$1,000 follows their calls into $987
Travis Hoium@TravisHoium$UBER will be a $1 trillion company by 2035.
Travis Hoium@TravisHoiumNeoclouds are a BAD business model! They're predicated on constantly raising capital by issuing debt and equity. The PROBLEM is you're selling a commodity. So, it's profitable and accretive until...it isn't. And when the market loses faith in you the game ends quickly!
Travis Hoium@TravisHoiumHow high can Life Time raise prices?$LTH Our local gym jacked up prices 10% overnight, and the price of a membership is up nearly 2x in 5 years. Interestingly, they're already seeing pushback with membership per center down consistently for 2 years. If there's any kind of
Travis Hoium@TravisHoiumWhat most investors don’t understand is that this is a downward spiral. A lower stock price is NOT A DISCOUNT, it means they can’t raise capital. Future obligations won’t be met. RPO is meaningless. It’s all a house of cards and it could crumble fast!!
Travis Hoium@TravisHoiumNeoclouds are a BAD business model! They're predicated on constantly raising capital by issuing debt and equity. The PROBLEM is you're selling a commodity. So, it's profitable and accretive until...it isn't. And when the market loses faith in you the game ends quickly!
Travis Hoium@TravisHoiumFerrari’s incompetence in F1 is one reason I won’t own $RACE stock.
Spanners 🔧🔧@SpannersReadyImagine if Lewis had been able to use that soft tyre pace and then had a cheap stop for another set of softs
