At $27/share, ~45%off YTD, $PLAY has an intriguing setup. More in Under the Hood (link in bio) 2 insiders (CEO, director) buyback sold in April, buy back last week at half price ($26-27). <5x Ev/Ebitda (historically 6x-10x range) Buyback Cannibals Deployed $1Bn, bought back 40% shares since ipo Potential Short-squeeze setup 51% institutional ownership, low true float, high short interest, and sizeable buyback.

@carl_omarino thanks for reading, appreciate your comments!

$BUR You might read a dozen of Burford's bull cases. I think (biased) my research still offers unique insights into its biz performance/valuation and YPF claim updates. At first glance, $BUR offers a compelling case: ✅80%+ ROIC, 20%+ IRR ✅3x TBV in 7 years ✅The largest litigation firm at scale ✅<1% market share, with huge growth potential ❗️ Yet stock return in 7 years? 0 The disconnect is outrageous but not without reasons. My analysis explains why the oppo exists, what the market misread (Argentina's tactics) and overlooked (potential shift in the DoJ's position) Link in bio

@ToffCap Musk is too busy firefighting more important stuff, he figured it is ok to let these girls have a few field days?

@Aureliusltd28 what's up with $key's 14%-20% top line growth?

@ValuePraya As a part of research efforts, I started to shop at $dltr. If one knows what to look for, things are priced super competitive there. In many cases, side-by-side, Temu couldn't even compete (without losing $), esp if buying relatively small quantities.

@ValuePraya That's spot-on. A very large % of Temu goods are handled locally, from that PoV, dollar store mkt share gains, if any, from Temu would be immaterial.

The Lost Profit in Amazon Empire $AMZN

@Aureliusltd28 fair. why?

@basilialukos the ban will cut the direct channel between US consumers and merchants based in China, thus that alone reduce dollar store competition here.

@SFarringtonBKC I'm more bullish $DLTR, and long.

@RealHerbHoover i was just playing along.

@qcapital2020 I have no views or facts on either statement. I think a young 35yr making 200k/y for 6 years, yet not having 0.5Mn / house is not uncommon. She is def marketable as you said. If what she said is true, she deserves respect (for not converting her fame to $ when on the job).

@RealHerbHoover school me, pls.

@kingdomcapadv Do you suggest a potential oppo?

@MadDogCapital @PersianMacroGuy fair

@joinyellowbrick no live-the-moment looking?