Thomas Clay

[Thomas Clay @thomas_clay]

@roojoo3 @willis_cap

[Thomas Clay @thomas_clay]

@__paleologo To my knowledge, no consumer has been sold, for money, a promise of nuclear fusion energy. Also, no consumer has been sold a promise of nuclear fusion energy that wound up killing them or others because they believed the false promise.

[Thomas Clay @thomas_clay]

@ReganCoda Are you looking for Hansen and Quinn?

[Thomas Clay @thomas_clay]

@ReturnsJourney Do you still follow $IDHC? Very strange transaction history. Elliott buys at a discount from an end of life Actis fund, then sells at cost to the CEO and largest shareholder? Elliott doesn't usually get this kind of thing wrong. Did they reach some other kind of deal with Hena?

[Thomas Clay @thomas_clay]

@lazereater The first result I see for "buy alp online" is a $HAYPP site, so I imagine part of $TPB's online NP sales are actually through $HAYPP. The fact that $PM stepped back from online DTC sales in favor of working with $HAYPP makes me think online sales will go to the open marketplace

[Thomas Clay @thomas_clay]

@lazereater I feel like these factors are a headwind for $TPB but a tailwind for $HAYPP.

[Thomas Clay @thomas_clay]

@lazereater It seems to me that the big companies will spend aggressively to ensure their own share of the market. First mover advantage and product quality have been important to date, but the new regulatory environment will encourage many new high quality launches.

[Thomas Clay @thomas_clay]

@hkuppy Isn't the total fertility rate under 1.0 in Puerto Rico?

[Thomas Clay @thomas_clay]

@Barchart @WAR527 Have not seen many q ratio references in a long time

[Thomas Clay @thomas_clay]

@Mufasa_Capital Isn't $NU a customer of the $WISE platform business?

[Thomas Clay @thomas_clay]

@roojoo3 I still haven't been able to find a copy. Have you?

[Thomas Clay @thomas_clay]

@BradMunchen I'm no fan, but I'm not sure this is apples to apples with a fixed price IPO rather than a range.

[Thomas Clay @thomas_clay]

@RichardWedekin1 You could look at the starting multiple

[Thomas Clay @thomas_clay]

@KEDM_COM The first definitive impact of the $WISE $WSE US listing will apparently be US shareholder class action lawsuits relating to 2025 AML weaknesses in Europe. I wish it weren't so.

[Thomas Clay @thomas_clay]

@finphysnerd Do they have low price Chinese competition? In some if not all markets?

[Thomas Clay @thomas_clay]

@atelicinvest This was great. I really enjoyed it.

[Thomas Clay @thomas_clay]

@TokyoDeepValue Uh I'm familiar with cheap Japanese companies cratering on an EPS miss.

[Thomas Clay @thomas_clay]

@BeenThereCap The loan whose collateral Sklarov stole was made in July 2021, not 2000.

[Thomas Clay @thomas_clay]

@jbsteinberg Um, doesn't plenty of economic activity that is taxed nonetheless take place? And wouldn't small percentage trade surpluses in developed nations be more than adequate to fund trade deficits in developing countries?