$FUBO Hiw many against do you see yourself voting and which ones? I see an easy 3 for me.

$ELF is not playing. If this scales, core ELF reaccelerates, if that happens, ELF goes back to $150-$300 per share quick!

Here we go guys! How do you think the market would react? My guess is a wait on Iran to confirm and we have a decent uptick

$FUBO In the past 5 years Gandler has made 7 transactions in FUBO, just one buy ever in 2022 a modest $137k purchase at stock low. All other 6 transactions have been sales, most notably the Jan 2025, 1.6 Million shares exercise sale just like Alberto recently did. Based on information I could find, Gandler only holds about 119k shares of his company today, while Alberto the COO holds ZERO shares. John Janedis is FUBO CFO, he is the individual that host the dead and depressing conference calls with Gandler. He currently holds ZERO shares of FUBO. All three seem to sell to cover and never really buy. These management team are either very hungry or they just do not believe in the long term prospects of their company or both. These guys should not be the ones managing FUBO in my opinion. I do not see the motivation to do extra for this company from them. Should there not be a law that states, if you sell all your shares in a company you shouldn’t sit on its board? You get this weird feeling these guys know something we do not and someday it’s going to explode in all our faces. FUBO is my last spec stock to touch.

$FUBO We are here gradually buying FUBO shares hoping for some upside in some quarters to come. Alberto, a co-founder is out here selling over 100k FUBO shares sub $1 pre-merger stock price. I’m speechless.

$FUBO This company is beginning to show that it is ready to position itself as a worthy alternative to YouTube. This is welcomed and a step in the right direction. A vital and significant move. Weldone FUBO!

I guess the Iranians figured out that the easiest and fastest way to end the war and get a deal that might favor them is to crash the stock market. Initiate a provocation , bait us into retaliation, resume hostilities , crash the stock market. Crash cause chaos, panic, anger and genuine concern. Then you finally see a deal

$FUBO There is one thesis this move by Disney eliminated- Disney merged with FUBO to eliminate the competition and decommission it considering their history. IMO this move by Disney eliminated that fear. It seems like FUBO for them is a long term strategic play to compete in that space. Post merger, this is the first positive sign that at the least, Disney plans to actually integrate FUBO into its stack. Again it all points to a potential total acquisition in October of next year. The RSS was a short term strategy to prevent FUBO from getting delisted while they take their time. The institutional investor bullcrap they announce as a reason for the RSS was an insult on the intelligence of FUBO shareholders at-least on the short and medium term. No reasonable institutional investor would touch this stock with repeated failed promises by management, a very obvious slow pace of integration of both platform, decreasing subscription, unprofitable company lacking clear, confident and believable management. I believe this to be true because there wasn’t a strategy in place at-least to this point to attract that community of investors.

$FUBO For those angry, your chance to speak..lol

$SOFI I recently started using the sofi platform. My initial assessment is how amazing NOTO’s vision for the company is. Giving everyday investors early access to IPO which historically was reserved for higher net worth individuals is another way they are working to get your money right!

$SoFi On SOFI, this is why I’m bullish. Robinhood has 27M members and primarily a brokerage/trading platform. It makes around $157 (estimated) per member per year. Market cap today is 79B Sofi has 15M plus members and climbing. It is a full-service bank/ brokerage platform, it offers loans, mortgages, credit cards, deposit and a brokerage platform. It makes around $300 (estimated) per member per year. That is around twice compared to Robinhood. Market cap is 23B SOFI is at an inflection point. If its membership grows past the 20M member mark, and they continue to innovate better ways to monetize their platform, this stock will have a more better and sustained run than Robinhood did. There is just no way it’s not happening.

$FUBO Regardless of how we feel about FUBO, we have to celebrate the small wins. This is much needed and overdue, also a step in the right direction. That said, I’m not sure when the Mediaocean API goes live, this will be opening the door to the entire agency ecosystem — every major ad agency and media buyer that uses Mediaocean’s platform (which is most of them). That’s a massive expansion of demand for Fubo’s ad inventory. This is what can potentially move the ad revenue needle for them. Company still remains a show me rather than tell me story for now. We are all cheering for FUBO

$FUBO My honest thoughts on interview. Like I said before, FUBO is in a place where investors wants to see rather than what what is said, simply put, execution What ever FUBO becomes depends almost entirely on what Disney decides for it to be. That includes how, when and extent. FUBO is clearly not a priority for Disney right now. This might be strategic, it might be intentional, it might also be methodical. It’s hard to really pin-point the exact reason behind it. The reverse stock split was a very intentional approach from Disney. They wanted not only to probably attract the kind of investors they wanted in the future, but also to force out the kind of investors they wanted out of the stock. Finally when a CEO tells you it took him 30 -60 days to understand the strategy and pivot to the new reality of where and how his company would go. He’s telling you to do same even if it takes longer for you. I will reiterate what I previously said in one of my old posts. This stock has a potential, but its growth story needs 4-6 quarters out for clarity. In my opinion, closer to October next year will determine Disney true intentions for FUBO. If you’re a long term investor, not on margin , you have an edge. Move FUBO to the bottom of your portfolio and let it sit for now.

