11/2/26 :: VROCKSTAR ::
once upon a duh
- there's a big fat black line between
- three kids choking on a granola bar
- and a chipotle-style food safety issue
- even taking 18% of sales off shelves, this won't affect the '27 figure w/ these growth rates
- now squarely trading sub 10x EBITDA
- net cash
- this gets resolved
- v tough for a nascent brand, but there's a put option here b/c of it's category leadership; size matters though
- started buying this but who knows, i got eaten alive on
V
OFRMonce upon a duh
- there's a big fat black line between
- three kids choking on a granola bar
- and a chipotle-style food safety issue
- even taking 18% of sales off shelves, this won't affect the '27 figure w/ these growth rates
- now squarely trading sub 10x EBITDA
- net cash
- this gets resolved
- v tough for a nascent brand, but there's a put option here b/c of it's category leadership; size matters though
- started buying this but who knows, i got eaten alive on
SFM, so as of writing this i'm 0/2 buying the dip on food-grocery-retail while we await the fake nuke ww3 headlinesV
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