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generalist

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@aleabitoreddit @Mary_J_Fifer Then he signed a 7yr LTA with Sumitomo for substates though

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@RsndSpeculation Tomato juice =/= fun

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@WaterworldCapi1 @GhostEnigma69 Article very positive, agree. I think the sources are quite flimsy tho, also saw MOC was $3b to sell

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@WaterworldCapi1 I believe gs cut 26 #’s in their preview

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@lokoyacap @TBU12345678 Yeah that’s correct - I believe adrs would settle to some agreed cash amount after some time. The interesting case is PDD as there isn’t an adr but I assume broker settlement still holds. Options gotta be exercised tho or you get screwed.

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@Aureliusltd28 fcnca sub 10x earnings and ~ 1x book value…

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@BazCap @lfg_cap That thesis makes a lot of sense to me. But really thought margins were the crutch that broke last q and feels like margins driving ST as ppl kno fcf is further out? (Ik sounds like some hindsight here)

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@MuppetTrading Yeah makes sense to me that this dynamic is certainly diff and likely fading, and rental rates def get crunched on the fade but execution is quite strong and signs of that changing aren’t as clear I guess.

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@MuppetTrading Not familiar with this but non-residential construction looks to be increasing and forecasts don’t look bad. Also supply chain health coming back here. Think idea holds well given equipment build up, but wondering how you see the aforementioned changing?

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@pradeeepk U*

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@pradeeepk DA here: but first glance looks like 160% top line priced in while funding environment may be the hook to hang the coming qtrs on. So seems even if beat and raise that some sort of decel gets priced given context. How do I think they cut thru this?

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@BazCap Definitely. Until asset cap lifted,(hopefully) but it’s clear that there isn’t visibility into timing.

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@BazCap @Bruce_Wayme Kofi staying pretty calm while getting hacked here. Mocs pretty slick with getting calls honestly

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@MQcapital1 @MadThunderdome Saying i think markdown will be higher % q1 vs q4 and revisions may encompass that going forward.

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@matt_rakowski @MadThunderdome Clear long for you? Would love to hear thoughts.

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@matt_rakowski @MadThunderdome Likely will be a larger % relative to Q4* sorry dude

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@InnocenceCapit1 @ComebackCap @JerryCap Agreed, but wasn’t this narrated quite bluntly by jack?

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@BazCap Stimmy

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@ShortSightedCap So then wouldn’t it now be a quad witching day…