Quantitative Tendies

[Quantitative Tendies @quanttendies]

@FootballnStocks There has been no good announcement on a Friday at 4:30

[Quantitative Tendies @quanttendies]

Thoughts on $PLCE earnings

Topline beats (google trends)
Margins compress (blame macro)
Bottom line beats

[Quantitative Tendies @quanttendies]

@Spii75 You are right. For some reason in my mind I thought it happened in April. Came out mar 27

[Quantitative Tendies @quanttendies]

$bur - from my experience Friday earnings are usually not a good sign (could go either way). This one shouldn’t have the YPF write down… but at least it’s in the morning and you will have the weekend to think about it.

[Lycanbull @Lycanbull]

$BUR: Burford Announces Date for Release of 1Q26 Financial Results and Results Call Registration and Participation Details
https://t.co/ZeTZD3x2nv

[Lycanbull @Lycanbull]

$BUR: Burford Announces Date for Release of 1Q26 Financial Results and Results Call Registration and Participation Details
https://t.co/ZeTZD3x2nv

[Quantitative Tendies @quanttendies]

@RyanDetrick How’s this look when comparing republican vs democrat cycles

[Quantitative Tendies @quanttendies]

@TripTrapTrading @FemasysInc Agree with this thesis. Solid products - seeing demand early on. Now we just need to get some cash flow to stop dilution.

[TripTrap @TripTrapTrading]

$FEMY a few thoughts about the current situation…

[TripTrap @TripTrapTrading]

$FEMY EARNINGS NICE SURPRISE!!🔥
@FemasysInc

[Quantitative Tendies @quanttendies]

@Shrimp_a_Whales @ENDF2CONSERVNOW I agree with this. Probably LT it clears investors who just bet for YPF. Core business is still good - sux that it’s an L. You have to imagine if was 2-1 other way Argentina would be appealing.

I’m surprised by the narrow ruling on an en banc panel. Intro goes the other way

[Quantitative Tendies @quanttendies]

@FredrikoBandiko Likely main culprits of the dump yesterday.

[Quantitative Tendies @quanttendies]

@BostonTCapital I dk. I think we see the pop but if management doesn’t follow through we can go lower.

Inflation will follow through on this Iran conflict and without something changing (like mgmt engagement) stock can grind lower LT after the pop.

[Quantitative Tendies @quanttendies]

Google trends suggests to me $plce will have flat to slightly positive top line growth a vs significant decline estimate

Think we will have a nice pop - but management will need to re-engage investors for follow up - ignoring shareholders is never a “value” strategy

[Quantitative Tendies @quanttendies]

@SebastianMaril I guess next stop is SCOTUS - but the appeal ruling is very narrow - they conclude there is no contract and thus there cannot be a breach of contract claim.

Plaintiffs have an opportunity to find another cause of action, amend pleadings, and pursue again.

[Quantitative Tendies @quanttendies]

$bur - deploy deploy deploy

Wen returns?

https://t.co/AIuivdkjMY

[Quantitative Tendies @quanttendies]

Finally the buy backs we needed: $BUR

https://t.co/vqcLKm1EP5

[Shrimp Among Whales @Shrimp_a_Whales]

‘Substantial share purchases by Burford executive officers’ $BUR https://t.co/jOkV0xpfiL

[Shrimp Among Whales @Shrimp_a_Whales]

‘Substantial share purchases by Burford executive officers’ $BUR https://t.co/jOkV0xpfiL

[Quantitative Tendies @quanttendies]

@Ye_Olde_Holborn Hopefully they start doing real buybacks soon.

[Quantitative Tendies @quanttendies]

@taobanker You’ve hit the nail on the head.