Sean Frank
Verified record/TRACE receipts
Score—W·L0·0Win—
Avg+1.0%Win60%
Shows
Top tickers
NFLX1 calls
PDD1 calls
CFRUY1 calls
TPR1 calls
LVMUY1 calls
Speaker record
NFLX/short/tbpn
Netflix ad tier is overpriced and low-quality, $45 CPM for the cheapest viewers vs $25 for World Cup TV
we buy a lot of TV ads. Yeah. And we buy them like, um, like directly through the networks. So like, you know, Fox will have something like, we just got an email for the World Cup and it's like you could run a 30-second spot during the World Cup, the USA game, and it was like a $25 CPM, right? And Netflix, they— you'll get a lower tier of consumer because it's price-gated
Peak+4.0%
PDD/short/tbpn
Temu's US growth engine is gone after de minimis repeal; core arbitrage that fed America is dead
Trump got rid of Section 321 de minimis. That totally crushed those brands.
Peak+1.9%
CFRUY/long/tbpn
True luxury wins the rotation; Richemont's Cartier and Van Cleef keep tearing while mass luxury sinks
like Richemont is still tearing, right? Hermès is doing great.
Peak+5.3%
TPR/long/tbpn
Generational brand shift keeps lifting Coach while Gucci fades, so Tapestry's Coach-driven run continues.