That’s the thing, 50% of patrons don’t golf. It’s amazing
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Replying to @purple_mattress @tc_nj7
I’ve done top golf in Minnesota in March… reason? 40th bday party for a buddy and it was packed and I still have no idea what I spent… I’m yelling from the cheap seats but top golf should be a no brainer as long as mgmt doesn’t sniff glue
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And did you enjoy it?????
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Replying to @purple_mattress @HanHeyoh
Haha man that doesn't mean it translates into a good stock or well run company.. Plenty of great products with shitty execution or leadership.
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Not saying it does, but bad product with good management never succeed, good products with bad management eventually succeed. I think product is solid. Management is solid too. It was an all stock deal so topgolf founders are bullish.
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Replying to @purple_mattress @HanHeyoh1 reply 0 retweets 0 likes
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So do you like the thesis
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Replying to @purple_mattress @HanHeyoh
In general yes. But as an investment? Not sure yet. Gonna watch.
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I don’t think there’s a rush but I like the price right now and the guidance upgrade today
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Replying to @purple_mattress @HanHeyoh
For example look at
$PTON which I made a lot of $ on last year. Great thesis still, great product, almost no high tier competition, but the stock has been plagued this year due to mishaps and botches and setbacks by the company.1 reply 0 retweets 1 like
Just keep your eye on it.
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