Broken Moats
@BrokenMoatsResearch long and short. variant perception. Worked at two small cap focused hedge funds. Not investment advice.
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@olitzterry_1
@mashdgn
3) Story of how 2 accidental nursing errors led anti-vax RFK Jr to end up killing 80 people in Samoa.
How much from yields rising and fed pause versus trumps cabinet announcements causing the selloff? Recess appointments may bypass designed checks of power but an admin that uses s&p as their scorecard, the market can vote down these insane HHS and AG nominees perhaps by selling
$TRAK cc "Kroger, Wal-Mart and Target...To be clear these three big retailers, they're not our clients" Scrubbed from the IR deck too...few weeks ago looked like this hmmm. Removed entire slide finally, most honest thing they've done
$BLFS closed out today. Still too of downside risk from their governance but this market loves to circle back and fly shitcos
$BLFS some question marks with this mornings 8k?? the accounting powerhouse failed to report " non material" 1.5m in stock based comp earlier this year. And they still have the internal control issues that have not been remedied - the 10k should be fascinating when its released
$XPEL costs up big to generate the sales, big miss for Q4 sales estimates. And we are in boom times, what happens when the economy finally does weaken? So what's the bull case, convince me Id like to turn around change my mind and buy
$BROS "In the quarter, we accelerated our mobile order rollout, achieving 90% system and 96% company-operated shop coverage as of September 30th. We have received great feedback from broistas and customers and we believe we are beginning to see the impacts on our business." $OLO
$SHW retraced the entire guide down and poor Q3 results (high rates, less home turnover - not going away either election result) off joining the DOW Friday? Quants know there's nothing to front run w/ index dollars attached to the DOW right? Outlier move v. $NVDA also joining Fri
CEO & long time CFO de Greef was a director and chair of the audit committee (08-11 + 15-17) at Pareteum, which recently filed for bankruptcy and was charged with accounting fraud. $BLFS cfodive.com/news/telecom-f…
Anyone understand why certain Australian stocks trade at astronomical valuations? Take $PME.AU Pro Medicus its a good business for radiology imaging software but 120x sales?? No nothing is that good. And... Yes that's real - $166m in sales w/ an over $20B valuation
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