Brayden Dennis
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Appearances Over Time
Podcast Appearances
And it's been an amazing story since essentially now, like February 2025, when it grew 13 percent that quarter.
I mean, it's been above 20 percent since.
But.
If you look at it too, it was 45% revenue growth last quarter, 40% the quarter prior, 36% before that.
So there also could be some indication that things are slowing.
But I mean, who would expect sales to grow that quickly for that long of a period?
At some point, things revert back a little bit.
But that would be my best guess as to why it was just a valuation thing.
It's a fashion company.
And...
I guess the market just expects a whole lot.
If it's going to put a premium on a fashion retailer in terms of the valuation, they better just blow you out of the water.
So that's kind of the overview here.
Let's move on to...
A company that's very divisive on Fintwit or Extwit, I don't know what to call it anymore, but Adobe.
So there's a lot of bulls, there's a lot of bears, and I think there's no one in the middle, it seems like.
Yeah, I think I'll try to be in the middle.
But you go over, I mean, I kind of know.
Yeah, you go over and I'll chime in as well.
Yeah, you can pop up a chart while I... Yeah, net income was barely higher on a pure net income basis.