MySubClub

Hello

[MySubClub @MySubClub3]

@JulianKlymochko I’m surprised it’s not higher….

[MySubClub @MySubClub3]

@ContrarianCurse You think this is bad?! Imagine buying at 1.5% in 2022

[MySubClub @MySubClub3]

@taobanker Revenue growing 90% y/y and they’re profitable now?!? Tangible book value at $5.50/share so a long room to run still I’d say

[MySubClub @MySubClub3]

@RodAlzmann @ClarkSquareCap Do we know if MAPS user base is growing? Or shrinking? Seems like an extremely important KPI that they don’t disclose….

[MySubClub @MySubClub3]

@Jonathan_Keith2 Great call. Still short? Seems like maybe things are getting a bit better now based on Q1? Or more downside here you think?

[MySubClub @MySubClub3]

@taobanker Please explain what’s going on with this stock… I don’t get it

[MySubClub @MySubClub3]

@taobanker I don’t get it. They reiterated guidance across all metrics?!

[MySubClub @MySubClub3]

@RodAlzmann Maybe the business gets better eventually? But right now the profitability of this company is collapsing

[MySubClub @MySubClub3]

@RodAlzmann What about that Q1 EBITDA is falling like 50% y/y? Feels like the actual business here is rapidly deteriorating and soon there will be no profit left. And sounds like they are going to buy a plant touching grower aka the cash won’t be there for long, so don’t assume that value

[MySubClub @MySubClub3]

@DannyOcean555 That’s a shame! Good luck out there

[MySubClub @MySubClub3]

@FreightAlley Is this ex-fuel? Or all in?

[MySubClub @MySubClub3]

@DannyOcean555 Deal price has got to be at least $325 to get the family to agree. No chance they do it for $290

[MySubClub @MySubClub3]

@DannyOcean555 Agreed. He’s a real character

[MySubClub @MySubClub3]

@AlexFinn How soon before the models are efficient enough to run today’s top of the line models on local devices?

[MySubClub @MySubClub3]

@morganlinton Are the models getting more efficient over time? Like we will soon be able to run the equivalent intelligence to current Opus 4.6 on that $2000 Mac mini?

[MySubClub @MySubClub3]

@Jonathan_Keith2 Good research. But the trucking industry has gone through an incredible downturn. One of the worst ever. It’s now starting to recover. RXO might suck, but the stock is probably going to rip along with the whole trucking industry this year

[MySubClub @MySubClub3]

@FreightAlley Or is it just the big winter storms? And will reverse quickly

[MySubClub @MySubClub3]

@taobanker Big difference in stickiness and resiliency of entrenched B2B software vs. consumer mobile app games

[MySubClub @MySubClub3]

@GT97322191 @StockMarketNerd @tickerplus What application are these charts from? Pretty good stuff