Banash Capital @YankyBanash Twitter profile

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Banash Capital

@YankyBanash

4 months

@AndrewRangeley In the lex Friedman interview I believe

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Banash Capital

@YankyBanash

23 days

I’m excited to share the research and analysis we have done on $SOWG, and why we initiated a large position in our portfolio. While Sow Good is currently growing more than triple digits year over year with improving profitability, we believe the underlying performance of the

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Banash Capital

@YankyBanash

2 months

$AEP.V The value of any business is all the future cash flow discounted back to the present. Yes, Atlas is a cyclical business in a cyclical industry. The best time to buy those is when they look expensive, says Peter Lynch. I don’t buy large positions in micro-caps in general,

JGGCDN

@JGGCDN

2 months

Atlas Engineered Products $AEP.V $APEUF Q1 2024 MD&A is posted on SEDAR.

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Banash Capital

@YankyBanash

7 months

For all those criticizing $Save longs, I’ll argue that the outcome doesn’t change the facts about the decision. If one were to make many such bets with similar odds, you’ll probably do very well. That’s why position sizing is important. Decisions shouldn’t be judged solely based

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Banash Capital

@YankyBanash

9 months

@yaelbt Wow, what a hero 💪

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Banash Capital

@YankyBanash

4 months

Happy $CDLX day🍻

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Banash Capital

@YankyBanash

21 days

Portfolio entering Q2: $CVNA $CDLX $WOSG.L $VTY $RMBL $AEP.V $SOWG $RH $DFH $GENK $BLDR $IWG

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Banash Capital

@YankyBanash

9 months

1/4 $CDLX: Back-of-napkin math. The upside is still there; the only thing that changed is certainty, as the market expected a top-line beat. However, with a 50% haircut, this thing looks juicy again. I will add over 20% to my position.

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Banash Capital

@YankyBanash

10 months

$CDLX is quietly down 40% from the recent high. Imo, it will only be a matter of time until people realize what a wonderful business this is and will be. Yes, it does have risks, but it can produce fat cash flows for years to come. No competition, nice moat!

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Banash Capital

@YankyBanash

5 months

$CDLX What a day! The shoutout goes to @Swany407 . I’ve already received over a 1000x return on his subscription! Highly recommend for anyone interested in anything $CDLX. He probably knows as much as the CEO, not kidding! Sorry for you, Austin. Now you’ll have to start

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Banash Capital

@YankyBanash

7 months

Shoutouts to those on here who provided valuable coverage for my positions this year: @Swany407 @IndraStocks - $CDLX @Speedwell_LLC - $RH $FND $DFH @Arregius @PaulAndreola @JGGCDN - $Aep.v @XmrcNay - $rmbl @LionelHutz_Esq @YetAnotherValue - $SAVE

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Banash Capital

@YankyBanash

5 months

If you're looking for an inflection investment, don’t overlook $CDLX. Yes, the stock is up 100% plus in the last week, but the Amex signing is so impactful the market hasn’t fully priced it in yet. The impact of signing Amex is incredibly valuable, with very little assumption,

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Banash Capital

@YankyBanash

3 months

Another double, up almost 300% in 2Q! Will start trimming aggressively tomorrow. Congrats to all the $CVNA longs 🥃

Banash Capital

@YankyBanash

5 months

I’ve got to give myself credit for what I did with $CVNA. From initially being emotionally upset and unable to face this ticker, to eventually buying back my full positions at 3x higher! Price anchoring can be very costly.

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Banash Capital

@YankyBanash

20 days

$SOWG Someone shared from a five below in NJ. Everything is stocked in the candy aisle except for one thing..

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Banash Capital

@YankyBanash

11 months

How I see the $aep.v transaction. Not sure why the stock is not up more since the news. I think this acquisition added $40-$60 million to $aep.v intrinsic value.

Banash Capital

@YankyBanash

11 months

@permastonks @Arregius How much cash have they invested in this transaction? $2 million in stock and let’s assume a 20% equity stake; that’s a total of $7.2 million. Let’s assume a 10% interest rate on the debt, which results in a $2 million annual interest payment. So, taking the 2022 net income from

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Banash Capital

@YankyBanash

9 months

So Chris Suh the new $V CFO who used to be a Directer for $CDLX just bought a large position in $CDLX in his Visa portfolio 🤔 Thanks @XmrcNay for finding and sharing this.

