KhanCap

Co-Founder | ex-NYC | ex-IB | @Columbia & @GoChoate Alum | 🇹🇭

[KhanCap @genghis_pon]

@TheKamaHsutra Would love to recreate this on my own from my side but wanted to sanity check the calcs. I can give you my email but can’t dm you it seems!

[KhanCap @genghis_pon]

@TheKamaHsutra Would it be possible to get the xls spreadsheet? Am learning about the different calcs for this industry and going through formulas would be very helpful! Thanks a lot for your content and contribution

[KhanCap @genghis_pon]

@MirageMogul Thinking of shaving off some and buying more at final flush. Though there is risk of it just taking off. As always appreciate your posts man

[KhanCap @genghis_pon]

@cryptocantoncat When btc reaches 72K and pulls back down for one last shakeout, wouldn’t Mara get smashed further down to a lower support level. Or are you thinking there’s a bounce in Mara prior to btc topping then falling again alongside btc?

[KhanCap @genghis_pon]

@MirageMogul The bottom of wave c (X) should probably come as btc bottoms. We aren’t there yet it seems. Might even undercut support of .382 then rally when btc bottoms?

[KhanCap @genghis_pon]

@MirageMogul Got it thanks Luca. So you think for example clsk should hit the 16s (subwave x pullback) then manages to shoot to y even before btc retraces to 65k? Just trying to wrap my head around how miners and btc prices will move in tandem

[KhanCap @genghis_pon]

@MirageMogul Seems some miners are already starting to head down pre market. Is wave 2 for miners starting? Or is this a Subwave?

[KhanCap @genghis_pon]

@MirageMogul Do you think btc retraces with sell the news at Bitcoin conference to liquidate fomo longs? Ie To 62-65K as wave 2? If that’s the case miners, mstr and coin should lead down first before btc since they frontrun btc. Just trying to think of the timing here.

[KhanCap @genghis_pon]

@Freedom_By_40 For sure and in that case, like other miners, we would probably see a stall or last pb in things like mstr and coin, I reckon?

[KhanCap @genghis_pon]

@vaggelis_plytas KOSS pushed out! Was watching for a couple days too

[KhanCap @genghis_pon]

@SmallCapKing2 @2by4Value Basically a co that can't catch a bid and is treated like roadkill can work wonderfully as a stock if it starts to look just less ugly. Factually, a lot of things allow higher EPS for PLCE - no need to even look at mgmt commentary, which admittedly has been spotty LFY

[KhanCap @genghis_pon]

@SmallCapKing2 @2by4Value Agree w/ @SmallCapKing2 Don't think you have to even look at PLCE as a coffee-can stock. We're looking at a co that has depressed earnings and you need to have a view on normalized #. Everything else such as getting to $1Bn in online rev etc can be assessed later.

[KhanCap @genghis_pon]

@CapitalFang That said, we know that inventory units would go up as they prepare for Back to School season so expect Q2 inv seq up (depends on last 2 weeks july), but CFO noted peak was a couple weeks away on the Q1'23 call. Q2 can seem like potential use of cash so they are preparing.

[KhanCap @genghis_pon]

@CapitalFang Importantly, this is just raising the total facility size. I think they are preparing in case there is a WCS. Doesn't mean they are immediately drawing. I think it is precautionary measure as they should do (in case crap hits the fan in any left field scenario).

[KhanCap @genghis_pon]

@SmallCapKing2 No jinx Fridays