$1,000 follows their calls into $1,001
- Win rate
- 36%
- Streak
- 2closes
- Best call
- Exit EVLVSame rank since the call
Track record building
- Peak #75
- 5 ranked closes
- Longest streak 3
$1,000 follows their calls into $1,001
Stoic Point Capital Management@stoic_point$EVLV more negative news coming in the form of new school deals
Stoic Point Capital Management@stoic_pointNew phone is going to pay for itself $UBER $LYFT

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%

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_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 %.