Jeremy Lucas

Not investment advice.

[Jeremy Lucas @Jlucas230]

Harrow $HROW is the best risk reward investment. VEVYE is going to be an absolute monster drug. Harrow at $14.14 is a backup the truck investment.

[Jeremy Lucas @Jlucas230]

@freezelin You have to include the preferred stock and the debt liberty tripadvisor has thats why

[Jeremy Lucas @Jlucas230]

$LTRPA is going to be up big tomorrow and could realize full value from a sale.

[Jeremy Lucas @Jlucas230]

Burry back in $QRTEA maybe it will start going up now.

[Jeremy Lucas @Jlucas230]

@_XXC2_ Sorry they do not look like stocks I would research, so I have no opinion on them.

[Jeremy Lucas @Jlucas230]

Qurate $QRTEA I guess I was the only one who listened to the conference where Qurate CEO said the customer count is improving week over week. This is what capitulation looks like in a stock. Qurate will buy the debt at huge discounts to par.

Risk reward is amazing here.

[Jeremy Lucas @Jlucas230]

@benbakhshi They will be buying back debt for years and the debt will trade at a discount for a long time. They should spend all fcf on that it's the safest decision.

[Jeremy Lucas @Jlucas230]

$QRTEA and $LTRPA steals right now. Both are below $1. We will see who buys at the bottom...

[Jeremy Lucas @Jlucas230]

$QRTEA Qurate is looking extremely cheap now $1.3. The stock is oversold 52 week low right when they are about to make 300-500 mil fcf in 2023. In 2024 even more fcf per guidance. Even with no improvement debt pay down makes this a no brainer now.

[Jeremy Lucas @Jlucas230]

@Tozawaoyabun All the businesses have shown strong resilience in 2008-2010 based on the Chairman and CEO who has the numbers from that time period. He decided to repurchase 10% of the company end of last year because the valuation is laughable at 5x ebitda.

[Jeremy Lucas @Jlucas230]

$FRG $26.8 You get a 9.3% dividend. Recession resilient businesses, smart Ceo and capital lite. When they report Feb 28th the 2023 guidance will show ebitda is going to be higher than 2022. A growing recession resistant business. Oh and did I say 9.3% divy.

[Jeremy Lucas @Jlucas230]

@dunbelievable Smart man.

[Jeremy Lucas @Jlucas230]

$LILAK $8.89 is going a lot higher. The company is taking advantage of the mispricing by utilizing share repurchase. FCF is increasing in 2023 and beyond substantially. Also 5% FCF/MC from distributions added this year alone. A diamond hiding in plain sight.

[Jeremy Lucas @Jlucas230]

@lever_age The CFO explaining in so many words that the first half they have tougher comps compared to 2019. Second half is when adjusted ebitda improves dramatically for The Fork. Also their guidance for TA Core is a slower turnaround then what the market would like.

[Jeremy Lucas @Jlucas230]

$LTRPA at $1.15 is worth roughly 6x-12x in 2.5 years. Viator is a juggernaut. Trip Advisor is going a lot higher. Nothing has changed.

[Jeremy Lucas @Jlucas230]

@paulcerro "It's not whether you’re right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong," Druckenmiller

You own zero $BBW this whole ride up.

[Jeremy Lucas @Jlucas230]

Why would anyone own $GME right now when they can own Build a Bear $BBW? 4x Ebitda for a growing high fcf company with zero debt buying back stock. Every retailer is complaining and $BBW record profits. Guess people will take notice when it's stock hits all-time highs.

[Jeremy Lucas @Jlucas230]

@AOC Maybe we should judge her based on what bills she votes for in the future and how she helps Arizona...Crazy I know judging people on their actions and not attacking them beforehand because they left their "team".

[Jeremy Lucas @Jlucas230]

@put_panda @MFHoz The market is not that easy. I am sorry to tell you the market is going higher. People are positioned wrong still. Pain is coming to the upside. There will be a time to be bearish that time is not now.

[Jeremy Lucas @Jlucas230]

@put_panda @MFHoz What is great about the market is we will know if I am right and you are wrong over the next few months. You understand markets discount the future right lol.