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@BearBullDebate "I like/don't mind crypto. I HATE that there isn't a symbol they can use for their own tickers. Tried to lookup of conversations on this week's ipo of Neptune Insurance $NP. well there is an AWFUL crypto counterpart. At least no hard R I guess"
X Link @BearBullDebate 2025-09-29T11:52Z XXX followers, XXX engagements

"Neptune $NP comes today. Indifferent to it. It's ok I guess Not coming cheap by any means (eps .25 for 2024). BUT fast growing in a very niche insurance market. More one to keep an eye on. Would have been interested had it been dramatically cut pricing. Not bad not great"
X Link @BearBullDebate 2025-10-01T07:55Z XXX followers, XXX engagements

"This $ALH coming today is difficult. Leader in sector. Con: big debt interest expense eating at profits. Raising $XXX mil with ipo so gets to knock out about 1/4 of debt. That will add XX cents to eps per year or so (just rough made up math don't @ me). Gets you to eps of"
X Link @BearBullDebate 2025-10-09T11:26Z XXX followers, XXX engagements

"man I did not realize how thin this $PXED was going to be. forgot only a XXXX mil offering. came at p/e less than XX. go look at comps like $ATGE $UTI"
X Link @BearBullDebate 2025-10-09T16:20Z XXX followers, XXX engagements

"Laundry $ALH Education $PXED Wasn't here for the Laundry open (hosed by IBKR with that XXXXX open print). Own both prefer ALH if we can ever get a big yank back. PXED just one to hope goes sideways reports great and runs on undervalued to comps. Traders probably could"
X Link @BearBullDebate 2025-10-16T16:19Z XXX followers, XXX engagements

"this Wealthfront ipo $WLTH is just insanely great on paper. Wild how profitable it is. I have some experience with the app. Caveat is like most financials it is dependent on interest rates. higher the better and we are of course in a cutting environment"
X Link @BearBullDebate 2025-09-30T09:35Z XXX followers, XXX engagements

"the opposite of thin $ALH will open next. Hopefully the open of $PXED didn't poison that one and they get all giddy and open it up. This is one that I probably put a marker on but way more interested mid teens to $XX. I won't forget about it"
X Link @BearBullDebate 2025-10-09T16:30Z XXX followers, XXX engagements

"so the two biggest names Starboard & Jana both already leaked their picks for the Active Passive 13D Monitor conference tomorrow. $TRIP & $COO These events used to be a big deal. Now they (starboard in particular) leak everything to the press before the conference"
X Link @BearBullDebate 2025-10-20T14:33Z XXX followers, XXX engagements

"$CGC bot had the strike wrong for Jans. it took the $20s instead of the $2s. whoops Sometimes the humans win"
X Link @BearBullDebate 2025-10-20T21:07Z XXX followers, XXX engagements