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@MinusCherry "Quick note on recent controversy and potential red-flags @ $CPRT which is down XX% YTD so far and is down XX% from its peak share-price of $XXXXX. A recent lawsuit from the former VP of HR (worked at $CPRT for XX years) reveals a culture of "debauchery"; this comes at a time when $CPRT is in the most competitive environment they've been in over the last 4-5 years against an insurgent IAA and when company executives are said to show up to meetings drunk.it's not a good sign. See here & below:"
X Link @MinusCherry 2025-09-09T14:34Z XXX followers, 10.6K engagements

"As an update on $MH it has been approximately two months since my initial post on VIC so I'm now able to share the contents of that write-up. While not as exciting as shorting at the expected $XX pre-IPO (when I started looking at the name) or $XX at IPO I don't foresee any of the headwinds impacting the stock + business going away anytime soon. See the thread below for more specifics but overall: 1) You have a majority owner (85%) that is incentivized to sell large chunks quickly post-lockup 2) XX% discounting for their K-12 segment (50% of revenues) 3) A recently revived lawsuit from"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XXX engagements

"8) So when does management have to revise guidance down / we see this start to play out Well recently management has been using the new administration's stance on education as the reason why the K-12 segment has seen struggling growth and that once this year laps all should be back to normal. My issue with that is that I argue this downtrend is more structural than cyclical. What was cyclical was the growth in the segment now you're going to see lower government spending from both parties + lower municipal budgets for elementary and secondary school education. I believe that once management"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XXX engagements

"$VRSN - was initially looking at as a long now flipped short over next XX months. Have more detailed notes I've written up that I can share if interested but general idea is that growth YTD is driven by high-churn registrars through rebates (can use ICANN monthly .Com data to find YTD aggregation. WayBack machine of these registrars shows discounting of XX% in some cases. These discounts are structured as rebates if registrars hit certain growth rates so all the investment falls on registrars. After reading through the data I see growth slowing into Q1 FY2026E and since these registrars"
X Link @MinusCherry 2025-10-15T13:36Z XXX followers, 5330 engagements

"$MH stock up XX% as Goldman sees XX% upside over the next 12-months. I wonder who the lead under-writer here was"
X Link @MinusCherry 2025-08-18T15:14Z XXX followers, XXX engagements

"While it isn't as exciting as when it was supposed to IPO at $XX or when it IPO'd at $XX I still believe $MH could be a good funding short given the above mentioned tailwinds aren't necessarily going away anytime soon. If this spikes back to $XX - $XX could be good to short into that spike"
X Link @MinusCherry 2025-10-06T13:51Z XXX followers, XX engagements

"$MH Add it to the list not surprised to see this. - "The complaint cites at least 5900 instances of overcharges. In Osceola County one overcharge exceeded $279000. Another example cited by the state involved a textbook title sold to Miami-Dade County at a discount but offered to nine other districts at higher prices resulting in more than $250000 in additional costs.""
X Link @MinusCherry 2025-08-20T16:29Z XXX followers, 1533 engagements

"1) Platinum Equity owns XX% of the common stock and pension fund documents from The Santa Barbara County Employees Retirement System show they are currently in the market raising their next PE fund. Given $MH has done well for them on a MOIC (likely 2x) and given LPs focus on DPI and $MH being one of their better investments it's likely they sell post-lock up in January 2026. For context the 2022 fundraising process was rolled out in late 2021 so also likely that this rolls out late 2025 to time with the selling of the stake in January 2026 (timing works out really well for Platinum)"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XX engagements

"Is definitely a larger market cap name and has historically been relatively stable; can maybe be used as a hedge in a portfolio. Anyways have been looking at a few long ideas too as to not saturate this feed with a bunch of short ideas haha"
X Link @MinusCherry 2025-10-15T13:37Z XXX followers, XXX engagements