$1,000 follows their calls into $1,001
Stoic Point Capital Management@stoic_pointNew phone is going to pay for itself $UBER $LYFT
Stoic Point Capital Management@stoic_point$EVLV more negative news coming in the form of new school deals
www.firstalert4.comAI weapons detection systems now at Hillsboro schoolsNew artificial intelligence weapons detection systems are now operational at Hillsboro High School and Hillsboro Junior High School, with the technology in full use for the first time as students...Stoic Point Capital Management@stoic_pointAgreed. Very confusing why mkt celebrates $BSP doing these deals as if they are getting a steal and the peak valuations of what acquire ever mattered (maybe they do to VCs). Sprinklr $CXM is down 80% from its peak today as OP points out.
Jamie Quint@jamiequintMultiple years of ~5% ARR growth will do this to you. Arguably a great deal for the company if you comp to Sprinklr at 1.5x or PagerDuty at 2x, both of which likely have higher gross profit %.
Stoic Point Capital Management@stoic_pointMASSIVE telehealth M&A year so far: - $TALK acq. for $835m - Headspace acq. for $300m - $HIMS acq. Eucalyptus for $950m - Now $GRND acq. Freddie for $250m Meanwhile $TDOC gets pump & dumped every few months...
Wall St Engine@wallstengineGRINDR TO BUY HIV-PREVENTION TELEHEALTH PROVIDER FREDDIE FOR $250M $GRND agreed to acquire Freddie parent PurposeMed for $190M in cash and $60M in stock, marking its first major acquisition. Freddie focuses on HIV-prevention telehealth, including access to PrEP, and will be
Stoic Point Capital Management@stoic_point$LUXE monster print & guides '27 EBITDA >80% ahead of Street. Also massive share repurchase of a tiny float w/ high short interest. Today <30m shares in float w/ ~4m short & just 270k shares/day trading. Won't $50m "accelerated" buyback alone eat entire short or ~>25% of float?
Finsee@Finsee_main$LUXE Q4 2026 earnings: Turnaround assets flip to growth, SG&A cuts deliver margins LuxExperience reported Q4 net sales of €653.6 million, growing 6.1% and posting a 2.1% adjusted EBITDA margin. The formerly contracting NET-A-PORTER and MR PORTER segments returned to 4.3%
