Bull case for FLWS rests on lots of 'ifs' and 'coulds'. Revenue has contracted the last two fiscal years. Posting losses. Only positive I can see is the FCF yield is >8%.
Agree there are a lot of ifs and coulds and i would also add that in my opinion its not adding any value to keep adding new companies that do not actually add value to the main core likes of Vitalchoice or Personalization Mall
I usually prefer to read posts than to listen to podcasts but I found your first attempt quite helpful: it was short enough that I can listen to it on the way to work, I liked having two people talking, and the dialogue was smart and witty. It made the story of the company more memorable. The one pager seems too light on detail - it doesn’t seem to add value by comparison to me doing a quick glance at the company’s seeking alpha page. Perhaps the one pager can be more useful if it tries to cover things that are not usually mentioned in financial websites - eg red flags on their financials, interesting changes in institutional ownership, recent X or Substack posts from other users.
Thank you for honest detailed feedback! Yeah one pager is work in progress to be honest I wasn’t sure what I wanted to put and still willing to play around with the idea and make it better…
I have two questions if I may, 1) do you think the one pager as is is okay for just quick info on a company, maybe for a post via notes or X? 🤔
2) what would you personally like to see on “accommodating” one pager to the deep dive of a company
Bull case for FLWS rests on lots of 'ifs' and 'coulds'. Revenue has contracted the last two fiscal years. Posting losses. Only positive I can see is the FCF yield is >8%.
Agree there are a lot of ifs and coulds and i would also add that in my opinion its not adding any value to keep adding new companies that do not actually add value to the main core likes of Vitalchoice or Personalization Mall
I like the podcast style. What software did you use to generate that?
I also like the one pagers. It allows me to quickly scan to see if it's a company I would be interested in.
It’s Google’s NotebookLM
Anything you think that is needed to be added to one pager or maybe changed/replaced? 🤔
I usually prefer to read posts than to listen to podcasts but I found your first attempt quite helpful: it was short enough that I can listen to it on the way to work, I liked having two people talking, and the dialogue was smart and witty. It made the story of the company more memorable. The one pager seems too light on detail - it doesn’t seem to add value by comparison to me doing a quick glance at the company’s seeking alpha page. Perhaps the one pager can be more useful if it tries to cover things that are not usually mentioned in financial websites - eg red flags on their financials, interesting changes in institutional ownership, recent X or Substack posts from other users.
Thank you for honest detailed feedback! Yeah one pager is work in progress to be honest I wasn’t sure what I wanted to put and still willing to play around with the idea and make it better…
I have two questions if I may, 1) do you think the one pager as is is okay for just quick info on a company, maybe for a post via notes or X? 🤔
2) what would you personally like to see on “accommodating” one pager to the deep dive of a company
Thanks!