Girth Master

[Girth Master @GirthMaster21]

@_Ceiv That’s exactly what I was getting at. Very real possibility $INFQ goes sub 5, not that I want that lol. It’s a function of catalysts and quality of revenue

[Girth Master @GirthMaster21]

There is no near term catalyst to stop this from going sub 8 btw $INFQ

[Girth Master @GirthMaster21]

@_Ceiv I don’t think so… this could be a great company but the valuation is not defensible and because of this catalysts have to prop up the price. Initially investors will be satisfied with announcements and partnerships then they will get upset with anything less than contracts and $

[Girth Master @GirthMaster21]

@fishersol1 Agreed, anyone claiming chart support levels for a stock trading less than 2 years is in for a rude awakening. This will go much lower

[Girth Master @GirthMaster21]

Called it. $infq it will go lower unfortunately.

[Girth Master @GirthMaster21]

@fintegrate @kingkang80 Has little to do with robotics fears. Look at $HCA, reported decline in surgical volumes. The greater fear is that GLPs/VBC are reducing surgical volume

[Girth Master @GirthMaster21]

@Kowalski_Mark_ Moreso referring to that recent dilution and implication on institutional outlook.
Bullish on company outlook overall, just looking to size appropriately

[Girth Master @GirthMaster21]

$lpth odds of a retrace to 8 or 9 with the incoming sell down and dilution risks. Great buy at these levels otherwise.

Sizing in lightly here and scale in more as the stock declines in short term

[Girth Master @GirthMaster21]

$ISRG should see a revival going into earnings. Stock is down 10% almost in three days on no real news.

Great 3-6 mo hold here imo

[Girth Master @GirthMaster21]

Sold near 19.2 and will buy back near 15 again. Iran War is reigniting and this will come back down until that issue is resolved. More bombings expected tonight so lower we will go. $PGY

[Girth Master @GirthMaster21]

@eventuallyright @BoringBiz_ Not. 90% of these accounts larp and severely exaggerated. My best guess is most of the accounts worked in Ops or some adjacent

[Girth Master @GirthMaster21]

$klar lawsuit is bullish for $pgy means there is real IP and that they have a real moat

[Girth Master @GirthMaster21]

@LeylaKuni @BigJohn043 Multiple expansion is well within GP’s control. Multiples are largely to do with the quality of the business.

Of which, PE would not benefit if they weren’t improving the underlying business.

[Girth Master @GirthMaster21]

@taobanker $pgy

[Girth Master @GirthMaster21]

$pgy and $SPCB may be two of the safest buys right now. $SPCB clearly has superior tech and will continue to displace incumbents. $pgy has persistent profitability and they will continue to scale while trading near 1x P/S, at a significant discount to peers.

[Girth Master @GirthMaster21]

@BussinBiotech Depends on the industry, for some of my defense companies it does more harm than good.

Would tend to agree it’s a red flag for small caps but honestly for some of the larger companies, it just creates seasonal volatility in an otherwise stable business.

[Girth Master @GirthMaster21]

@ToffCap $PGY

[Girth Master @GirthMaster21]

@ThothCapital It’ll move up +10-15% and then sell off on the digestion of the 10-Q to $10

[Girth Master @GirthMaster21]

$LC print is good for $PGY

[Girth Master @GirthMaster21]

$pgy either going to $8 or $24 soon….

The only questions are: did the sandbagging work? Can the company maintain profitability on low growth while absorbing losses within expectation?

The market does not think so. Hence the discount. No way around it.