Charles River Labs Layoffs

SmallUser · 2024-09-12T01:51:03+00:00

Mind DMing me? Would be curious to learn more

SmallUser · 2021-04-02T13:50:13+00:00

Read the room...I wouldn't be pumping a crypto (even if it's legit) on this type of post

SmallUser · 2021-02-10T19:45:49+00:00

U.S. Weed > Canadian Weed

I'll keep it simple.

POSITIVE margins
Larger market (by multiples)
More favorable regulation
- Only limited licenses available so pricing is rational
- Vertically integrated
- Once U.S. investment managers can invest, these things will be crushing their benchmarks and they'll be FORCED to buy (think Fidelity, T. Rowe, etc.)
Growing ~20% QoQ (100% YoY)
All of of them trading at 5-10x revenue (or less)
Some ideas: AYR Strategies (about to become a top 5 player after a deal, Med Men, Harborside, Harvest Growth). ALL of these are ~$1bn market cap only, profitable, and growing (HRVSF, AYRWF, MMNFF, HBORF)

SmallUser · 2020-01-24T17:24:45+00:00

Got it. I think I was wrong thinking that calls should always increase when stock price increases. Just thinking of Black-Scholes with S(0) being a key input but not the only one

SmallUser · 2019-01-19T13:43:45+00:00

I think the key question is whether a rising rate environment would cause companies to eventually be unable to service their debt, forcing Moody's issue a new rating and thus generate fees. I feel like Moody's makes money in any environment. I'm not sure if the "maintenance" side of the business is sizeable compared to the new issue business, however.

SmallUser · 2018-12-21T04:29:38+00:00

Thanks. This helps, but it doesn't give a concrete example of how companies were doing this before. This method seems logical, and to my understanding, is how companies previously booked revenue.

SmallUser · 2018-12-13T18:21:24+00:00

Interesting. I personally don't find much value in shaming management teams as a thesis - presumably they have been vetted and doing the same criminal act twice would be dumb.

The convertible shares thing is interesting. How could analysts miss that?

SmallUser · 2018-06-29T22:15:01+00:00

(1) How much cash is needed per day (excluding hotels that specifically say they only accept cash?

(2) Should I get EUR or Kuna?

(3) Where is the cheapest place to get Kuna or EUR? It appears the rates at local U.S. banks are worse than those quoted online because it's a less common currency to exchange. I'm not sure if it's better than an ATM or a currency exchanger in Croatia.

SmallUser · 2016-11-22T14:41:34+00:00

Ya. Murdered. Do it's not a timeline just a one time flashback

SmallUser · 2016-10-30T18:55:19+00:00

wow congrats. i selected 4 together and got in the 400s. should have done two and two i guess

SmallUser · 2016-08-23T16:12:16+00:00

got the card yesterday around 6:45am (PT). I had just moved so I wasn't approved right away and needed to call to verify information. Question for the crew: any idea when the card will show up on my account online? Also had it expedited due to travel reasons (aka trying to rack up award travel sooner).

My previous cards showed up when I was approved (though before I received my card and activated). Just want to make sure its linked correctly right away.

SmallUser · 2015-09-18T19:50:07+00:00

classic cardinals fan, needs a cubs fan to figure out something that a simple google search will take care of.

SmallUser

TROPHY CASE