Tagus

LO

[Tagus @Tagus_AM]

@Lauar74151 @realroseceline Im sorry but 25x is too rich for 15% growth???

[Tagus @Tagus_AM]

@LukeWolgram care to elaborate? Can DM if you want

[Tagus @Tagus_AM]

@TeaBagCapital $POOL is struggling to deal w SRS that is aggressively looking to gain share + has the financial backing

For POOL, volumes are stagnate in an environment where they need to be competitive on price and spend more than usual on OpEx to hold mkt share which combined kills profits

[Tagus @Tagus_AM]

@MurkaDurkah Says the king of dairy + right wing propaganda

[Tagus @Tagus_AM]

@ContrarianCurse “Consumer is completely strapped” meanwhile DoorDash so strong. I think the issue with $SHAK is thats is 20$ for wet burger slop

[Tagus @Tagus_AM]

Why do $LINC and $UTI trade at >40x?

[Tagus @Tagus_AM]

@ContrarianCurse Are you attaching any fillings/reports when you use this prompt?

[Tagus @Tagus_AM]

Anyone close to $TPB want to talk about the results?

[Tagus @Tagus_AM]

Was happy to add more $TTWO on the Genie 3–induced selloff

Pretty surprised to see sell-side modeling just 50–60M units for GTA VI in FY27–28, I think it’s closer to ~80M units with a blended ASP in the ~$60 range. The math just gets silly from there

[Tagus @Tagus_AM]

@KFCBarstool Warner Bro’s pays the breakup fee in this instance you momo

[Tagus @Tagus_AM]

@unusual_whales By White House Officials - you mean Bessent

[Tagus @Tagus_AM]

@compoundpapi Nobody has negative views of the chosen one

[Tagus @Tagus_AM]

@ErnestWongBWM Still though, your probably saving 2-3% going this way - worth it at a certain level of spending

[Tagus @Tagus_AM]

@InvestmentTalkk Yeah but im hoping someone has a status update on him

[Tyler Morin @JPMorinChase]

Really sad to hear the news about @chamath relapsing.

[Tagus @Tagus_AM]

@compoundpapi 🤐

[Tagus @Tagus_AM]

@compoundpapi 🐐

[Tagus @Tagus_AM]

@compoundpapi 🅿️OUCHES