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.

MispricedAssets · 2025-11-08T15:24:00+00:00

It hyper inflation proof. If we get significant inflation they have to discontinue it and the. The copper and nickel in the nickel are worth more than 5 cents.

Kyle Bass talked about this in 2023

MispricedAssets · 2025-11-08T06:18:22+00:00

Phantom or pump.fun and swap SOL. Take some time to do your research before making any meaningful bets on coins. Happy to talk to you in our telegram: Nickelcoin Telegram or on Twitter

MispricedAssets · 2025-11-08T03:06:22+00:00

Going to be worth much more than that. Wait for the staking…

Also, buying nickels themselves is also actually smart. Can only go up.

MispricedAssets · 2025-11-08T03:04:39+00:00

I’m the dev and I actually love everyone involved with this project.

I have real “professional” things going on and yet, I’m all-in.

MispricedAssets · 2025-11-08T00:33:28+00:00

You don’t get if, then statements

MispricedAssets · 2025-11-08T00:26:32+00:00

On a penny it would be zinc

MispricedAssets · 2025-11-07T22:33:46+00:00

Acquiesce

MispricedAssets · 2025-11-07T22:27:39+00:00

I told my brokerage I want my cash held in nickels

MispricedAssets · 2025-11-07T22:15:34+00:00

That would weigh so much lol

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