Ideas For Now-

The idea of a virgin at this point in my life seems very unlikely. And a space alien to boot that sounds like a package of trouble.

I tried to book a flight on SPCE and actually it's easier than booking one to LA.--

I'm thinking QDEL... or OSUR may get a move up from Abbot's fail here... Tough to say... a private company Cepheid is really in a good place... used to trade them in the old days.. CPHD...
 
It's weird Why Do I feel So Good Today? Is good news coming in the email finally...? Could my ancient ancestors angle -- they are offended for sure-- they have been trespassed on no matter who owns the land--could they have finally woken up these Land Trust jackboots!
 
... or the fact that I plan to call the former owner who happens to be a lawyer today or tomorrow....

I don't think SPCE will go down because of the Index thing...
I think NFLX has $100 downside.
 
Why Planet Fitness Stock Is a Better Investment Than Peloton Stock


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Motley Fool•September 15, 2020
448fa9ba9abccbfe159c0d65533762da

Why Planet Fitness Stock Is a Better Investment Than Peloton Stock
Van if the girls look like this... I would not short...
 
Where is that mask removal tech when you need it... There's software now being developed.. probably by that new IPO Palentier... China already has it and we previewed it some sixty pages ago...
 
Bullish management sentiment and a rock-solid business model
On the most recent earnings call, Planet Fitness CEO Chris Rondeau spoke in detail about COVID-19 speeding up expansion opportunities for his company in the years ahead. To him, bankruptcies are providing more compelling real estate opportunities to expand the business. He even backed that up by spending $4 million of his own money on Planet Fitness stock after the company's gyms had already begun shutting down in March.

How could a gym chain CEO possibly be so confident in his company's long-term future today? Fortunately for Planet Fitness, the company owns roughly just 5% of its locations with franchisees owning the rest. By using a franchisee business model, Planet Fitness kept its quarterly cash burn at 5.6% while revenue was largely dormant. At the same time, other gym chains like Gold's Gym declared bankruptcy due to insolvency.

Rondeau spoke at length about other brick-and-mortar businesses' economic pain fostering his own company's gain. The management team preached a similar message during Great Recession, when it accurately predicted it would take notable, incremental market share.

Importantly, Planet Fitness' franchisees are not your typical boutique gym owners; they own an average of 20 stores. None have accepted Planet Fitness' financial help due to COVID-19 which speaks to the durability of the group.

This asset-light franchisee model powers industry-high EBITDA margins that make opening a Planet Fitness gym more appealing than opening any other. It also allows Planet Fitness to more aggressively pursue scale -- thanks to lower fixed costs -- thus helping to enhance access to its best-in-class value.
 
stonedinvestor said:
... or the fact that I plan to call the former owner who happens to be a lawyer today or tomorrow....

I don't think SPCE will go down because of the Index thing...
I think NFLX has $100 downside.
More...
I closed the SPCE long (from pre-market) for a $.50 scalp.
It was an easy daytrade. I've had a monitor on this one all week. I knew what it was gonna do.
I hope some people here read what we write.
That was a sure thing. It might still go higher actually. I could see it closing north of 20 today.
 
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stonedinvestor said:
Crocs would be performing well even without pandemic, says CL King 09/18 CROX CL King analyst Steven Marotta keeps his Neutral rating on Crocs after hosting his firm's 18th Annual Best Ideas Conference with its management this week. The analyst notes that the company's direct-owned businesses are currently performing well and the consumers' desire for comfort is "creating a pull through." Marotta adds that Crocs would be in the "very same spot" of strong performance even without a pandemic given the management's "soup-to-nuts" of 6 years ago, including closing of underperforming retail doors, lowering the SKU count, reducing headcount, and narrowing the vendor base. The analyst further states however that Crocs' current stock price already fairly discounts the company's prospects for the next 6-12 months.

CROX-> $42.75
More...
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