GBA Presents: THE BARE ESSENTIALS

Dutch Bros sees Q2 same shop sales flat to slightly negative 16:09 BROS Total shop openings are expected to be at least 30, of which nearly all shops will be company-operated. Same shop sales are estimated to be flat to slightly negative as we face macro-economic headwinds impacting consumer discretionary income and gas prices. April same shop sales were (3.7)% in 2022 compared to 22.6% in 2021.

:thumbsdown:
 
TWTR >>> $46
Ya gotta give Stephanie Link on CNBC credit.
She was the only one that had the nerve to short it at $51.
And she was right again.

I bought HQY off her recommendation years ago at $47
Rode it to $60, only to watch it continue to $95 in less than a year.
She was a big buyer of ISRG back in the day too.
She's one of their best.
Maybe better than Josh now.... he's picked some dogs as of late.
Who's that one guy you call horse-face Stoney? He's actually good too.
He thinks like me. He's cheap.
Buy value.
 
---> Apple down 12%!

----> Bitcoin down as much

Bitcoin was supposed to spread risk. Instead it acts just like a proxy for speculative tech and or tech.

THOUGHT: If Bitcoin burns out and becomes less attractive is that ultimately good for stocks?
APO, BX and MS had great Qs. 4% yield not enough reward to inflation risk?
Bitcoin, I never understood it.
 
Who has gotten a booster shot?

Fauchi says we all may need Boosters in the fall.

Nurses and Dr's are saying people are not coming in for Boosters.

It all add up queer.
 
Have you guys noticed some cars that come to a stop turn off their engines?
This really drives me crazy.
And my car doesn't do this-- just the thought that someone nearby might of stalled at the light or tight one way street is stress inducing.
 
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