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Banash Capital

@YankyBanash

5 months

For anyone wondering why $CDLX is up 50% pre-market, they guided for high-teen growth for Q1. Additionally, they signed $AMX, which has the potential to be larger than its entire current business. Due to its capital-light nature, it should all fall down to the bottom line! Even

Banash Capital

@YankyBanash

9 months

1/4 $CDLX: Back-of-napkin math. The upside is still there; the only thing that changed is certainty, as the market expected a top-line beat. However, with a 50% haircut, this thing looks juicy again. I will add over 20% to my position.

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Banash Capital

@YankyBanash

6 months

$CVNA people need to separate the business from its debt. What is a business that is producing $500 - $700 million EBITDA that can easily double over the next couple of years, with a moat that will continue widening and a differentiating product worth? Whatever multiple you put

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Banash Capital

@YankyBanash

2 months

$CVNA The party continues? Looking at the latest sales data, it looks like there is at least 10% QoQ growth in units on similar inventory levels. This should imply the same or even better GPU. At this pace, they should easily earn more than $1 billion in Adjusted EBITDA for the

Banash Capital

@YankyBanash

3 months

Sold 60% of my position today $CVNA Here's some back of the napkin math: If they reach 2 million units sold in the next 8-10 years (which is a high but achievable bar) and earn $1500 EBITDA per sale (I don’t feel comfortable underwriting more than that), that’s $3b billion

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Banash Capital

@YankyBanash

5 months

Procesing all the $Cdlx info, even if it opens tomorrow at $15, I’ll most likely be buying more. Some huge updates IMO

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Banash Capital

@YankyBanash

5 months

I have high expectations for the coming years $Aep.v $Rh $Cdlx $cvna $vty $rmbl $crox $baba

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Banash Capital

@YankyBanash

16 days

$BLDR Long Thesis: You can buy this market leader with huge structural secular growth trends for the next decade at a P/E of 13.

Lance Lambert

@NewsLambert

16 days

Today, Brad Jacobs announced that QXO has raised $620 million in new private investment and added investor Jared Kushner as an independent director. Announcement:

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Banash Capital

@YankyBanash

7 months

Banash Capital 2023 & Since Inception Returns: 2022: - 25% 2023: +80.6% Total Return: +35.45% 1/4

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Banash Capital

@YankyBanash

9 months

Added another 30% to my $CDLX position Also bought some $save Jan $20 calls for $.70 should be worth around $10 if deal closes

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Banash Capital

@YankyBanash

8 months

Tell me why I shouldn’t buy $BABA here? I’m trying to find reasons to avoid it; help me out. More specifically, how do I loose money here?

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Banash Capital

@YankyBanash

3 months

The bright side: my $CDLX hedge puts will print tomorrow 🙈 Definitely an overreaction, to say the least, although management's lack of clear communication doesn't help much. If this overnight action persists tomorrow, I'll use the proceeds to buy long-dated leaps. The company

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Banash Capital

@YankyBanash

2 months

Housing is an easy long here IMO. It's gotten wrecked over the last few weeks, but the market is backwards-looking. Rate cuts will explode this sector, and you have Biden talking about incentivizing as well. $BLDR $DFH Any counter arguments I might be missing?

Logical Thesis

@LogicalThesis

2 months

Rate cut by July

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Banash Capital

@YankyBanash

3 months

$WOSG nice day today, my 3rd largest position. This thing is just starting to run IMO. It got destroyed which was a de-rating and has opportunity to recapture that. Earnings going up, will get additional upside from Roberto Coin, plus multiple re-rating and potential for

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Banash Capital

@YankyBanash

7 months

A very interesting listen on the current advertising industry and the changes Google will implement in 2024 with Cookies. This makes me even more bullish on $CDLX as they literally have access to one of the best first party datasets out there, purchasing data from 180 million

Chit Chat Stocks

@chitchatstocks

7 months

INTERVIEW: The Changing Advertising Technology Landscape w/ @BLyons151 and Justin Ruiss from BWG Strategy - Google's deprecation of cookies + its impact - Winners and losers in a cookieless world - Why is first-party data so important? - Discussions on TikTok, $AMZN, $SNAP, $TTD

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Banash Capital

@YankyBanash

4 months

17.3% in Q1. Can't complain, considering a pretty steep loss in $Save to start the quarter.

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Banash Capital

@YankyBanash

11 months

Back in $aep.v, my biggest doubt at that point was their ability to buy at such cheap prices. But after that acquisition im sold.

