446 posts

n

@_bigpap

Investing

Los Angeles, CA Katılım Aralık 2020

344 Takip Edilen74 Takipçiler

n@_bigpap·23 Nis

@SwoleMole1 @OriginalTorpedo Amen to that, @plbygroupceo @Benk3 @suhailrizvi the only way to properly value the company is the lack of your involvement with its management & operations. Become a plain ole shareholder and your wealth will multiply. YOU ARE THE PROBLEM! Market is very clear! $PLBY

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Torpedo@OriginalTorpedo·22 Nis

$PLBY I know something about the calls from yesterday.

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n@_bigpap·14 Nis

@redbaronfinance @UnderlyingValue @AltaFoxCapital @plbygroupceo @Benk3 @suhailrizvi see bozos? YOU are the problem. Investors don't trust you and never will. Doesn't matter how much PR you attempt to do, how much financials improve, how much opportunity exists. Toxic due to failed management & governance by you two. $PLBY

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redbaronfinance@redbaronfinance·14 Nis

@UnderlyingValue @AltaFoxCapital Good Luck.

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Andrew Pogue@UnderlyingValue·14 Nis

@AltaFoxCapital $PLBY

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n@_bigpap·14 Nis

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redbaronfinance@redbaronfinance·14 Nis

@UnderlyingValue @AltaFoxCapital Is that fraud Ben Kohn still CEO ?

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n@_bigpap·14 Nis

@UnderlyingValue @AltaFoxCapital @plbygroupceo @Benk3 @suhailrizvi see bozos? YOU are the problem. Investors don't trust you and never will. Doesn't matter how much PR you attempt to do, how much financials improve, how much opportunity exists. Toxic due to failed management & governance by you two. $PLBY

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Connor Haley@AltaFoxCapital·14 Nis

Semi-regular post: what is the highest quality SMID-cap you have come across which would benefit from improved governance/strategy?

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n@_bigpap·8 Nis

@Stonebrigh48566 The market is adequately pricing in a incompetent, inept, narcissistic management and absent board level stewardship. The executive team of Playboy and Rizvi Traverse is in gross violation of their fiduciary duties to shareholders. $PLBY @plbygroupceo @Benk3 @suhailrizvi

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Stonebright@Stonebrigh48566·8 Nis

$PLBY The market is underestimating the value of an asset-light, royalty business.

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n@_bigpap·2 Nis

@Stonebrigh48566 @sandyOconnor1 @SwoleMole1 @plbygroupceo @suhailrizvi @Playboy @Benk3 Ok Ben's alt. Because you definitely want the person who crashed into your car doing the repairs right ?

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Stonebright@Stonebrigh48566·2 Nis

@_bigpap @sandyOconnor1 @SwoleMole1 @plbygroupceo @suhailrizvi @Playboy @Benk3 That's the opportunity today

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n@_bigpap·2 Nis

@sandyOconnor1 @Stonebrigh48566 @SwoleMole1 @plbygroupceo @suhailrizvi @Playboy In fact, he's done the exact opposite. Destroyed value. Nice job Benny Boy @plbygroupceo @Benk3 @suhailrizvi $PLBY

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sandy@sandyOconnor1·2 Nis

@Stonebrigh48566 @SwoleMole1 @plbygroupceo @suhailrizvi @Playboy Don't get me wrong, I've been buying $PLBY for a while and got some cheap shares under $1 too. The brand is iconic and the stock has huge potential, probably even 20X with the right management, but this CEO has not proven he has what it takes to unlock the value.

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n@_bigpap·2 Nis

@SwoleMole1 @Stonebrigh48566 @sandyOconnor1 @plbygroupceo @suhailrizvi @Playboy Waste of time to keep engaging with Ben's alt tbh. Nice try Benny Clown Boy @plbygroupceo @Benk3 Wow, never realized Ben's BS discord statement was on 4/1. Good one you fraudster! $PLBY

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n@_bigpap·2 Nis

@Fierce__beast Additionally $PLBY is run by a moronic narcissist at management level. Responsible for the last decade of failures including this massive debt albatross. @plbygroupceo @Benk3 @suhailrizvi

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Fierce_beast@Fierce__beast·11 Şub

One example of this today is $PLBY. By my estimates $PLBY will likely spend all of its operating cash flows on paying down its debt. So yes this deal announced today helps it, but also cannot hide the concern that its operating business is in pretty bad shape. Can they keep pushing out new license deals? Maybe but what if these license deals get renewed in a year but no partner wants to renew at current rates or just cancel all together? What if next quarter a few cancel, or the declines in their store business accelerates?

Fierce_beast@Fierce__beast

For $ANGI not even cost cuts seems to help the stock. For declining businesses cost cuts may only be perceived as temporary cash flow boosts. Stock goes up initially but then normalizes to what its true value is and in most cases is just going to be anchored a lot to its terminal growth prospects

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n@_bigpap·1 Nis

@Kazanjy You're a 🤡. Loser behavior.

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Peter Kazanjy@Kazanjy·31 Mar

Oh great. A wildly unqualified pilot flies her helicopter into a regional jet and now SF loses half its landing volume. It's all so tiresome.

