Mispriced Assets (on Substack)
Region: US
Saturday 27 June 2026 23:42:49 GMT
7878
444
23
43
Music
Download
Comments
aioemjhe84p :
That’s a Claude output if I’ve ever seen one lol
2026-06-28 00:13:43
42
didyousoup :
In your model, you have linear growth rate. But they need to execute higher acquisition the higher dau due to higher # of user churn.
2026-06-28 00:06:14
10
Dyl@n :
What u think about jack in the box
2026-06-30 00:43:55
0
stangg577 :
Thesis feels lazy- really need acceleration in KPIs to show up, especially with pods these days. Feels good for anti momo trade and high SI for a pop, but changing mkt narrative isn’t easy. Thinking things “should” happen (frequency incr) and just setting a rerate as a thesis isn’t a thesis
2026-06-28 00:19:08
6
gavin :
My take? I think the stock will go up
2026-06-28 03:46:10
5
steve421 :
Just covered my GRPN July 19P. Sold 2.60 and covered this morning .54
2026-06-29 14:09:19
1
:| :
why would the firm retire that many shares if there is apparently so much growth opportunity
2026-06-28 23:21:47
0
gern9_3 :
Grid lines??
2026-06-28 00:23:50
12
Cosanostra :
Joined the 1,000 share club last week 😃
2026-06-28 13:46:12
2
Shalex :
Seems like I was pretty accurate
2026-06-28 04:20:12
0
Nate 🙃 :
Bro read my dm on substack
2026-06-28 00:12:52
0
sam :
GRPN Nation rise up
2026-06-28 03:15:17
2
To see more videos from user @mispriced.assets, please go to the Tikwm
homepage.
