Jamie Morrow

[Jamie Morrow @JMorrow27]

@Pray4Equity @ClarkSquareCap ...and now it's halted. I'm surprised Samuel Steffen Morrow, CFA is still fighting this. Is it worth risking jail time? Strip that CFA! I'm surprised he was even in the membership directory. Agree on upside here but lots o' hair

[Jamie Morrow @JMorrow27]

$grpn - absorption all day but needed more volume. Nice close both days. Needs follow through. Big move building, lean toward higher here.

[Jamie Morrow @JMorrow27]

@BSacamanoV @NickNemo17 @laurenbalik @BillAckman I like the name on a fundamental basis and for the squeeze potential. The squeeze potential has been overhyped. I'm saying that there's no advantage in calling out a bear with 30k followers if you're bullish on a name. In general chest beating doesn't end well.

[Jamie Morrow @JMorrow27]

@anidesh7 They are free cash flow positive and are about to get 300mm from SumUp IPO (2.4% stake). They can retire half the shares outstanding with that cash. That gives them an unlevered cash flow of $3/share. That's how you get $40/sh

[Jamie Morrow @JMorrow27]

What happens when $grpn takes 300mm from the SumUp ipo stake and uses it to buyback shares and retire their most expensive debt? $3/share in free cash flow?

[Jamie Morrow @JMorrow27]

@eazzymullababy Now 23mm float per this morning’s proxy. 56% short

[Jamie Morrow @JMorrow27]

@alt_w_v_g Please block all these copied posts from a year ago

[Jamie Morrow @JMorrow27]

@dansemperepico One of the douchier posts ever

[Jamie Morrow @JMorrow27]

@MarioNawfal …and silver. You need a lot of silver

[Jamie Morrow @JMorrow27]

@jess_ann_pin @Ali_Shobeiri Your last boyfriend sounds like your last boyfriend

[Jamie Morrow @JMorrow27]

@jess_ann_pin @Ali_Shobeiri Contributing to the statistic, deservedly so. Show big love, get big love

[Jamie Morrow @JMorrow27]

@Dave_Longevity @Alextmiami I guess the Kevin Spacey stuff was ok?

[Jamie Morrow @JMorrow27]

@GarrettGoggin Pan American 80%+ at current prices

[Jamie Morrow @JMorrow27]

@RebelCapitalist @QTRResearch Seconding with Pan American the best of the group. Still priced at $45 silver. At current prices forward P/E is what, 7x? They do not hedge against falling silver and have captured the move. Ownership in multiple silver projects that could come online including Escobal.

[Jamie Morrow @JMorrow27]

@LeadingReport It makes sense as long as the collateral attached to the loan is worth more than the current collateral (I.e. the lender gets a house with more equity). As the borrower your ability to pay is the same (depending on insurance tax, etc.) and the bank gets a higher valued asset.

[Jamie Morrow @JMorrow27]

@biiordache Probably not

[Jamie Morrow @JMorrow27]

@commonsenseplay Why wouldn't you wait for the secondary? They have six months of cash and dilution is incoming. After that I would take a look, but no institutional money buys before an impending secondary

[Jamie Morrow @JMorrow27]

@jc2424242424 @MartinShkreli It’s bs - that’s a basic rule. Don’t invest ahead of a secondary because dilution is coming and you’ll get it cheaper. They have roughly six months left maybe a bit more with cost cutting. That secondary is happening in the next couple of months. Will be cheaper