Vidyacharan

I follow Markets, Sports and Politics. Have been working in Product Management and Data Science roles.

Sometimes use like as a bookmark to follow-up later.

[Vidyacharan @vctwi]

@the_analyst_24 They filed 10Q

[Vidyacharan @vctwi]

@akramsrazor @BillAckman He is respectfully begging while still pledging allegiance to the dear leader. Imagine the tone if Biden did something that is 10% worse

[Vidyacharan @vctwi]

@EsthaarLabs Carter's

[Vidyacharan @vctwi]

@VetTechTrader What happened since Friday?

[Vidyacharan @vctwi]

@dhaval_kotecha @CharlesSchwab I have the same concern.

[Vidyacharan @vctwi]

@alex2023allez @LiebermanAustin @WOLF_Financial same with me. started following again

[Vidyacharan @vctwi]

@conorsen @nw3 I think lower rates will make the problem worse. Supply will become as the builders have been able to complete the backlog now and I think that will ease the prices.

[Vidyacharan @vctwi]

@junkbondinvest @FINITEkevin Can you provide more details on who can buy this? Is this a 144A bond? Thanks

[Vidyacharan @vctwi]

@AaronLarsuel @AnthonyIrwinLA couldn't they protect and say the pick obligation will be extinguished if its not conveyed.

[Vidyacharan @vctwi]

@dfwaaronlayman do this take Sq ft into account?

[Vidyacharan @vctwi]

@calculatedrisk can you please include Dallas/North Texas?

[Vidyacharan @vctwi]

@mihaljevic depends on the revenue growth projection...would go for $300mn

[Vidyacharan @vctwi]

@Brian_Stoffel_ Thanks for the analysis. What is driving the huge increase in operating expenses? Do you think they can lower it without taking a further hit to their revenue?

[Vidyacharan @vctwi]

@Mayhem4Markets do you see this trend reversing?

[Vidyacharan @vctwi]

@VetTechTrader That's a decent valuation right?

[Vidyacharan @vctwi]

@ParrotStock Seriously concerned about your investing style. I don't think you really understand the risks associated with a lot of these companies and got stuck in the 2020/21 mindset. A lot of these companies will never see anywhere close to those highs again

[Vidyacharan @vctwi]

@bearbullcapital Fear of losing customers to competition

[Vidyacharan @vctwi]

@Crussian17 not sure if that 30% growth will continue for 4 years

[Vidyacharan @vctwi]

@flywheelinvest @CeceBarbour @ArkkDaily The book value has lot of goodwill from livongo acquisition. Think it will get written down

[Vidyacharan @vctwi]

@Crussian17 @SixSigmaCapital @skaushi Do these companies include any promos or discounts offered as a part of s&m expenses?