@TaxAlphaInsider What are the assumptions? I’m assuming the same investment? Like SPY? Because if you sold a dog stock for a better one this makes no sense. You’re basically saying never cut losers.
@CorneliaLake You could probably comp to Home Depot. Same costumer in the south. I get the upside structure.
Ariel legit. And the woman investor is Melody Hobson. Her husband is George Lucas of Star Wars.
@CorneliaLake I like the company. Chlorine is the only really reoccurring chemical most pools need. Hot sun states it’s probably a $12 spend per 10k gallon pool per week. They do a good job with parts. But it’s not hard to LLM a part. My feel is treat is like a car service center.
@CorneliaLake Shopping there - I don’t see how. One off purchases to dyi id guess. I’d view it for lack of better words as a woman’s first time to the mechanic. You need the $600 oil change thing. In pool heavy states it probably follows first time pool owners and first time DYI.
@AustinJustice@RyanAlter the former failed real estate investor also trying to auction off south austin to his developer friends under the guise of affordable housing. Vote him out in 2027
@UnicusResearch JPM private credit lending department has always done this - it’s been in their agreements with private credit firms for years. It’s a common practice.
@JulianKlymochko@LeylaKuni blocked me. Stop listening to Substack sellers. They have a lack of knowledge of the private markets but they will say anything to sell a subscription
@LeylaKuni And there are well documented sell side analysts that have this research available. Now maybe they are selling side tools. But like all of this is already done. You’d know this if you ever actually invested instead of selling subscriptions. So let’s see a track record.
@LeylaKuni lol disclose you’re own investing track record and we can talk. It’s not a hard thing to figure out. Maybe for a multiple washout CPA. But for anyone not cosplaying for subscriptions we do math
@ChristianLukens Desperation. He doesn’t have money connections so it’s gimmicks. The hotel booking numbers for Shakira are bad. Maybe the show will hit but you can still book a hotel across the street. He needs a top 3 football finish. Doesn’t look good tho. Vegas had a 5th place odds
@valleyofthedogs@KlassyDogs Klassy the loser went 6-7 in men’s football. 2-18 in men’s basketball. And tried to blame his staff yesterday. Us season ticket holders and sponsors know who this guy is. Losing Klassy isn’t for the valley. We know the real story. Not a Klassy guy
@valleyofthedogs@KlassyDogs Entz the subdivision coach and USC linebacker coach we hired to compete in the pac 12? The AD and coach are outclassed. We went from Tedford one of the legendary college coaches to a subdivision coach in the age of NIL. Clowns hire clowns and we get circus.