đź’ĄPETITIONđź’Ą on X
We've been highly critical of Sweetgreen lately ($SG). Apparently we haven't been critical enough. https://t.co/WxqUGEileF
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đź’ĄPETITIONđź’Ą
Everything we have picked from this writer, newest first.
đź’ĄPETITIONđź’Ą on X
Saddened to learn that Lovesac Company ($LOVE) doesn’t have any funded debt. Would have been fun to watch a dumbf*ck reaction to a social media post (by the riotous, Deric Cahil) take down, say, Ares, lol. https://t.co/a466vIoOtP
đź’ĄPETITIONđź’Ą on X
We know there's a lot of talk about AI disrupting white collar jobs. But, for now, the growth over at $PJT, as just one example of an investment bank, has been impressive. https://t.co/3WUXRgdPXg
đź’ĄPETITIONđź’Ą on X
Andreessen Horowitz dropping this puppy on the same day $COIN cuts headcount by 14% citing AI acceleration is *chef's kiss*. https://t.co/fhUCUonfrL
đź’ĄPETITIONđź’Ą on X
Sleep Number ought to preload an ATM and then just announce that they're shifting from bed manufacturing to sleep AI, watch the stock soar a la $BIRD, and then dump a bunch of stock into the market to pay down debt. $SNBR
đź’ĄPETITIONđź’Ą on X
For FY25, Sleep Number Corp. ($SNBR) reported reported net sales of $1.4b,⬇️16% YOY; gross profit margins of 59%,⬇️60bps; and Adjusted EBITDA of $78mm,⬇️35% YOY with margins⬇️160bps to 5.5%. But don't worry, Travis Kelce is now on board with a brand partnership, 🙄. Link in bio. https://t.co/9KjvJdq7QV
đź’ĄPETITIONđź’Ą on X
On @SquawkCNBC $RBLX CEO David Baszucki just talked about having a "digital doppelganger" that looks/sounds like him TO PLAY WITH HIS KIDS. What. The. Actual. F*ck. https://t.co/fdYesVm0t4
đź’ĄPETITIONđź’Ą on X
"Digital gold," they said. $BTC https://t.co/sDFnifHur6
đź’ĄPETITIONđź’Ą on X
This is an absolutely brutal chart. $DIS has been a big fat sinkhole for many an investor infatuated with the name (movies! streaming! parks!). https://t.co/vXX9bhWLJZ
đź’ĄPETITIONđź’Ą on X
This chart is bananas🍌. $RGTI https://t.co/MzZKnXdc0b
đź’ĄPETITIONđź’Ą on X
Continuation vehicles were a big thing in '25 as many private equity firms struggled to find exits for portcos. But they're not new. In '21, Platinum Equity dumped its portco United Site Services into a CV invested in by Fortress, $ARES & $BX. How'd that turn out? Well, sheeyit.
