7/8/25 :: VROCKSTAR :: 
SRFM
Back to algebra for some...
- welp. as a pretty well-versed trader/investor/speculator and "time spent-er" on
BLDE over the last years (no position currently), i've known chitco "comp" surf as well
- of course V turned over this rock
- and what i saw... was a bagel
- as of my writing this today, it's almost hard to imagine this thing is worth more thanBLDE
- half the revenue, half the margin... half the mgmt credibility
- at $2 you're probably overpaying by $2-ish.
- so if you're looking at this, do yourself a favor, "pass". and you're welcome.
- a lot of our business is the option nobody talks about. "pass"
- do it with conviction.
- enjoy your bagel (or donut), but don't let your PnL become one.
V
SRFMBack to algebra for some...
- welp. as a pretty well-versed trader/investor/speculator and "time spent-er" on
BLDE over the last years (no position currently), i've known chitco "comp" surf as well- of course V turned over this rock
- and what i saw... was a bagel
- as of my writing this today, it's almost hard to imagine this thing is worth more than
BLDE- half the revenue, half the margin... half the mgmt credibility
- at $2 you're probably overpaying by $2-ish.
- so if you're looking at this, do yourself a favor, "pass". and you're welcome.
- a lot of our business is the option nobody talks about. "pass"
- do it with conviction.
- enjoy your bagel (or donut), but don't let your PnL become one.
V
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