Banash Capital

@YankyBanash

1 year

Sold $aep.v today. Wasn’t easy, but opportunity cost was to great! Hopefully I’ll be able get back in soon.

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Banash Capital

@YankyBanash

3 months

$CDLX I guess when you suck as an investor your best trades are hedges 🙈 Sold out my full hedge in the morning for a 1100% overnight profit, added another 20% to my position.

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Banash Capital

@YankyBanash

1 year

@MoS_Investing $cdlx

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Banash Capital

@YankyBanash

5 months

@IndraStocks $AXP has the highest number of high-end customers compared to any bank $CDLX currently has. This makes it much more attractive for advertisers. You could argue that ARPU will be much higher in that channel.

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Banash Capital

@YankyBanash

8 months

Thanks, @macrokurd . Nice bottle; looking forward to tasting it. The saddest part: I had a very large position in $CVNA shares and options, but I sold way too early 🙈🥲 At least I get a nice whiskey. Looking forward to the 2024 call; let’s make it back-to-back 😜

MacroKurd

@macrokurd

8 months

And here is my whiskey of the year 2023! Awarded to @yankybanash for a killer call on $cvna. Well done 👏

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Banash Capital

@YankyBanash

3 months

$XPEL Opened a position this week, all the people saying if it drops more they will buy tells me time to buy is now lol Have been killed every time I buy with incoming weakness 🙈 Still have room to add if it does drop further.

Luke Wolgram🔥

@LukeWolgram

3 months

$XPEL at $18-20 is my ticket to $7 figures in 5 years. Kinda hope it happens. Haven't added any yet.

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Banash Capital

@YankyBanash

9 months

Todays gonna be the bloodiest day in my career. $CDLX 😂

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Banash Capital

@YankyBanash

5 months

@orrdavid Internet coupons, what are you thinking bear? You better cover $cdlx because it’s heading to $20 pretty soon.

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Banash Capital

@YankyBanash

5 months

Today, I officially became a $BLDR shareholder and made it a full position! $CVNA taught me a valuable lesson not to price anchor. I’ve been following the company for a while now and couldn’t get myself to pull the trigger as the stock is up exponentially over the last couple of

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Banash Capital

@YankyBanash

9 months

4/4 Earnings Negatives: Didn't achieve a blowout top line. Didn't provide blowout guidance. Ripple 2nd payment dispute. All in all, the stock should have traded down, but a 50% drop feels like a bit of an overreaction in my opinion.

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Banash Capital

@YankyBanash

8 months

There’s an old saying in real estate: ‘No one has gotten rich by collecting rent’ I think the same can be said for stocks; look at the asset first, the earnings second. It’s better to buy a high-quality asset with a higher multiple than vice versa. When you find a

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Banash Capital

@YankyBanash

11 months

@LukeWolgram Just like real estate, people think the higher the cap rate the better the deal. Liquidity is worth money! Also you can leverage them. For me, I would only buy a micro cap if it offers real long term upside. Like $xpel $aep.v companies that have the potential to become large

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Banash Capital

@YankyBanash

23 days

@stockgutter It’s not easy to predict, as almost any candy can go into the dry freeze candy category in the long term. But based on my calculations and channel checks, I estimate that Five Below is currently over 50% of $SOWG revenue and is growing very fast organically. I think they will do

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Banash Capital

@YankyBanash

2 years

$cvna thoughts. Someone invested in Carvana now must bet / believe in the following.

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Banash Capital

@YankyBanash

3 months

It was pretty lonely here when $CROX was trading at $75. Congratulations to all the longs

Banash Capital

@YankyBanash

1 year

The market clearly thinks $crox is fad. The company has top management that has transformed the Buisness and brand quality over that last couple of years. The company is a cash generator, and is growing aggressively, with top of industry margins.

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Banash Capital

@YankyBanash

1 year

The market clearly thinks $crox is fad. The company has top management that has transformed the Buisness and brand quality over that last couple of years. The company is a cash generator, and is growing aggressively, with top of industry margins.

