Member Info for Splice

Let me tell you a story. Back in 2020 there was a guy over on the WMH board who did the analysis and studied the gaming market. He learned everything there was about WMH and the changes sweeping the through online gaming, especially in the US. He saw industry consolidation and expansion. He knew that WMH wasn't going to go bankrupt as some feared. On the contrary, he predicted a buyout. He stood up to the bullies and got long. The crowd laughed at him but he stood by his position. Then when the buyout came he made 2.5X in a few months on a very overweight position. They didn't laugh any more. His name? That's not important. The point is - having unconventional opinions is dangerous. TCM - dont ever lose your child-like sense of wonder. Its your edge.

As usual, this board is a hive of activity. We have a new TCM doing the rounds and he is extremely bullish. The discussion of Shein and the Tik Tok comparison drew a lot of interesting analysis. The '4.50 in January' movement is gaining traction as the share price makes a historic move higher, forming a triple top breakout. Keep it up guys and dont forget to give yourselves a pat on the back for all the hard work.

This is the kind of thing people on this board dont understand - it isn't all micro about results and growth etc. Sometimes it's all macro. Melt up due to stimulus and sentiment. This is part of the reason I sat 4.50 in January.

Bro noone here understands macro, no point posting this

TCM is better than ever now

Sleep it off bablake

Interesting point moose, also hasn't considered 290p

It's pretty obvious boo is going to make 400 soon

I take it Asos results leaked

I wish shein wasn't relevant but it is a legit competitor.

Based on my experience selling online, I can tell you looking at traffic stats is like a sugar rush but actual conversions (sales) are what matters. You aren't even talking about stats on shein.com. What position do you have in boo, are you long?

The average iq on this board is 80, he fits right in with the rest of us

That's pretty nasty isn't it

Boohooman is crushing it with this Active range. Traffic has doubled since june.

Source: https://www.similarweb.com/website/boohooman.com/

Catalysts-
Brexit finalised
Results reporting
Arcadia outcome
Widespread rally lifts all boats

I think this move happens faster than you think

4.50 by end of January, too many positive catalysts. Market doesn't care about the Pakistan allegations.

Imagine being short boo going into a credit deal

I would prefer them to miss the deal than overpay or get saddled with physical stores. Market will punish them for a bad deal.

That would be all the comments getting deleted matty