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@twillo1 "$SEZL performance compared to peer $ALGN using Sezzle's Rule of 100: Revenue Growth Rate + Gross Margin % + EBITDA Margin % . $ALGN is on a fiscal year ending June XX so I've shifted quarters to align the crucial Holiday shopping season which is Q4 for $SEZL and Q2 for $AFRM. (Numbers from Koyfin) Despite $SEZL getting ahead of it's skis and failing to appease the mob's lofty expectations with it's Q2 earnings released yesterday (August 7th) it's still a beast. Is it a buy at these levels You'll have to answer that way above my pay grade The numbers can be sliced and diced any number of"
X Link @twillo1 2025-08-08T13:19Z 1006 followers, 2151 engagements

"Do know how to calculate the line item: "Change in Fair Value of Warrants" that will appear on the $EOSE Q3 income statement I know this is a non cash item I'm just curious to know how big it will be given that during Q3 $EOSEW increased in value by 315%. This line item was $58M for Q2 despite $EOSEW only rising $XX% in value during Q2"
X Link @twillo1 2025-10-13T18:16Z 1004 followers, XXX engagements