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Banash Capital

@YankyBanash

3 months

Sold 60% of my position today $CVNA Here's some back of the napkin math: If they reach 2 million units sold in the next 8-10 years (which is a high but achievable bar) and earn $1500 EBITDA per sale (I don’t feel comfortable underwriting more than that), that’s $3b billion

Banash Capital

@YankyBanash

3 months

Another double, up almost 300% in 2Q! Will start trimming aggressively tomorrow. Congrats to all the $CVNA longs 🥃

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Banash Capital

@YankyBanash

9 months

@safilaw @Cobratate And what about the 2000 years before the 75 years? If you want to go back in history, go back to the beginning. God gave the land of Israel to the Jewish nation for all their generations to come. It is stated in every holy book, including the first Bible, second Bible, and the

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Banash Capital

@YankyBanash

1 month

Building positions in $BLDR and $DRX.TO easy buys with a 5-year outlook IMO

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Banash Capital

@YankyBanash

1 year

Portfolio Update. $CDLX - already a 3 bagger $RMBL - my current best idea, biggest position on cost. $rh - another special business I want to own for a very long time $CROX - $200 - $300 by 2025. My next best ideas are below, Don't currently own them due to the opportunity cost

Banash Capital

@YankyBanash

1 year

Positions. $aep.v Equity $save - max leverage $rh - max leverage $cdlx equity $rmbl equity $Crox max leverage Overall 200% long Watchlist, $gpro $rick $leat

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Banash Capital

@YankyBanash

6 months

@LukeWolgram Yes, they are. However, there’s one party in the value chain that hates them and would do anything possible to get rid of them, which is the merchants. Not sure what that means long term, but it definitely makes it vulnerable if someone can figure out a way to transact money with

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Banash Capital

@YankyBanash

5 months

So $CDLX sold 3.9 million shares today to complete its $50 million offering. Today's volume was only 4 million, and the stock is only down 10%. Seems to be lots of buyers out there, and not to many sellers.

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Banash Capital

@YankyBanash

7 months

That’s why I’m interested in $VTY a clear capital allocation strategy, allocating 50% of profits for buybacks or special dividends. The other 50% will be reinvested with a 40% ROCE. What more can you ask for?

Buyback Capital

@Larryjamieson_

7 months

If you buy stonks that aggressively bid their own shares you don't need to worry about 'flows'

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Banash Capital

@YankyBanash

6 months

@LukeWolgram Correct, they are redeveloping existing affordable housing homes built in the 50s and 60s. Adam one of the largest shareholders shared the below to me. You bring up an interesting point. From my perspective, I think the right way to look at Vistry is not from the perspective

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Banash Capital

@YankyBanash

1 month

@MoS_Investing $Genk $Aep.v $Wosg.l

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Banash Capital

@YankyBanash

1 month

Can’t believe no one told me about $SOWG

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Banash Capital

@YankyBanash

5 months

@greentardscycle @AMMOqq $AEP.V has a lot more upside potential with a lower base and lower valuation. $BLDR is more diversified and established. Ultimately, I think both will do well, but I have more then double the size position in $AEP.V

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Banash Capital

@YankyBanash

23 days

@stockgutter They will definitely need to enter the space eventually to catch up, but $SOWG is currently the market leader (with a wide margin) and is the known brand. It’s very hard to predict how the industry will shape up exactly in the future, but it’s difficult to see how they are not

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Banash Capital

@YankyBanash

6 months

@LukeWolgram They have a traditional home building business, which they are slowly winding down, or only doing high ROIC projects. I assume you’re asking about the partnership business. Vistry never owns the land; it’s more of a service partnership business. The local authority owns and

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Banash Capital

@YankyBanash

8 months

$RH Garry is getting a lot of hate on here lately Isn’t Garry the ultimate outsider, as described in the book? A visionary with a long-term focus mindset. An understanding of capital allocation and appreciation for buybacks, especially when done heavily and opportunistically

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Banash Capital

@YankyBanash

9 months

@IndraStocks $CDLX my current best idea, my average price is $5 I’m doubling up now at $12.

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Banash Capital

@YankyBanash

1 month

Let’s get more people shorting $CVNA into earnings, have any of the short sellers taken the time to track quarterly sales data that is easy to find, or are you smart enough that it’s not necessary? lol

Dumb Money

@DumbMoneyTV

1 month

I absolutely HATE this company 😡😤 $CVNA

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Banash Capital

@YankyBanash

5 months

I’ve got to give myself credit for what I did with $CVNA. From initially being emotionally upset and unable to face this ticker, to eventually buying back my full positions at 3x higher! Price anchoring can be very costly.

Banash Capital

@YankyBanash

1 year

Today is a difficult day for me as an investor. I missed out on more than 7 figures of gains on $CVNA. Thread

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Banash Capital

@YankyBanash

5 months

Look at this weekly, this is after a 77% gap up on Friday. I've never personally witnessed a stock doubling in price, and all the longs doubling up with it.

