PP
The Meet Kevin Pricing Power ETF
stock NYSE

I don’t even like PP, but this take actually makes sense.

I'm no wrinkle brain, but I got the sense PP had literally no idea what he's talking about when he claimed "We've Already Won" in reference to stock for a company that can no longer even be referred to as "Bed Bath & Beyond" because they sold off their own IP.

Especially considering it was that loser from the bed and towel play. PP is nothing but a grifter 

PP or Ryan Cohen?
"Yes"

It was viable 7yrs ago, it's viable today, it will be viable 7yrs from now. Things don't change all that quick. Ortho PP can still do quite well.

Marantz taking a talking point from PP was not on my bingo card. Is PP ok with this DD being stolen without credit?
https://preview.redd.it/ubhyo1zefqzg1.png?width=504&format=png&auto=webp&s=2266d6ab0ed9d581481b32db39f7976a6e5d35ca

>PP has literally no idea what he's talking about
Thats about every "DD" he's every produced.

My opinion is PP has literally no idea what he's talking about if he thinks GME already owns EBAY or the deal is already finalized

PP Pants got one thing right:
"You wouldn't troll like this going into serious business deals".
Yes dunderhead, Ryan Cohen is not a serious person.

PP and the rest of the apes are in for a shock when eBay doesn't even reject the deal because they still haven't received an actual formalized offer to reject in the first place. A few TV interviews and a link to a web page are not offers.

PP anesthesia is no longer profitable without a hospital stipend 90% of the time. Practices dropping like flies due to low reimbursement and the need to meet high market rate salaries to retain and hire. Perhaps that’s where you’ve heard about PP being a failed model. I can’t speak for other specialties, but I suspect it will affect more docs as reimbursement continues to be cut.

Any advice for new/upcoming grads to watch out for? Heard horror stories of grads working to make partner only to have the rug pulled right before the switch as the group is consolidated to larger PP or lost to PE.

ASOS Plc is a UK-headquartered online fashion retailer targeting primarily 20-something consumers globally, operating across the UK, EU, US, and Rest of World markets. At its peak in FY2022, the group generated nearly £3.9bn in revenue; by FY2025 that figure had contracted to £2.5bn — a cumulative revenue decline of approximately 37% over four years — reflecting a fundamental reset of the business following a period of over-investment, inventory mismanagement, and structural cost inflation that culminated in consecutive years of operating losses.
The dominant narrative at ASOS since FY2022 has been one of painful but necessary restructuring. The group has slashed inventory from over £1.1bn to £402m, cut capital expenditure from £74m to just £8m, and reduced its PP&E base by nearly 80% as it rationalises its physical footprint. Operating losses, while still substantial at £212m in FY2025, have narrowed from a peak of £332m in FY2024, and operating cash flow turned meaningfully positive in FY2024 and FY2025. A November 2025 debt refinancing, extending maturities to 2030, provides some near-term financial breathing room, but shareholder equity has collapsed from over £1bn to £323m. The central question for investors is whether management's "Driving Change" strategy can stabilise revenue and restore profitability before the balance sheet deteriorates further.

Radiology here.
Private practice is very common, about 60% of us work in a private practice group.
Private equity groups however are buying out and consolidating many PP groups

Pulte is just doing a bad trump impersonation (and PP is doing a bad Pulte impersonation) it's all one circle

Why does it say ThePPShow PP's on this in the top right - is this an account he follows?

They have a book value of roughly 5 B which includes almost no intangibles. It’s a lot of inventory and PP&E though, I admit (which means we can discount both these combined at roughly 50%). And the company has no debt. So their “collapse possibility” is almost zero. So this is a good starting point. They also have 1.5-1.8 B in cash. So this is nice. And company is guiding for 12.5ish EPS for the next 12 months (this does not include buybacks which will conservatively make the EPS closer to 13.
Company trades at roughly 130 at today’s close. A true 10x forward PE. Now the question is…can the company grow from here? I think it’s likely. I put probability at 60% ish. And if they don’t grow, will they collapse? I don’t think so. The company may hover though, I admit.
But what if they grow? In 5 years, their earnings could be 1.8-2B. Not impossible. If that happens, company trades at 15-20x that number while also having bought back shares that whole time. 20x 2B is 40B market cap.
So the math basically says there is small probability of collapse. Small probability of major contraction from here (I’d say going to 10B market cap is possible though in a continued “weakness” environment). So this means you get the chance of a roughly 3x increase in a bull case while in a bear case, you get a chance of a 50% contraction at most. These are good odds. Buy

Proof: [https://coindex.app/a/HziNAY](https://coindex.app/a/HziNAY)
I have an impersonator on here - I will NEVER initiate a chat!
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*\*\*\* All Items Sigma Verified \*\*\**
***\*\*\* GOLD \*\*\****
[1/10 oz AGE](https://coindex.app/a/gfXviQ) \- **$505** (5 available: 1999, 2009, 2012, 2013, 2021)
[2022 1/10 oz British "Gold Standard"](https://coindex.app/a/ACIGow) \- **$500** (2 available)
[1850 France 10 Francs (0.0933 toz.)](https://coindex.app/a/Aj3LoX) \- **$460**
[2.5g Pamp Fortuna loose bar](https://coindex.app/a/jA1S8L) \- **$387** (CS bar pictured is sold)
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[100x1g Gold Valcambi Combibar](https://coindex.app/a/nQg4cE) \- **$15,400**
1g Valcambi loose - **$155** (20+ @ $154)
Make Me Break My Combibar! This item requires an initial order of 20+ before single grams will be made available.
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[1969 Tunisia 1 Dinar (.925, 0.595 oz silver)](https://coindex.app/a/gvr4Rx) \- **$60** [https://en.numista.com/28152](https://en.numista.com/28152)
[1992 Kookaburra](https://coindex.app/a/YmsqSC) \- **$100**
[MK BarZ Grim Reaper 1 oz poured](https://coindex.app/a/eMbzRT) \- **$85**
[PAN 5g Sweet Pea (looks like Casper)](https://coindex.app/a/h9eZvh) \- **$20**
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**PRICES ARE FIRM! Please don't ask me what my "best price" because best for me is probably higher than I have listed here lol.**
**Payment** (no notes please, emoji if required):  Zelle (preferred), Paypal F&F, Venmo F&F, USDC crypto, additional options available for larger amounts.  PP or Venmo paid G&S will be refunded & canceled.
**Shipping**:  $7 ground advantage, $11 priority, $23 insured sig priority (most packages).  Packages will be double packed and double labeled, with filament tape, and well secured in boxes or bubble mailers for small orders.  My liability for lost packages is 50%, capped at $500, and ends when marked "delivered." 
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**AIR-TITES (sold as an add-on only)** (and sold here as a convenience, if you need more than a couple, much cheaper to buy packs online)
$3 each:
\- 1 oz silver bar capsule (fits pamp bars perfectly)
\- 38mm H$5ML - 1 oz Silver Maple
\- A16 - 1/10 AGE 16.5mm
\- A18 - Dime 18mm
\- H39 - Silver Round 39mm
\- H40 - ASE 40mm
$5 each:
\- 10 oz silver bar capsule

Selling my 2010 buffalo coin. Hate to sell but need liquidity more than this coin right now.
Selling at spot - Shipping on me, insurance on you if you want. tracking included (CONUS only)
Would highly prefer Zelle. Venmo and PP also acceptable (Add 2.5% if using PPGS)
[PROOF](https://imgur.com/a/TPWOhiI)

Rap as a resident. Then either switch to IBR as attending or refinance and pay off if going PP