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@0xbanning

Prince in exile. Adrift, not lost. Plotting my return. ⛩️
{an exercise in permissionless story-telling in the Azuki universe}

ID: 1673559479659425793

calendar_today27-06-2023 05:10:53

10 Tweet

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$lmnd should offer standalone collectibles insurance. ppl with 6 figures in pokemon cards/watches/etc. are going to a company called american collectors insurance. growing rapidly. this is layup for $lmnd. Shai Wininger Paper Bag Investor Jake Browatzke 🚀

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as of november 18th, the enterprise value of the unshorted public float on $ASAN is ~$450m. less than 1x revenue. for a software company with ~90% gross margins. haven't seen a stock this disrespected since $HOOD at the end of 2023.

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$TEAM very disrespected by the market looks similar to $SPOT in 2022 or $HOOD in 2023 there is no easier 5-10x than a category-defining company with elite culture that is priced like it's on the verge of collapse

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$SMWB can someone explain how a $220M market cap on this business makes sense? GPT trying to gaslight me into thinking it's reasonable