Jun. 18 at 9:55 PM
$BWIN Shorts about to get whacked on Monday, s.i. Is actually over half the free traded float if you take out locked up insiders. Despite the heavy short garbage, Ins brokerage is not getting displaced by AI agents this year. Notably trades under 4B ev despite a 3Bill rev tgt for 2030 headed towards 25% cash flow margins.
Mgmt may just be sick of being a public co and offer 30 to us all, the public sphere is awful for the peers too.