StickyJoe

attempting to value invest

[StickyJoe @Vmilu11]

@value_invest12 I like your oral wegovy thesis , but have you considered $LFMD instead of $WW , feel like they might be able to better execute and capitalise on their partnership with Novo

[StickyJoe @Vmilu11]

@growingvalue2 thoughts on $lulu ?

[StickyJoe @Vmilu11]

@value_invest12 Greatly appreciative for your $HFG call but i disagree on your judgement of his character. In a comment you said he was maximally truth seeking. He lied about boosting his path of exile account. To me out of anything that speaks most abt his character because its like why ????

[StickyJoe @Vmilu11]

@NOTFOMO Completely agree, need to do some more research but listening to some podcasts the founder was on I like what I hear

[StickyJoe @Vmilu11]

@investwithwes1 I also think anecdotally sentiment is already extremely pessimistic and analyst expectations are so low - analysts are forceasting boo to remain unprofitable and not grow in the next 3 yrs which I think is wild if we have a soft landing/ another period of growth/low inflation

[StickyJoe @Vmilu11]

@investwithwes1 I dont like ASOS as much due to their worse balance sheet, lower margin, roic and growth. But at this valuation I think a lot would have to go wrong to not have an adequate return... the big issues are macro and external, once these subside and interest rates are cut...

[StickyJoe @Vmilu11]

@orrdavid rm williams

[StickyJoe @Vmilu11]

the worst case scenario , of this "sea change" / 70s stagflation in which $boo would struggle seems less probable then it was 6 months ago when I first built my position

[StickyJoe @Vmilu11]

@Tintincapital comstock resources, (nat gas), mispriced is a strong word but

[StickyJoe @Vmilu11]

@growingvalue2 nice!

[StickyJoe @Vmilu11]

@growingvalue2 where else will one go but where the network is ... you arent going to use anything but tinder or hinge because that's where all the people are

[StickyJoe @Vmilu11]

@growingvalue2 hmmm it is interesting to think about,, how it really does have a monopoly because it has the largest network and I think, like FB or Instagram that is hard to disrupt... and man does it have pricing power during inflation, ppl will spend $$ on premium

[StickyJoe @Vmilu11]

@CharlieMunger00 $boo

[StickyJoe @Vmilu11]

@LukeWolgram what do you think of $BOO

[StickyJoe @Vmilu11]

@Scott_Reardon_ It's like Peter Thiel talks about , it's about how much of that value you can capture

[StickyJoe @Vmilu11]

@Scott_Reardon_ I don't think that is that unreasonable tbh

[StickyJoe @Vmilu11]

@OfficialPLT @Bingo_275 let us hold strong for this trading update lol

[StickyJoe @Vmilu11]

@contrarianiste Good past two days for us haha

[StickyJoe @Vmilu11]

@growingvalue2 Interesting, having a look at it now... 70% wfh! seems to have fiver/uber similarities in that its turning physical jobs into wfh. And callcentre work just like other service jobs isn't going away...