International Corporation (SAIC) Best Buy Companies Inc. Healthpeak Properties, Inc. Steelcase Inc. Big Lots Inc. Herman Miller, Inc. Summit Materials, Inc. Bright Horizons Family Solutions, Inc. HNI Corporation Tapestry, Inc. Caleres, Inc. J.Crew Group, Inc. Thrivent Financial Casey’s General Stores, Inc. L Brands, Inc. TIAA Celanese Corporation Micron Technology Inc Tiffany & Co. Chico’s Fas, Inc. Navient Corporation ULTA Beauty Inc. Citi Omnicom Group Inc. ViacomCBS Inc. Coty Inc. PC Connection, Inc. Welltower Inc. DaVita Pitney Bowes, Inc. Western Digital Corporation EQT Corporation The Procter & Gamble Co. Williams-Sonoma, Inc. Etsy, Inc. The Progressive Corporation 40% + Abercrombie & Fitch Co. Genworth Financial The ODP Corporation ABM Industries, Inc. Globe Life Inc. Penn Mutual Accenture The Goldman Sachs Group, Inc. Phillips 66 Company AES Corporation Groupon Inc. Principal Financial Group Inc. Afliated Managers Group (AMG) H & R Block, Inc. PROG Holdings, Inc. AGNC Investment Corp. The Hershey Companies Quest Diagnostics Inc. Alliant Energy Hewlett Packard Enterprise RR Donnelley & Sons Co. Amazon.com, Inc. Hill-Rom Holdings Inc. Reinsurance Group Of America, Inc. American Water Works, Inc. Hilton Worldwide Holdings, Inc. Reliance Steel and Aluminum Co. Amica Mutual Insurance Company HP Inc. -
Electric Vehicle Market Status - Update Manufacturer Commitments to Future Electric Mobility in the U.S
Electric Vehicle Market Status - Update Manufacturer Commitments to Future Electric Mobility in the U.S. and Worldwide September 2020 Contents Acknowledgements ....................................................................................................................................... 2 Executive Summary ...................................................................................................................................... 3 Drivers of Global Electric Vehicle Growth – Global Goals to Phase out Internal Combustion Engines ..... 6 Policy Drivers of U.S. Electric Vehicle Growth ........................................................................................... 8 Manufacturer Commitments ....................................................................................................................... 10 Job Creation ................................................................................................................................................ 13 Charging Network Investments .................................................................................................................. 15 Commercial Fleet Electrification Commitments ........................................................................................ 17 Sales Forecast.............................................................................................................................................. 19 Battery Pack Cost Projections and EV Price Parity ................................................................................... -
![[ NEWS-EVENTS ] : Arizona Rider](https://docslib.b-cdn.net/cover/0253/news-events-arizona-rider-240253.webp)
[ NEWS-EVENTS ] : Arizona Rider
BUSINESS : NIKOLA CORPORATION RAISES CAPITAL, LISTS ON NASDAQ ikola Corporation, headquartered in Phoenix, has announced the comple- Ntion of a business combination with VectoIQ Acqui sition Corp. (VTIQ), a publicly-traded special purpose acquisition company, further solidifying Nikola as a global leader in zero-emissions transportation and infrastructure solutions. On June 4, the combined company’s shares began trading on the Nasdaq Glo - bal Select Market under the new ticker symbol “NKLA.” Nikola raised more than $700 million of capital through this business combination and PIPE, which includes Fidelity Management & Research Company, ValueAct Spring Fund and P Schoen feld Asset Management LP, expected to accelerate Nikola’s produc- tion of battery-electric (BEV) and hydrogen fuel-cell electric vehicles (FCEV). Nikola’s pre-orders