@MrFamilyOffice T Bone.

@MikeFritzell I respect your views. But running 5x leverage with no risk controls… most will blow themselves up.

@retaox @InnocenceCapit1 Beer weak vs stronger spirits? Obv now spirits not strong…

@atelicinvest My brother, this ship sailed 10 years ago as flows turned negative in 2014. Most gave up on investment culture altogether.

@OneManLBO Love this , best of luck

@Sophoninvest Not irrational. They want people hungry and nothing says “not hungry” like “I’m already rich.” Consider a different heuristic - “I’ll bet on myself and will trial at discounted rate and then fully paid after 1 qtr.” Gotta keep plugging away.

@siyul The CEO sold and bought back? I thought he just quit- didn’t the CEO just quit?

@compoundpapi @ArneUlland Really that small? Why not bigger?

@eastvillageguy WEI

@VladTheInflator @TheTranscript_ Winning > Money

@puppyeh1 Call the plumbers, time for the pipes to burst.

@CuiBonoCapital Masshole drivers.

@RampCapitalLLC High EMF?

@texasrunnerDFW CEO still based out of San Diego? Makes sense…

@rev_cap Recent sss also weak in the US.

@ValueStockGeek Operating profit LTM is basically flat since 2017 - is that right? Seems like getting OP% back up would be a huge positive catalyst.

@LionheartInves1 Since 2017, market cap is flat, EV up 50%, as they took on debt and bought back shares at a bad time (hindsight 20/20 of course). 3x ND/EBITDA doesn't strike me as conservative for any retailer. Hopefully the stock prices does well but wouldn't say the BS under-levered.

@ACapitalLP Find a different offer. Then compare.

@NipseyHoussle It’s not the doctors.

@ChrisPavese Wouldn’t trust a PE firm to give anything but a dour outlook on the S&P.