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New "Who am I" Write up on the 'stack' on $XPOF. See bio for link.

Black Sabbath & Ozzy’s “Back to the Beginning” career finale, was probably the greatest metal gig that’s ever happened. Was a honour to be there and getting to meet + watch the show with some of the artists, who were just as excited to be there, made it even more special!

Discovery process is underway - initiated with buy at Lucid Capital, $PLBY, recently renamed: PLAYBOY INC. Stock almost doubled since my write up, but still see multi-bagger returns ahead if things pan out as I expect.

Added 57 new stock write-ups to the site (pt 1): Komodo Cap - $DAVE Uzo - $XPOF Liquidation Stocks (liquidation overviews) - $EPE.JO, $BPT, $SCPT-A.V, $CHN, $BAT.JO, $NXS.AX, $RMH.JO, $NBDX.L, $KCR.L, $FJV.L TopSecretStocks 🤫 - $GRAB (deep dive) SpruceHill Capital - $ANGL.ST

$XPOF - announced a new multi-year merchandise licensing deal...which should add $8-10m EBITDA (6-8% upgrade). Multiple is trough, and earnings growth + revisions are both inflecting. Next catalysts: refinancing and selling unprofitable non-core brands.

5 months later $MP (US rare earths) has doubled....did I buy it? Of course not lol

correction: $PEW $CLBR swung from +40% (pre-market highs) to -25%! Reminder that playing short term momentum trades in fundamentally crappy and overpriced businesses is a dangerous game of hot potato.

am sympathetic to the view below. The recent move in unprofitable growth / concept stocks reminds me of frothy days of 2021. Am resisting the urge to trim the names i fundamentally believe in eg $LODE $ASPI $ASTS but am braced for a pullback.