Charles Sullivan

[Charles Sullivan @sullivan444]

if @spcx just started crashing could you imagine the media circuit blitz of grifters that would occur?! McDonalds on Mars wouldn't be enough, they'd have to come up with an even bigger pipe dream.

[Charles Sullivan @sullivan444]

@everyonehatesp1 every day is a new low. This one is getting hard to hold :(

[Charles Sullivan @sullivan444]

@matt_slotnick was close to buying before market closes, glad i did not. Had to fight the pre-earnings urge 😂

[Charles Sullivan @sullivan444]

@rainbowroll2016 @AlonDado1313 @zeroxpectation you think new CEO was brought in to sell?

[Charles Sullivan @sullivan444]

@taobanker under rated concept that is near and dear to me right now. Balance sheet should take precedence over any valuation metrics.

[Charles Sullivan @sullivan444]

@TurkishWolf1881 @FwdQuarter good luck with that!

[Charles Sullivan @sullivan444]

@ValueGuruu agree! What are you liking these days other than $SPT? I'm digging into $thry but worry about hubspot moving downstream

[Charles Sullivan @sullivan444]

@Bryce_Nortje where are you getting the $500M stake for OPay?

[Charles Sullivan @sullivan444]

@ValueGuruu congrats!! I owe you big time! Twitter is amazing

[Charles Sullivan @sullivan444]

@LaughingH20Cap did you see Stratechery's update today?

[Charles Sullivan @sullivan444]

@lukesophinos Any recs on resources on GTM motion?

[Charles Sullivan @sullivan444]

@2500capital Did you happen to talk to them about SBC?? Given the stock performance over the past couple of years, I do not think the levels of SBC is warranted. Obviously would also expedite their path to break-even. Fixing that, doing a significant buyback, and layering in advertising = 🫡

[Charles Sullivan @sullivan444]

@pernasresearch @sprucepointcap Remitly management right now about Remitly One product launch lol

[Charles Sullivan @sullivan444]

@2500capital @ParisAnalyst I can't stand the level of SBC given the performance of the equity over the past couple of years. Managing the SBC levels would possibly be the lever to reach GAAP profitability. David shouldn't be getting refreshed equity....one of his main jobs should be to control dilution

[Charles Sullivan @sullivan444]

@alc2022 You're up 300%, good thing you don't have to know basic math to be an investor 🤡

[Charles Sullivan @sullivan444]

@alc2022 You were probably saying it's going to 100X from there you jackass

[Charles Sullivan @sullivan444]

@Draffaycapital Amazing breakdown! Thank you for putting this together. I also struggle with the lack of insider buying in the past year. As a shareholder, I also am fearful AltaFox will lose patience with the turnaround story and cut his losses.....causing an even further irrational valuation.

[Charles Sullivan @sullivan444]

@WindancerInvest Congrats @Anrosenblum ! Do you know if there is a recording of the live event somewhere? I completely missed that this was live streamed.

[Charles Sullivan @sullivan444]

@LaughingH20Cap Wondering why I don't see laughing water on $NN cap table? On TIKR I see $LFCR and $VTYV. For $NN, It even list entities owning 1,000 shares or less. Just trying to discern your skin in the game on this pick. Big fan for what it's worth :)

[Charles Sullivan @sullivan444]

@alc2022 stock-based-comp eats up all of that though.