The Datawright

Boardgamer, #FIRE, Deflation Lifestyle, Data! Seeking thoughtful disagreement -Ray Dalio

[The Datawright @TheDatawright]

I’m listening to @BoardGameSnobs, and they’re making me laugh. Board game heroes. They’re best when they do a podcast crossover with @SporadicBoard, but still 9/10 on their own.

[spuditty @spuditty]

After watching the Bob Ross Netflix documentary, I'm thinking the Kowalski's are due for a happy little accident.

[The Datawright @TheDatawright]

@DanShephardN7 Fortunately, the country is large, so still plenty of places to go besides California and other western wildfire states. That’s the beauty of an #RV @CampingWorld $CWH #RVLife #Travel

[Matt Nachtrab @MattNachtrab]

$otly short @sprucepointcap has moved from spreading doubts to outright lies to benefit financially. He is claiming these images as evidence the company is deceiving investors about current shortages by referencing one year old images.
@andrewrsorkin @CNBC @SEC_Enforcement

[Matt Nachtrab @MattNachtrab]

Well said @spacanpanman. He blocked me to as I replied to his tweets with actual facts. I see illegitimate short attacks as large buying opportunities for stocks. @sprucepointcap team members should be held accountable by the SEC. $OTLY $DNMR @SEC_Enforcement

[The Datawright @TheDatawright]

@MattNachtrab @sprucepointcap @andrewrsorkin @CNBC @SEC_Enforcement Yet another pronouncement from @sprucepointcap that he remains unencumbered by basic thinking skills

Listening to him provides you with:

Disadvantages of Judgment Sampling
1. Vulnerability to errors in judgment by researcher
2. Low level of reliability and high levels of bias

[The Datawright @TheDatawright]

@EJohnsonMPLS @MattNachtrab @sprucepointcap @andrewrsorkin @CNBC @SEC_Enforcement Welcome to the club!

[The Datawright @TheDatawright]

@spacanpanman @sprucepointcap has a painting in his attic, just like Dorian Gray. This is what it looks like.

[The Datawright @TheDatawright]

@spacanpanman Well said. I also have the honor of being blocked by that blatant manipulator at @sprucepointcap for disputing the sewage he posts.

Maybe I should be thanking him because he gave me such a great buying opportunity. As long as he doesn’t outstay his welcome, I can’t be too upset

[Marcus Lemonis @marcuslemonis]

- Camping World Holdings Doubles its Regular Dividend Going Forward to $2.00 Per Share on Annualized Basis and Announces Declaration of Quarterly Dividend $cwh https://t.co/yXi5XhD5jJ

[The Datawright @TheDatawright]

$CWH @marcuslemonis just made it very expensive for pesky shorts to maintain a large short %. About 17% short!

2x dividend (5.2%) + share buybacks + great company = Short squeeze cometh!

Historical reenactment with the shorts on the left and @marcuslemonis on the right

[The Datawright @TheDatawright]

@MattNachtrab @OTLYmugi_Batake Yes, there are major institutions in $OTLY, but still very low institutional ownership. So, lots of room for big money to jump in.

[The Datawright @TheDatawright]

@johanssonisak I like the way you’re approaching this stock @johanssonisak. Given the way you’ve written about it, I think you might enjoy the book Richer, Wiser, Happier by William Green. I just finished, and consider it a modern day investing Bible.

@williamgreen72

https://t.co/B2a5WyWC3E

[The Datawright @TheDatawright]

@marcuslemonis I’d make myself feel better by buying $CWH at these suppressed prices. #TheProfit

[The Datawright @TheDatawright]

LMAO @sprucepointcap blocked me because they couldn’t handle my rebuttals to their social media and market manipulating nonsense. See what happens when you speak the truth to imbeciles. Time for a new acct to creep their tweets and counter their absurdities. @MattNachtrab

[The Datawright @TheDatawright]

How is nobody talking about the sustainable growth coming from the massive shift from only 20% self-manufacturing today to 40% self-manufacturing in 2023 or sooner? Even if demand remains constant, that shift alone will keep revenues growing. $OTLY #10YearHold

[The Datawright @TheDatawright]

@sprucepointcap @Starbucks @SEC_Enforcement Since you asked what you’re missing, I’ll tell you: the business logic part of your brain. Should $SBUX tell the masses of customers who want $OTLY oatmilk to shove off because of unpredictable upside demand that outstripped supply? No, they get temp backup to meet high demand.

[The Datawright @TheDatawright]

@plantinvestor @ValueWizard007 @sprucepointcap @SEC_Enforcement @NewYorkFBI @GaryGensler He’s one short seller ‘respecting’ another. Check his profile. Respect has many meanings depending on the perspective through which it’s said. He might respect how well they run their campaigns to suppress prices through the institutions of fear and nonsense allegations. $OTLY

[The Datawright @TheDatawright]

@cathiesark @cpg_girl @OTLY Oops, I meant that reply for @cpg_girl

It all comes down to execution and marketing. Think back to when Rockefeller was competing against all the other oil refineries and had to think of new ways to use oil. He executed and played hardball in distribution to capitalize.

[The Datawright @TheDatawright]

@cathiesark @cpg_girl When prices come down on a desirable product, like @OTLY, demand ticks up as more people can afford to adopt the switch.