Myles on X
@ArgonathCapital Yeah Nice Info services and Misto (paired with a $GOLF short) are large positions for me.
NYSE
Acushnet Holdings Corp.
GOLF
3 stories
$4.6B Market cap · 2026-10-09
Myles on X
@MikeFritzell Don't you think that the Fila royalty isn't really that significant a part of the valuation? Even if you wrote it down to 0 the stock still looks pretty cheap on a sotp. I know $GOLF is expensive, but I'm probably going to hedge it.
Broken Moats on X
crazy moves both directions over the past month away from AI... $GOLF +30% has got my attention. 30x next years numbers for a low single digit retailer seems odd.
