Mustelid Lodge

Local Mammal, Parts Unknown. Small & Micro Cap. Hunter's Fund. Not financial advice.

[Mustelid Lodge @MustelidLodge]

$PRPL large volume day

[Mustelid Lodge @MustelidLodge]

@breezykicks12 @WagerWizard00 @George_Dubs_ Anywhere between the current price and 0.8x revenue. Potential acquirer would need to be aggressive and look past the going concern and debt maturity.

[Mustelid Lodge @MustelidLodge]

@breezykicks12 @WagerWizard00 @George_Dubs_ All depends on how Coliseum and acquirers value Purple. The company has deteriorated along with the industry. Purple would be profitable, should demand return. Hopefully negotiations find a happy medium for equity holders!

[Mustelid Lodge @MustelidLodge]

@George_Dubs_ @CapitalFang I worry the incentives for Mattress Firm associates cause Purple to underperform. Coliseum also no incentive to refinance the debt

[Mustelid Lodge @MustelidLodge]

@breezykicks12 @CapitalFang We share the same sentiment. Coliseum would probably prefer to milk debt a little longer, even if guidance cuts come each quarter.

[Mustelid Lodge @MustelidLodge]

@George_Dubs_ @CapitalFang What does that look like to you? Unfortunately, confidence is on the floor that housing recovers, so Purple could survive, but will shrink dramatically.

[Mustelid Lodge @MustelidLodge]

Believe in $SEZL long term, but had year end 2026 somewhere around $150

[Mustelid Lodge @MustelidLodge]

Closed position in $SEZL between July 7-8 at $171.64 for a short term return of 150.56%

[Mustelid Lodge @MustelidLodge]

Added to $UAN position between July 17-20 at an average price of $120.85

[Mustelid Lodge @MustelidLodge]

Closed position in $SEZL between July 7-8 at $171.64 for a short term return of 150.56%

[Mustelid Lodge @MustelidLodge]

$PRPL Earnings coming earlier than usual. Hopefully a good sign!

[Crwe World @CrweWorld]

Purple Innovation to Report First Quarter 2026 Results $PRPL https://t.co/TSUnudWwPJ

[Mustelid Lodge @MustelidLodge]

@Stock4Profit They realize a blended negative IRR

[Mustelid Lodge @MustelidLodge]

The Hunter’s Fund returned -9.51% in March

[Mustelid Lodge @MustelidLodge]

Let's see some $PRPL news before the 31st!

$3.50 - Fair

$5.00 - Exceptional

$4.25 - Vindictive

[Mustelid Lodge @MustelidLodge]

Created new position in $UAN at $138.00

[Mustelid Lodge @MustelidLodge]

@disruptorinvest Hopefully the mobile plan blows subscription opportunities wide open! Music and streaming seem like they would follow next. If Sezzle provides a level of financial protection to prevent people from overextending, where would you draw the line on offerings?

[Mustelid Lodge @MustelidLodge]

Current positions:

$PRPL at $0.90

$SEZL at $68.50

$SSYS at $11.05

$MLEC at $16.20

[Mustelid Lodge @MustelidLodge]

@disruptorinvest We are excited about the mobile plan and are curious to know if there is a way to expand the offering to other essentials (Utilities, Transit, Rent) into a master installment to simplify and smooth out the aggregate monthly payment.

Cheers!
Marten

[Mustelid Lodge @MustelidLodge]

@disruptorinvest Dr. Paul Christianson,

Thank you for taking outside questions for the interview!

The stock repurchase programs are a massive show of strength. How do you plan to balance future capital return with the reserve requirements needed for the bank charter application?

[Mustelid Lodge @MustelidLodge]

The Hunter’s Fund returned 2.23% in February