@OutsizedGains yea staples are a good classic

@MoS_Investing Isn't the maintenance though more or less a contract agreement?

What are examples of companies with pseudo sticky revenue? Pseudo being the need to continuously pay for the product/service but not being directly related to a subscription. Example, grocery stores (for obvious reasons), pet food, etc.

Not to be a bear, but how is AI not a bubble right now?

@DeepSailCapital Back to euphoria

CPI Y/Y April 2022 - 4.7% May 2022 - 7.0% April 2023 - 4.9% May 2023 - 4.0% Just so we're clear, we're comping "lower" but off a much bigger number

Unicorns that have plunged the most in 2023 Plaid -79% Thrasio -59% Brex -53% Instacart -53% Kraken -51% Chime -44% Eat Just -44% Bolt Financial -44% Epic Games -42% Stripe -38% Discord -35% Artic Wolf -32% Flexport -31% Air table -30% Notion -28% Impossible Foods -27%

Source

@_SeanDavid NYC Is a scam

Make no mistake, CAVA NEEDS this money. Their burn is utterly disgusting despite better 4-wall than $SG

@_SeanDavid Kava? Or CAVA?

@sv_techie The stock isn't even down 50bps today. This news isn't new. It's literally been known since she said she would do it 6 months ago

Holy crap! I remember when instapot was trying to be valued at over a $1B years ago. What a crazy rise and fall Instant Pot and Pyrex Maker Instant Brands Files for Bankruptcy

I haven't bought raw shrimp in quite awhile so idk if the price I almost paid is insane or on par with everyone else. $32.99/lb peeled and deveined What's it by you?

Further prioritizing it

I really covered our $JOAN short wayyyyy too early.

@MoS_Investing With such little volatility given environment, you could argue somethings ready to explode or that this is the new normal Not really a fan of the latter since I don't see how both positive and negative news coming out every other day wouldn't make vix at least not be 13 handle

Probably nothing $VIX

Very annoying how Twitter prioritizes those with the check instead of anyone with engaging content Can definitely tell the algo is not helping unless you got the check or it's just click bait

Does anyone have a strong opinion on Treehouse Foods $THS? If your team margin expansion from private label food products, i.e. the private label you see at $WMT or $COST, perhaps owning the company that supplies that good be beneficial with a trade down. Trades at 22x fwd EPS

Aerofarms was supposed to go public in 2021 at $1.2 billion until it pulled the plug in October '21. Yesterday, they just filed for bankruptcy. Vertical farming, while necessary for the future of humanity, is quite hard at the moment.

“Something has got to give,” said Peter Cecchini, director of research at Axonic Capital. “With equity valuations (SPX) this stretched in many sectors relative to realistic forecasts for 2023 earnings, we’d bet the give comes from equities.”