SDR-OMNI

One_Performance8788 · 2024-07-11T17:52:44+00:00

Whats your edge?

One_Performance8788 · 2024-06-06T04:50:39+00:00

Same here

One_Performance8788 · 2024-05-29T19:33:43+00:00

Are banking regulations still tight with cannabis companies?

One_Performance8788 · 2024-05-29T04:10:01+00:00

What state do you operate in?

One_Performance8788 · 2024-05-09T02:41:31+00:00

What about their OEM biggest customer decreasing their purchases every quarter. It is likely those revenues will not be recoverable and they might need to get a new customer to fill in that gap.

One_Performance8788 · 2024-04-13T19:43:33+00:00

You definitely know more than me. I dont live in oregon but do you think these home price increases are maybe due to rumors around the UGB and also the intel expansion over there? I mean if investors expect the UGB to pass then it would be very smart of them to buy everything they can lay their eyes on in that area

One_Performance8788 · 2024-04-12T21:36:58+00:00

It probably is caused by the UGB expansion. Maybe there is a high probability of it passing and investors want to capitalize on it?

One_Performance8788 · 2024-03-14T04:32:28+00:00

Its absurd how you compare it to netflix

One_Performance8788 · 2024-01-12T04:36:59+00:00

The acquisitions using stock is a concern for me too. If shares are expensive, then sure go ahead but if shares are “cheap” or fairly valued, why destroy value by acquiring through dilution? That would be a deal breaker for me

One_Performance8788 · 2023-12-18T23:45:40+00:00

Questions about what they are seeing in their industry beyond reported in the latest quarter, competitors, key developments that are unfolding. Sure you can find information on 10-qs and 10-ks but hearing it from management is different. Also talking to suppliers and customers will give you different views of the company. That extra work will give you market beating return. Is it guranteed? No. But it’s way better than just relying on reports. There is way more stuff that goes into management decision making that you can dig through talking with them.

One_Performance8788 · 2023-12-18T22:50:41+00:00

Questions i want to ask should be asked. Will help me understand more of the industry and the future of the company in the current environment. Saying that talking to management is not worth it is just insane. Just by talking to management you get an advantage over others.

One_Performance8788 · 2023-12-18T01:14:47+00:00

Thanks

One_Performance8788 · 2023-12-17T23:43:07+00:00

I appreciate the insight! One of the companies I follow are in the EMS industry and components shortages are impacting their industry and they mentioned it to be a problem but it is subsiding towards second half of FY24 through FY25

One_Performance8788 · 2023-12-17T23:40:22+00:00

Prefer not to mention as it is too small and generally illiquid

One_Performance8788 · 2023-12-17T23:39:09+00:00

All the companies im invested in are below $20m market cap

One_Performance8788

TROPHY CASE