
Sam Drew
4.9K posts

Sam Drew
@samdrew2992
Lover of sphaghetti & sports






$TE I just closed out in premarket today. The thesis here is still in tact. Today’s earnings were not catastrophic. I do not have any sense whatsoever that there was dishonesty involved. I believe the delay was simply due to them cleaning up their accounting processes and making sure there are no other lingering issues… along with everything else they are doing they are probably all doing multiple jobs and hustling to execute every day. This is startup life. It’s hard and messy. Most startups aren’t public. I see an early stage company with an incredible opportunity, that has accomplished a massive feat scaling from $2m to $358m YOY in the same quarter. I believe this will work. Supply and demand is in their favor. They have a scarce resource and buyers with deep pockets. They have been in MUCH worse situations than they are today and survived and come out stronger. But they are still finding their footing and working it all out. The road ahead is longer than I previously thought.

UPDATED Minnesota @Timberwolves Status Report in advance of today’s game vs. Detroit Pistons: OUT Dosunmu- Right Calf Soreness Edwards- Right Knee Patellofemoral Pain Syndrome McDaniels- Right Knee Soreness Freeman- Two-Way Pullin- Two-Way Zikarsky- Two-Way






would you ever meet up with someone you met on twt?

















