David Polansky
@davidhpolansky
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Following
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Joined January 2021
Celsius should be +20% right now. Having control of SKU selection and planogram management is such a massive win.
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Three part advisors rules. Best IR shop in the game. No contest.
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Blazing-fast image creation – using just your voice. Try Grok Imagine.
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RT @CelsiusOfficial: Reminder: you’re only one caffeinated purchase away from being a better person today.
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If we’re gonna do this to microcap restaurants, why can’t Potbelly moon? It’s because I own it, isn’t it? $pbpb.
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Guy was shouting "Mind Body Soul" repeatedly. Who the eff would ever own up to purchasing that.
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You ever go to a coffee shop, pay $7 for a black coffee, then they shout out the name of the blend instead of your name or “black coffee”, and you just stand there like an idiot for fifteen minutes? No? Just me, I guess.
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Anyone know why FDDs are not required to be filed with the SEC? Highly material information to a franchisor's business.
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Bullish.
NEW: JD Vance starts cracking up after Theo Von claims President Franklin D. Roosevelt left his wife after consuming a Celsius energy drink. Vance: This Celsius has a lot of caffeine in it. I'm getting amped over here. Von: Yeah, that's what FDR was on. That's why he left his
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I pitched Red Violet at Planet Microcap in Vegas a couple weeks ago. Not going to watch because I hate the sound of my own voice but you are welcome to do so. $rdvt.
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One of the worst outcomes of COVID on public company behavior is the adoption of virtual-only annual meetings.
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Small fund managers, what are good audit/tax options besides spicer jeffries? Getting real tired of the mid-teens annual price hikes.
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Been feeling relatively sanguine about the past few weeks but if anything is going to send me over the edge it's Gamestop being positive month-to-date.
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And Potbelly is going to $20 on the new steak sandwich! $pbpb.
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Nobody wants to talk names when opportunities are greatest. Red Violet should work well here. A significant % of the business is countercyclical and does better in a volatile economic environment. Street # too low. Think we'll get beats and raises throughout this year. $rdvt.
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Normally I'm indifferent to people posting returns, but anyone posting screen shots of their positive returns from this week can stick it where the sun don't shine.
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Sign up for my health and wellness newsletter. $1,000/month. Link in bio 🔗.
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For all my market homies, this is good for your bear markets (mood). Metamucil in back for really bad weeks.
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