Jacob Franklin

Long term buy and hold value investor. Software Engineer by trade
See my stock research: s

[Jacob Franklin @DoYourDiligence]

@blondesnmoney @Ron284Ron Why is it up so much today? Just illiquidity special? News on their contract with NYC?

[Jacob Franklin @DoYourDiligence]

@kouroshshafi Oh well I guess I missed the joke haha. It sounded a lot like an article from Barron's this week.

[Jacob Franklin @DoYourDiligence]

@kouroshshafi I read this in an analyst note also. Do these analysts actually visit $LULU stores? They absolutely sell loose fit pants.

[Jacob Franklin @DoYourDiligence]

@thewritser Did you hold all the way to close? I ended up closing when the spread got to 5%.

There were some risks to the deal closing but the huge spread never made sense to me either.

[Jacob Franklin @DoYourDiligence]

@CCM_Brett Really surprised $HA isn't down more of $SAVE breaking.

[Jacob Franklin @DoYourDiligence]

@InvestRoiss Management has always been my number 1 reason for not owning this. But, they've actually looked like they've started finding religion. While they've had a buyback for awhile it wasn't really meaningful until the past year.

[Jacob Franklin @DoYourDiligence]

@InvestRoiss You say the actual reason for the discount in the first section of your own article. "This discount exists due to confusing corporate and voting structures, and legit concerns about the management." The value of additional equity stakes is not negative.

[Jacob Franklin @DoYourDiligence]

@InvestRoiss Ownership of additional assets is not causing the discount to their Tencent stake, that is nonsensical. Even if you valued all of their non Tencent assets at 0 the buybacks would still be creating value.

[Jacob Franklin @DoYourDiligence]

@CCM_Brett Now do tangible book and mark both their loan books using the same methodology.

[Jacob Franklin @DoYourDiligence]

@Ron284Ron Was kind of hoping they'd get a bigger discount than 5% for prepaying this debt since it was a low interest rate and non recourse to the hold co.

But I guess this clears up one unknown.

[Jacob Franklin @DoYourDiligence]

@taobanker @AnshulPuri0 This is the main problem in my mind. Many of their brands are iconic but I don't know how many of them are still associated with quality.

If you think their brands still have power it's probably a good buy at the current price.

[Jacob Franklin @DoYourDiligence]

@taobanker I've never tried this one. I'll have to keep an eye out.

[Jacob Franklin @DoYourDiligence]

@taobanker I agree on Goldfish and Milanos the rest of the brands seem weak to me though.

Snyders, Pace and their other brands fall into the "I've heard of them and they have good distribution" bucket. If you brought them to party I don't think anyone would notice vs a private label.

[Jacob Franklin @DoYourDiligence]

@ArbStocktipster Was there an actual announcement anywhere thought it was closing the 28th?

[Jacob Franklin @DoYourDiligence]

@jefke00 @puppyeh1 Selling some of the purchase rights as a way to help mitigate the 2026 debt wall seemed like a natural course of action. But the CEOs answer gave me pause on that idea.

Hopefully activists can illustrate a clearer path forward. Plus alleviate the dilution concerns.

[Jacob Franklin @DoYourDiligence]

Auto dealership stocks are down on this. But is this actually bad news? Sales are still fulfilled by dealerships. Amazon/Hyundai have no choice but to continue giving dealerships a cut of the pie.

[Stocktwits @Stocktwits]

Just In: $AMZN plans to sell cars online, starting with Hyundai.

Amazon will allow customers to shop for vehicles in their area based on:
• Model
• Trim
• Color
• Features

Would you buy a car off of Amazon?!

[Jacob Franklin @DoYourDiligence]

@Tintincapital Who cares what % of the world's population the US is for this discussion? % of world gdp seems much more relevant.

[Jacob Franklin @DoYourDiligence]

@taobanker All in on 30 year tips?