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Strategies & Market Trends : The Art of Investing

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Jan 5 4:00 PM EST

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To: Sun Tzu who wrote (7779)	11/15/2023 7:58:36 AM
From: sixty2nds	of 10721

The short story... The debt stack is handled through 2025 as per Mgt. The only exception being "severe recession" Mgt was almost giddy listening to the call. I'd say corks were popped when the numbers came in. That is my take having listened to and read at least 2 years of CC's. There is a distinct difference in tone over the last 3 or 4 calls. Admitting defeat and selling Zulilly was BIG. It was a very large drain on FCF and Time. THAT is not really discussed. It is in the numbers. If you want the cheat sheet listen and/or read the QnA. If you want to spend a little more time read/listen to the current and previous 2 CC's Cheers, 60

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