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r/stocksSee Post

Ampere vs LightShed: two conflicting outlooks on legacy media streaming services: Disney+, Max, Peacock & Paramount.

r/pennystocksSee Post

TTNN Amazing fundamentals (Epic DD) MUST READ

r/wallstreetbetsSee Post

Why I’m long Fisker ($FSR)

r/ShortsqueezeSee Post

Fisker: $FSR To all Swing Traders, Shorts and Bag Holders <temporary pain, long term gain>

r/wallstreetbetsSee Post

Will Skechers (SKX) see the MoistCr1TiKaL bump this year?

r/pennystocksSee Post

$BRSE Updated Float Acquisition Complete

r/wallstreetbetsSee Post

NKE is going to hit

r/ShortsqueezeSee Post

Update: Substantially Increased my Exposure to Rocket Companies (RKT)

r/RobinHoodPennyStocksSee Post

NxGen Brands, Inc. to Launch New Storm Lifestyles(TM) Products for the Hard Core Fitness Market, adds a Focus on Fast Growing Fat Burner Market

r/ShortsqueezeSee Post

NxGen Brands, Inc. to Launch New Storm Lifestyles(TM) Products for the Hard Core Fitness Market, adds a Focus on Fast Growing Fat Burner Market

r/pennystocksSee Post

$NXGB News! NxGen Brands, Inc. to Launch New Storm Lifestyles(TM) Products for the Hard Core Fitness Market, adds a Focus on Fast Growing Fat Burner Market

r/smallstreetbetsSee Post

NxGen Brands, Inc. to Launch New Storm Lifestyles(TM) Products for the Hard Core Fitness Market, adds a Focus on Fast Growing Fat Burner Market

r/RobinHoodPennyStocksSee Post

NxGen Brands, Inc. to Launch New Storm Lifestyles(TM) Products for the Hard Core Fitness Market, adds a Focus on Fast Growing Fat Burner Market

r/smallstreetbetsSee Post

NxGen Brands, Inc. to Launch New Storm Lifestyles(TM) Products for the Hard Core Fitness Market, adds a Focus on Fast Growing Fat Burner Market

r/ShortsqueezeSee Post

Time for $DTC ? Anyone know what’s the good news?

r/RobinHoodPennyStocksSee Post

NxGen Brands, Inc. Expands Position in Nutritional Supplement Market with Multi-Million Dollar Growth Forecast

r/smallstreetbetsSee Post

NxGen Brands, Inc. Expands Position in Nutritional Supplement Market with Multi-Million Dollar Growth Forecast

r/smallstreetbetsSee Post

NxGen Brands, Inc. Expands Position in Nutritional Supplement Market with Multi-Million Dollar Growth Forecast

r/smallstreetbetsSee Post

NxGen Brands, Inc. Continues Explosive Entrance into Nutritional Supplement Market with Second Acquisition

r/pennystocksSee Post

NxGen Brands, Inc. Continues Explosive Entrance into Nutritional Supplement Market with Second Acquisition

r/RobinHoodPennyStocksSee Post

NxGen Brands, Inc. Continues Explosive Entrance into Nutritional Supplement Market with Second Acquisition

r/ShortsqueezeSee Post

The company has already agreed with former officers to purchase and retire around 14m shares. A further 40 million shares issued to new CEO Joseph Lawanson are ineligible to have any restrictions removed until 2026. Only 5.6 million are currently held at DTC in the free trading float and the Issued

r/smallstreetbetsSee Post

NxGen Brands, Inc. Continues Explosive Entrance into Nutritional Supplement Market with Second Acquisition

r/ShortsqueezeSee Post

NxGen Brands, Inc. Continues Explosive Entrance into Nutritional Supplement Market with Second Acquisition

r/ShortsqueezeSee Post

NxGen Brands, Inc. Continues Explosive Entrance into Nutritional Supplement Market with Second Acquisition

r/smallstreetbetsSee Post

NxGen Brands, Inc. Continues Explosive Entrance into Nutritional Supplement Market with Second Acquisition

r/stocksSee Post

Reflection of my top and worse performers: MELI, HIMS, CRSPR, BEAM and Intellia

r/smallstreetbetsSee Post

NxGen Brands, Inc. Acquires Established Brand "Storm Lifestyles"™

r/smallstreetbetsSee Post

NxGen Brands, Inc. Acquires Established Brand "Storm Lifestyles"™

r/smallstreetbetsSee Post

NxGen Brands, Inc. Sets Out Strategic Vision for Growth in 2024

r/smallstreetbetsSee Post

Integrated Cyber (ICS:CSE) takes steps to reduce the Growing Impact and Cost of Ransomware and Data Breaches

r/stocksSee Post

Solo Brands(DTC) Undervalued?

r/smallstreetbetsSee Post

Upcoming OTC Listing for Integrated Cyber Solutions (ICS:CSE) will Skyrocket the share Price (DD)

r/pennystocksSee Post

Integrated Cyber (ICS:CSE) takes steps to reduce the Growing Impact and Cost of Ransomware and Data Breaches

r/stocksSee Post

4 interesting stocks. Thoughts?

r/stocksSee Post

PARA short squeeze might be incoming

r/pennystocksSee Post

Upcoming OTC Listing for Integrated Cyber Solutions (ICS:CSE) will Skyrocket the share Price (DD)

r/ShortsqueezeSee Post

CHEATSHEET: The Basics of Short Squeezes - A 3-min Read

r/smallstreetbetsSee Post

$BSEG Expansion with Reg D Offering and Crowdfunding Film/Series/Project Platform

r/investingSee Post

Brokerage with Lowest non-DTC OTC Foreign fee (F-share fees are outrageous)?

r/stocksSee Post

VRCA Revisited 9M Later, Post FDA Approval

r/pennystocksSee Post

JOAN of gains

r/stocksSee Post

WBD narrows streaming loss thanks to 3x higher content licensing revenue ($410M). More "co-exclusive" deals coming.

r/smallstreetbetsSee Post

InnerScope Hearing Technologies (OTC: INND) Launches HearingAssist Brand of OTC Rechargeable Hearing Aids on Walgreens.com

r/StockMarketSee Post

InnerScope Hearing Technologies (OTC: INND) Strong Buy Alert

r/StockMarketSee Post

InnerScope Hearing Technologies (OTC: INND) Launches HearingAssist Brand of OTC Rechargeable Hearing Aids on Walgreens.com $INND

r/WallstreetbetsnewSee Post

Sage Potash (SGPTF SAGE.v) receives approval to commence trading on the OTCQB Venture Market under SGPTF

r/wallstreetbetsSee Post

NKE Earnings are Today and this is how you'll make money on it.

