PP
The Meet Kevin Pricing Power ETFstockNYSE
InactiveMay 23, 2025
34.73USD+33.065%(+8.63)1,200
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PP Specific Mentions latest comments & posts
Looking for 20 ounces of generic Silver in 1 ozt, 5 ozt, or 10 ozt rounds or bars close to spot.
I use PP or Venmo.
Thank you for looking fellow stackers.
sentiment 0.361
brother ur 24 u know nothing. the medical field is not what u think it is. lol. ur gonna get chewed up and spit out, assuming you even make it into training to begin with. kid, ur retarded. ur not gonna make it I'm sorry. 500k starting as a radiologist and 1m in PP LMAO kid. kid please. radiology is not like that. gl 2 u. there's zero shot you even make it into training at a shit program tbh.
sentiment -0.745
> PP with another one of his hero's: Houston Wade
... also known as KITSAP COUNTY JAIL INMATE 50004195
https://incustody.kitsap.gov/Home/BookingSearchDetail?BookingNumber=2025005114
sentiment 0.000
PP with another one of his hero's: Houston Wade
https://preview.redd.it/0bqblrhulavh1.png?width=1705&format=png&auto=webp&s=9e4780ab82cde0789374b37178f7900a70ab771d
sentiment 0.000
If you're not intrigued or excited to see what sort of nonsense performance the new Roadster will achieve, you have smoll PP
sentiment -0.616
That’s when PP bought in
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People get confused because he seemingly manic posts, and I think some of that energy comes from PP thinking that HE is going to make it i.e. if he posts hard and crazy enough some Higher Level Grifter will once again reach down and this time place him properly in the stratosphere; a big beautiful Star of Grift, and it's only a matter of time.
His followers though are just grist for the mill. There's no WAGMI in the PP Seeds Art Coin.
sentiment -0.090
PP believes in none of this. He doesn't even really have any theories of his own, just agrees with whatever chat or his guests says.
Even his pivot to Christianity is fake. He got cornered on one of his lies and rather than respond he started pretending people were attacking his faith.
He is a conman through and through.
sentiment -0.718
I think PP has been high on his own supply for a long, long time.
sentiment 0.000
Not to mention, beyond the fascinating horrors of the human psyche, I think there's also a collective hope here that maybe, just maybe, publicly mocking people like Marantz and PP will help someone not fall into the grift they're pushing.
sentiment 0.637
You just know that irl PP tries to tell people he's got a close personal friend in the Trump administration.
sentiment 0.494
Ohhh PP can 'feel it.'
God, it's wretched. About the only thing worse than being this chode is being someone whose only hope is believing in him.
sentiment 0.226
I realize he's a scammer but I also think deep down PP honestly believes this shit at this point
He's faced with a life of, well, basically nothing once this peters out so he's probably convinced himself this will actually be his ticket to freedom even if the scam dries up
sentiment 0.754
I cut out sugar for 3 weeks. I can see my PP again
sentiment -0.273
Which "dude" are you referring to? Ploot, ag47 or PP Pants?
sentiment 0.000
this dude is PP? or Pulte?
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**TL;DR:** Nu Skin trades at a \~$234M market cap with $251.8M of net working capital, $379.6M of PP&E, and essentially zero net debt. You’re getting the real estate, the factories, and the brand for less than free. There’s an unfilled daily gap from Feb 13 up to $9.78 — which is *still* a 5% discount to tangible book. Yes it’s an MLM. Yes revenue is falling.
**The balance sheet (6/30/26 10-Q, \~48.55M shares out)**
* Cash + ST investments: $190.0M — that’s $3.91/share, roughly **81% of the stock price sitting in cash**
* Total current assets $508.2M vs total current liabilities $256.4M → **net working capital of $251.8M, or $5.19/share**
* Stock is at **$4.82**
Stop there for a second. **Net working capital per share ($5.19) is above the share price ($4.82).** Graham-style. Current assets net of *all* current liabilities exceed the entire market cap by \~$18M, and you haven’t counted a single hard asset yet.
* PP&E, net: $379.6M ($7.82/share) — the Provo campus, manufacturing, distribution
* LT debt: $193.7M against $190.0M cash → **net debt ≈ $4M.** Not levered. Not a bankruptcy candidate.
* Total equity $542.7M ($11.18/share). Strip goodwill ($4.8M) and intangibles ($37.9M) → **tangible book $500.1M = $10.30/share**
P/B ≈ 0.43. P/TBV ≈ 0.47. P/S ≈ 0.17. It still pays a $0.24 dividend (**\~5.0% yield**) covered by $0.70–$0.90 of guided adjusted EPS.
**The chart**
Daily gap from Feb 13 remains unfilled up to **$9.78**. The stock has not traded into that zone in eight months. Gap fill from $4.82 = **+103%**. And the punchline: **$9.78 is still 5% below the $10.30 tangible book.** You’d double your money and the thing would *still* be trading at a discount to liquidation-ish value.
**The bear case, because I’m not going to pretend it isn’t ugly**
1. **Book value is actively melting.** Equity went $794M → $542.7M in ONE quarter (Q2'26). Goodwill $83.6M → $4.75M — management wrote off 94% of it. If you bought this thesis in April at $7, you got run over by the balance sheet you were underwriting. It can happen again.
2. **Revenue is in structural decline.** Q2'26 revenue $320.1M, **-17.1% YoY**. FY guidance cut from $1.35–1.50B to $1.28–1.35B. EPS guide cut from $0.80–1.20 to $0.70–0.90. This is an MLM: fewer sales leaders → less revenue → fewer sales leaders. It’s reflexive and it does not obviously stop.
3. **The inventory number is the soft spot.** $191.5M of inventory is the biggest chunk of that working capital. It’s skincare and supplements with expiration dates, for a demand base shrinking 17% a year. In any real liquidation you’re haircutting that hard. The $5.19 NWC/share is a book number, not a realizable one.
4. **PP&E is illiquid.** $380M is mostly a purpose-built corporate campus in Utah. Worth book only if someone wants it.
5. **China.** Material revenue exposure to a market with ongoing regulatory and sentiment risk toward direct selling.
**What would actually make me wrong (in a good way)**
Revenue decline decelerating to single digits. Q3 prints in early November — guidance was $310–340M. A print at the high end with stabilizing sales leader counts is the thing to watch.
Not financial advice. I’m a guy on the internet who read a 10-Q.
sentiment 0.856
Big PP Friday
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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.
sentiment -0.832