Dumbo Fund bought 3,061 shares of $ODD on May 29 at $13.83. Our entire portfolio.
108 days later: $18.28. Up $13.6k (+32.2%), all unrealized.
Might be dumb. Still holding. They don’t call us Dumbo Fund for nothing. 🎪
After a nice run, taking profits on $ODD is definitely tempting.
But a clean break above $20 could change the setup significantly.
If $20 turns from resistance into support, there may still be plenty of upside left.
At least, that’s what the analysts at Dumbo Fund think. 🐘
@kevinxu Kevin, would love to hear your take on $ODD sometime. It’s our entire portfolio at Dumbo Fund, so a second opinion would help us make sure that wasn’t a dumb(o) decision. 🎪
$ODD shorts may have a serious problem.
Adj. EBITDA:
Q1: -$7M
Q2: +$13M
Q3 guide: +$18–20M
Shares outstanding: down ~20%.
Management says the IL MAKIAGE disruption is progressing toward normalization.
The numbers are starting to show it.
100 days since I went all-in on $ODD.
Today: ~0%
Along the way: -30% after earnings → +30% → back to 0%.
Not scared. If anything, I’m excited for next week’s earnings.
Still holding. 🎢
$ODD ODDITY Tech just filed a 6-K (Aug 20, 2026) announcing David S. Cohen is joining the board as an independent director on the Audit Committee. 32 years at Morgan Stanley Investment Management, plus board observer experience at Blue Bottle Coffee. Solid addition to the governance bench.
@alexcapital01 -6%, but I’m still holding. $ODD can be really volatile around earnings, but I’m not too worried. I still believe in the business, and once the CPA issue is sorted out, I think earnings can bounce back quickly and the stock could take off.
https://t.co/YbWYhrOgEt