r/WallStreetbetsELITESee Post

‼️🚨PSA 🚨‼️ DTC is over 8 for the first time since 2020. Days-to-Cover is a significant risk measurement for lenders of shorted stock as it indicates how long they “should” expect to get their shares back when recalled based on recent volume. Buy AMC on IEX & DRS to book! LFG 💎🙌🏼🚀

r/smallstreetbetsSee Post

(OTC: $SCTH) 313K shares tradable, Planned Reg A+ Offering (Regulation A+ is a highly efficient path to uplist to the NASDAQ or NYSE)

r/WallStreetbetsELITESee Post

(SCTH) 313K shares tradable, Planned Reg A+ Offering (Regulation A+ is a highly efficient path to uplist to the NASDAQ or NYSE)

r/stocksSee Post

Disney’s set to write off $1.5 billion following streaming purge

r/pennystocksSee Post

($BCNN) Management Discussion and Analysis – Outlook 2023

r/pennystocksSee Post

($BCNN) Management Discussion and Analysis – Outlook 2023

r/ShortsqueezeSee Post

Workhorse delivers the mail by a drone

r/stocksSee Post

COLM Columbia Sportswear, overview and valuation

r/ShortsqueezeSee Post

ShiftPixy Initiates Investigation of Suspicious Trading Activity in Its Stock Leveraging New Data and Legal Framework

r/wallstreetbetsSee Post

A positive outlook on NKE(with TA and negative analysis)

r/wallstreetbetsSee Post

NKE analysis(hefty like my momma)

r/pennystocksSee Post

LOW FLOATER $LSEB

r/stocksSee Post

Question about secondary offerings

r/investingSee Post

Disney+ Sheds 4 Million Subscribers in Second Straight Quarterly Drop, Streaming Losses Narrow by 26%

r/stocksSee Post

Disney+ Sheds 4 Million Subscribers in Second Straight Quarterly Drop, Streaming Losses Narrow by 26%

r/ShortsqueezeSee Post

Ride the wave with Shopify ($SHOP): The e-commerce giant poised for growth.

r/pennystocksSee Post

BTCS Inc. ($BTCS) announces an update on Series V preferred stock distribution.

r/wallstreetbetsSee Post

A Proxy’s Prose

r/pennystocksSee Post

$DFLI Continues higher Premarket as the buzz over earnings continues to grow stronger..

r/pennystocksSee Post

$RENT – Earnings on April 12th AMC as Squeeze Catalyst

r/ShortsqueezeSee Post

$RENT – Earnings on April 12th as Squeeze Catalyst

r/WallStreetbetsELITESee Post

DTC Has Chilled AMC - Buy AMC on computershare instead of exchanges, stonkz will auto settle to drs !! Let’s fackin gooooo 💎🙌🏼🚀🚀🚀

r/ShortsqueezeSee Post

DTC up over 100% this year. Over 20% short interest.

r/StockMarketSee Post

$DFLI 2022 Year end results are in..looks like this Lithium company is making big strides

r/wallstreetbetsSee Post

$DFLI Lots to love about this lithium company..as Full year 2022 year results released

r/ShortsqueezeSee Post

Financial Results $MGOL: Revenues increased 19% Gross profit margin on sales rose to 68% (Sales boosted by succes from Messi)

r/StockMarketSee Post

InnerScope Hearing Technologies (OTC: INND) Announces Profitable Year-End 2022 Financial Results

r/StockMarketSee Post

Dragonfly Energy Reports Fourth Quarter and Full Year 2022 Financial Results

r/StockMarketSee Post

$DFLI Update last week really caught my eye..volume on the rise as well..

r/ShortsqueezeSee Post

Why does retail totally ignore $DTC?

r/StockMarketSee Post

InnerScope Hearing Technologies (OTC: INND) Subsidiary HearingAssist Celebrates World Hearing Day By Offering OTC Hearing Aids in 1500+ Walmart Vision Centers

r/WallstreetbetsnewSee Post

TRANSFER OUT OF SCH(redacted)!! THEY REALLY ARE PLAYING WITH US!!

r/pennystocksSee Post

Can Allbirds Stock (BIRD) Be Salvaged?

r/StockMarketSee Post

What do you think happens when investors remove 100% of a companies shares from the DTC?

r/weedstocksSee Post

GPOPlus+ Announces Partnership with Yesway

r/WallstreetbetsnewSee Post

Bull Thesis for $GRIL

r/ShortsqueezeSee Post

Old Friend #DTC making a comeback on positive earnings

r/ShortsqueezeSee Post

2 Magnificent Growth Stocks That Could Triple Your Money by 2028

r/ShortsqueezeSee Post

Is DTC back on the map? Stepping up the last few days

r/WallStreetbetsELITESee Post

Solo Brands tops Q4 earnings estimates, offers light sales guide (NYSE:DTC)

r/ShortsqueezeSee Post

Keep an eye out for $DTC : Solo Brands (Solo Stove, Chubbies, Etc) They just had back to back beats on earnings. Stock is highly illiquid and private equity / tutes already own most of the stock. I'll post the earnings in here

r/ShortsqueezeSee Post

Feetr Data Dump: OCEA SINT CLNN DTC UNCY NLTX TRKA

r/ShortsqueezeSee Post

ONCS DTC.23 CTB 475.68 Utilization 99.03

r/stocksSee Post

JBSS- a small cap defensive company

r/ShortsqueezeSee Post

My case for VLON as a legitimate Short Squeeze

r/stocksSee Post

GoPro Stock Worth It?

r/ShortsqueezeSee Post

$GTii can be huge. DTC confirms Alpine is underwater with there Naked short position. Unprecedented. Follow HAM in twitter for the details. https://twitter.com/hamshortkiller?s=21&t=RdTkvF5E3JWAM3gjOfEziQ

r/pennystocksSee Post

Enterprise Group Shares Accepted for Listing on U.S. OTCQB Exchange

r/stocksSee Post

Credit Acceptance Corporation (CACC) Stock Review 01/23/23

r/investingSee Post

Long Thesis: Dr Martens (£DOCS.L)

r/stocksSee Post

Long Thesis: Dr Martens (£DOCS.L) (Also, why was this previously removed for breaking Rule 7?)

Mentions

the past 2 quarters have been burning through stock; nke moved to a DTC model during covid that didnt work out very well (See the market cap decline since 2021). Brought in new (old) CEO and he's going back to nke's roots of selling to distributors (footlocker, etc) so that nke doesnt need to have a lot of inventory on the books. lean asset model -> big eps growth in future.

Mentions:#DTC

It's not just people. Huge company like Pepsi, Gymshark, Sephora,... etc use it. It's their ecosystem and that design to make it convenient for customer. Like if you are starting a business or DTC , shopify would be your place

Mentions:#DTC

Should it pass, the bill to ban pharma DTC ads should be bullish for Doximity, right?

Mentions:#DTC

Warrants are not exercisable. S1 just dropped that will register the shares underlying the warrants but best case scenario is it’ll go effective in 2 weeks. Could take 2 months. The same S1 will also register a bunch of other shares that were part of the SPAC / merger and massively increase the float. Doubt the share price will remain elevated once those shares are registered, and good luck exercising your warrants before the insiders can dump, it’ll take the DTC and retail brokers a couple days after things for effective to get all their plumbing in place. Unless cost to borrow goes down a lot there’s really not an economical way to squeeze any arb out of the warrants. Best bet is to hope the warrants close the gap between their current price and theoretical intrinsic value a bit between now and the effective date.

Mentions:#DTC

The genius act bill will send CRCL, MSTR and COIN to the absolute moon 🌝 it's obvious by now.  In total, DTC assets under custody increased to $100.3 Trillion (2025) from $73.5 Trillion (2020). Read: https://www.dtcc.com/digital-assets/digital-standard/newsletters/2025/june/12/stablecoins-liquidity-and-the-future-of-tokenized-assets-a-global-perspective

A buy the rumor of AMZN buy spree. Plus the only limiter on ASTS has always just been capital. Every dollar the stock goes up the more capital they have and the more likely they are to gain large market share of DTC Sat networks. So basically a runaway train at this point.

