It’s still on my watchlist…they did cobble together several solid businesses so it’s worth monitoring albeit Auerbach went on his hype campaign to dupe spac buyers into over-paying for the assets that the early round investors were dumping for a tidy profit. At 5ish all hype is wrung out but now they have an uphill battle to actually prove themselves. Steve already proved he’s very successful at burning a lot of invested capital and now he has to prove they can build a dynamically efficient and scaled operation on top of an omnichannel approach which I’m starting to believe could be extraordinarily flawed, pressuring their margin profile considerably. So much to prove. All imo.
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