The Datawright

I’m listening to @BoardGameSnobs, and they’re making me laugh. Board game heroes. They’re best when they do a podcast crossover with @SporadicBoard, but still 9/10 on their own.

After watching the Bob Ross Netflix documentary, I'm thinking the Kowalski's are due for a happy little accident.

@DanShephardN7 Fortunately, the country is large, so still plenty of places to go besides California and other western wildfire states. That’s the beauty of an #RV @CampingWorld $CWH #RVLife #Travel

$otly short @sprucepointcap has moved from spreading doubts to outright lies to benefit financially. He is claiming these images as evidence the company is deceiving investors about current shortages by referencing one year old images. @andrewrsorkin @CNBC @SEC_Enforcement

Well said @spacanpanman. He blocked me to as I replied to his tweets with actual facts. I see illegitimate short attacks as large buying opportunities for stocks. @sprucepointcap team members should be held accountable by the SEC. $OTLY $DNMR @SEC_Enforcement

@MattNachtrab @sprucepointcap @andrewrsorkin @CNBC @SEC_Enforcement Yet another pronouncement from @sprucepointcap that he remains unencumbered by basic thinking skills Listening to him provides you with: Disadvantages of Judgment Sampling 1. Vulnerability to errors in judgment by researcher 2. Low level of reliability and high levels of bias

@EJohnsonMPLS @MattNachtrab @sprucepointcap @andrewrsorkin @CNBC @SEC_Enforcement Welcome to the club!

@MattNachtrab @sprucepointcap @andrewrsorkin @CNBC @SEC_Enforcement He blocked me after I called him out. Guy is a clown

@spacanpanman @sprucepointcap has a painting in his attic, just like Dorian Gray. This is what it looks like.

PSA: When a smash & grab short-seller purports to be a "forensic financial researcher" and uses deception to push a narrative, be very wary. Also when they block you to keep other investors from hearing a counterview, you know they are peddling fear over substance.

@spacanpanman Well said. I also have the honor of being blocked by that blatant manipulator at @sprucepointcap for disputing the sewage he posts. Maybe I should be thanking him because he gave me such a great buying opportunity. As long as he doesn’t outstay his welcome, I can’t be too upset

- Camping World Holdings Doubles its Regular Dividend Going Forward to $2.00 Per Share on Annualized Basis and Announces Declaration of Quarterly Dividend $cwh investor.campingworld.com/press-releases…

$CWH @marcuslemonis just made it very expensive for pesky shorts to maintain a large short %. About 17% short! 2x dividend (5.2%) + share buybacks + great company = Short squeeze cometh! Historical reenactment with the shorts on the left and @marcuslemonis on the right

@MattNachtrab @OTLYmugi_Batake Yes, there are major institutions in $OTLY, but still very low institutional ownership. So, lots of room for big money to jump in.

@OTLYmugi_Batake It’s still trading up now. Some of the news articles and analysis on institutions 13f filings. People forget there are major institutions that have invested in $otly. I’m going to work on a summary tweet now that the filings are all in.

これはぬか喜びさせてくるやつ 絶対に騙されない（わくわく） $OTLY

@johanssonisak I like the way you’re approaching this stock @johanssonisak. Given the way you’ve written about it, I think you might enjoy the book Richer, Wiser, Happier by William Green. I just finished, and consider it a modern day investing Bible. @williamgreen72 williamgreenwrites.com/richer-wiser-h…

Is $OTLY stock a buy? imjohansson.com/is-oatly-stock… #Oatly

@marcuslemonis I’d make myself feel better by buying $CWH at these suppressed prices. #TheProfit

What would you do now ? Use #TheProfit to tell us

LMAO @sprucepointcap blocked me because they couldn’t handle my rebuttals to their social media and market manipulating nonsense. See what happens when you speak the truth to imbeciles. Time for a new acct to creep their tweets and counter their absurdities. @MattNachtrab

How is nobody talking about the sustainable growth coming from the massive shift from only 20% self-manufacturing today to 40% self-manufacturing in 2023 or sooner? Even if demand remains constant, that shift alone will keep revenues growing. $OTLY #10YearHold

@sprucepointcap @Starbucks @SEC_Enforcement Since you asked what you’re missing, I’ll tell you: the business logic part of your brain. Should $SBUX tell the masses of customers who want $OTLY oatmilk to shove off because of unpredictable upside demand that outstripped supply? No, they get temp backup to meet high demand.

So is $OTLY #OATLY IPO prospectus materially misleading? It says Oatly has an "exclusive" relationship w/ @Starbucks . So why is $STKL helping $SBUX with oat milk @SEC_Enforcement? What are we missing? Are consumers thinking they are getting Oatly, but SunOpta product instead?

@plantinvestor @ValueWizard007 @sprucepointcap @SEC_Enforcement @NewYorkFBI @GaryGensler He’s one short seller ‘respecting’ another. Check his profile. Respect has many meanings depending on the perspective through which it’s said. He might respect how well they run their campaigns to suppress prices through the institutions of fear and nonsense allegations. $OTLY

@ValueWizard007 @sprucepointcap @SEC_Enforcement @NewYorkFBI @GaryGensler How can you respect his work? He’s just throwing out a ton of half baked arguments riddled with errors about how bad Oatly is. He is manipulating the market.

This one is a head scratcher. We've contended that revenues don't make sense at $OTLY Oatly. We're open to comments, but how does organic sales per volume sold decline in EVERY region, yet grow at the consolidated level #skeptic @SEC_Enforcement @NewYorkFBI @GaryGensler help

@cathiesark @cpg_girl @OTLY Oops, I meant that reply for @cpg_girl It all comes down to execution and marketing. Think back to when Rockefeller was competing against all the other oil refineries and had to think of new ways to use oil. He executed and played hardball in distribution to capitalize.

@TheDatawright @cpg_girl @OTLY No doubt, but they have to compete for market share. There's half a dozen brands of oatmilk in the my grocers alt-milk section now. That's the Beyond-Oatly comparison I was referring to.

@cathiesark @cpg_girl When prices come down on a desirable product, like @OTLY, demand ticks up as more people can afford to adopt the switch.

@cpg_girl $OTLY is $BYND round two