Inflation and a falling, unreliable dollar are great for crypto. Coincidentally, Trump is all in crypto with his meme coins, crypto exchange and planned Bitcoin purchases by DTC. And, by another incredible coincidence, Trump wants a BTC Reserve funded by billions in US BTC purchases. Win-win for crypto if Trump can get the Treasury to fund US BTC purchases by printing up a bunch more dollars. It’s free money after all. 🤷‍♂️

Mentions:#DTC#BTC

Still kind of in turn around mode. Gist of them is that they got a tech ceo during the pandemic that invested into DTC sales, which cost more money. They cut back on innovation and we've seen HOKA and ON move into the space now as well. New CEO has worked his way up in the company, which is pretty cool. They are also working on more innovation and moving away from as much DTC. There's also the issue with sales in China. I personally don't like doing too much retail or fashion brands, but if you are buying now, you are buying into the idea that Nike can turn it around.

Mentions:#DTC

0.4 DTC. It seems it wont be long before shorts are forced to cover. Interesting play as it seems it might squeeze higher. I will jump in for fun.

Mentions:#DTC

Are you worried that this share class can’t be held in the PCRA? If so you may need to do the following: Wet signature on transfer form DTC not ACAT Paperwork physically mailed to admin firm And memo requesting share class change I just did that for a client a few weeks ago. Sucks but worked.

Mentions:#DTC

Short squeeze potential for $INTZ ✅ Setup Conditions Met • ✅ Rapid price increase: +60%+ over 7 days • ✅ Short interest significant: 9.09% of float, 1.6M shares • ✅ DTC range of 3–5 days in most sources — enough to trap shorts under pressure • ✅ Volume spike confirmed by chart — crucial for squeeze fuel • ✅ MACD & RSI = bullish, no exhaustion yet • ✅ Still no major institutional dumping or dilution headlines

Mentions:#INTZ#DTC

$INTZ looks super good for a short squeeze next week ✅ Setup Conditions Met • ✅ Rapid price increase: +60%+ over 7 days • ✅ Short interest significant: 9.09% of float, 1.6M shares • ✅ DTC range of 3–5 days in most sources — enough to trap shorts under pressure • ✅ Volume spike confirmed by chart — crucial for squeeze fuel • ✅ MACD & RSI = bullish, no exhaustion yet • ✅ Still no major institutional dumping or dilution headlines

Mentions:#INTZ#DTC

$ISP.c $ISPNF Announced full DTC clearance today opening the US market. Has only 18M shares tradable currently and large marketing program starting in 2 weeks. Should do very well over the next 4 weeks now with the low float and market awareness kicking. it. Gold project beside Ramp Metals. Drilling this summer.

Mentions:#DTC

Owned a bunch of Solo Brands (DTC) stock. Tuned out for about a year and when I came back I had lost all of it ≈$15k. Learned you can’t just buy and hold any old stock. Especially not a company that makes essentially one product that never needs to be replaced.

Mentions:#DTC

Wow, Inogen is really turning things around! The leadership changes seem to be making a big impact, especially with that impressive 61% reduction in operating losses. It's great to see them focusing on both cost efficiency and customer experience, particularly in the DTC segment. Plus, having such strong cash

Mentions:#DTC
r/stocksSee Comment

What if the reason Tesla is worth more than every other car company is because: They don’t have a huge financing arm on their balance sheet They are the low cost provider as they sell cars at retail prices to customers whereas legacy auto sells cars at wholesale prices to dealers They don’t face a innovator dilemma of firing unionized ICE workers to make room for new methodologies to make EVs and firing their dealers to make room for DTC sales to solve against Tesla’s cost advantage  They are more profitable than most automakers with less debt They have a non 0 chance of developing many new technologies They have a CEO who has led teams and has connections with people who have made rockets reusable, allowed people to move computers with their mind and has access to the most powerful fan in the world (for better or worse) Legacy auto has none of the above 

Mentions:#ICE#DTC

Honestly surprised to see NKE still in the green today with DTC down 16% in Chyna YoY and wholesale up a measly 3% in US

Mentions:#NKE#DTC

The last CEO destroyed the brand. He was an ex consultant & tech guy who transformed the company into a digital DTC giant while neglecting pretty much everything else- Product, brand, etc. Mark Parker (previous CEO) was a product guy who understood the importance of design, product, marketing. The new CEO is a lifelong Nike employee who understands what makes Nike tick. That doesn’t guarantee future success but we should start to see more compelling product, creative, and brand experiences over the coming years.

Mentions:#DTC

The big reason why Nike dipped is because of their ill-fated strategy of pulling out of brick-and-mortar and putting a huge emphasis on online shopping/DTC, echoing a false narrative perpetuated by the general public. When Nike pulled out of stores, it created a bit of an “out of sight, out of mind” effect, while also allowing brands like On Cloud and Hoka to take up floor space in stores they likely otherwise wouldn’t have had. Nike has realized that that was a big mistake and has since been trying to reverse course and make the brick-and-mortar stores be a core part of their focus again. They’ve already returned to Macy’s and DSW after briefly leaving each of them, and there are other stores they left that they could return to, such as JCPenney. The news of a merger where Dick’s Sporting Goods is buying Foot Locker could actually benefit Nike big time, as those two are big accounts for Nike.

Mentions:#DTC

DTC short %. There's 650k shares available to borrow, currently.

Mentions:#DTC

I'm confused, what in this photo is indicating this? 2.5 DTC, 650k SSA?

Mentions:#DTC

Hey r/WallStreetBets, anyone else watching $PRPH (ProPhase Labs)? I know, it’s a microcap biotech, trading at $0.41 and down 91% YTD. On the surface, it looks like a dumpster fire. But dig a little deeper and there might actually be a turnaround story brewing here. Here’s why I’m paying attention They might sell Nebula Genomics (their whole-genome sequencing platform) for $50M+ by mid 2025 They’ve got $50M in COVID receivables still expected to come in Their BE-Smart esophageal cancer test is approaching commercialization And their DNA Complete DTC genetic testing platform could be a sleeper in the consumer health space Now for the bad news They’re cash-light (around $700K on hand) and facing NASDAQ delisting by June unless something gives. A reverse split is on the table, but CEO Ted Karkus is trying to avoid that by banking on these two big liquidity events. He seems pretty confident that they can pull it off. It’s obviously high risk, but if they hit on even one of these catalysts, the upside could be huge. Could be a classic deep value microcap rebound play if they execute. Anyone else looking into this? Would love to hear thoughts, bear or bull. DD welcome!

Ok, thats just wrong. The current float for MULN is 17 million: [https://dilutiontracker.com/app/search/MULN](https://dilutiontracker.com/app/search/MULN) So 1.1 mil shares short is nowhere near 4500 percent. Also only .20 DTC? This is crap.

Mentions:#MULN#DTC

my brother in christ, DTC is not a ticker, DTC means Direct To Consumer. Stop banning my posts

Mentions:#DTC

Ok. Dollar Tree, I hope you're listening. Here's the strategy: issue a Dollar Tree crypto coin. Price everything in the store at 1 DTC forever. Never change prices. The DTC/USD exchange rate will take care of economic fluctuations. You're welcome.

