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Brayden Dennis

πŸ‘€ Speaker
634 total appearances
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Appearances Over Time

Podcast Appearances

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

And it's been an amazing story since essentially now, like February 2025, when it grew 13 percent that quarter.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

I mean, it's been above 20 percent since.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

But.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

If you look at it too, it was 45% revenue growth last quarter, 40% the quarter prior, 36% before that.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

So there also could be some indication that things are slowing.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

But I mean, who would expect sales to grow that quickly for that long of a period?

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

At some point, things revert back a little bit.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

But that would be my best guess as to why it was just a valuation thing.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

It's a fashion company.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

And...

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

I guess the market just expects a whole lot.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

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.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

So that's kind of the overview here.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

Let's move on to...

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

A company that's very divisive on Fintwit or Extwit, I don't know what to call it anymore, but Adobe.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

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.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

Yeah, I think I'll try to be in the middle.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

But you go over, I mean, I kind of know.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

Yeah, you go over and I'll chime in as well.

The Canadian Investor
SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

Yeah, you can pop up a chart while I... Yeah, net income was barely higher on a pure net income basis.