Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
@waterboystocks DPZ looks interesting, but I have pizza covered with little Pizza Inn $RAVE. 100% franchised, zero debt, cash ~25% of market cap, potential for turnaround to transform into growth story next 1-2 years.
Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time
Little perplexed you get more negative redemption stories around private credit, and the market only sells off the the the pure play PE companies. First derivatives are up? $MFC $FG $MET $WAL all have sizable exposure to the same asset class.....
$WRBY is bank here. Catalyst calendar is ripe for literally the next 18 months. Numbers are going up, and the multiple with it. https://t.co/4XFZ4oe241
FWIW, I'm pretty sure Doug Lebda of $TREE experienced a (-95%)-(-99%) drawdown in 2000, 2008, and again post COVID-19. The company was purchased by $IAC and then spun out again after the dotcom bubble burst. Of course that implies that $TREE was a 10+ bagger on two separate occasions. RIP Mr. Lebda.
$PRIM printed above $200 just six weeks ago. This is one violent tape.
Could #MarcJacobs save $GIII? What say you @HedgeyeRetail_2
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