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“Lime is the last man standing in a very tough industry. And I think we're the only ones that have built a scalable, sustainable, profitable business... we generate a 50% plus cash margins on that $7.5”
@TBPN
Lime is going public as the sole survivor in micromobility, using its new scale to lock down a winner-take-most market with massive 50% cash margins.
LIMELONG@ $25.02
$29.98+19.81%
since call Jul 1
peak +19.8%
“When you double the company pretty much every year for as long as I can remember that goes a long way... a combination of a technologically advanced platform where everything is highly integrated. We'”
@TBPN
Bending Spoons doubles its business every year by using a highly advanced AI platform to aggressively acquire and integrate new targets.
BENDINGLONG@ $35.52
$35.34-0.52%
since call Jul 1
06:33LONG
“I have seen this year a shortage and inflation in memory chips. Clearly, AI has driven up demand on the high-end memory chips... even if you're using a middle of the road or low end memory chip, we're”
@TBPN
Meta entering the cloud wars forces them to justify hundreds of billions in data center spend by matching AWS CapEx, directly enriching the chipmakers.
SMHLONG@ $595.82
$531.55-10.79%
since call Jul 1
peak +3.2%
“this company is just absolutely printing 36% EBITDA margin, and they buy back stock, and they also pay a dividend. It's just two properties, Reno and Blackhawk in Colorado... So own the house, don't b”
@TBPN
Monarch Casino prints 36% EBITDA margins and aggressively returns capital to shareholders, offering a highly profitable alternative to consumer gambling.
MCRILONG@ $127.34
$124.56-2.18%
since call Jul 1
TIMESTAMPS
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06:33
32:21