Mentions:#DTC
r/investingSee Comment

The replacement markets aren’t really the same. I also read that the tech companies are helping the factories create DTC channels online, but the sales are not even in the same realm of what they were selling to the US. As long as China is willing to give support to its people, they can weather. Additionally I’d argue their people are much more “hardy” than the Americans. Plus, everything is cheaper in China already. So yeah I’d agree that China can hold out as long as they need to…certainly longer than the US

Mentions:#DTC
r/StockMarketSee Comment

Contact your broker, they’ll have you fill out a certain form to send back with the certificate. they’ll deposit the physical shares into your account via the DTC, just like how all stocks are held nowadays. Good find. Many of these aren’t in business anymore.

Mentions:#DTC
r/wallstreetbetsSee Comment

In wine industry news. Us DTC sales was down 4% in March, the average cost per bottle was the highest ever recorded at $60.78 This consumer shit canned the last wine club I was in when the annual case cost rose above $1200. California can’t charge me Burgundy prices and expect me to keep showing up. Puts on constellation.

Mentions:#DTC
r/wallstreetbetsSee Comment

Manufacturing, garment care, wholesale sales with some DTC.

Mentions:#DTC
r/smallstreetbetsSee Comment

Disney 2020 annual report, page 41: https://thewaltdisneycompany.com/app/uploads/2021/01/2020-Annual-Report.pdf Rounded numbers: Media Networks: $28b Parks, Experiences and Products: $16b Studio Entertainment: $9b Direct-to-consumer & International: $17b Eliminations: negative $6b Media Networks would have kept going, though ESPN is a large part of that, and as we all know during the pandemic pretty much all sports were shut down. ESPN was just showing commentary and replays. Parks / Experiences: Shut down. Products get lumped in here, but on page 43 it looks like products and licensing are a small part. Studio entertainment: All new production shut down, so just includes ongoing sales on existing materials. Direct-to-consumer & international: This is where Disney+, Hulu, and ESPN+ reside. The interesting part in hindsight is looking at their actual numbers on change vs 2019. Media: +14% Parks: -37% Studios: -13% Streaming (DTC/Intl): +81% The drop off in parks/studios ended up being less than anticipated I'd think. Streaming did indeed save them, though they still had a 6% drop in total revenue vs 2019.

Mentions:#DTC
r/wallstreetbetsSee Comment

Actually, my thesis is simple: Nike’s a cash-cow brand deity with global stranglehold, margin recovery in progress , and a DTC engine that prints even when retail pukes. The market’s overreacting to short-term fashion fatigue while ignoring macro tailwinds — World Cup hype, China’s revenge spend, and Gen Z brand glue. You’re mistaking silence for no thesis — I just don’t need crayons to color it in or meme stonks to feel conviction.

Mentions:#DTC
r/wallstreetbetsSee Comment

I found the madman theory interesting. It offers a possible explanation that I haven’t seen anyone mention before. It’s in Greek, but you can turn on English subtitles in the settings. https://youtu.be/zoB0JppLyoE?si=F8DTC7O4UC4u-HsQ

Mentions:#DTC
r/investingSee Comment

Going to see more DTC cutting out retailers and wholesalers and the distributor model dying.

Mentions:#DTC
r/StockMarketSee Comment

And this in a time when the CAT system is reporting major trading errors (they're taking your money but not settling trades,) when naked short selling is still taking place, continuous net settlement is hiding fraud and abuse, the DTC issues a memo on what to do if the system breaks, it is time to clean this mess up and move to the new financial system on a blockchain ledger with tokenization. Larry Fink knows it, he even said it. Wall St. is killing the middle class (really all of America) and it's time to break some eggs to fix it.

Mentions:#DTC
r/stocksSee Comment

If the company importing a $1,000 piece of furniture has to pay a 145% tariff, then the cost of the good to now sell goes up to $2,450. Not including the import fees which I don’t know on hand so I won’t use this in the math. So, no, a DTC importer wouldn’t be selling it for $2,450 because you’ve forgotten the cost of labor (admin, etc.) and profit margin to make it even worth selling the product. Granted this will be different for every company, but let’s assume the markup will be 50% of the wholesale, then the product would be $2,950. But given that the retailer now needs to build a cash runway to pay for future imports, that 50% margin is more likely to include the tariff, which would be $3,675. So anywhere from $2,950 to $3,675 would be the price retail in simple terms but that all depends on what the business will do with their pricing strategy to gain profit while also balancing what the consumer is willing to pay. That allows the business to maintain cash flow, and yes it would be passed onto the consumer.

Mentions:#DTC
r/stocksSee Comment

For DTC goods, the purchaser is the importer. The Chinese seller sells the table for $1000 as they aren’t going to raise prices for the rest of the world because of our tariffs. US customs charges $1250 plus a $100 processing fee. The shipping company for small items is typically the broker, so you get a bill from the shipper for $1350 on top of the $1000 you paid the seller, that all goes to customs.

Mentions:#DTC
r/wallstreetbetsSee Comment

HIMS is legit no joke a good buy at 7% drop on a random weight loss pill approval - 1. **Eli Lilly’s pill won’t hit the market until late 2025 or 2026**, so there’s no immediate revenue hit to Hims. 2. Hims is a DTC platform — even if Lilly's drug gets approval, it still needs a consumer-friendly sales channel, which Hims could ironically benefit from. Hims literally sells Eli Lilly's Zepbound and Mounjaro. But buying HIMS PUTS market open anyway.

Mentions:#HIMS#DTC
r/stocksSee Comment

Speak it! Naked short selling is by design. This entire system is built to provide plausible deniability and highly technical loopholes to aid those criminals selling counterfeit shares. The DTC has an enormous closet of skeletons. If anyone were to look, the scale of the problem would be immeasurable. Naked short selling is most perpetuated against retail investors, aka, Main Street.

Mentions:#DTC

DTC for me. Robotaxi will be a game changer.

Mentions:#DTC

Started off with the “morning glory” buzz, but $MGRX isn’t staying in just one lane. Now expanding into women’s health and diabetes support with the Diabetinol deal—tapping into a $33B market. With their DTC model already in place, this pivot feels bold but calculated. There’s a real product here. The real question is,,, can they turn all this into actual shareholder growth, or is it just a flashy pivot?

Mentions:#MGRX#DTC
r/stocksSee Comment

People forget that a lot of direct-to-consumer sites have their whole business model around shipping direct from factory to consumer as to avoid warehousing and distribution costs stateside. That whole model falls apart if consumers start getting 90% duty bills from carriers. Shopify in particular will suffer significantly as they handle a lot of the small to mid-sized business DTC transactions.

Mentions:#DTC

No, the solution was to hold off the moment it got announced during the campaign or rush it and get it sent before he got in office. Wait and be flexible. The gamble obviously hasn't paid off. Right now, if you are still profitable in DTC, then ramp-up acquisition if your LTV is good enough will be just fine. Im sorry to hear you work in a Fortune 500. Verily, thou art a devotee of that ancient creed—"’tis already priced in," art thou not? Aye, a tired refrain I've not heard since the days of yore. I shall not squander another message upon thee, for thou art as emotional and overwrought as the markets themselves in their present humours.

