Stoney! I've been busy. I do like MQ. Read quite a bit of their S-1 earlier. They have good margins. It's not really a payment service like SQ, its more of a behind the scenes thing. I like it. If it gets in the $27 range on a sell-off, it'll go in the G4G portfolio for the long haul. I don't think it'll drop that low however, all things being equal.
It's not really a payment service like SQ, EXACTLY! DOES DAVID REPORT TOMORROW??? Davids Tea options imply 20.7% move in share price post-earnings 15:34 DTEA Pre-e
Alright lets talk Tile Shop. On the negative side I managed to buy a retail stk on a day folks are suddenly questioning retail. On the positive side there is ongoing drama with one big seller and he is sold out. Mr Rucker. Transaction Shares Price Range ($) Shares Held Mkt Value 6/3/21 Rucker Robert A Unknown Sale 847,013 7.44 – 7.50 44,879 $6.3 M 6/1/21 Rucker Robert A Unknown Sale 93,650 7.72 – 7.78 891,892 $725.5 K 5/26/21 Rucker Robert A Unknown Sale 458,654 6.95 – 6.95 985,542 $3.2 M 5/21/21 Rucker Robert A Unknown Sale 157,500 7.22 – 7.42 1,444,196 $1.1 M 5/12/21 Rucker Robert A Unknown Sale 583,964 6.55 – 6.87 1,601,696 $3.9 M 5/10/21 Rucker Robert A Unknown Sale 105,852 7.05 – 7.05 2,185,660 $746.3 K 5/5/21 Rucker Robert A Unknown Sale 97,389 6.50 – 6.95 2,291,512 $674.3 K 5/3/21 Rucker Robert A Unknown Sale 122,046 7.19 – 7.41 2,388,901 $899.5 K 4/29/21 Rucker Robert A Unknown Sale 56,108 7.10 – 7.25 2,510,947 $401.1 K 4/27/21 Rucker Robert A Unknown Sale 6,734 7.22 – 7.22 2,567,055 $48.6 K 4/20/21 Rucker Robert A Unknown Sale 235,811 6.92 – 7.06 2,573,789 $1.6 M
Performance 3 Months <--------->1 Year Performance of S&P 500 6.85% 38.47% Performance of TTSH 21.39% 572.00% Performance of Industry Index 9.32% 13.14%
If you think about all that plumbing going on. Doesn't Tile Shop play into that trend? The plumber is not going to call Azek...