@Seanfrank / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn
No settled calls yet — credibility updates as call horizons resolve.
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
Trump got rid of Section 321 de minimis. That totally crushed those brands.
like Richemont is still tearing, right? Hermès is doing great.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Well, we talked about the last time I was here. I was like, I'm like, oh yeah, Gucci's getting crushed. And, and it's like, yeah, it's going to continue to happen.
I'm like, oh yeah, Gucci's getting crushed. And, and it's like, yeah, it's going to continue to happen.
No reach data yet.
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