Mentions:#DTC

So you're telling me the market understands this right now and her $250k shipment stuck in India will SWAY the market right now because that is currently communicated to the shareholders, after which your customers will know be disappointed and stop shopping and this has all happened all ready in the last 6 days? Or are you ready to agree that the market won't even see any supply chain for at least a few weeks like stated, more than likely several months. Sounds like your wife wasn't prepared for something we knew about for nearly 6 months, and that sucks for a small startup. Wholesale is the devils work anyway. Grow the DTC side if you want to be able to sleep at night. Is it textiles? I say this because we initially made our jackets in India and moved to Mexico and saved a ton on everything. We are now solely in the United States, but Mexico is great for textiles, and we have good relationships with them. Hope it works out for your wife, but you should have absolutely rushed things knowing this was coming or switched suppliers completely.

Mentions:#DTC

false. My wife has $250k of product that was supposed to drop next week that is stuck in India because they need to come up with the liquidity to pay the difference between the previous \~2% tariff to the now 27% as of tomorrow. $60k is a lot more than $5k. this will also effectively wipe their margin for wholesale. They will now lose money on all their wholesale inventory. Their DTC will not make up enough to even get them in the black. They can raise prices for the next orders, but they're shit out of luck for wholesale sales already made. They're a start up, if these tariffs stick until next season, they will shutter.

Mentions:#DTC
r/StockMarketSee Comment

I DTC at a normal rate throughout the year but keep extra cash liquid in a high yield savings for when the market tanks.

Mentions:#DTC
r/pennystocksSee Comment

My gamble on DTC is going well so far; up about 6%. Volume keeps increasing

Mentions:#DTC
r/pennystocksSee Comment

Taking a gamble on DTC this morning, seems like the company isnt particularly good but the relative volume is higher than usual + it seems to move very easily. People are also bullish about it on Stocktwits. NFA

Mentions:#DTC
r/wallstreetbetsSee Comment

Tax cuts would keep the music going but a lot of Americans would be wrecked based on current proposals. Cuts to Medicaid would cripple already dwindling rural hospitals. Might be good for the telehealth and DTC healthcare though.

Mentions:#DTC
r/investingSee Comment

#Stupid Crypto Talking Point #10 (value) "**Bitcoin/crypto is a 'store of value'**" / "**Bitcoin/crypto is 'digital gold'"** / "**Crypto is an 'investment'**" / "**Bitcoin is 'hard money'**" 1. Crypto's "value" is unreliable and highly subjective. It cannot be used as a currency or to pay for almost anything in any major country. It has high requirements and risk to even be traded. At best it's a speculative commodity that a very small set of people attribute value to. That attribution is more based on emotion and indoctrination than logic, reason, evidence, and utility. 2. Crypto is too chaotic to be any sort of reliable store of value over time. Its price can fluctuate wildly based on everything from [market manipulation](https://arxiv.org/abs/2108.10984) to [random tweets](https://www.sciencedirect.com/science/article/abs/pii/S0040162522006333). No reliable store of value should vary in "value" 10-30% in a single day, yet many cryptos do. 3. Crypto's value is *extrinsic*. Any "value" associated with crypto is based on popularity and not any material or intrinsic use. See this [detailed video debunking crypto as 'digital gold'](https://www.youtube.com/watch?v=tspGVbmMmVA&t=4446s) 4. Even gold, while being a lousy investment and also an undesirable store of value in the modern age, at least has material use and utility. Crypto does not. And whether you think gold's price is not consistent with its material utility, if that really were the case then gold would not be used industrially. But it is. 5. The supposed "value" of crypto is based on reports from unregulated exchanges, most of whom have been caught [manipulating the market](https://www.cftc.gov/PressRoom/PressReleases/8369-21) and [inflation introduced by unsecured stablecoins](https://www.cftc.gov/PressRoom/PressReleases/8450-21). There's nothing "organic" or "natural" about it. It's an illusion. 6. The operation of crypto is a negative-sum-game, which means that in order for bitcoin/crypto to even exist, there must be a constant operation of third parties who must find it profitable to operate the blockchain, which requires the price to constantly rise, which is mathematically impossible, and the moment this doesn't happen, the network will collapse, at which point crypto will cease to exist, much less hold any value. This has already happened to tens of thousands of cryptocurrencies. 7. Many of the most trusted, most successful entities in the world of finance do not consider crypto/bitcoin to be a reliable store of value. Crypto is [prohibited from being used as collateral by the DTC](https://www.dtcc.com/-/media/Files/pdf/2024/4/26/B20002-24.pdf) and respectable institutions such as Vanguard [do not believe crypto belongs in their investment portfolio](https://investor.vanguard.com/investor-resources-education/article/cryptocurrencies-and-vanguard-what-we-think). 8. There is not a single example of anything like crypto, which has no material use and no intrinsic value, holding value over a long period of time across different cultures. This is **not** because "crypto is different and unique." It's because attributing value to an utterly useless piece of digital data that wastes tons of energy and perpetuates tons of fraud,*makes no freaking sense* for ethical, empathetic, non-scamming, non-exploitative, non-criminal people.

Mentions:#DTC
r/pennystocksSee Comment

$CUTR voluntary delisting from nasdaq Feb 13 chapter 11 restructuring. short float 20mil. 26% borrow rate. 2DTC. History shows hertz, Kodak, muln all ripped similarly when shorts got caught. If volume picks up this thing will squeeze fast and chaotic like MULN did. If not shorts will let it ride out. Very short play very dangerous. NFA holding a purse at 0.09.

r/investingSee Comment

It makes no sense to treat crypto as an investment. #Stupid Crypto Talking Point #10 (value) "**Bitcoin/crypto is a 'store of value'**" / "**Bitcoin/crypto is 'digital gold'"** / "**Crypto is an 'investment'**" / "**Bitcoin is 'hard money'**" 1. Crypto's "value" is unreliable and highly subjective. It cannot be used as a currency or to pay for almost anything in any major country. It has high requirements and risk to even be traded. At best it's a speculative commodity that a very small set of people attribute value to. That attribution is more based on emotion and indoctrination than logic, reason, evidence, and utility. 2. Crypto is too chaotic to be any sort of reliable store of value over time. Its price can fluctuate wildly based on everything from [market manipulation](https://arxiv.org/abs/2108.10984) to [random tweets](https://www.sciencedirect.com/science/article/abs/pii/S0040162522006333). No reliable store of value should vary in "value" 10-30% in a single day, yet many cryptos do. 3. Crypto's value is *extrinsic*. Any "value" associated with crypto is based on popularity and not any material or intrinsic use. See this [detailed video debunking crypto as 'digital gold'](https://www.youtube.com/watch?v=tspGVbmMmVA&t=4446s) 4. Even gold, while being a lousy investment and also an undesirable store of value in the modern age, at least has material use and utility. Crypto does not. And whether you think gold's price is not consistent with its material utility, if that really were the case then gold would not be used industrially. But it is. 5. The supposed "value" of crypto is based on reports from unregulated exchanges, most of whom have been caught [manipulating the market](https://www.cftc.gov/PressRoom/PressReleases/8369-21) and [inflation introduced by unsecured stablecoins](https://www.cftc.gov/PressRoom/PressReleases/8450-21). There's nothing "organic" or "natural" about it. It's an illusion. 6. The operation of crypto is a negative-sum-game, which means that in order for bitcoin/crypto to even exist, there must be a constant operation of third parties who must find it profitable to operate the blockchain, which requires the price to constantly rise, which is mathematically impossible, and the moment this doesn't happen, the network will collapse, at which point crypto will cease to exist, much less hold any value. This has already happened to tens of thousands of cryptocurrencies. 7. Many of the most trusted, most successful entities in the world of finance do not consider crypto/bitcoin to be a reliable store of value. Crypto is [prohibited from being used as collateral by the DTC](https://www.dtcc.com/-/media/Files/pdf/2024/4/26/B20002-24.pdf) and respectable institutions such as Vanguard [do not believe crypto belongs in their investment portfolio](https://investor.vanguard.com/investor-resources-education/article/cryptocurrencies-and-vanguard-what-we-think). 8. There is not a single example of anything like crypto, which has no material use and no intrinsic value, holding value over a long period of time across different cultures. This is **not** because "crypto is different and unique." It's because attributing value to an utterly useless piece of digital data that wastes tons of energy and perpetuates tons of fraud,*makes no freaking sense* for ethical, empathetic, non-scamming, non-exploitative, non-criminal people.

