PQ

[PQ @PQCap]

@PythiaR What do you think changes near or medium term to say under earning now? Beauty industry has always been slow to cut SG&A but not totally clear top line holds / rebounds if they do successfully lower opex.

[PQ @PQCap]

@LuxuryWatchGuy1 AudemarsPiguet
ROLEX

Always liked Vintage > new although I do like the 36mm explorer so may need to come back to you to find one :)

Thanks for doing this!

[PQ @PQCap]

@10footinvestor Sounds like investment banking and PE

[PQ @PQCap]

@Molson_Hart What parts of your cost structure have increased the most? Wondering where real businesses like yours feel inflation. Cogs, warehouse labor, marketing spend to drive conversion worsening? Good luck - it's a great product just need to get to the other side.

[PQ @PQCap]

@KyleAdamsStocks @paulcerro Not super close to it but wouldn't you say stock is up is bc people extrapolated the potential of the compounding business...GLP 1 alts become more available and inexpensive should drive multiple compression (works same way as when multiple expanded when GLP growth leg emerged)

[PQ @PQCap]

@lifeofbi How???

[PQ @PQCap]

@willnitze Irrelevant other than for PR purposes which is worth something

[PQ @PQCap]

@lifeofbi Market must be missing what you see. What do you think equity value should be?

[PQ @PQCap]

@rev_cap agree with this but are you seeing prices correct yet? Do you focus on pricing in markets for vacation homes at all or mostly just those that had biggest influx of people / new homes growth over this past cycle (big MSAs in TX, FL, NC etc)

[PQ @PQCap]

@CAVandy @DavidTaggart @FrankieFF_ What did he do to damage the culture? Think lots albeit not close to partnership prefer him to DS

[PQ @PQCap]

@furrshurr1 @leadlagreport Agree with stop printing money. Not sure yet what Harris is going to say on these issues. Maybe there is a chance it differs from status quo. What's firing head of SEC get us?

[PQ @PQCap]

@furrshurr1 @leadlagreport Can you direct us to how you think republican policies of late will in aggregate fix this? Genuinely curious as you seem confidently convinced.

[PQ @PQCap]

@jacqmelinek @arithmoquine What's your point? That the 30,000 non IB employees love the place, work regular hours and offset the results from IB?

[PQ @PQCap]

@bucketshopcap I was surprised when I first realized a lot of the buyside was actually regurgitating mgmt guidance / doing zero work. It's the easiest way to quickly get "convicted" / put names in the book. Fingers crossed it works and you get paid. If not, rotate to a new seat and do it again!

[PQ @PQCap]

@MehtabKarta There are a lot of fractional CFO businesses that are all catering to start ups. What's missing may be good ones but you get what you pay for in these services. Often times these startups don't have or won't make budget to get someone "good"

[PQ @PQCap]

@bucketshopcap @AckmanForever @PythiaR Follow me first :)

[PQ @PQCap]

@AckmanForever @bucketshopcap @PythiaR Second this - can you post the list or share? Would be helpful, currently looking to make a change.

[PQ @PQCap]

@irbezek @marc_slans Temporary disruption based on what?

[PQ @PQCap]

@PythiaR What's an example of fake amort?

[PQ @PQCap]

@davidbuckley99 @vrexec What do they do now bc no way still at GS