PP
The Meet Kevin Pricing Power ETF
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Keine Antwort auf deine Frage, aber ein Hinweis: Ich importiere die PDFs alle in PortfolioPerformance (geht auch als Batch alle mit einmal). Dabei werden auch die Dateinamen in PP als Bemerkung mit abgespeichert. Wenn ich etwas nachschauen möchte, dann gucke ich einfach bei PP und wenn ich dann noch das entsprechende Dokument benötige (meist ist das dann gar nicht mehr nötig), dann habe ich den Dateinamen dort.

My advice for PP is that he should pivot to grifting off people who actually have some money to donate to him.

Credit where it's due: Auxly's operational improvement is real. Q2 revenue grew 18%, adjusted EBITDA grew 24%, and margins improved. The original thesis deserves to be revisited on the fundamentals, not dismissed because it's a cannabis stock.The part I'd revisit is the 20%+ FCF yield.Auxly reported C$13.4M of operating cash flow before working capital changes in Q2, but the actual cash flow statement shows C$2.76M after working capital and roughly C$2.36M after PP&E purchases.For H1, the equivalent FCF calculation is a much stronger C$13.55M, so I wouldn't annualize the weak Q2 in isolation either.There's also a forward looking issue: management expects C$10-12M of capital spending in 2026, versus only C$1.21M of PP&E purchases recorded in H1. Some meaningful investment may still be ahead. And your original C$45M owner earnings estimate against a C$270M market cap implied about a 16.7% yield, before updating the valuation for the subsequent stock appreciation.I think the more useful question is how much normalized annual cash Auxly can generate after working capital needs and the maintenance portion of capex, while separately accounting for growth investments.If that bridge still supports your valuation, it's a stronger thesis than simply annualizing operating cash flow before working capital. The operational progress looks credible; the sustainable owner earnings number is what I'd want to establish next.

Looking for 5oz and 10oz Kit Kats. CCM or similar shape. Looking around $360 shipped on the 5oz and $680 shipped on the 10oz. Venmo, Zelle, or CA (no PP) Loew flair would need to be ship first or MM

Looking to buy 3 from the same seller. Willing to pay up to $200 shipped for the right group of bars. Toning OK as long as it’s not excessive. Nothing modern please. Can pay with Zelle, Venmo, or PP.

For Sale Always open to offers PICTURES (https://imgur.com/gallery/kTbMMxb) .25g India Gold Fanam Elephant - $275 1 oz American Flag - $75 1 oz Confederate Flag - $95 1934 Peace Dollar - $55 2021 MS70 Appaloosa Idaho Key Date - $525 Engelhard Canada Maple Leaf 1 oz - $105 each Shipping is $9. I can do SFRB for $14 I take most payment methods. Zelle, Ven, PP preferred

Translantions for those who don't speek PP: "WE" = "I" "RECEIVED NEWS" = "Made up something" "PEOPLE FAMILIAR WITH THE MATTER" = "Me" "PRESIDENT TRUMP HAS BEEN BRIEFED" = "President Trump ignored what he was told about" "SITUATION" = "Totally banal corporate failure" "INVOLVEMENT IN" = "Was seen by me in the same paragraph as" "STAY TUNED FOR DETAILS" = "I will literally urinate in my own mouth for attention." "STORY DEVELOPING" = "My imagination overheated and needs to reboot."

You would think he would simply be enjoying his BBBYQ winnings on a beach somewhere. But no, he’s looking to win even more. When will PP get tired of winning?

Latest update from PP Pants' news desk. (He's trying to pivot to MMTLP)