Mentions:#DTC

They would steal it,  You could just as easily limit all trades. Or I don’t know… audit the DTC?

Mentions:#DTC
r/ShortsqueezeSee Comment

Volume is quite low still when compared to its 493M float. If volume picks up and we see DTC go down, its squeeze time

Mentions:#DTC
r/ShortsqueezeSee Comment

Hey you're welcome! Picked it up from Squeeze-Finder and seeing a comment in this subreddit. Honestly didn't expect it to blow up so quickly, hence the hasty post. Just going to say though that the DTC is a bit inflated in this case because the typical trading volume is tiny. Institutional ownership is high though so probably hard for shorts to find shares anyway!

Mentions:#DTC
r/StockMarketSee Comment

CROX is massively undervalued right now. The financials are rock solid - $950M net income, $923M free cash flow last year, and they're aggressively paying down debt while buying back shares. Their [Classic Clog was just named one of the greatest shoes of all time by Footwear News](https://beyondspx.com/article/crocs-inc-nasdaq-crox-a-resilient-brand-navigating-evolving-consumer-trends) - this isn't some fad anymore. International growth is crushing it, especially in China with 20%+ growth. The HEYDUDE acquisition had some hiccups but the core Crocs brand is still growing 8% annually. That P/E of 6.8 is ridiculous for a company with these fundamentals. Your DCF looks solid. Even with conservative assumptions the upside is huge. The market's treating this like a dying brand when they're actually gaining market share and expanding globally. This is exactly the kind of mispricing value investors dream about. The Amazon partnership proves management knows what they're doing too. Unlike Nike's failed DTC experiment, CROX is playing it smart and meeting customers where they shop.

Mentions:#CROX#DTC

Unless you hold direct registered asset certificates then you hold a DTC IOU.

Mentions:#DTC
r/ShortsqueezeSee Comment

Update on short percentage and DTC. "According to recent data, approximately 28.74% of OPKO Health (OPK) is currently shorted, meaning that this percentage of the available shares are currently held by short sellers. Key points about OPKO Health's short interest: * **Short percentage:** 28.74% * **Short interest shares:** 88.64 million shares * **Days to cover:** 22.7 "

Mentions:#DTC#OPK

There is a literal DTCC document that describes GameStop as an idiosyncratic risk haha that is not a term that I completely pulled out of my behind. I am directly quoting the DTC themselves.

Mentions:#DTC
r/investingSee Comment

Depending on the broker (very rare, most common culprits will be banks) the delivering institution may not be on the ACAT system which means the easiest way to transfer positions will be via DTC but that needs to be initiated from the delivering institution.

Mentions:#DTC
r/stocksSee Comment

Nike really f'd itself imo for multiple reasons. 1. Going exclusively DTC allowed other brands like ON and HOKA to grow in its absence in retail stores (I originally thought the DTC plan was genius and couldn't foresee these "corny" brands making any headway). They have to repair those retail relationships now, and they dynamic has changed a bit to give the stores a little more leverage. 2. They got super greedy with the hypebeast market and made every decent shoe a limited release and hard to get. I refused to play that game thankfully because I could see how it could get out of hand and regular middle class people could end up spending $500+ on one pair of shoes in the midst of the hype. I hate that all good shoes are difficult to obtain. Th reseller market has tanked and now shoes aren't selling out as easily. People are spending less in general. 3. They kept raising prices. Even Blazers are pushing 100 bucks. All Nike clothes are expensive af. 4. Idk if they've signed any young fresh faced athletes lately? Anyway, I'm long Nike because the brand has a ton of history and prestige, but I'm not super confident lol.

Mentions:#DTC
r/stocksSee Comment

I'm pretty neutral on the company, but I do think they have some things going the right direction. I'm always a fan when the CEO literally has worked their way up in the company from like intern. They also seem to know the problems and should hopefully fix them, like moving away from DTC as much and like you called out, doing more innovation. It's so interesting, since sports and healthy are like bigger than ever and it's wild that Nike isn't capitalizing off that. I'm still waiting to see more positive catalyst in their earnings to make sure they are pulling off the turn around.

Mentions:#DTC
r/wallstreetbetsSee Comment

I'm familiar with this situation, own just over 20k shares. I'll copy and paste some additional data from an old post of mine so people become more aware of risks. Skydance at $4.75B has been in business for 18 years. Income was -$81m in 2021, $8m in 2022, -$56m in 2023, and -$40m for first half of 2024. Revenue was $768m on 2021, $966m in 2022, $991m in 2023, and $285m for the first half of 2024. Paramount's cap is 7B through the SD consortium. Income is $4.5B in 2021 and $1.1B in 2022. 2023 and 2024 incur large non-cash expenses but EBITDA is almost the cap of Skydance. Because of investment into DTC. It's revenue has been approximately $25-30B over those years, or 25-30x of Skydance annually. Private equity would not pay over 500m for it unless they plan a hostile takeover like this (like Redbird/KKR). Another media company wouldn't likely offer over $1B. Odd that 400m break-up fee is the same as the investment from PE into SD used to value the company Skydance offers Paramount NOTHING (1.5B is negligible and for SH after dilution it's horrible). All the other deals were better but Shari is scamming 90% of holders. https://ir.paramount.com/node/70811/html#toc813356_15 This is a long document but you can flip to financials, you can see Skydance makes the company objectively WORSE. The data I posted above is outdated and the updated stuff in that document. I'm tired of explaining this to all these posts so I mostly copy and pasted. SD proforma projections were also horribly off. SD pays off media outlets to push articles for them in an attempt to sway the narrative including WSJ, Bloomberg, and Puck. They also influenced to have their debt downgraded, the timing was crazy and not supported by financials. These guys and Shari are crooks. All other offers were superior but there was a fake independent committee who pushed out everyone against the deal and forced the company to take an inferior offer, including the CEO Bakish and over 50% of the board. They're being paid hush money even after their departure as advisors to the company. Their deal in reality is worth 1.5B (debt repayment) to the companys going concern, if the project rise deal is real they pay off 5B worth of debt. SD is nearly worthless, the only person getting money is Shari Redstone/NAI, otherwise there is dilution and a transfer of shares during the tender (neutral to company operations). Apollo has 170B cash on its balance sheet, Sony has billions, WBD merger would be better for WBD because of debt/equity structure then it is for Paramount (it's also pulling in billions of FCF). If project rise deal is real it's almost 10x better on paper if you value SD appropriately which is not an exaggeration.

