VIV’ORA

[VIV’ORA @BC__Investments]

@Evan_ss6 Why you copying off of @BlerGoom

[VIV’ORA @BC__Investments]

@BonkDaCarnivore I'd trimmed most of mine with some running, just hadn't seen if you'd said more than a trim, apologies 👍

[VIV’ORA @BC__Investments]

@GetJump63532 Unless I’m reading the above chart incorrectly 🤷

(There’s always a chance and I’ll always admit if I’m wrong haha)

[VIV’ORA @BC__Investments]

@vvtran222 Market sell-off, very surprised though, valuation is mental at these prices.

More time to add

[VIV’ORA @BC__Investments]

@amitisinvesting love your content and especially how involved you’ve become with $PLTR, but I think you’re too hung up on the idea of money sitting on the sidelines in money market funds.

Money in these funds has been in a constant uptrend for years and most likely always will be as long as it is in the hands of those whose risk profile matches those who should be using money market funds.

Maybe there’ll be a generational shift, however it would be a massive coincidence if all of this happened at once, I expect the trend to continue upwards personally. Would love to hear
your thoughts though

[VIV’ORA @BC__Investments]

@LogicalThesis @FrameworkWisely Makes sense and would agree that it’s a hit on revenue. Guess for them they see the cost benefit as being a net positive whether that’s for branding or other long term gains that may come from it

[VIV’ORA @BC__Investments]

@LogicalThesis @FrameworkWisely Wasn’t even referring to that, for me it shows their superiority in terms of reputability in the crypto space as an exchange.

I’d be more willing to bet on the likes of $COIN in the long term over others as a result

[VIV’ORA @BC__Investments]

@d_schau All part of the game, nobody wins 100% of the time! But you can definitely learn along the way with every company

[VIV’ORA @BC__Investments]

@3Plantey2 We’ll see over time, the margin of safety is there at these sort of prices now so I’m happy to see how things pan out through 2025 and whether they genuinely have found a solution for summer time during Q3’s.

[VIV’ORA @BC__Investments]

@d_schau Hung up is the last thing I’d describe it as, it forms probably 0.3% of my portfolio, however the market potential is what excites me.

Appreciate the feedback and (not) advice, always welcome 🤝

[VIV’ORA @BC__Investments]

@3Plantey2 Of course, but it’s a guessing game to assume that he spends all day looking and much less time focussed on the business as a result, just my opinion on that.

[VIV’ORA @BC__Investments]

@3Plantey2 If they want to return shareholder value then I’m sure looking to see whether they are doing so is a valid reason to check?

[VIV’ORA @BC__Investments]

@3Plantey2 Not uncommon for management to look at their stock price.

Trump looks at the markers every morning 🤣 (only president to admit this to my knowledge)

If you owned a company would you not look at its value every so often?

[VIV’ORA @BC__Investments]

@3Plantey2 @mascarosergi In the distribution phase yes, once that’s complete it is fine. When the consumer buys the product that is a different story, are they buying to eat soon after or to leave outside beforehand?

It’s not a sure bet but I find the prospect of it exciting over the long term

[VIV’ORA @BC__Investments]

@theisaacmed Is it because you know from experience from your freeze dried candy company that the future looks bleak?

[VIV’ORA @BC__Investments]

@theisaacmed What makes you think that though?

Not having a dig I’m just genuinely curious to hear all opinions especially ones different to my own

[VIV’ORA @BC__Investments]

@mascarosergi Thinking just this year is too short term for me. I prefer to look 3+ years into the future at a minimum, for an investment based on fundamentals and long term growth that is.

[VIV’ORA @BC__Investments]

@CarolS062142810 By changing their current distribution process. Once it is on shelves the product is fine.

We’ll see how well they execute on this, but it seemed like they found solutions for this issue very quick as it was mentioned before Q3 earnings today.