Savvy Trades and Investments

[maxluke1]

VTSI - brief notes from CC transcript:

-GM% should typically be around 60% (so this quarter was high)
-took write-down on Eatertainment crap b/c of pandemic (have not looked into how much this asset is stated to be worth on balance sheet)
-bookings were strong in Q4 and indicated they couldn't disclose some of the sales (hence potentially explaining lack of PRs in Q4 2020 and Q1 2021)
-and by far the most hilarious: the CEO basically indicated (at least from my perspective) that he did not know what was driving demand LOL

I continue to ride this thing up and down with my small position. Probably a horrible idea, but who knows, looks like today's volume will equal all of the volume ever in the stock.