r/wallstreetbetsSee Comment

6.5 DTC ![img](emote|t5_2th52|29637)

Mentions:#DTC
r/stocksSee Comment

I already read about this, but the help page for Platform A mentions “An outgoing transfer fee of $200 applies for ACAT transfers; and a $50 fee per position for FOP/DTC transfers.” That’s a massive fee for me, i’d rather sell my stocs

Mentions:#DTC
r/stocksSee Comment

IBKR shows DTC chilled or ineligible

Mentions:#IBKR#DTC
r/weedstocksSee Comment

Hello, just wanted to check and see if you have an update on DTC. Thanks

Mentions:#DTC
r/stocksSee Comment

It actually worked out well for them during the pandemic. Retail really isn't my wheelhouse, but there is actually quite a few articles that lay out how DTC hurt the company. [https://www.cnbc.com/2024/04/12/nike-ceo-acknowledges-it-went-too-far-in-direct-push.html](https://www.cnbc.com/2024/04/12/nike-ceo-acknowledges-it-went-too-far-in-direct-push.html) [https://www.modernretail.co/operations/why-nikes-dtc-pivot-didnt-pan-out/](https://www.modernretail.co/operations/why-nikes-dtc-pivot-didnt-pan-out/) I think more than anything else, just the lack of innovation killed the brand. I can only speak personally, but my last pair of shoes I got for working out was ON's, just due to the Nike MetCons are pretty ugly now. I do think long term, Nike can bounce back. I mean especially in this day and age where sports are extremely popular. I just you are buying into the company that is trying to set the ship straight again, plus the additional headwinds of just things like China having slower growth.

Mentions:#DTC
r/wallstreetbetsSee Comment

Starlink is producing a ton of interference on their DTC atm as well.

Mentions:#DTC
r/stocksSee Comment

You know there’s tons of DTC sites that ship directly from China because it means less warehouse costs? Buy a MacBook from Apple's site and there’s a 90% it’ll ship from China.

Mentions:#DTC
r/investingSee Comment

If this is possible it will likely only be possible through Empower. There is a money movement called DTC in which they can push out the positions to another account. Otherwise there is no way for Fidelity to pull them. There are no transfer forms that allow for this.

Mentions:#DTC
r/stocksSee Comment

One thing I do wonder about long term is what will happen with Nike. I mean a lot of the growth of sales for HOKA and ON happened during the time where Nike had the old tech CEO. They focused on the DTC side of the business and cut back on innovation. So the new CEO, who has worked his whole career at Nike from like an internet to now CEO, wants to shift back to innovation.

Mentions:#DTC
r/wallstreetbetsSee Comment

Not sure why you're being downvoted, looks legit to me back in May 24 they did DTC video on unmodified phones [link] (https://x.com/SpaceX/status/1792981845296160791)

Mentions:#DTC
r/stocksSee Comment

I suppose you're correct. It could slow down from that high growth well before that ten year time frame and still prove a viable investment at these prices. Well, you certainly lay it out quite simply. I had to step away from it for a couple hours after failing to find a suitable comparison of what to base their margins and metrics on. I settled on HIMS from the DTC side of things while *trying* to shoehorn ULTA and Sally's in. Ended up $45 to $80 as a buy, depending on how I mixed those numbers around. Thanks for IPAR as another set of data points, I want to dig into this a bit more.

r/stocksSee Comment

Well, considering the usage of naked short selling, routing buy pressure to dark pools, and all of the other methods of manipulation used in this totally fraudulent algorithmic market, I get how you would feel that way. I'm right there with you. If you believe in the company and it's future just Direct Register your shares through your broker by initiating a DRS transfer (DTC withdrawal) to the companies transfer agent. This will put the shares in your name. Then just be patient. Be sure to book those shares so they can't be lent out a d abused as they would with a broker.

Mentions:#DRS#DTC
r/wallstreetbetsSee Comment

Sort of? There's a lot of intangible assets on the balance sheet. It's really difficult to value correctly.  The growth premium from DTC is definitely being overshadowed by Linear losses.  I think the best way to value this would be book value which is like $14ish?  If you spin off Linear with a crap load of debt (will be difficult unless if it's spun into that Comcast thing) then it gets interesting.  But you're still losing some value regardless, maybe offset by that write down from earlier in the year. Longtime follower of the stock, I like it.  I just think it's a merger / arb play and not much else. Event driven shit like this is such a pain to hold.  Good luck 

Mentions:#DTC
r/weedstocksSee Comment

Exactly it’s a process but I’m working on it ! I’d say by January we should be DTC

Mentions:#DTC
r/weedstocksSee Comment

Any update on when this may get resolved? My understanding from speaking with Fidelity is the company needs to register with a DTC (depository trust company) for clearing, not sure all the steps involved in that process. Thanks

Mentions:#DTC
r/wallstreetbetsSee Comment

Venture capitalist funding for DTC brands fell 99% from 2022 to 2023 after so many were absolutely burned. Hims pivot to brick and mortar is too little too late.

Mentions:#DTC
r/wallstreetbetsSee Comment

It's DTC is less than a day. Has the short squeeze already happened or not? Maybe that's impossible to say.

Mentions:#DTC

Ok Turbo Tax boomer... Ever heard of yolo spy puts 0 DTC lottos? Live a little.

Mentions:#DTC
r/stocksSee Comment

I find it hard to believe that Google would prefer to split moola with Uber when they could easily add a feature on Maps or run with a new app itself for ride hailing. If autonomous driving turns out to be a homerun, wouldn't Google very likely integrate their operations? I think autonomous driving has put a ceiling on Uber's future unless Uber can somehow convince Waymo/Tesla that they need their DTC platform (they don't).

Mentions:#DTC
r/optionsSee Comment

I’m particularly curious of revere flash crashes when options market breaks a stock thru high speed round trip trading values come to screeching halt with news or other material changes to status quo.  I think would manifest as the appearance of a short squeeze but more of locked up Code in endless do-loop and no escape to cover.  Like when DTC of three days turns into ten or more and it gets precarious fast.

