serenitynowcap

master of own domain. Not advice - do your own work.

[serenitynowcap @serenitynowcap]

@junkbondinvest Data center attorneys are the biggest beneficiaries. Way to go everyone.

[serenitynowcap @serenitynowcap]

@GRoditiD @tangentstyle @ds2capital “Internal”…they’re just using big name LLMs and wrapping it in BBG antiquated interface.

[serenitynowcap @serenitynowcap]

@rubicon59 This one is really tough for me. Based on the “what do my kids love” test, it should be a big position for me. Agree, valuation is interesting.

But I can’t figure out why it continues to trade like death? AI is going to kill it argument?

[serenitynowcap @serenitynowcap]

@WaterworldCapi1 @John_Hempton

[serenitynowcap @serenitynowcap]

@DeepSailCapital Isn’t this Little Ern?

[serenitynowcap @serenitynowcap]

@MilhemGroup @kingdomcapadv @crowdturtle Bruh…there’s a difference between information and insight.

[serenitynowcap @serenitynowcap]

@kingdomcapadv @crowdturtle @MilhemGroup …within SendTech. Now it’s reluctant to give the SaaS software growth rate that it previously provided. 🚩 that SendTech worse than folks thought.

[serenitynowcap @serenitynowcap]

@kingdomcapadv @crowdturtle @MilhemGroup Sendtech business continues to decline. Shifting to lease extensions from equipment sales is accounting gimmick and creates a cliff on business - who’s going to buy new equipment when extremely old equipment craps out?

PBI was trying to create a narrative that it had a SaaS biz

[serenitynowcap @serenitynowcap]

@RecurveCapital @stockthoughts81 Dave is going to die shilling his company at a sell side conference

[serenitynowcap @serenitynowcap]

@Bullstkpicks @crowdturtle @natstewart5 ehh...that's 60 days away. highly doubtful an investor day happens on that timeline.

[serenitynowcap @serenitynowcap]

@crowdturtle @aka_Long_Game @natstewart5 https://t.co/xwBKfgrRCz

[serenitynowcap @serenitynowcap]

@jay_21_ i do. last time i looked at this POS it was in bankruptcy.

[serenitynowcap @serenitynowcap]

@BearForce_Won @Starbucks *green. dammit.

[serenitynowcap @serenitynowcap]

@BearForce_Won @Starbucks They pulled guidance and stock closed free on the day — near term numbers don’t matter imo.

[serenitynowcap @serenitynowcap]

@trmcdonald i'm an educated man but boy the valuation is hidden in those agreements. and located all the credit documents (credit agreement & indentures). key words or sections to look at?

[serenitynowcap @serenitynowcap]

@trmcdonald thank you!

[serenitynowcap @serenitynowcap]

@trmcdonald can you elaborate on valuation methodology utilized by the lenders? any links to credit agreement or lender documents? thanks.

[serenitynowcap @serenitynowcap]

$CCL

This was one of the more bizarre Q&A interactions I've ever heard...analyst apologizing for his questions and then telling management he's still buy rated. strange that didn't make it into the transcript?!?