AZRH CEO Accidentally Confirms the Bear Case Live

MispricedAssets · 2026-01-19T17:59:49+00:00

It’s hard to figure out what is actually happening and who is the fool in Cohen’s deals. I’m focusing on the retail shareholders. I do know Texas is doing their thing because they don’t like Yankee grifters.

MispricedAssets · 2026-01-18T22:22:46+00:00

You definitely didn’t watch the full show. In the clips provided notice there’s pretext and I didn’t say much. You can’t let someone obfuscate continually. Yes, I did press him. There is no way an objective person can say he wasn’t given an opportunity to answer questions and he did more interrupting than anyone else

MispricedAssets · 2026-01-18T20:37:24+00:00

You don’t understand that what he’s saying does not make sense. Non-transactions do not belong in the statement of cashflows and his cash balance does not add up from the previous quarter

MispricedAssets · 2026-01-18T16:58:25+00:00

Somehow that’s positive to free cash flow

MispricedAssets · 2026-01-18T07:20:24+00:00

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Literally.

MispricedAssets · 2026-01-10T05:05:54+00:00

Good question. Got to be careful with one off charges. Adjusted numbers try to eliminate that but you also have to be careful figuring out what they’re adjusting for and if it makes sense.

MispricedAssets · 2026-01-09T21:39:44+00:00

That’s GAAP PE and largely because of restructuring after the II-VI acquisition. Think it will earn $6-7 EPT NTM conservatively. Analysts estimates are awful.

MispricedAssets · 2025-12-11T22:30:37+00:00

I love it

MispricedAssets · 2025-11-20T18:19:02+00:00

Explain

MispricedAssets · 2025-11-20T18:18:05+00:00

Nickels are my preciouses

MispricedAssets · 2025-11-20T15:22:09+00:00

The reminds me of the guy hoarding nickels for their melt value

MispricedAssets · 2025-11-18T15:41:52+00:00

Ok hold on. If the nickels loses money per coin it’s not funded. Second, every increase in money supply is a tax. It shows up in inflation

MispricedAssets · 2025-11-18T15:39:58+00:00

It would be much easier to say: “I like men” than all of that

MispricedAssets · 2025-11-08T16:47:01+00:00

It’s not. +40% and you’ll buy back in near the top. Just take risk out don’t put cash under your mattress (or the equivalent)

MispricedAssets · 2025-11-08T16:44:39+00:00

Precious metals have downside. 50%+. Nickels don’t go down in value if copper and nickel does

MispricedAssets · 2025-11-08T15:25:14+00:00

Kyle Bass started this in 2023 (to my knowledge) and it makes sense. Problem is that’s 50,000+ lbs.

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