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Trying to invest and learn

[- @Vineyardvisions]

@AVFCSingapore Villa vs Brighten mate
Think that’s 10pm local time so if it’ll be on then we’ll book a table of 7 online

[- @Vineyardvisions]

@AVFCSingapore Hi guys, does the SOS bar still show the games? Travelling through Singapore with family next week

[Robert Sterling @RobertMSterling]

Brian Thompson went from Jewell, Iowa (population 1,200) to leading 140,000 employees and overseeing $280B of revenue at one of the world’s most important companies. His mom worked as a beautician, his dad at a grain elevator—they were probably really proud when he graduated valedictorian of his 50-person high school class. He played basketball and the trombone, got elected homecoming king, and worked in soybean fields and meat processing plants during summers. While studying at the University of Iowa, he met the woman who would become his wife, with whom he would have two kids. By all accounts, he was smart, hard-working, funny, and a thoroughly decent man.

This guy—not the person who murdered him in cold blood—was everything that’s right and good about America, and the American Dream. May his memory be a blessing, and may his example inspire all of us to do better.

[- @Vineyardvisions]

I'm probably 40% weighted $HFG, from before this run up, if you are being honest these results are okay to thesis - not great not bad

[- @Vineyardvisions]

@MrFourToEight I've never seen this quote before, it's absolutely awesome

[Andrew Raeburn @andrew_raeburn]

Three days apart.

[- @Vineyardvisions]

@alc2022 I like your account but this is a wild thing to say 🤣 it's like 4x, not 400x

[- @Vineyardvisions]

@AlanJLSmith Respectfully, who said this?

[- @Vineyardvisions]

@Matematikern3 @WatcherStock I do agree (!)- just wondering if you'd seen anything from the Co

Re. operations perspective I'm not sure it'd be value accretive. If anything, I think as investors, we'd like to see more products being pushed through the vast distribution network they've built

[- @Vineyardvisions]

@Matematikern3 @WatcherStock When you say spin off is unlikely - presume this is a personal view? I've not seen the company comment ?

[- @Vineyardvisions]

@value_invest12 Same
Whats your price target ?
To be transparent this isn't a "hold forever" for me

[- @Vineyardvisions]

@WealthyReadings Any neat summary of what has caused this and why it's a buy going forwards / any price targets ?

[- @Vineyardvisions]

@nasdaqpapi Could not agree more
I have listened to countless interviews where the title of the podcast / video has been about his investment philosophy and I have finished the 1-2hour episode knowing absolutely nothing except for the fact he really likes buffet and munger

[- @Vineyardvisions]

@Arkalos77 @Quality_stocksA Any good research?
I can't put my finger on it but I really feel like I'm missing something on this

[- @Vineyardvisions]

@Ormstunge1 This is still quite a lot

[- @Vineyardvisions]

@optimist_fund I agree but I fear the revenue drops off dramatically on the core business once they stop with the referral program
They’ll wait until RTE segment is proportional in size presumably so (at that time, say 2027) the 20% growth of that offsets the fall off in meal kits

[- @Vineyardvisions]

@value_invest12 There are a lot of shorts to cover still

[- @Vineyardvisions]

@contrarynvestor This, to me, is almost more symbolic than the CEO buying a load of shares. As that could (I don’t think it is) be one guy with a vested interest proving he’s all in. This here is a treasury / board decision to buy as they agree it’s the best use of company capital

[- @Vineyardvisions]

@HSqueeze41963 Yeah can't disagree !