[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Vienna13Capital](/creator/twitter/Vienna13Capital) "$RICK is now valued below 7x trailing FCF. wild" [X Link](https://x.com/Vienna13Capital/status/1965426481594839425) [@Vienna13Capital](/creator/x/Vienna13Capital) 2025-09-09T14:46Z XXX followers, 5085 engagements "@sidecarcap @kevg1412 savneet singh $par" [X Link](https://x.com/Vienna13Capital/status/1962957342086922309) [@Vienna13Capital](/creator/x/Vienna13Capital) 2025-09-02T19:14Z XXX followers, XXX engagements "$PAR Savneet on the decicion to invest in Taks push out some revenue to '26 in order to maximize chances of winning one of the mega tier one deals in the pipeline (from the Morgan Stanley conference) Savneet Singh: Yes. I mean I think the decision -- so we had customers ready to roll out on TASK that would be revenues in 2025 that we proactively went to and pushed out to 2026. The reason we did that was as we got into the later stages of these RFPs we needed to build a lot of functionality to give us a great shot at winning those RFPs. And so while it sucks to one not -- to our investors not" [X Link](https://x.com/Vienna13Capital/status/1966153234034094146) [@Vienna13Capital](/creator/x/Vienna13Capital) 2025-09-11T14:53Z XXX followers, 3598 engagements "I understand the frustration of this investor in $INMD (see letter to the board in link below). Their management seems indeed incapable. However I feel he is wrong on point X (the part highlighted in bold): "If the opposite were true and the valuation was depressed with the Companys future in doubt then management should be cutting costs aggressively laying off staff protecting margins and pausing all investment. This would be the only scenario in which a buyback would not make sense: when despite an extremely low valuation there is a possibility that the valuation will continue to fall into" [X Link](https://x.com/Vienna13Capital/status/1966139043487338865) [@Vienna13Capital](/creator/x/Vienna13Capital) 2025-09-11T13:57Z XXX followers, 1067 engagements
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@Vienna13Capital
"$RICK is now valued below 7x trailing FCF. wild"
X Link @Vienna13Capital 2025-09-09T14:46Z XXX followers, 5085 engagements
"@sidecarcap @kevg1412 savneet singh $par"
X Link @Vienna13Capital 2025-09-02T19:14Z XXX followers, XXX engagements
"$PAR Savneet on the decicion to invest in Taks push out some revenue to '26 in order to maximize chances of winning one of the mega tier one deals in the pipeline (from the Morgan Stanley conference) Savneet Singh: Yes. I mean I think the decision -- so we had customers ready to roll out on TASK that would be revenues in 2025 that we proactively went to and pushed out to 2026. The reason we did that was as we got into the later stages of these RFPs we needed to build a lot of functionality to give us a great shot at winning those RFPs. And so while it sucks to one not -- to our investors not"
X Link @Vienna13Capital 2025-09-11T14:53Z XXX followers, 3598 engagements
"I understand the frustration of this investor in $INMD (see letter to the board in link below). Their management seems indeed incapable. However I feel he is wrong on point X (the part highlighted in bold): "If the opposite were true and the valuation was depressed with the Companys future in doubt then management should be cutting costs aggressively laying off staff protecting margins and pausing all investment. This would be the only scenario in which a buyback would not make sense: when despite an extremely low valuation there is a possibility that the valuation will continue to fall into"
X Link @Vienna13Capital 2025-09-11T13:57Z XXX followers, 1067 engagements
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