Radek Pospíchal

[Radek Pospíchal @PospichalRadek]

@suda___suda Good luck! 💪🚴‍♂️

[Radek Pospíchal @PospichalRadek]

@DavidLamacFio Je ten traffic opravdu smerodatny, kdyz mezirocni pokles v poslednich mesicich je celkem v rozporu s reportovanym dvojcifernym narustem billings? $GRPN

[Radek Pospíchal @PospichalRadek]

@OutOfSampleGuy Drzte se!

[Radek Pospíchal @PospichalRadek]

@OutOfSampleGuy Good point, I believe the market needs a few more quarters of this sustainable trend “up and to the right” in order to take it seriously. If they were to guide 100m FCF in 26 during the investor day that would help…

[Radek Pospíchal @PospichalRadek]

@OpcujiVeSwingu @Vojtech_Cernyy To urcite, jen za ne nemeli davat 2,5 miliardy $ 😤

[Radek Pospíchal @PospichalRadek]

@OpcujiVeSwingu @Vojtech_Cernyy No to ja taky, ale jestli trochu znate Americany a jejich vztah k NFL, svym tymum a merchandisingu, tak mozna tusite proc se prakticky vsechny tymy velmi rychle vyprodaly… 😅

[Radek Pospíchal @PospichalRadek]

@Vojtech_Cernyy @OpcujiVeSwingu Radeji si tu Sydney Sweeney trochu nastudujte, je “ambasadorkou” znacky HeyDude jiz vice nez rok a prodeje tech bot za tu dobu stale klesaji, nejde o zadnou novou zpravu. Sam $CROX nakupuji ale z jinych duvodu - buybacks, international growth, v US zajimava treba NFL kolaborace

[Radek Pospíchal @PospichalRadek]

@krop_martin Sure. Would love to see them make a couple of those. Can’t wait for the ball to start rolling, believe we could see sustained 15-20% growth in the foreseeable future if managed well, which would make current valuation ridiculous.

[Radek Pospíchal @PospichalRadek]

@krop_martin Seems a bit of a small target that would not move the needle much assuming they are net cash a few hundred million $ by 2027 (FCF + SumUp sale).

[Radek Pospíchal @PospichalRadek]

@BenFranksAltEgo @GoForGrubes2 Domestic net sales decreased 3 % only proving that US consumer seems pretty weak, however international saved the day… expect similar story with $CROX though, strong international helped also by exchange rate should help both $DECK and $CROX above 150$ in the coming months IMHO

[Radek Pospíchal @PospichalRadek]

@HHTradeIdeas @robinivski It’s not about hitting profit one quarter. They are FCF positive and growing for several quarters, billings finally turned around, dropped the going concern threat, sold non-core Giftcloud and about to monetize SumUp stake… current price seems a bit high though

[Radek Pospíchal @PospichalRadek]

@FantasyManDan Looks like Q2 could do really well for the Studios segment, finally. Minecraft, Sinners, Final Destination should help move the needle significantly.

[Radek Pospíchal @PospichalRadek]

@DavidLamacFio Oproti predchozim komentarum mi ta zmena tonu managementu prijde jako hodne bullish signal, vzhledem k jeho predchozimu, mozna az zbytecne konzervativnimu vyzneni, viz “ceske” sebehodnoceni CEO, kdy si sam sobe dal 3ku, to by US CEO nikdy neudelal… $GRPN

[Radek Pospíchal @PospichalRadek]

@krop_martin Snad nebyl prodej Giftcloud úplně za hubičku a dokončí i ten SumUp sale, což umožní dluhopisy umořit a toto téma vyřešit... $GRPN

[Radek Pospíchal @PospichalRadek]

@LooseMyMoney @TVranka Chapu, jen za me se toto video take opravdu moc nepovedlo. Chapu, ze mate ultra siroky zaber a to neni jednoduche, ale mozna lepsi mene firem a hlubsi porozumneni. Jinak za me lacina kritika ala Buffett na EBITDA a pritom ignorujete valuacne skvele FCF (6 mld. 23’, 4 mld. 24’)

[Radek Pospíchal @PospichalRadek]

@TVGrimReaper Don’t really believe the peacock vs. paramount vs. MAX numbers. I get that it’s only US, still I bet Max is the top out of these 3…

[Radek Pospíchal @PospichalRadek]

@lwsresearch What is the point of this move?

[Radek Pospíchal @PospichalRadek]

@B__Digs @cohibainvestor They have about 3 billion due Q2 2025 so up until then I would not expect any debt tender for later maturities. 2026 maturities are a bit lighter (2.2 billion), yet 2027 are on the heavy side (4.8 billion) so I would not expect them to buy back later maturities any time soon...

[Radek Pospíchal @PospichalRadek]

@JanBoruta Jiste, reakce po vysledcich muze byt jakakoli, jen teda mi mnohem vic smysl daval ten short pred minulymi earnings, kdy byla akcie 17-18$, nez nyni u 10$…

[Radek Pospíchal @PospichalRadek]

@kbz_official Inter, Dortmund, Atalanta, Brugges, Lille, Young Boys, Monaco, Graz