ProjectCynic

patiently seeking my heel turn

[ProjectCynic @Projectcynic]

Judy Garland - Follow The Yellow Brick Road - YouTube https://t.co/RMCkUqxsOo

[ProjectCynic @Projectcynic]

@aura_capitve It will be interesting. I think this was always the plan or at least part of the option when Herd came back. Now, are they selling from a position of strength as it’s terribly mispriced (my bet) or weakness as it’s just terrible. We ll soon see

[ProjectCynic @Projectcynic]

@MacroAlphaHQ @Cindychwang But then from the Blackstone side, why take such a low price on that TRA? Didnt they settle it for well less than what its worth? I guess typing this out; Yeah you could be correct and with an apt metaphor if so.

[ProjectCynic @Projectcynic]

@Cindychwang @MacroAlphaHQ The equity grants to new employees in the $3 dollar range make me doubt a fire sale. looking at the sheer fundamentals, there is zero need to sell from a place of weakness. I think it could get spicy. This is a HATED stock despite a much healthier business than 2 years ago.

[ProjectCynic @Projectcynic]

@Cindychwang @MacroAlphaHQ I had them selling as a part of my thesis and unless Herd came back, completely overhauled the company, cleaned up the balance sheet, refinanced the debt, paid down a huge debt obligation, removed the TRA all for fun.. then she isn't selling for cheap.

[ProjectCynic @Projectcynic]

@santibaldu @Cindychwang @Banancial @grok Yes. Announced in 2025. Exiting throughout 2026; retaining voting rights until exit. Combined with a ticking timer on the protective share structure until Jan 2028 the best deep value play in the market is $bmbl if you have the patience.

[ProjectCynic @Projectcynic]

@Cindychwang @Banancial @grok Welcome to $bmbl. Blackstone announced their planned exit in 2025, when they will do it, how they will do it, and how voting rights will work while they do it. So naturally, the uninformed will view it as a negative versus a fairly standard sponsor exit.

[ProjectCynic @Projectcynic]

$bmbl. Good recap of the basics of my favorite absurdly priced stock. Missteps led to a better company and a value hunters dream if you have the nerve and the patience. https://t.co/Lq7QtVQoqh

[ProjectCynic @Projectcynic]

@RandianCapital @TwentyCapital @evanspiegel How interesting is it that these glasses he spouts off about; are rarely on his own face? They are so light and natural yet most clips I see of him…. Not even he is wearing them.

[ProjectCynic @Projectcynic]

@valcosecurities I’d go 10 if the user bleed stops. Correction when the user bleed stops. If herd and co can launch a solid new product?! We are moving the decimal place to the right on the current price.

[ProjectCynic @Projectcynic]

$snap I like that last question “aren’t you concerned about competing”. Silly reporter; yeah they are 2100 bucks but customers can just unload their millions of shares of $snap to pay for them just like the founder does right? They get free shares too don’t they?

[Financelot @FinanceLancelot]

This has to be the top... Please tell me it's the top 😎
$SNAP

[Financelot @FinanceLancelot]

This has to be the top... Please tell me it's the top 😎
$SNAP

[Shay Boloor @StockSavvyShay]

$SNAP CEO Evan Spiegel just showed off the new Specs AR glasses for the first time.

This is the kind of product reveal that explains how a social media company can be down over 90% during one of the best tech bull markets in history.

[ProjectCynic @Projectcynic]

@RandianCapital Can’t monetize an app with a billion users….. let’s sell some ridiculous looking glasses for 2k each. I work with plenty of people in his target demographic. For the life of me I can’t imagine them wanting nor affording those dumb ass glasses. Maybe I’m wrong.

[ProjectCynic @Projectcynic]

@aura_capitve They are finally running it like a business. More efficient cash machine now the only question is can the stop the user bleed or even grow modestly. My money is on yes.

[ProjectCynic @Projectcynic]

@mcuban @elonmusk Also remember the impact this behemoth of a shit system puts on small providers. It’s become increasingly difficult, by design, to run a mom and pop shop due to the insurance requirements and headaches associated with billing and reimbursement.

[ProjectCynic @Projectcynic]

@aura_capitve Agreed and while I know a lot of people want to see buybacks; this investment of capital is more encouraging to me long term.

[ProjectCynic @Projectcynic]

@PotentialSeekin Interesting!

[ProjectCynic @Projectcynic]

@inthepixels @bumble You’re crazy. But so am I and so did I

[Business Insider @BusinessInsider]

Bumble is launching a new paid feature called "Plans," Business Insider has learned. Users will pay to RSVP to in-person meet-ups. https://t.co/2YZZomDWN7