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@mopgcw
"$kvue falling knives etc. added a slug here @ $XX for basis mgmt"
X Link @mopgcw 2025-10-07T16:16Z XXX followers, XXX engagements
"@iBladesi not nearly as dangerously leveraged last i looked @ $bgs giving it more room to maneuver. $cag is working hard to right the ship - divesting a lot paying down debt etc - tho the recent debt increase was odd. @ some pt this becomes an interesting play i think"
X Link @mopgcw 2025-10-15T16:45Z XXX followers, XX engagements
"Machine Art: 2019 Bugatti Chiron Sport"
X Link @mopgcw 2025-10-14T15:20Z XXX followers, XX engagements
"@iBladesi $cag squeezed on every side: inflation killing input costs; can't raise prices fast engh & when they do - folks move to low-cost house brands weak US$ = foreign inc; cherry on top - midst of selling non-perf lines.a perfect storm. need to fig if the divvy is safe here"
X Link @mopgcw 2025-10-15T16:26Z XXX followers, XX engagements