Sheel Mohnot@pitdesi

FAA banned parallel landings permanently, will be bad for SFO (max landings drop from 54>36/hr) Given the topography of SFO, we have 2 parallel runways 750’ apart. There was an accident at DCA last year, now the FAA is mandating staggered approaches :(

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n@_bigpap·27 Mar

@Stonebrigh48566 @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi 🥱

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Stonebright@Stonebrigh48566·26 Mar

@_bigpap @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi Last Q looked good. Ben finally turning it around.

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JP Maragin@AgentC29·25 Mar

$plby $1 this year – $10 next year

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n@_bigpap·26 Mar

@Stonebrigh48566 @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi And absolute braindead management to squander it all! @Benk3 @plbygroupceo @suhailrizvi $PLBY

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Stonebright@Stonebrigh48566·26 Mar

@_bigpap @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi Asset-light business, improving balance sheet and cash flow, and an iconic brand.

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n@_bigpap·26 Mar

@Stonebrigh48566 @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi Greatest hits! Already responded to you on this. Seems like Ben has contracted a PR account with either multiple people running it or a user with poor recall. x.com/i/status/20340…

n@_bigpap

@Stonebrigh48566 @shravanrayhaan @plbygroupceo @Benk3 @suhailrizvi 🥱 tired take, but whatever it takes to try and rationalize the ability to ignore the sea of 🚩 that persist as long as Ben Kohn & Suhail Rizvi involved. Minor % of port (~70k shares) but hold as worst case firesale will still net return, best case Ben resigns/is removed. $PLBY

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Stonebright@Stonebrigh48566·26 Mar

@_bigpap @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi Understood, but if you’re so down on management, why own the stock?

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n@_bigpap·26 Mar

@Stonebrigh48566 @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi I have explained to you why this parroted line is false over and over on every thread I respond to re: Management's failures. Nice try Ben/Ben's friends/shills - it'd be worse if you're an independent mind who continues this flawed line of thinking. $PLBY

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Stonebright@Stonebrigh48566·26 Mar

@_bigpap @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi That's funny. Definitely not, but I would be happy to be paid in stock. Point is, the past is irrelevant to the opportunity today if management is performing well now.

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n@_bigpap·26 Mar

@Stonebrigh48566 @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi At this point I think you're one of Ben's alts or paid promoters @plbygroupceo @Benk3 Repeating the same things on any post critical the the management. It's a bit suspicious if you ask me. $PLBY

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Stonebright@Stonebrigh48566·26 Mar

@_bigpap @sandyOconnor1 @AgentC29 @Benk3 @plbygroupceo @suhailrizvi They may have been awful in the past, but seem to be on the right path now.

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n@_bigpap·26 Mar

@sandyOconnor1 @AgentC29 Long overdue ! $PLBY Competent/Honest/Humble Management, Board Members, and Ownership needed. @Benk3 @plbygroupceo @suhailrizvi don't fit that description as displayed over a Decade of failures / self enrichment.

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sandy@sandyOconnor1·25 Mar

@AgentC29 If Ben Kohn resigns, this can go to even $20. Time for a change $PLBY.

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n@_bigpap·19 Mar

@shravanrayhaan @SwoleMole1 @Stonebrigh48566 @plbygroupceo @Benk3 @suhailrizvi @RodAlzmann Not talking about that, had buyout offers for Chinese Licencing. Also there have been no less than 4 Chinese partners/entities in the last few years.... Confused yet? Ben sure is! @Benk3 @plbygroupceo @suhailrizvi $plby

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Mr.Paul@shravanrayhaan·19 Mar

@_bigpap @SwoleMole1 @Stonebrigh48566 @plbygroupceo @Benk3 @suhailrizvi @RodAlzmann Didn't the previous china partner cheat them?

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n@_bigpap·17 Mar

Oh? Market doesn't GAF about numbers that mostly "pre-released" couple weeks ago in a desperate & typical Ben Kohn pump? Say it ain't so! @plbygroupceo @benk3 Unfortunately $$ will take a permanent knockdown factor as long as he's involved regardless of improved financials $PLBY

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n@_bigpap·18 Mar

@shravanrayhaan @SwoleMole1 @Stonebrigh48566 @plbygroupceo @Benk3 @suhailrizvi Ben's ego will force him to decline again as he has done in the past for multiples of the current EV. @plbygroupceo @Benk3 @suhailrizvi His recent China deal is a massive loss compared to what he was offered for those rights years ago. $PLBY @RodAlzmann knows all too well.

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Mr.Paul@shravanrayhaan·18 Mar

@SwoleMole1 @Stonebrigh48566 @_bigpap @plbygroupceo @Benk3 @suhailrizvi I hope we get a very profitable buyout offer.

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n@_bigpap·18 Mar

@Stonebrigh48566 @shravanrayhaan @plbygroupceo @Benk3 @suhailrizvi For the sake of all shareholders including Ben & Suhail, I hope we all make a lot of money. If only they recognize that they can make much more & much sooner if they weren't involved in the company & just benefited as shareholders instead. $PLBY @suhailrizvi @plbygroupceo @Benk3

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Stonebright@Stonebrigh48566·18 Mar

@_bigpap @shravanrayhaan @plbygroupceo @Benk3 @suhailrizvi Fair enough, and they have been awful in the past but the business is trending better now. I like the risk / reward here.

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Keşfet

@SwoleMole1 @OriginalTorpedo @plbygroupceo @Benk3 @suhailrizvi @redbaronfinance @UnderlyingValue @AltaFoxCapital