represent more than $10 billion in potential revenue, and their hydrogen network is anticipated to cover North America, becoming the largest in the world. Nikola added Stephen Girsky, current CEO of VectoIQ and former Vice Chairman of General Motors, to its Board of Directors. ■ PERFORMANCE DRIVING : BONDURANT REOPENS FOR SUMMER WITH EXPANSION ondurant High Performance Driving School in Chandler, where guests get Bbehind the wheel of the fastest street-legal cars in the world for profes- sional instruction and track time, reopened in mid-June, showcasing phase one of an extensive expansion expected to be complete by early July, includ- ing an Advanced Formula Road Racing course featuring the school’s newest fleet—Ligier JS F4 open wheel racecars. Other courses include High Per for - mance Driving and Teen Defensive Driving, Grand Prix, and Advanced Road Racing. -
Landscapes of Korean and Korean American Biblical Interpretation
BIBLICAL INTERPRETATION AMERICAN AND KOREAN LANDSCAPES OF KOREAN International Voices in Biblical Studies In this first of its kind collection of Korean and Korean American Landscapes of Korean biblical interpretation, essays by established and emerging scholars reflect a range of historical, textual, feminist, sociological, theological, and postcolonial readings. Contributors draw upon ancient contexts and Korean American and even recent events in South Korea to shed light on familiar passages such as King Manasseh read through the Sewol Ferry Tragedy, David and Bathsheba’s narrative as the backdrop to the prohibition against Biblical Interpretation adultery, rereading the virtuous women in Proverbs 31:10–31 through a Korean woman’s experience, visualizing the Demilitarized Zone (DMZ) and demarcations in Galatians, and introducing the extrabiblical story of Eve and Norea, her daughter, through story (re)telling. This volume of essays introduces Korean and Korean American biblical interpretation to scholars and students interested in both traditional and contemporary contextual interpretations. Exile as Forced Migration JOHN AHN is AssociateThe Prophets Professor Speak of Hebrew on Forced Bible Migration at Howard University ThusSchool Says of Divinity.the LORD: He Essays is the on author the Former of and Latter Prophets in (2010) Honor ofand Robert coeditor R. Wilson of (2015) and (2009). Ahn Electronic open access edition (ISBN 978-0-88414-379-6) available at http://ivbs.sbl-site.org/home.aspx Edited by John Ahn LANDSCAPES OF KOREAN AND KOREAN AMERICAN BIBLICAL INTERPRETATION INTERNATIONAL VOICES IN BIBLICAL STUDIES Jione Havea Jin Young Choi Musa W. Dube David Joy Nasili Vaka’uta Gerald O. West Number 10 LANDSCAPES OF KOREAN AND KOREAN AMERICAN BIBLICAL INTERPRETATION Edited by John Ahn Atlanta Copyright © 2019 by SBL Press All rights reserved. -
Rortk Carolina Agricultural Experiment Station Sclenees Project No
OVERLAND FLOW PRETREATMENT OF \dASl EIJATEK Rortk Carolina Agricultural Experiment Station and Life Sclenees Raleigh, North Ca Project No. B-067-NC Agreement Na. 1 -31 -009%-41 13 June 1976 TABLE OF CONfENTS (continued) Page LIST OF REFERENCES .........................79 APPENDICES ..............................83 GLOSSARY ...............................138 RESULTANT PUBLICATIONS ........................140 LIST OF FIGURES Page 1. Environmental low Sheet for Production Process. 2 2. Economic Balance for Wastewater Pretreatment Process and Land Application. 4 3. Land koa n GP? &eria for '> 7I 4, Biochemic jl 5. Dimensions .......... , 0 30 .s*or*.*.. oadi ng Parameters : ........... 32 aste Loading .......... 3 3 tewater, OLFi ... 34 nd Wastewater ems ........ 34. stewater Based on ations Within ...*...... 35 ting Rainfall rsheds .-..... 6.1 the Thornthwai te Method.. ............................ 42 14. Volumetric Water Ma e (To~alfor Study Period) for Poultry Manure Slur s~~~................. 42 15. Water Mass Balance ash in OLF System for Poultry Manure .......................... 