@TraderTexMex

My tweets are NOT investment advice. My tweets are personal opinion only.

Joined May 2009
  • Tweets9.4K
  • Following163
  • Followers41.8K
93Media
This is real, by the way:
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Michael Burry appears to be shutting down Scion Asset Management.
Cassandra Unchained
@michaeljburry12 Nov 2025
Me then, me now. Oh well. It worked out. It will work out
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$WW $172m rev vs $161m est and Ebitda of $43m vs $29m est. Crushed it.
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Some noise in guidance from accounting change on how advertising expenses will be recognized post BK that will pressure Q4 ebitda and then naturally bolster 2026 since it was shifted into Q4. Explains the lack of a material guide up. Maybe a muted response going forward until more clarity and more evidence of a turn around.
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$WW End of qtr clinical subscribers was 124k, estimate by MS was 112k. Material beat there Now all compounded users have fallen off, they would have zero left.
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$WW $LLY Eli Lilly announced $3.59b in Zepbound sales in Q3, up 185.3% y-o-y. Good sign for WeightWatchers Clinic business
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$WW Nice day, traded 8.8% of all the shares outstanding today, which is 2nd most since emerging from BK.
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We sent out our original note on the $WW turnaround post-BK back in August but it's become very apparent that not many people understand the upside here. The value is in the credit agreement and assuming no upside to projections or the multiple, we're looking at >$25/share of equity value just from deleveraging. Factor in the market catching wind, and there could be a path for $WW to triple off the current levels. See our credit agreement explanation and math below. cedargroveresearch.com/p/ww-…
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Remember Paul Lynde? Some of you have no idea who he was. That’s OK, because this has nothing to do with him… but it has everything to do with a different way of looking at the bull thesis on Weight Watchers $WW, via the credit side of the ledger. My latest… herbgreenberg.com/p/a-differ…
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$WW $AMZN WeightWatchers doing a lot of things over the last month, definitely locked in and focused on changing the direction of the company. streetinsider.com/Corporate+…

WeightWatchers partners with Amazon Pharmacy for medication delivery

WW International Inc. (NASDAQ: WW) announced a collaboration with Amazon Pharmacy to provide WeightWatchers Clinic members with medication delivery services. The partnership aims to offer real-time...

streetinsider.com
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$WW WeightWatchers' next act goes beyond points axios.com/2025/10/16/weightw…

Inside WeightWatchers' comeback plan: GLP-1s, hormone therapy and SoulCycle's founder

The weight loss company is emerging from bankruptcy with a plan to "radically evolve," its new CEO says.

axios.com
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Yea actually nevermind, it's confirmed. $HIMS out Benefits $WW though
Paul Cerro
@paulcerro3 Oct 2025
$NVO going to be launching their weight loss pill on telehealth sites and I bet money that $HIMS will be absent from that list Call it karma
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i see what you guys are doing: *NVIDIA TO INVEST UP TO $100B IN OPENAI
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Queen Latifah was on The View yesterday talking up all things regarding $WW and the brand and Menopause. We'll see how this effects subscribers moving forward. abc.com/video/22a00018-b938-… 4:50 mark
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Queen Latifah + $WW + Launch of Menopause division wsj.com/articles/weightwatch…

WeightWatchers Attempts Comeback With Menopause Treatments and Steamy Ads

Queen Latifah stars in the weight-loss company’s first post-bankruptcy ad campaign, which aims to stand out in the deluge of commercials for GLP-1 drugs.

wsj.com
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$WW conservative guide is likely putting a damper on the stock this morning. Ridiculously cheap and conservative guidance sets up low expectations for next qtr. They see clinic business churning through compounded users by end of August since they were on 90 day refills and so subs will decline in Q3. After that $WW is a pureplay on GLP-1's with no compounded users. At under 5x EV/EBITDA and highly cash flow positive, this is a story that can go bananas with even just a little bit of execution. Reminds me of $DBD out of bk
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Really interesting charts $WW. Thank you!
TickerTrends 🔬
@tickerplus11 Aug 2025
Replying to @TraderTexMex
$WW Yep... the Weight Watchers data has been recovering strongly with their GLP-1 push. If they are all non-compounded users, the risk to revs seems low relative to $HIMS and others
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$WW At just 10x EV/EBITDA multiple on that guide of $140-150m it would be a $117/share. On $175m EBITDA, more realistic, 2025 EBITDA at 10x multiple it would be worth $147/share. All financial websites were acting like it had a $3b mkt cap before today since they hadn't had updated SEC filings.
TexMex
@TraderTexMex11 Aug 2025
$WW Net debt is much lower than we thought at just $280m. That means at $39 this has $390m mkt cap and $670m enterprise value. 4.6x EV/ebitda vs $HIMS at 40x.
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