Patrick Jacobs

@Mr_Derivatives Short $MRLN. Trades at >100x sales, competing against entrenched incumbents, went public via SPAC, extremely unprofitable. Trades extremely elevated versus fair value on DCF basis (~$1) and Exit Multiple (~$4).

Fintwit, give me your best stock pick for this week. Long, short, neutral, earnings, etf’s, doesn’t matter. Go.

@ShawarmaCapital $MRLN is priced to perfection. The current valuation provides zero margin for execution error. This is a $5 stock, at best. No name that trades at >100x revenue has ever outperformed long-term. This has notes of the 2021 SPAC boom (those names are dust now).

$MRLN Patience is a virtue......