I was just thinking - so many people analyze the @TheRoaringKitty videos and emojis, and the analysis is almost strictly forwards looking as if he is a sight seer.
If he spent the time and effort to have those completely prepared by the time he disclosed his position, wouldn’t the only logical conclusion be that they were a timeline leading up to his purchase or disclosure?
If they have any meaning at all.
The Ugly Teenage Phase of Profitable Growth
This is a phase that companies that were once high-growth, high-burn companies (that are typically transactional) go through as they try to get profitable.
Phase 1: You start with high revenue growth, high burn rate. Then you realize due to market conditions that you need to get profitable.
Phase 2: You drive for operating leverage:
- You cut operating expenses - inefficient marketing spend, headcount, etc.
-All out focus on enhancing gross margins - pricing, COGs, shipping, etc.
Phase 3: You focus on improving working capital dynamics.
-renegotiate with vendors, suppliers, manufacturers, etc. to enhance payment terms to improve cash.
Phase 4: You clean up the balance sheet
- Optimize inventory, renegotiate/refinance debt, try and solidify cash, etc.
During these four phases, revenue is declining YoY (sometimes materially) because you're comping against prior quarters with heavy marketing spend. This is why this is the "ugly teenage phase" - it looks ugly if all you're looking at is the top-line. But, there are usually good signs:
-marketing and sales efficiency is improving
-all opex lines are decreasing as a % of revenue
-EBITDA and/or OCF is growing
Phase 5: Revenue is declining YoY, but you have achieved profitability (EBITDA and/or FCF).
At this phase, you are still ugly to the world because revenue is declining, but the end of the teenage years is on the horizon.
Phase 6: Maintaining profitability and returning to YoY revenue growth by investing some of your own cash flow back into growth.
This happens typically in 4 steps:
-step 1: sequential Q/Q gross margin growth
-step 2: sequential Q/Q revenue growth
-step 3: YoY gross margin growth
-step 4: YoY revenue growth
The revenue growth comes from first from delivering real customer value and then:
-efficient marketing spend
-introducing new products
-expanding new channels
-reactivating churned customers
-pricing
-defending the base of loyal customers
The challenging part of this journey is the ugly period can last a long time. From Phase 1-5, you don't get much of any credit. It's not until you hit Phase 6 that outsiders will believe in the company again. But, those close to the company can watch as each phase is cleared and know that the company is going in the right direction. However, to be fair, until you get to Phase 6, you haven't reached the ultimate end goal.
**For the sake of clarity, this is a general observation across several different companies in different contexts many of which I'm not involved with. This is not an observation or prediction related to any specific company.
2 June, 2026: Historical Turnaround By Ryan Cohen
💣1,426% increase in Operating Income
💣769% increase in Net Income
💣 Almost $1/sh net income in FIRST Q
💣 $2B Share Repurchase APPROVED
GameStop reports highest quarterly net income in company history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion.
investor.gamestop.com/news-releases/…
🚨DO NOT LOOK AWAY🚨
RUPERT LOWE CONFRONTS PARLIAMENT
He reads out testimony after testimony of rape gang victims
"Things would escalate around Eid"
"WHERE IS YOUR GOD NOW. HAS YOUR GOD FORSAKEN YOU?"
The most disgusting crimes in our history, done against the most vulnerable little girls
SHAME ON EVERY SINGLE MP WHO TURNED AWAY
SHAME ON EVERY SINGLE MP WHO HAVE DONE NOTHING
Thank you to Rupert Lowe for pushing for this
The world needs to hear of these crimes
$OMDA was at $14 when we had that $20 Gamma king sitting there for OPEX July.
Alerted everyone on subs. And next day I gave this trade to all of you for free.
Now $OMDA just hit $18.
What I currently don’t like, is that when I share a setup or a trade, all my comments are just requests for other tickers. Not a single thank you. It’s crazy out there. 😭
I never ASK for much on here & always strive to GIVE a lot, but today I have an ask please:
@ZubyMusic & I are hosting 18 men from all over the world tomorrow - Sunday.
Please pray & send positive vibes for:
•Safe travel for all the men.
•Safety & strength for the families we leave.
•That the Holy Spirit would move & sharpen is all.
God is great.
I AM GETTING AMPED!!
Adventure & impact ahead!!! 🙏💪🔥
GameStop Corp. now has economic exposure to 7.5% ownership of eBay as seen in latest form 425 via EDGAR.
They now have exposure to 33,497,000 shares of Common Stock.
Ryan Cohen will NOT be deterred on his quest to own the ecommerce auction giant. $GME
1 Hour is in. Scalping $SPX | $SPY was fun, another profitable day. ✍🏻
Now let’s do some stock updates.
Where should we focus? Comment yours here please and I’ll try do as many as I can on subs.
Also what’s the driving cause. Obviously the climate is always changing, does CO2 have the impact they suggest? Do any of the policies actions taken actually make a positive impact, if they do how is that even measured accurately? Could the tax money be spent more efficiently? Eg my groceries…
@JarvisAeneas The climate changes. Constantly.
If you don’t believe that then you are not very sensible or driven by data.
The question that is asked is whether paying more taxes to your government results in them being able to stop the climate changing.
I’m starting to think that I’m the only right-winger on this platform who believes that climate change is a real phenomenon.
Not saying it hasn’t been exaggerated in the media, but I just don’t see how you can wholesale reject it.
@Robby1614@JamieAA_Again@grok Grok doesn’t give you the answer you want unless you work through it methodically, then conveniently forgets and goes back to the mainstream narrative…