🐐

2K posts

🐐 banner
🐐

🐐

@fitz_thoughts

Investing and Innovation. Pessimistic Chicago sports fan. Subpar golfer.

Chicago, IL Katılım Haziran 2011
836 Takip Edilen405 Takipçiler
🐐
🐐@fitz_thoughts·
@x_times_1 Not a sexy name but would be curious your thought on $GRPN. Strong turnaround story with a shrinking float and a lot of short interest
English
0
0
0
186
X_times_1
X_times_1@x_times_1·
$CSIQ $INV $NOW Strength in a weak market on all three. This is what you wan to see!! 🙌🏼🙌🏼🙌🏼
English
3
0
19
2.5K
WC25
WC25@WC25B·
@ToddAultIII Prove these trolls wrong, Ault and co! 🤡 I'm tired of seeing all of the bears & shorts of Hyperscale Data Inc constantly bashing the company. You hold ALL of the cards, not these clowns. Posts like this (from StockTwits) are chronic...and shareholders are sick of them. ----->
WC25 tweet media
English
1
0
1
129
Milton Todd Ault III
Milton Todd Ault III@ToddAultIII·
Hyperscale Data Announces Intent to Launch Tender Offer to Acquire Up to $5,000,000 of Outstanding Shares at $0.21 Per Share Read more here: tr.ee/FgwdTMAYiJ $GPUS 🔗
Milton Todd Ault III tweet media
English
8
4
23
2.4K
🐐
🐐@fitz_thoughts·
@cobber_32 When, not if amigo. She will go. Structurally she’s tee’s up and unlike other runners the fundamentals are there - positive FCF, high gross margins, share buybacks by management, small float. We ride. $GRPN
English
1
0
3
306
COBBER
COBBER@cobber_32·
$GRPN went from $8 to $43 last year with only 7.5m shares short going in today we're sitting at $17 with 13.69m shares short. almost 2x the powder...
English
1
0
6
416
🐐
🐐@fitz_thoughts·
@bullenario @Han_Akamatsu $GRPN - small float, management is actively buying back shares, current c-suite has turned the company from negative FCF to positive in just a few years, and has a SI have ~60%
English
0
0
5
203
Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
Please do all your comments under this post with Heatseeker Ticker Requests. And please don’t spam every random Heatseeker Sub post with requests. Also please don’t request stocks that are already done like $AAOI | $ASTS | $NOK etc.. Just search the feed. Need to have all requests in one place so I won’t miss yours. :) Let’s go with more. 💪🏼
English
130
2
88
18.1K
🐐
🐐@fitz_thoughts·
@bullenario @Han_Akamatsu $GRPN - small float, mngmt buying back shares, have gone from negative FCF to positive over past couple of years, SI of ~ 60%
English
0
0
2
134
Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
I have near $150k | €130k , sitting aside on some of my accounts just from dividends on various stocks I had. If you had to pick a stock, where would you choose to invest that? Thinking of how I can make that money work in some of the European brokers I have. Not $GME though, I already have a good position and I’m adding something near $100k in that dip either way.
Han Akamatsu 赤松 tweet mediaHan Akamatsu 赤松 tweet media
English
49
1
76
19.9K
Nick Nemeth (Mispriced Assets)
u/marktrain1234 went crazy on Reddit analyzing $GRPN ‘s short interest. Note: this started off as a trade for me. I’m in it for the fundamentals now. I did a lot of work and found more and more to like about the actual business and what it could be. Nevertheless, read this weaponized autism: GRPN: 45% locked, 65% short of float, 156% borrow utilization. Float is broken. Continental General filed a 13G/A showing 3,620,590 shares, or 9.24%, up from 2,929,832 prior. Another ~691K shares just moved into long-term hands. Ortex live shows shorts added 631K shares today: 727K borrowed, only 96K returned. Net new shorting. No covering. Live SI is now 13.87M shares per Ortex, or 57.25% of free float. I rebuilt the ownership stack from Ortex’s holder list and cross-checked it against 13D, 13G, 13F, and Form 4 filings. Shares outstanding: 39.19M Treasury: 12.24M separate, not in S/O Ownership stack: Locked holders: 17.72M, 45.2% Linmar, likely locked/concentrated: 1.65M, 4.2% Index/ETF: 7.82M, ~5.6M loanable Prime broker custody: 4.31M, ~1.1M adjusted loanable Market makers: 435K, ~304K loanable Pod-shop HFs: 4.81M, ~572K loanable Concentrated long HFs: 3.06M, ~269K loanable Mutual funds: 834K, ~542K loanable Asset managers: 1.52M, ~672K loanable Pensions: 208K, ~134K loanable Central bank: 52K, 0 loanable Total identified: 42.41M shares Prime broker double-count adjustment: -2.58M Adjusted identified: 39.82M Shares outstanding: 39.19M Implied retail: basically zero. The locked column is the key: Pale Fire: 10.18M Continental / Gorzynski: 3.62M Windward: 1.94M CEO direct: 1.14M Insiders/officers/directors: ~840K Locked total: 17.72M shares, or 45.2% of S/O. Add Linmar and locked/concentrated ownership may be closer to 49.4%. The pod shops hold another ~4.81M shares: Millennium, D.E. Shaw, Citadel, Two Sigma, Squarepoint, ExodusPoint, Point72, Verition, Balyasny, Renaissance, Schonfeld, Brevan Howard, Walleye, AQR, Centiva, etc. These are not clean passive lenders. These are market-neutral platforms. If they own GRPN, it may be paired against shorts or embedded in books where lending the long defeats the trade structure. Concentrated long HFs hold another ~3.06M shares. Again, not clean passive lend. The real lenders are index/ETF holders: BlackRock: 2.94M Vanguard: 2.10M State Street: 881K Geode: 654K Dimensional: 453K Schwab: 230K Northern Trust: 213K Pacer: 203K First Trust: 110K Rhumbline: 31K Index subtotal: 7.82M shares Estimated loanable: ~5.6M Total estimated loanable supply: Index/ETF: 5.6M Prime broker adjusted: 1.1M Hedge funds: 0.8M Mutual funds: 0.5M Asset managers: 0.7M Pensions: 0.1M Market makers: 0.3M Retail residual: ~0 Total: ~8.9M shares. Ortex live SI: 13.87M Estimated loanable: ~8.9M Excess over loanable: ~5.0M Utilization: 156% The math does not work. Either real SI is lower than Ortex shows, which today’s +631K borrowed argues against; real SI is higher and hidden in swaps/TRS/ETF baskets; or my loanable estimate is too conservative. My best guess: real economic short exposure is 14M–19M shares including synthetic/swap exposure. Against a true tradeable float of roughly 19.8M shares, that is 70–95% short of true float. TLDR: GRPN’s tradeable float is a lie. 45% is straight locked. Add Linmar and it may be closer to 50%. Pod shops hold another multi-million-share block that likely is not clean borrow. Index funds and pensions are the only real lenders, and they max out around 9M shares of capacity by my math. Short interest is 13.87M per Ortex. Short interest exceeds estimated lendable supply by ~5M shares. Continental locked up another 691K shares and shorts added 631K on the same day. Both sides are pressing. I think this is one of the tightest setups since pre-squeeze CAR. But I am one guy with a spreadsheet and Ortex screenshots, so tell me what I’m missing. Not advice. Long Groupon. Game on.
English
4
6
57
10K
🐐
🐐@fitz_thoughts·
$GRPN nice little purchase by Continental Insurance Co as of the end of Q1…think they’re buying because the company is dead? @NickNemo17 sec.gov/Archives/edgar…
🐐 tweet media
English
1
1
10
1.2K
🐐
🐐@fitz_thoughts·
For those thinking $GRPN is just a 'meme' stock...here's a post from @dusenn the CEO of Groupon (also affiliated with Pale Fire Capital - PE shop whom owns 20%+ of Groupon float) at the end of 2025. This is a full fledged turnaround story that has momentum. Negative FCF turned positive for first time since 2016, management is buying back stock, user count is growing....and oh by the way short interest is ~60% of the float. This is a powder keg ready to go. nfa @NickNemo17 @mikalche @x_times_1 @SixSigmaCapital @LogicalThesis @StockSavvyShay
Dusan Senkypl@dusenn

