Great writeup as usual chris, some time looking from outside in we don't know all the levers they have to pull with the capital raise, since its out of my competence to guess what they would do, I would rely on the past capital allocation as an indicator of the future given the extreme rational nature of the management. Given how they have navigated the company, put their own money on line when things were tough gives me a lot of comfort to trust my money with them.
Excellent well balnced article. I look forward to your edtimate of eps for quarter three incorporating lets half of the money raised to write down debt along with similar growth year on year when compated to Q3.
Great writeup as usual chris, some time looking from outside in we don't know all the levers they have to pull with the capital raise, since its out of my competence to guess what they would do, I would rely on the past capital allocation as an indicator of the future given the extreme rational nature of the management. Given how they have navigated the company, put their own money on line when things were tough gives me a lot of comfort to trust my money with them.
Excellent well balnced article. I look forward to your edtimate of eps for quarter three incorporating lets half of the money raised to write down debt along with similar growth year on year when compated to Q3.
Will new member go past 900,000 ?
Thanks for your hard work.
Based on the preliminary data we are getting from web traffic and google trends, I think 900k+ is a real possibility for Q3