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![foxenflask Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1411790427020165123.png) bad robot [@foxenflask](/creator/twitter/foxenflask) on x 3238 followers
Created: 2025-07-09 04:27:13 UTC

And for $WOOF, similar deep, unrealized value(unrealized recent Herculean efforts). In 2024, WOOF hauled in $6.12bn of revenue, a modest XXXX% slip from the prior year. Their GAAP net loss shrank to $XXXXX M, a staggering XX% improvement versus the $1.28bn they bled in 2023!!! That’s ridiculous. A ~$1.1bn swing! The real eye-opener: TTM Free Cash Flow flipped to +$46.9m after last year’s -$9.9m drain. They’ve got roughly $166m in cash sitting on the balance sheet, while long-term debt still looms at ~$1.4bn. Manageable if the cash faucet stays on. At today’s close the whole company is priced at about $860m, a laugh-out-loud 0.14x sales multiple. If they eke out even low single digit margins, that multiple has plenty of room to run. The new CEO has already been scooping up shares in the open market too, again showing skin in the game like Grove’s CEO.

Bottom line, anything under $1.5bn feels not just reasonable but deep fucking value for a national pet-care platform that just turned cash-flow positive. I like WOOF!


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942802698849366402/c:line.svg)

**Related Topics**
[$99m](/topic/$99m)
[$469m](/topic/$469m)
[cash flow](/topic/cash-flow)
[$11bn](/topic/$11bn)
[$128bn](/topic/$128bn)
[$612bn](/topic/$612bn)
[robot](/topic/robot)
[$woof](/topic/$woof)

[Post Link](https://x.com/foxenflask/status/1942802698849366402)

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foxenflask Avatar bad robot @foxenflask on x 3238 followers Created: 2025-07-09 04:27:13 UTC

And for $WOOF, similar deep, unrealized value(unrealized recent Herculean efforts). In 2024, WOOF hauled in $6.12bn of revenue, a modest XXXX% slip from the prior year. Their GAAP net loss shrank to $XXXXX M, a staggering XX% improvement versus the $1.28bn they bled in 2023!!! That’s ridiculous. A ~$1.1bn swing! The real eye-opener: TTM Free Cash Flow flipped to +$46.9m after last year’s -$9.9m drain. They’ve got roughly $166m in cash sitting on the balance sheet, while long-term debt still looms at ~$1.4bn. Manageable if the cash faucet stays on. At today’s close the whole company is priced at about $860m, a laugh-out-loud 0.14x sales multiple. If they eke out even low single digit margins, that multiple has plenty of room to run. The new CEO has already been scooping up shares in the open market too, again showing skin in the game like Grove’s CEO.

Bottom line, anything under $1.5bn feels not just reasonable but deep fucking value for a national pet-care platform that just turned cash-flow positive. I like WOOF!

XXX engagements

Engagements Line Chart

Related Topics $99m $469m cash flow $11bn $128bn $612bn robot $woof

Post Link

post/tweet::1942802698849366402
/post/tweet::1942802698849366402