43 16. Nitrogen Mass Balance Slurries.. ........................... 44. LIST OF TABLES (continued) Page 18. Comparison of Percent Concentration Reduction Relative to Time During Sampling Event - OLF of Poultry Manure ........... 9 19. Percent TKN Concentration Reduction: Mean and Standard Deviation - QLF of Poultry Manure ....................... 20. Percent MM3-N Concentration Reduction: Mean and Standard Devia- tion - OLF of Poultry Manure ................... 50 21. Percent OGN Concentration Reduction: Mean and Standard Devia- tion - OLF of Poultry Manure ................... 59 22. Generalized Change in Concentration Reduction from First to Last Part of OLF Study .......................... 51 23. Comparison of Concentration Reduction Means Between OLF Terrace Systems Receiving Poultry Manure Sl urry .............. 5 5 24. Comparison of Concentration Reduction Means at Flow Distances Within an OLF Terrace System .................,. -
Flroida Sheriff's Assoc REV RTC - Spec 3- WC Freightliner 170" FSA20-VEF14.0
Flroida Sheriff's Assoc REV RTC - Spec 3- WC Freightliner 170" FSA20-VEF14.0 Exp. Date: 03/15/2020 Quote No: 10572-0001 02/20/2020 WO#: Page 1 PART NO DESCRIPTION QTY REF. NO == Freightliner, (SO) 170" Module, Custom - 621.017 01/06/20 == 1 PROPOSAL TYPES 1 00-02-0100 RFP - Request for Proposal 1 A request for proposal (RFP) is issued at an early stage in a procurement process, where an invitation is presented for suppliers, often through a bidding process, to submit a proposal on a specific commodity or service. The RFP process brings structure to the procurement decision and is meant to allow the risks and benefits to be identified clearly up front 00-02-0800 Other (Not Applicable) 1 CHASSIS: 1 00-90-2032 2021 Freightliner, M2, 1 00-90-2030 Transmission: Engine: Mirrors, OEM. Wheelbase: 168" Spare Tire, None CAB TO MODULE MOUNTING: 1 10-10-8000 Bellows, Passthru, Unigrip, Freightliner, Std 1 0653021 with aluminum cab insert. BASE BILL OF MATERIALS 1 15-11-9376 2020 Base, Freightliner,170" Module, Standard Model 2020-1 1 15-11-9376 (new code) SUSPENSION: 1 1F-30-9000 Switch, (1), Momentary, Dump 1 1530123 to be on right rear entry door. 1F-31-3000 Air Suspension, OEM, Installed, Frtlnr 1 1009608 W/(2) OEM leveling valves. Only to dump in neutral when park brake is set. OEM air gauge in dash. ALTERNATOR(S): 1 1K-40-5000 Alternator,OEM 1 9980003 THROTTLE CONTROLS: 1 1P-50-5000 High Idle Controls, OEM Switch in Dash, Freightliner 1 9980003 w/label above both switches. -
Burleson & Company, LLC Form 13F-HR Filed 2021-05-12
SECURITIES AND EXCHANGE COMMISSION FORM 13F-HR Initial quarterly Form 13F holdings report filed by institutional managers Filing Date: 2021-05-12 | Period of Report: 2021-03-31 SEC Accession No. 0001104659-21-064935 (HTML Version on secdatabase.com) FILER Burleson & Company, LLC Mailing Address Business Address 201 1ST STREET, SUITE 204 201 1ST STREET, SUITE 204 CIK:1733510| IRS No.: 201160877 | State of Incorp.:CA | Fiscal Year End: 1231 PETALUMA CA 94952 PETALUMA CA 94952 Type: 13F-HR | Act: 34 | File No.: 028-18696 | Film No.: 21913955 (707) 283-0520 Copyright © 2021 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document OMB APPROVAL UNITED STATES SECURITIES AND EXCHANGE OMB Number: 3235-0006 COMMISSION Expires: July 31, 2015 Washington, D.C. 20549 Estimated average burden hours per response: 23.8 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 03-31-2021 Check here if Amendment: ☐ Amendment Number: This Amendment (Check only one.): ☐ is a restatement. ☐ adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Burleson & Company, LLC Address: 201 1st Street, Suite 204 Petaluma, CA 94952 Form 13F File Number: 028-18696 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: James Burleson Title: Principal and Chief Compliance Officer Phone: 707-283-0520 Signature, Place, and Date of Signing: /s/ James Burleson Petaluma, CALIFORNIA 05-12-2021 [Signature] [City, State] [Date] Report Type (Check only one.): ☒ 13F HOLDINGS REPORT.