On this note - please DM me if you met with $MAGN at Stifel

PMs getting another $TSLA regulatory short pitch

Stream it on PPV and we’ll solve the deficit problem

Nippon coming for $X assets:

$SATS subtweet #few

The turnaround is full-steam ahead, straight into the cyber attack wall. See what more they say at 8:30

Q1 net cash: ~$30m Q2 cashflow: ~$15m Google (listing down): ~$45m McKesson (sold to $HHH): $16m JPM Dallas & PPD (both listed): $70m+ So ~$65m rent (ignore mortgages) remaining on $295m of EV. About a 22 cap for $NLOP assuming the above.

Would be a good outcome for $UNFI given news to date

Unbelievable innovation at $GME the past 4.5 years

95% of the value add of earnings calls is the Q&A. Earnings calls should be: 5-10 minutes of prepared remarks 0 minutes on the financials (we know how to read) 45 minutes of Q&A

Anyway, here’s my piece on the QVC setup: $QVCGA $QVCGB $QVCGP $QVCC $QVCD seekingalpha.com/article/479432…

While I don’t think the “first move” for a $GLXZ would be higher, one could certainly make the argument it should trade up on a deal break. Good thoughts here: