Mark Baum

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Mark Baum

Mark Baum

@MarkBaums

Mortgage bonds are dog shit. CDOs are dog shit wrapped in cat shit.

Pluto Katılım Eylül 2021
298 Takip Edilen1.8K Takipçiler
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Mark Baum
Mark Baum@MarkBaums·
INSANE!! @RobinhoodApp told me I won a $150,000 Private Jet Vacation. Their own support team confirmed it. Then they called me to say never mind. Here’s what happened. I got an official email from Robinhood today saying I won their January Gold Sweepstakes Grand Prize. The prize was a private jet vacation to Turks and Caicos valued at $150,000. I had until March 27 to redeem it. This seemed too good to be true. So before I got excited, I contacted Robinhood customer support to verify it was legitimate and not a phishing email. I was transferred to a specialist. After reviewing my account, the agent told me: “I am glad to inform you that you’re a winner! Congratulations! So thrilled for your big win!” The agent also confirmed the email I received was a legitimate email from Robinhood. I then told the agent I hadn’t received the separate redemption email from Merkle/HelloWorld that was required to claim the prize. They escalated the issue for me. Shortly after, I got a phone call from Robinhood telling me the email was sent by mistake. I didn’t actually win the Grand Prize. I won a 1 gram gold bar worth approximately $201. According to Robinhood’s own official sweepstakes terms and conditions, the Grand Prize winner has the option of accepting an alternate cash prize of $100,000 instead of the trip. So Robinhood sent me the Grand Prize email. Their support team verified it. They confirmed the email was legitimate. They escalated my claim. And then they called me back to say it was all a mistake and I actually won a $201 gold bar. That is a $100,000 difference. The official email was wrong. The support agent who verified my account and confirmed the win was wrong. The confirmation that the email was legitimate was wrong. The escalation was pointless. Four separate points of failure before someone caught it. I use Robinhood every single day. You can see it in my charts I post. I’ve been a loyal Gold member. And this is how you treat your customers? This is the reputation you guys want? Has anyone else experienced something like this? $HOOD @AskRobinhood @RobinhoodApp @vladtenev @amitisinvesting robinhood.com/us/en/support/…
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Mark Baum
Mark Baum@MarkBaums·
People still talk about $CHWY like it’s just an online pet retailer. Meanwhile the company has: • retired 22M+ shares since 2024 • authorized another $619M in buybacks • enough capacity to potentially shrink the float another ~7% at current prices 84% Autoship. Growing profitability. Strong cash generation. Aggressive buybacks. I’ll keep accumulating.
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Mark Baum
Mark Baum@MarkBaums·
$CHWY is below a $9 billion dollar market cap. They are doing $12+ billion in revenue and have $900 million in cash.
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Mark Baum
Mark Baum@MarkBaums·
Generational dip on $CHWY
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Mark Baum
Mark Baum@MarkBaums·
$CHWY daily MFI is 17. If you know what this business is doing, you’re buying.
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Mark Baum
Mark Baum@MarkBaums·
@LXVOptions Good thing they announced an extra $500 million buy back!
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Lextrading
Lextrading@LXVOptions·
$CHWY Bearish setup shared back in September. Now at pandemic low support.
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Jim Zimmer
Jim Zimmer@OldJimZimmer·
Have you ever had a negative customer service experience with @Chewy dot com? $CHWY 🐶👀
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Mark Baum
Mark Baum@MarkBaums·
@LajuLeep @BjRisner You probably haven’t noticed that the population is declining and people are having less kids.
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Laju Lee🇺🇸
Laju Lee🇺🇸@LajuLeep·
@BjRisner $CHWY? Betting on pets taking over the world or just enjoying the treat?
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Kelly
Kelly@SelfMadeMastery·
With everything hitting new all time highs, what's one company that's still grossly undervalued right now?
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Mark Baum
Mark Baum@MarkBaums·
“Ah $CHWY is gonna get its lunch eaten by $AMZN and $WMT!” *Checks Notes” -Growing revenue 8% -27% EBIDTA growth -Analysts median price target is $45 Oh and just for fun: -Original buyback program (May 2024): $500 million -Additional authorization added in April 2026: another $500 million -Remaining authorization before the increase: about $119 million You can get all of this at the 52 week low.
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Jim Zimmer
Jim Zimmer@OldJimZimmer·
$CHWY is a steal under $23 🐶👀
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Kalshi Crypto
Kalshi Crypto@Kalshi_Crypto·
JUST IN: Tom Lee says Ethereum's fair value is $22,000
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Mark Baum
Mark Baum@MarkBaums·
Calling the $CHWY bottom here
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Mark Baum
Mark Baum@MarkBaums·
Everyone thinks $CHWY is going bankrupt by the look of this chart. What people miss: $12.6B in revenue growing high single digits and accelerating (FY26 guide implies ~8% growth). Fresh $500M buyback authorization. EPS expected to grow ~25%+ this year. High-margin Chewy Health stack (pharmacy, vet care, CarePlus insurance) is the fastest NSPAC compounder on the platform. I dare you to fade it.​​​​​​​​​​​​​​​​ The cheapest the company has ever been.
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