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Banash Capital

@YankyBanash

3 months

$CRCT Lesson learned. When you see a high quality company trading cheaply, don’t wait for it to get cheaper lol

Banash Capital

@YankyBanash

5 months

Anyone have any thoughts on $CRCT Cricut? It seems interesting. It’s a market leader in the home crafter’s niche. Profitable with no debt, there’s no reason revenue won’t grow over the coming years. They’ve also released all excess cash (around 30% of market capitalization) in

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Banash Capital

@YankyBanash

9 months

@LongHillRoadCap Sorry for your loss, when my father passed someone shared with me a very powerful message that stayed with. “A father's death is the most impactful day of a man’s life” May he rest in peace

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Banash Capital

@YankyBanash

9 months

Am I missing something on $CDLX? The earnings seemed fine, yes the guidance wasn’t the best. However, with a new bank partner and another one expected by year-end, along with all partners on new platforms by mid-2024, it sounds to me like 2024 will be a solid year, with

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Banash Capital

@YankyBanash

1 month

Anyone interested in $BLDR highly recommend listing to this CFO interview

Robotti Fireside Chat with Peter Jackson, CFO, Builders First Source

Peter Jackson is chief financial officer of Builders FirstSource the nation’s leading supplier of structural building products, value-added components and se...

www.youtube.com

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Banash Capital

@YankyBanash

2 years

@JRogrow @Tristanwaine $gpro heated by the market, spitting out cash. Growing and trading less then 1 bill. The leader in the niche, wide brand!

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Banash Capital

@YankyBanash

10 months

IMO this is the biggest risk $SAVE - $JBLU merger. Yes, everyone is busy highlighting the 85% spread, and the chances of it closing are greater than the 25% the market is pricing. However, I don’t think the chances are greater than 50%, and if it doesn’t close, $SAVE will

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Banash Capital

@YankyBanash

1 month

@BRuss008 Nothing, just short term headwinds with housing starts.

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Banash Capital

@YankyBanash

7 months

Everyone looking for the best ideas for 2024, I’m looking for the best ideas for the next 10 years

Trey Henninger | DIYInvesting

@TreyHenninger

7 months

The best stock ideas were good ideas last year, are good ideas now, and will be good ideas a year from now.

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Banash Capital

@YankyBanash

2 months

@ushi_teitel Mazel Tov 🎉

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Banash Capital

@YankyBanash

10 months

@LukeWolgram Why would you learn something new just for the money, why not stay at what you like and are good at? Especially finance where the pay could be very nice

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Banash Capital

@YankyBanash

7 months

Portfolio Positioning Heading into 2024: $Aep.v: 12% $Rh: 20% $Cdlx: 16% $RMBL: 19% $RMBL Options: 3% $CROX: 16% $Save: 12% $Save Options: 2% 2/4

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Banash Capital

@YankyBanash

5 months

@rafacomp26 If only one, $CDLX! It has the potential to be the ultimate business: very wide moat, capital-light, high ROIC, and high organic growth! $CVNA is the best business in a bad industry.

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Banash Capital

@YankyBanash

11 months

@permastonks @Arregius How much cash have they invested in this transaction? $2 million in stock and let’s assume a 20% equity stake; that’s a total of $7.2 million. Let’s assume a 10% interest rate on the debt, which results in a $2 million annual interest payment. So, taking the 2022 net income from

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Banash Capital

@YankyBanash

5 months

I believe this is the first for me, wasn’t trying to be rude, and I hope he does cover!

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Banash Capital

@YankyBanash

4 months

@IndraStocks Congratulations 🥂

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Banash Capital

@YankyBanash

1 year

3) When something like this happens, face it, don't run away. If I were able to get a clear picture in my head about its future, I would rebuy my position today. In the long term, I believe this will make me a better investor. What other lessons?

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Banash Capital

@YankyBanash

1 year

I now have the new user experience for Chase Offers as well, The pictures make a big difference, and the category feature is awesome. @IndraStocks @Swany407 $cdlx

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Banash Capital

@YankyBanash

9 months

3/4 The largest advertisers who spend over $1 million increased spending by over 15% (Shows they see the value). New impressions are up as well, showing the impact from the new user experience with Chase.

