$1,000 follows their calls into $717
burningbushcap@burningbushcap$MPT The ultimate dumpster fire!
burningbushcap@burningbushcapif you think $CRWV debt is problematic, take a gander at $MPT @AmaralPartners
burningbushcap@burningbushcapThe move in $BRUN has been incredibly frustrating, because the current price bakes in very little execution from here. On consensus EBITDA (~$300M), the stock trades at ~4x 2027 EBITDA. I think that consensus number is far too low: if the company hits its 1Q ARR target, the
burningbushcap@burningbushcapThe move in $BRUN has been incredibly frustrating, because the current price bakes in very little execution from here. On consensus EBITDA (~$300M), the stock trades at ~4x 2027 EBITDA. I think that consensus number is far too low: if the company hits its 1Q ARR target, the
burningbushcap@burningbushcapBullish $SHMD (even if glass substrates don't hit immediately). Example A, would be the EUR 37mn order they just received.
P Equity Research 📰@pequityresearchMorgan Stanley: ABF Substrate > Stronger & Earlier Cycle: The substrate pricing cycle is proving much stronger and arriving earlier than originally expected. Driven by capacity tightening and robust demand, gross margins are expanding across the industry. > Widening Supply