Mentions:#DTC
r/ShortsqueezeSee Comment

Here's some short interest info. SI - 43,640,620 shares SI Ratio - 7.79 DTC SI % Float - 22.55% Source: Fintel

Mentions:#DTC
r/ShortsqueezeSee Comment

Forgot to provide my source. DTC is based off average daily volume. https://fintel.io/ss/us/optt#google_vignette

Mentions:#DTC
r/ShortsqueezeSee Comment

0.01 DTC as yesterdays volume has exceeded the entire outstanding share count

Mentions:#DTC
r/optionsSee Comment

It's got a DTC chill placed on it by the SEC. Can't even go long or short on it 🤣

Mentions:#DTC
r/StockMarketSee Comment

Most ashamed: Paramount Global (ticker PARA) I paid $15 per share assuming a decent margin of safety, it now trades at $10. Paramount Plus grew rapidly to the point where it is the 4th largest DTC platform while also holding the leading FAST platform PlutoTV. Ask any analyst and they’ll agree that asset valuation of Paramount Global exceeds their entire enterprise value multiple times. These assets such as CBS or Paramount Pictures were fielding many interested buyers willing to pay a pretty penny. Effectively, the leadership was sitting on a goldmine that could’ve made it a multibagger for Paramount Global common shareholder’s. The error was that the company is riddled with corporate governance issues with a controlling shareholder (Shari Redstone) who diluted the common share holder by 50% to sell their stake for a couple billion. Now with linear still declining at a rapid pace, the bright future of Paramount Global’s turnaround is clouded. I still hold on, with a post dilution adjusted basis of now $30 per share in the new Paramount Global. I’ve sold bit’s a chunks as I saw opportunities. For example, I built a small position in Snowflake as soon as I heard the new CEO say “we will stop buying Nvidia gpu’s”. Let’s say it’s worked out pretty well since then. Only someone who follows that company will know when I bought in…

r/investingSee Comment

> I’d say Bitcoin and crypto more broadly as an asset class is best comparable to gold. #Stupid Crypto Talking Point #10 (value) "**Bitcoin/crypto is a 'store of value'**" / "**Bitcoin/crypto is 'digital gold'"** / "**Crypto is an 'investment'**" / "**Bitcoin is 'hard money'**" 1. Crypto's "value" is unreliable and highly subjective. It cannot be used as a currency or to pay for almost anything in any major country. It has high requirements and risk to even be traded. At best it's a speculative commodity that a very small set of people attribute value to. That attribution is more based on emotion and indoctrination than logic, reason, evidence, and utility. 2. Crypto is too chaotic to be any sort of reliable store of value over time. Its price can fluctuate wildly based on everything from [market manipulation](https://arxiv.org/abs/2108.10984) to [random tweets](https://www.sciencedirect.com/science/article/abs/pii/S0040162522006333). No reliable store of value should vary in "value" 10-30% in a single day, yet many cryptos do. 3. Crypto's value is *extrinsic*. Any "value" associated with crypto is based on popularity and not any material or intrinsic use. See this [detailed video debunking crypto as 'digital gold'](https://www.youtube.com/watch?v=tspGVbmMmVA&t=4446s) 4. Even gold, while being a lousy investment and also an undesirable store of value in the modern age, at least has material use and utility. Crypto does not. And whether you think gold's price is not consistent with its material utility, if that really were the case then gold would not be used industrially. But it is. 5. The supposed "value" of crypto is based on reports from unregulated exchanges, most of whom have been caught [manipulating the market](https://www.cftc.gov/PressRoom/PressReleases/8369-21) and [inflation introduced by unsecured stablecoins](https://www.cftc.gov/PressRoom/PressReleases/8450-21). There's nothing "organic" or "natural" about it. It's an illusion. 6. The operation of crypto is a negative-sum-game, which means that in order for bitcoin/crypto to even exist, there must be a constant operation of third parties who must find it profitable to operate the blockchain, which requires the price to constantly rise, which is mathematically impossible, and the moment this doesn't happen, the network will collapse, at which point crypto will cease to exist, much less hold any value. This has already happened to tens of thousands of cryptocurrencies. 7. Many of the most trusted, most successful entities in the world of finance do not consider crypto/bitcoin to be a reliable store of value. Crypto is [prohibited from being used as collateral by the DTC](https://www.dtcc.com/-/media/Files/pdf/2024/4/26/B20002-24.pdf) and respectable institutions such as Vanguard [do not believe crypto belongs in their investment portfolio](https://investor.vanguard.com/investor-resources-education/article/cryptocurrencies-and-vanguard-what-we-think). 8. There is not a single example of anything like crypto, which has no material use and no intrinsic value, holding value over a long period of time across different cultures. This is **not** because "crypto is different and unique." It's because attributing value to an utterly useless piece of digital data that wastes tons of energy and perpetuates tons of fraud,*makes no freaking sense* for ethical, empathetic, non-scamming, non-exploitative, non-criminal people.

Mentions:#DTC
r/wallstreetbetsSee Comment

Most DTC brands would skew 70% Meta for their overall digital spend.

Mentions:#DTC
r/wallstreetbetsSee Comment

Most DTC brands have diversified from Meta Ads quite some time ago....this is a nothing burger. Source: Manage about $100m in DTC revenue/year for the last decade.

Mentions:#DTC
r/wallstreetbetsSee Comment

HIMS is significantly more savvy than non-DTC competitors that have historically dominated the space. A major part of that edge is Meta advertising using the exact features they will lose access to. They will still be able to advertise on Meta but only with low quality campaign types that, in my experience, only get 5-10% of the ROI of the campaign types they will soon lose access to. There isn't a single brand in the direct to consumer eCommerce industry that wouldn't be severely impacted by this change. They will definitely double down on other channels and influencers. They will have no choice, but will it be as effective? No.

Mentions:#HIMS#DTC
r/wallstreetbetsSee Comment

HIMS is ahead of legacy competitors when it comes to acquiring customers via Meta. Most competitors, except other newer DTC upstarts, generally aren't sophisticated with paid social advertising so this should affect them disproportionately. Any brand that is in this space and relies heavily on Meta is in trouble. HIMS is just the only one I can think of that is publicly traded.

Mentions:#HIMS#DTC
r/wallstreetbetsSee Comment

The issue is many DTC brands are over reliant on Meta. HIMS is definitely one of them.

Mentions:#DTC#HIMS
r/investingSee Comment

I’m sorry, but of all of Trumps’ promises to buy into, this might be the dumbest one. No way in hell the US would institutionalize a third-party currency that they cannot control. If the government wanted to employ cryptocurrency, they would simply create their own. Even if Trump was going to keep his promise, he would make us use DTC instead of BTC.

Mentions:#DTC#BTC
r/wallstreetbetsSee Comment

You would be hard pressed to find a DTC brand that isn't spending the bulk of their ad budget on Meta. Google is usually 2nd place. I would estimate 95% of brands wouldn't have Snapchat in their top 3 ad platforms.

Mentions:#DTC
r/stocksSee Comment

SpaceX does a lot more than just launch rockets, and while ASTS might be ahead in terms of DTC technology right now, it won't take long for SpaceX to catch up. ASTS is still risky, but with risk comes reward. They're not going to be a trillion dollar company, though. That's ridiculous. But 100-150 billion they can achieve IF everything works out right. It's going to take at least 5+ years to get there under the perfect scenario. Good investment buy but don't expect guaranteed life changing wealth.

Mentions:#ASTS#DTC
r/wallstreetbetsSee Comment

Because most have no idea what DTC actually means.

Mentions:#DTC
r/wallstreetbetsSee Comment

I’m working as in marketing (DTC) and familiar with AppLovin. The last week’s buzz surrounding them has been the other highligth in marketing besides Jaguar rebrand. If they deliver the hype for new advertisers that they’ll get then it could push the stock

Mentions:#DTC
r/stocksSee Comment

This is my bull thesis, I think alphabet will very quickly find that it’s far easier and even more profitable to simply let Uber handle the DTC part of the buisness.

Mentions:#DTC
r/wallstreetbetsSee Comment

I’m in both and they aren’t even remotely the same thing.  RKLB is the only tradeable rocket company.  Weird to call ASTS a “one trick pony” when you could say the same thing about most tech companies e.g. NVDA only makes chips.  They are the only DTC tech company and offer something no one else can provide not even Starlink.