I believe $MTCH is too cheap (but to be fair I also believed it was cheap at a higher price so what do I know?)

1/ I'm back into $JAKK - Timely sale in hindsight but happy to have an opportunity to reload. Q2/Q3 will be noisy quarters but biz fundamentals + outlook too good to not take a shot here. ABG + Simpsons rollout in 2025 will address the exact issues affecting the stock today...

I think $jakk is the cheapest it has ever been since I have been following the stock at $4. As a business owner, I’m inclined not to give much importance to individual quarters: for example, if you were to judge my business based on quarterly performance, it would make zero

Over the past week, Stellantis bought over 18 million shares of its own stock. That's 0.6% of all shares outstanding in a single week. Management must consider the current share price very attractive. So do I. $STLA

Great summary on $jakk unemployedvaluedegen.substack.com/p/schrodingers…

$mtch

$RCS.MI just reported H1 2024 results -revenue fell 1.2% yoy, mainly driven by 3.1% decline in publishing Only 3.1% decline is actually “positive” once you consider daily publishing in Italy declined 9.1% yoy in Q1 -EBITDA (before non-recurring expenses) up 10.3% yoy to 78M✅

$JAKK Stock soaring +14% after Q2 results! Gross margin up to 32%, new Moana 2 & Sonic 3 products set for H2 2024. Exciting times ahead! 📈 stocktitan.net/news/JAKK/jakk…

Impressive Q for $JAKK given the environment/near-term issues. Lots of initiatives headed in the 2H2024. Not crazy to think we see 60m ebitda for FY. 2025 looks awesome, and 2026 even better. Co. is diversifying customer base, growing its IP, & becoming less hit driven. Holding!

$JAKK initiated at B. Riley with $37 TP...Love to see it. His estimates for 2024 at 46m of EBITDA and $1.91 EPS are extremely low...wont complain, as it sets us up for nice beats. Similarly, 2025 with 53m of EBITDA looks absurdly low.

$jakk great to see that someone on Rosen’s side is getting involved at board level…

$jakk insane results! $70M adj ebitda in an average movie year. We should be at $80M cash by year end (no debt). Trading at 3x ebitda 😅 It should become clear that the business is a lot more predictable that people perceive it to be. 25 and 26 look great with much more content

Schopenhauer Capital Banger quarter. Jakk is Bakk

$jakk I believe that with Rosen’s representation on the board, we should see a dividend getting started by or at Q4 results!

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Any thoughts on $SHCO (Soho House) trading at $7.20 after having received an offer at $9.00 ?

Amazing article on $JAKK ! Absolutely worth the read!

$JAKK reported Q4 results that were below my expectations, though higher than street estimates ($3.79 vs. my $4.00-4.15 expectation). I guess, in hindsight, I got a little too excited. especially since a few million dollars of marketing swung the EPS massively. Company is not

Bought a bit of $EDEN (Edenred) to force myself to do some work on it. I use it with my business, where it essentially has a monopoly. Any thoughts or work I should read? Thanks