BUY RETAIL EFFICIENCY

“Any cash you're gonna need in the first in the next probably two, three months, I'd probably wanna be in money market or something like an escrow. And then anything beyond the three months, then you could probably park in something like this—between three months and a year, year and a half, two years max.”

“Rates are going higher and the dollar is starting to go lower. And that shows you that money is fleeing out of US markets, out of US assets and into foreign markets, which means higher interest rates, downward pressure on equities. The internals of the market are showing you what's happening.”

“I do think over time, AI will probably overtake that to some degree. It's pretty clear that AI is a transformational force within the software space. And probably the majority of names in the space today will experience major issues over the coming decade or so.”

“You're going from in the thirty, forty, 60% range over the past few years of earnings growth down to eight next year. That usually creates some sort of earnings multiple compression. I would be very patient to pick this up because of that growth slowing, which is creating multiple compression, which means probably lower prices.”

“The real opportunities are in the companies that are applying AI effectively to make their businesses more efficient. And I think those that run on small margins already have the most room to grow because small changes in their cost structure can make a massive impact on their total profit.”

“Rates are going higher and the dollar is starting to go lower. And that shows you that money is fleeing out of US markets, out of US assets and into foreign markets, which means higher interest rates, downward pressure on equities. The internals of the market are showing you what's happening.”

“I do think over time, AI will probably overtake that to some degree. It's pretty clear that AI is a transformational force within the software space. And probably the majority of names in the space today will experience major issues over the coming decade or so.”

“I'm giving MNTN a thumbs up if it can gather a little more momentum and break above this hundred day moving average, which it's trading right at right now. If it does hit those earnings numbers, then it looks cheap. If you can break above a dollar—or sorry, $11.75, $12 in that range, then I think this has more upside.”

“If a typical retailer could halve their hidden food waste costs, it could grow their profit margins by more than 20%. That's without raising prices, without cutting staff. That's just straight to the bottom line. So it's about getting smarter about what they order in the first place, and that's what AI is helping with.”

“Any cash you're gonna need in the first in the next probably two, three months, I'd probably wanna be in money market or something like an escrow. And then anything beyond the three months, then you could probably park in something like this—between three months and a year, year and a half, two years max.”

“If a typical retailer could halve their hidden food waste costs, it could grow their profit margins by more than 20%. That's without raising prices, without cutting staff. That's just straight to the bottom line. So it's about getting smarter about what they order in the first place, and that's what AI is helping with.”

“The real opportunities are in the companies that are applying AI effectively to make their businesses more efficient. And I think those that run on small margins already have the most room to grow because small changes in their cost structure can make a massive impact on their total profit.”

“I'm giving MNTN a thumbs up if it can gather a little more momentum and break above this hundred day moving average, which it's trading right at right now. If it does hit those earnings numbers, then it looks cheap. If you can break above a dollar—or sorry, $11.75, $12 in that range, then I think this has more upside.”

“You're going from in the thirty, forty, 60% range over the past few years of earnings growth down to eight next year. That usually creates some sort of earnings multiple compression. I would be very patient to pick this up because of that growth slowing, which is creating multiple compression, which means probably lower prices.”