Phil Lewis

[Phil Lewis @PhillipGLewis]

Valuation and underlying economics matters but hard to believe there isn’t some capital appreciation potential in this business given they have become a one stop shop and the dominant player. It’s always seemed logical to me that they could be an acquisition target from eBay, gme, etc and being public may facilitate.

[Phil Lewis @PhillipGLewis]

@christopher2n6 @aceofcards89 Maybe it’s the same. I just keep falling back to why change the language unless they were looking to provide themselves a little wiggle room. Perhaps overly conservative on my part.

[Phil Lewis @PhillipGLewis]

@Roybattyforever @CToddPorter

[Phil Lewis @PhillipGLewis]

@RetroCardSnaps

[Phil Lewis @PhillipGLewis]

@wildcatnews

[Phil Lewis @PhillipGLewis]

@patcollects 1993 finest refractor to me is the og and imo most room for rerating. I think the other two get lumped in with a crowded group of mid to late 90s refractors and wouldn’t be in the top tier of that grouping.

[Phil Lewis @PhillipGLewis]

@patcollects Takeit2net and it isn’t close imo

[Phil Lewis @PhillipGLewis]

@RealRichHopkins @LasVegasSlabs @card_guide @WrestlingTradi2 Crazy that they chose to in the first place.

[Phil Lewis @PhillipGLewis]

@RealRichHopkins @LasVegasSlabs @card_guide @WrestlingTradi2 Doesn’t PSA slab that flair 2005 topps heritage auto though? I don’t think any of those were pack inserted.

[Phil Lewis @PhillipGLewis]

@card_guide Here’s the other one. Love these parallels!

[Phil Lewis @PhillipGLewis]

@the27guy A beauty. GL

[Phil Lewis @PhillipGLewis]

@GarpandChill $CSU, $INTU, and $NOW are my watches in this environment

[Phil Lewis @PhillipGLewis]

@long_equity @glakshmivarahan They are one of my favorites, I feel like they are turning into a data analytics powerhouse.

[Phil Lewis @PhillipGLewis]

@shivamkashan $ice and $lseg two of my current faves

[Phil Lewis @PhillipGLewis]

@invest091 Really like 3 of the 4

[Phil Lewis @PhillipGLewis]

@valuedrift Any news?

[Phil Lewis @PhillipGLewis]

@PythiaR Totally hoping this one hiccups a bit. I was expecting significant upward momentum after the last week ER. Company seems like it has multiple levers to pull for future growth.

[Phil Lewis @PhillipGLewis]

@bkaellner @teechongyen I never have understood the love for computer modeling group. Seems to go nowhere and I thought some other of the services company had similar software offerings (along with a more robust suite of products).