Consensus Media
@ConsensusGurus
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Attempting to lay down Consensus views to better inform decision making. Often sarcastic, and often ranting. Do your own due diligence.
Boston, MA
Joined November 2021
*EGAN-JONES RECOMMENDS LEADERSHIP CHANGE AT CRACKER BARREL Way to go guys - impressive insights as always.
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THIS IS THE MOST UNDERVALUED COMPANY ON NASDAQ, according to Warren Buffett’s analysis. Buffett’s rule is simple: Buy real companies that earn real money at irrationally cheap prices. That description fits NextNRG Inc ($NXXT) perfectly. 📊 Facts: * Market Cap ≈ $200–250
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New multi-year low for $YELP today. Using Yelp on your phone is like pulling teeth these days - in order to see food pics via their website following a google search, you have to open the app, and the app won't open without downloading the latest weekly update with 'minor bug
Anyone else almost completely stop using $YELP now that they force you from browser to App to see the full roster of food photos? @tickerplus is this forced change showing up in any data?
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As it turns out, Softbank thinking Marvell was too expensive was a sell signal, not a buy signal.
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For those asking, management teams of public companies typically individual calls with major shareholders following the earnings call - during these calls they answer questions and give clarifying information. This has always been a grey area re: fair disclosure... $CELH
It does not appear that the Celsius management call backs with investors yesterday went very well.
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Most companies chase no-code. These guys did the opposite. Instead of replacing engineers, @timgdelisle & @chriscrane, Co-Founder Fiveonefour, built tools that make devs 10x faster. Here’s what we discussed: • Why “developer-first” beats “no-code” • How simplifying code
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*NVIDIA CANCELS PLANS TO ACQUIRE ITALY FOR FOOD STOCK AND COMPANY RETREATS
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It does not appear that the Celsius management call backs with investors yesterday went very well.
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Tapping the sign re: $APP
We're Used To Bigger Beats Here, Tread Lightly: Recapping AppLovin Earnings $APP +7% https://t.co/0cXr3FwbKz
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Is Expedia really the best investment in travel? Or is this just a last gasp.
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Honored and excited to share this moment. I’m proud to be featured in Entrepreneur Magazine as one of the Ten Visionary Founders to Watch. I was selected by none other than Kevin Harrington, the original Shark from Shark Tank. This recognition is a testament to my vision behind
entrepreneur.com
Kevin Harrington has backed many visionary and trailblazing entrepreneurs throughout his career. In this selection, he highlights ten standout founders who are redefining their industries.
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*TESLA FALLS 5% AS SHAREHOLDERS AWARD CEO $1 TRILLION ON HOLLOW THREAT TO LEAVE
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Monster's size never ceases to amaze me. Celsius looks like the better deal here, though, no? $CELH $MNST $KDP $KO $PEP $COCO
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Why Big Cat Loves Bad Football | Pro Football Football Show Week 10
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*NUSCALE $SMR FILES TO SELL UP TO $750M OF STOCK; PROCEEDS SAID TO BE USED FOR ONE CUBIC FOOT OF SOIL SAMPLE WITH THE REST REPRESENTING INSIDER EXITS
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Sweetgreen's sales declined Y/Y despite adding THIRTY restaurants.
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