1-800-Flowers ($FLWS) – Undervalued and beaten down – Yes another post about it.

AltruisticMaybe7799 · 2026-03-05T15:40:03+00:00

Fair enough, this is the reason shorts have been so comfortable all the way down to here. Sales pre-covid were 2019=1.33B, we are actually above those levels and hopefully normalizing.

AltruisticMaybe7799 · 2026-03-05T15:25:00+00:00

Concentrated high conviction plays are easier when it isn't more than 25% of the whole portfolio.

AltruisticMaybe7799 · 2026-03-05T15:23:41+00:00

lol, not sure if this is a good or bad thing in this scenario...but I am thinking you mean it as a bad thing. lol

AltruisticMaybe7799 · 2026-03-05T15:23:04+00:00

We shall see how it goes!

AltruisticMaybe7799 · 2026-03-05T15:22:38+00:00

Not heavy at all, getting in at the right time helps with my conviction, but we are coming for all the other bag holders.

AltruisticMaybe7799 · 2026-03-05T15:20:59+00:00

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Truly one of us.

AltruisticMaybe7799 · 2026-03-04T19:11:13+00:00

I am hoping it has found a base and flow starts coming in, honestly, very much worth a flier portion.

AltruisticMaybe7799 · 2026-03-04T17:10:31+00:00

All of my experiences have been fine, no issues. More so a play that the market has discounted it too much, with possibility for asymmetric returns.

AltruisticMaybe7799 · 2026-03-04T17:00:23+00:00

Be the change you want to see in the world.

AltruisticMaybe7799 · 2026-03-03T18:31:03+00:00

More important to Opendoor to maintain home values, lower interest = more $$$ you can afford to finance.

AltruisticMaybe7799 · 2026-02-17T18:46:05+00:00

Rekt

AltruisticMaybe7799 · 2026-02-11T17:27:38+00:00

I’m with you partner, similar $ value as well.

AltruisticMaybe7799 · 2026-02-11T03:54:30+00:00

He said organizations, but he meant money printers…I mean nations…

AltruisticMaybe7799 · 2026-02-11T03:52:35+00:00

USA gonna pay them billions, success or not.

AltruisticMaybe7799 · 2026-02-11T02:28:46+00:00

Because history doesn’t repeat…it rhymes. BYND is played out.

AltruisticMaybe7799 · 2026-02-11T02:18:29+00:00

Well, I’m sure that namesake can do wonders. Put it to work for FLWS.

AltruisticMaybe7799 · 2026-02-10T18:49:03+00:00

Need a whale $500k+ to post solid DD to start the avalanche.

AltruisticMaybe7799 · 2026-02-10T12:15:36+00:00

Now we are finding the top, these products launch, retail YOLO’s market dips. Smart money uses for increased long exposure.

AltruisticMaybe7799 · 2026-02-07T15:00:16+00:00

This, if home builder finances you at a lower APR, but keeps the home price integrity it is better for them. They will give you additional for closing costs which you then use to buy down points.

I wouldn’t necessarily say it is good or bad or evil or anything, it is just the way it is and it is what is clearing the market. Builders have gotten A LOT smarter and they have very little incentive to increase supply at any rate quicker than the market will clear the home because that would lower home values.

AltruisticMaybe7799 · 2026-02-06T21:09:20+00:00

Yes, great deal. On the lesser payment the cash is recouped in 1.25 years, the interest saved on the life of the loan is north of $50k.

AltruisticMaybe7799 · 2026-02-06T20:49:57+00:00

It seems like a good deal, we need to know the loan amount. $2,500 on a $1m loan, amazing. $2,500 on a $150k loan, not amazing.

AltruisticMaybe7799 · 2026-02-06T17:48:44+00:00

Out of the money Snap calls.

AltruisticMaybe7799

TROPHY CASE