Mar. 18 at 9:38 PM
Smoke, Mirrors, & Worth another look.
I’ve never met anyone who’s used
$SFIX yet they claim they’re doing
$1B in Rev.? Show me your books and walk me thru your ledgers.
I liked it at
$20 pre pandemic, kicked myself for not buying it when it hit
$162 during the pandemic, wonder if anyone from TCV lost their job over it and don’t mind taking a flyer at
$4.05 on
$PTON
Down -22% YoY after a strong Q4 w/guidance looking upwards; time to think about re-entering
$WGS
$XYZ looks deeply undervalued but like
$DIS the boys down at Wall won’t show any love.
Still, I like it and think it’s deeply undervalued (like GOOG); if they spun off Cash App that alone is worth 1/2 the current MCap.
There’s no way the true value of C.App is priced in. Note to self: check price on deep ITM 2028 LEAP calls.