2025 wrap‑up v Pale Fire Capital: Super úspěšný rok! - hodnota portfolia + 46 %, revenue Itrinity i Rouvy rostlo o desítky procent, Aukro vstoupilo do pěti nových zemí a má za sebou první zahraniční akvizici, Mubi se stalo jedničkou e-pojištění na velkém polském trhu. Great job, team! We are on fire…   A velký milník máme blízko i s Grouponem: rok před mým nástupem měla firma negativní cash flow 174 mil. USD.  Fast forward - za poslední čtyři kvartály jsme přidali +1M aktivních zákazníků a míříme k prvnímu roku růstu od roku 2016. Je to výsledek tvrdé práce spousty lidí, kteří se na této misi podílí, a optimismem mě naplňuje i to, že se k nám přidávají další super zkušení a zároveň ambiciózní parťáci. Díky všem, kteří se na této jízdě podílí. O úspěch se chceme dělit. Proto jsme letos dali opět přes 100 milionů na podporu charit a organizací snažících se o zlepšení kvality života v Česku. I proto jsme se stali také oficiálním partnerem Českého paralympijského týmu, který nás výborně reprezentuje v zahraničí a který vnímám jako obrovskou inspiraci pro nás všechny - překážky, které v životě musí překonávat, jsou proti těm našim businessovým o hodně náročnější a zasluhují si naši podporu a respekt. Byl to dobrý rok. Ať je ten příští ještě lepší.

English
0
3
15
6.2K
🐐
🐐@fitz_thoughts·
@BannerView closed above 200dma today for first time in 6-7 months...chart looks good $GRPN
English
0
1
5
172
🐐
🐐@fitz_thoughts·
@VolumeLeaders @KAKLARE $GRPN Small float, ~55%+ short net interest, mngmt buying back shares, 90%+ gross margins...she's going to go imo. nfa
English
0
1
8
290
VolumeLeaders
VolumeLeaders@VolumeLeaders·
Let's do some charts. Post a ticker in the comments. One ticker per customer, please.
English
70
2
52
13.1K
🐐
🐐@fitz_thoughts·
@x_times_1 Are you still in $FRMI ?
English
0
0
1
582
X_times_1
X_times_1@x_times_1·
$INV and $CSIQ report tomorrow. Fingers crossed!
English
7
0
30
3.1K
🐐
🐐@fitz_thoughts·
@joceyreyes209 you expecting anything from the $frmi earnings tomorrow am?
English
1
0
0
919
🐐
🐐@fitz_thoughts·
$GRPN closing above the 200dma for first time since last fall...structure remains favorable for a continued move higher. nfa
English
0
0
5
179