Offshore
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soken
sell your crypto, it keeps bouncing no top
the bounce:

So scary 😧

📹: wettmelons https://t.co/0dEDRcQ4xa
- Star Snap 🌟
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Offshore
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FuturIAn
RT @munoz_benj86450: As @JesusPlazaX says: AI doesn't replaces creativity, it amplifies it.

Thanks, @PJaccetturo for the super useful prompt structure to Veo3.

September is the month to get back to routine, make it easy on yourself 😊. @DavizCF7777 https://t.co/62HsEeO001
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Offshore
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Aadit Sheth
This person literally shows how to rewire your brain to think in systems https://t.co/pZWsN0olix
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Simplifying Stocks, CPA
RT @FinFluentialx: @elonmusk Elon change that logo please
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Offshore
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Aadit Sheth
RT @neatprompts: Anthropic literally dropped the smartest one-pager on using AI at work https://t.co/hkFUiprdJL
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Dalius - Special Sits
$NDLS has been quite a rollercoaster.

Management has finally decided to explore strategic alternatives. While the stock still looks cheap on an EBITDA basis, capex remains too high despite recent cuts, and leverage is becoming an even bigger issue.

The strategic review is still in its early stages, and it’s far from clear whether the company will be able to sell itself. No details have been provided yet on the exact plan, but change is clearly needed.

Several well-known activists and operators in the restaurant business continue to sit on the board, so this might be worth a closer look.

$NDLS has been one of the most fascinating setups I’ve followed recently. In Q3, the stock dropped by 40%, despite some positive signs that activist influence is starting to take effect.

In addition, the company was trading at 5x Q3 run-rate EBITDA, with the closure of underperforming stores expected to improve earnings and overall performance. The stock is already up 25% since November, including an 18% jump just yesterday, seemingly without any clear reason—aside from the preliminary Q4 revenue results, which showed somewhat reasonable growth improvement.

Overall, the situation is certainly interesting, especially now that it’s beginning to gain momentum following the drastic fall in November.

That said, the company is highly leveraged, and turnarounds in the restaurant sector—particularly for concepts like NDLS—are notoriously challenging to execute. Since the industry is far from my area of expertise, I’m staying on the sidelines, but I’d be happy to hear your thoughts if you’ve been following this closely.
- Dalius - Special Sits
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Dalius - Special Sits
Worth a look 👇

$WJG.L #WJG Watkin Jones Plc - Take-out offer loading!

A prominent PE/alternative asset manager with a property investment track record ups its stake to more than 10%. This morning a new joint corporate broker (probably PE firms preferred service provider) is appointed with immediate effect.

Stunning how inefficient the UK small/micro-cap market is. Nevermind the fact that the company is effectively trading below net cash and still breaks even at the deepest trough of the UK property development and interest-rate cycle in decades (which is now turning).
- Deep Value Situations
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