$dis a 10% decline in ad rev would only take 1% off ebitda, similiar story to $wbd $foxa and $para have more dependency on ad revs and will feel the heat even more. Pureplay digital ad business such as $snap $fb $goog $ttd $roku will take the brunt of the ad slowdown.

$NVDA jensen huang delivers again w/ robust growth on gaming and data centers. Soft guidance out of their control due to war and china lockdowns. Had to take a 1.35b (52c eps) hit with the failed ARM deal this qtr. Q is; is this shades of another semi boom and bust cycle?

$WSM $rl $jwn huge dichotomy in the retail sector. Those with exposure to affluent customers are crushing it while lower income HH get crushed $wmt $dltr $crox What would it take for this cohort to pull back spending? Seems this is the only durable pocket remaining

$WBD $t att removing hbomax for its premium plans is its latest cost saving move. Seen as positive for T, and negative for WBD. Around 11% of hbo max sub rev came from the bundling. Churn of this cohort is now in full focus.

$WBD publishing arm seems slept on. Multi versus was recieved with good ratings. Same publishing house that created critically acclaimed batman arkham series. Current market cap is ascribing 0 terminal value to nearly all of their business segments.

$ATVI $MSFT if deal falls through ATVI will be awarded 3bil taking their cash hoard up to 15bil or 26% of MKT Cap. A lot of dry powder remaining for buybacks/divs/acquisitions.

The emergence of zero day to expiry options (0DTE) provides a powerful new tool to gather momentum throughout the trading day, leading to eye-boggling market reversals, some of which we’ve seen the last few days, propping up valuations towards sky-high, nose-bleed level.

$WBD 23 ebitda guide of low 11b walked back from 12b came in at the streets expectation Synergies savings up by 500m to 4bil, initially guided to 3b at the merger close. Hogwarts legacy is the sleeper IMO. Once you have strong IP, very easy to snowball to expansions/franchise

$azo eye popping share buyback program. Azo retired 90% of their float since 1998. Stock up 35,000% since inception. One of the most successful capital allocation programs ever. Green shoots ahead. With higher inflation people are more akin to fixing their existing cars.

$pbi DOMO Capital Management, LLC what value do you ascribe to their global ecom biz? 1.5b rev at -20M ebitda. Razer thin margin biz at best if they turn cf postive. Maybe worth 200 to 400m on 10x 40M ebitda? The debt load is crippling their other extremely lucrative segments

$pbi DOMO Capital Management, LLC after looking at the books, I can see the frustration of SH Hestia Capital Many ways to unlock value- can sell their most profitable segment Sendtech generating 400M ebitda ~29% oP margin for 4B That could wipe out their 2.2b debt and increase owner equity 3x

Wow, I mean, if you had told me 3 years ago that: FTX Binance BlockFi Terra Celsius Network Voyager Digital Three Arrows Capital Gemini Trust Hodlnaut And hundreds of other companies were all run by frauds I would have absolutely believed you

$pbi execution continues to be on track. 600m in cash, with sendtech and presort generating ~580mil of ebitda. Impairment charges and moving over portions of GEC into sendtech sets them up to divest the cross-border business.

$wday consensus long and one of the most crowded trades in the POD space. They will buy the dip in anticipation of the SPY inclusion end of month. Nothing in the print broke the thesis.

$cmg interested to see if Keith Lee can move markets. CMG priced to perfection, but tiktok crowd is now trashing the high prices and low portions. Customers are walking out mid order. $SBUX was the last tiktok victim

$pbi after GEC exit + strategic initiatives, core biz can generate 481M in ebit (slide 19). With lower cash needs, EV can stand around 2.8b or 6x ev/ebit

Rough times ahead for the $PBI bear thesis.

2024 BELONGS TO POATAN 🏹🏆 Alex "Poatan" Pereira defeats Khalil Rountree Jr. by TKO to defend his light heavyweight title for THIRD time in 2024! [ B2YB Jose Cuervo | #UFC307 ]

$pbi anyone got any insight into PBI meeting with Citizens JMP? DOMO Capital Management, LLC crowdturtle 🐢 Bull Stock Picks