@WaterworldCapi1 Over/under on total cheat flags?

@quinwoodlncap @JaredKubin Shorting companies with *accelerating* headwinds is always the easiest game in my experience. Not memes, frauds, ponzis or high valuation stocks. If u short normal companies at normal multiples facing accelerating headwinds you will (1) make more $ and (2) sleep at night

@Twasluck1 Still like this one ?

@BubbleBeta @DannyOcean555 I think Aya impaired their market position so it’s not a purely cyclical setup

@invest091 @AggieCapitalist I was just an observer sadly

@AggieCapitalist @invest091 And theres -20% lol

@RagingVentures Pretty sure they already got some tariff relief.

@IndustTourist @BubbleBeta @red_dog_capital @stockgeekTV PVC drove 40%+ of earnings growth since pre pandemic so

@winsteadscap Yep. Muni pvc price declining much more slowly (tho probs a good short now)

@WaterworldCapi1 @DeepSailCapital That’s what I thought. 🪜

@IndustTourist @ActAccordingly Demand bad + imports + no reason for prices to be 2x higher than pre pandemic

@IndustTourist @ActAccordingly Nah price has been going straight down for 2 years straight before that nothing burger price class action

@IndustTourist @ActAccordingly Atkr called it out on the call

@IndustTourist @ActAccordingly I think ottrs market is even more consolidated and pricing has fallen much more slowly than conduit. Conduit -60% from peak already vs otter pipe is only -25%

@IndustTourist @ActAccordingly I do and its incredibly worse than what mgmt is saying. OTTR better mkt structure. CNM good short

@IndustTourist @ActAccordingly Ur not looking at pvc conduit which is down waaaaaay more and getting worse

@IndustTourist @ActAccordingly How ppl think this is the "bottom" in atkr earnings is beyond me

@nuancerocket + competitor ramping capacity