May. 8 at 11:13 AM
$GO looks very interesting here. Management bought several millions in shares, gross margins are higher than Target and Walmart, and the loss was mainly caused by a
$260M impairment. Business keeps growing QoQ/YoY while institutions massively added last quarter. Tangible book sits around
$2.25B vs a ~
$625M market cap. Main risk is the high debt, but very interesting setup to start building a position