6/3/24 - vrockstar - 
BARK - tough one to recommend period. love the brand, there has to be something to this. but when you look at the QoQ trends, while they're getting a bit more GP vs. sales expense (when looked at as a rate of change) it's improving... but on absolute levels, they're still spending more to take in less. this is a biz still in scale mode. the balance sheet looks fine, the cash burn looks under control. for my own taste i'm just watching this thing.
i would highlight the laughably high 20 days to cover short? idk if i'd be short this dollar stock to that point the mkt is suggesting. seems like bad risk reward (if anything i'd actually be more long biased all else equal).
given the
CHWY move, this could be a good tag along, they've actually tended to trade very similarly.
anyone have a POV here?
BARK - tough one to recommend period. love the brand, there has to be something to this. but when you look at the QoQ trends, while they're getting a bit more GP vs. sales expense (when looked at as a rate of change) it's improving... but on absolute levels, they're still spending more to take in less. this is a biz still in scale mode. the balance sheet looks fine, the cash burn looks under control. for my own taste i'm just watching this thing.i would highlight the laughably high 20 days to cover short? idk if i'd be short this dollar stock to that point the mkt is suggesting. seems like bad risk reward (if anything i'd actually be more long biased all else equal).
given the
CHWY move, this could be a good tag along, they've actually tended to trade very similarly. anyone have a POV here?
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