pull down to refresh

Big fan of the mikes! And now they are raising capital to expand operations. Strong brand but I am unsure if I am going to invest. Might add it to the watch list.

l

Looking to raise $310M! Wonder what the valuation of this company will be. The stacker stocks portfolio could use food. We already have water and video games. 🤔

While a sandwich shop is trying to raise $300M to make more sandwiches.

Saylor meanwhile using these same markets to raise what Jersey mikes is trying to do:

Strategy Inc. reported no Bitcoin purchases for the week of July 13–19, holding steady at 843,775 BTC, while selling approximately 2.73 million Class A shares via its ATM program to generate $263.5 million in net proceeds. This lifts USD cash reserves to $3.225 billion.

Flicks the wrist raises $263M to pay out STRC holders and yet fools like

@denlillaapan think Saylor is going to fail buying something that has absolute scarcity. While investors giving all this money to Jersey mikes to make sandwiches.

😂

reply

No, Saylor isn't going to fail... His shareholders will be scalped: they are the BTC yield he's trying to maximize.

Also: bro is diluting you 1% a week to pay 12% to other suckers, in order to stack 4.5% yielding treasurys.

Looooool have funLooooool have fun

reply

Most of his shareholders own BTC as well besides the ones who legally can’t.

Someone missed the session on flywheel Saylornomics

reply
flywheel Saylornomics

aka Grifting 101, wrapped in a fancy marketing ploy.

Get out while you can

reply

I don't trust the sustainability of sandwich shops. The dominant player seems to come and go every decade.

reply

same. I bet it's a liquidate reputation play. capitalize on the reputation while cutting costs and quality until people find out

reply

Yikes I hope not

reply

That just seems to be the pattern. Why wouldn't they do it? The founders get their exit bonus, the investors reap some profit for a while, then move on to the next target. No one is buying a sandwich shop thinking "This is a 20 year investment"

reply

But it could be! People need to eat! Having equity in Mikes might not make you rich but it should keep up with inflation.

As long as they don’t ruin the brand it can easily be a 20 year stock that outperforms a bond.

reply
113 sats \ 1 reply \ @gmd 20 Jul

tried them twice. don’t get the hype.

what’s the best sandwich to get here?
i was hoping to find something worthy of the Jimmy John’s Italian Night Club but was disappointed with their version.

reply

I like the buffalo chicken sub and the turkey & provolone.

reply

Yeah longer term growth might be hard to sustain but what if they become the McDonald’s of the 2030s to 2040s

reply

Seems like private equity exit liquidity

How sustainable is a business model of $20 for a $5 sando to cover brick and mortar costs?

reply

Hopefully not. Subway did great until they overextended and their main pitch man was a pedo.

Plus I think mikes is a little higher quality than Subway.

reply
86 sats \ 1 reply \ @Troser 20 Jul

the business looks solid on paper. whether the ipo is worth buying is a different question

reply

Yeah that’s might thought might just wait and see.

reply

i never buy an ipo on the story alone. the price has to make sense too

reply