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Banash Capital

@YankyBanash

2 months

I've been thinking about this for a while now, it seems like perfect timing to go long cannabis. The industry is consolidating and acting more rationally, demand is growing like crazy. In New Jersey, near my office, four new dispensaries have opened in the last 18 months, each

Eric Clark

@Dynamicbrands

2 months

If the idiot politicians ever federally legalize this the stocks with be the next AI trade! Daily Cannabis Use In the U.S. Has Surpassed Daily Alcohol Use for the First Time”

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Banash Capital

@YankyBanash

9 months

2/4 Earnings Positives: Added Monzo Bank in the UK, which has over 8 million users and is growing. Expecting to add at least one more bank by year-end. All partners should be on the new user experience by mid-2024.

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Banash Capital

@YankyBanash

5 months

@greentardscycle @AMMOqq I believe I’m top 6 largest shareholder in $Aep.v 🤫

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Banash Capital

@YankyBanash

7 months

Thanks @macrokurd , Nice bottle! Looking forward to winning again in 2024 with my $RMBL pick. Btw, the timing couldn’t have been better with my $SAVE letdown today 😂 Cheers 🍻

MacroKurd

@macrokurd

8 months

And here is my whiskey of the year 2023! Awarded to @yankybanash for a killer call on $cvna. Well done 👏

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Banash Capital

@YankyBanash

4 months

$CDLX “Targeted advertising has exploded in popularity in recent years as advertisers seek to reduce waste by ensuring their campaigns are seen by customers most likely to spend”

Chase to let advertisers target customers based on their purchases

JPMorgan Chase will soon allow advertisers to target its 80 million customers based on their recent purchase history.

www.dailymail.co.uk

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5

Banash Capital

@YankyBanash

8 months

Thinking about 2024, which mid to small-cap companies were affected by the recent downturn but managed to capitalize on the situation, and will emerge stronger than before? For instance: Executed an accretive acquisition at a discounted price. Conducted a substantial buyback

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Banash Capital

@YankyBanash

8 months

$RH I guess it was, wasn’t it🤔

Banash Capital

@YankyBanash

9 months

$RH At $215 a steal of a deal IMO

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2

1

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5

Banash Capital

@YankyBanash

8 months

My wife got me this for a gift. Is she hinting something? 😂 #addict

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5

Banash Capital

@YankyBanash

1 year

Watchlist, $Canb.v $rick $leat

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4

Banash Capital

@YankyBanash

21 days

@Mike10947310 @DLSermersheim $SOWG’s biggest constraint is manufacturing capacity; everything they currently produce gets sold out. They currently have a 4 million run-rate, which is expected to increase to 30 million by the end of 2025. You’ll start seeing lots of new customers, marketing, and e-commerce

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Banash Capital

@YankyBanash

1 year

Returns since opening my partnership. 2022 - 25% 2023 YTD 110% Total + 57.5% Can’t complain, but it’s way to early to celebrate. This year can end either way tbh

3

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Banash Capital

@YankyBanash

9 months

@xavierjp__ @Cobratate Hmm let’s think 🤔 actually let’s not go to far, in the Middle East how many millions of ppl where killed by there own leaders, where you going around protesting then? Where was all the love for the world then? Interesting

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Banash Capital

@YankyBanash

8 months

$Aep.v why not buyback the 2m shares issued for the acquisition just a few months ago for $1.12?

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Banash Capital

@YankyBanash

1 year

I personally know of over $1bill being withdrawn from signature over the weekend. Likely much more. If FED doesn't restore confidence tonight, can’t see how this is not a ripple effect down the market. $sbny

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Banash Capital

@YankyBanash

2 years

@frankinvesting @FocusedCompound How would you recommend valuing it. I heard the CEO saying 3x Sales is a fair price. Would you agree with that?

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Banash Capital

@YankyBanash

1 month

@BRuss008 @greentardscycle Would recommend listening to this interview

Robotti Fireside Chat with Peter Jackson, CFO, Builders First Source

Peter Jackson is chief financial officer of Builders FirstSource the nation’s leading supplier of structural building products, value-added components and se...

www.youtube.com

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Banash Capital

@YankyBanash

4 months

Portfolio going in to Q2 $CDLX $RMBL $RH $AEP.V $CVNA $VTY $WOSG $BLDR $IWG

1

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Banash Capital

@YankyBanash

5 months

Anyone have any thoughts on $CRCT Cricut? It seems interesting. It’s a market leader in the home crafter’s niche. Profitable with no debt, there’s no reason revenue won’t grow over the coming years. They’ve also released all excess cash (around 30% of market capitalization) in

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