$FUBO My honest thoughts on interview. Like I said before, FUBO is in a place where investors wants to see rather than what what is said, simply put, execution What ever FUBO becomes depends almost entirely on what Disney decides for it to be. That includes how, when and extent. FUBO is clearly not a priority for Disney right now. This might be strategic, it might be intentional, it might also be methodical. It’s hard to really pin-point the exact reason behind it. The reverse stock split was a very intentional approach from Disney. They wanted not only to probably attract the kind of investors they wanted in the future, but also to force out the kind of investors they wanted out of the stock. Finally when a CEO tells you it took him 30 -60 days to understand the strategy and pivot to the new reality of where and how his company would go. He’s telling you to do same even if it takes longer for you. I will reiterate what I previously said in one of my old posts. This stock has a potential, but its growth story needs 4-6 quarters out for clarity. In my opinion, closer to October next year will determine Disney true intentions for FUBO. If you’re a long term investor, not on margin , you have an edge. Move FUBO to the bottom of your portfolio and let it sit for now.

$ELF excepts from chat today Terang and Mandy Weakness on elf brand we will see high single digit decline for Q1 due to cycling cool off from last year due to order. Scanner decline not where we want. Spring innovation was on a slower start. Reintegrate guide of organic 5 % overall year and it’s the floor. Elf brand have consumer across income cohort. Price discovery is to cover everyone, low income. Number one brand across Genz, Alpha and millennials Innovation in Q1 slowdown temporary. Still 2 of top 10 launches. Q2 should see main turn around Hoping for higher result on soft scanning data. Learnt innovation launch Does better when there is a direct frame of reference and customer demand Fall innovations to address this. They have direct frame of reference like prestige items which are more expensive Pricing on new items due to price cuts going on right now, some innovations were included in the pipeline for 2027 due to consumer demand. Price adjustment/ discovery has nothing to do with new innovation pricing. On competition . Nothing unusually from competition . Over 1800 brands but many can’t scale like elf. Period are noise. Brand Less depended on comparison or competition, more on innovation, value and competitive advantage is what drives us. On core Elf international growth and guidance focusing on Driving productivity on core elf and selectively launching in new markets where it didn’t exist. Naturium fastest growing skin care brand out of 50. More than double business-Walmart, ultra and target. More launches to come Target at 21% share growth compared to other at 13%. Difference is that target have 5 year head start Guidance is baseline. Expect better numbers by year end. Do not expect decline. Price increase compared to pair and percentage of portfolio adjusting pricing on. Over 45% production currently outside china and it will continue to increase. More to do with global demand and strategic partnership. Naturium in America, Rhodes Italy/ S Korea. China has cost quality speed Refund to help drive back consumer back and drive momentum back to elf core brand. To help upset softness from price adjustments. Unit velocity is what we are tracking as a test through the summer and determine price adjustments Marketing 23-25 % Return? Keeping marketing is needed to continue to drive ROI Main focus rn is Laser focused on getting elf unit up. Primary focus by far. Show higher unit volume on elf and then market will appreciate the growth in Rhode and Naturium. What drives business is not noise or competition, it’s driving unit growth Rhode: Sephora wants Rhode in everyone one of their store. We are slowing down to ensure disciplined roll out and execution Unit velocity will determine price cuts and extent. Test throughout the summer. They bought 50M worth of stock back this week due to stock price disconnect vs fundamentals Elf looking at hair and fragrance. Wait and see

$Market. Almost !

$ELF Who else is tuning in?

What to expect tomorrow •Salesforce (CRM) is scheduled to post fiscal first-quarter results after market close, with investors closely watching AI-related demand, cloud spending trends and margin expansion. Wall Street expects the software giant to post earnings of $3.13 per share, up 21.3% year over year, on revenue of $11.06B, representing 12.5% annual growth. •Meta Platforms (META) holds its annual meeting. The event will give investors a chance to press Mark Zuckerberg and the board on heavy AI and metaverse spending after a volatile stretch for the stock. Shareholders will also be watching for any updates on capital return plans, regulatory risks, and how management frames growth priorities across Facebook, Instagram, WhatsApp, and newer AI initiatives. •TTM Technologies (TTMI) will hold an Investor Day event featuring presentations, as well as a question-and-answer session with members of the company’s executive leadership team.