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My Biggest Bet of 2022 - $REAL - Trading at .35x revenue.
Adidas partners with $TDUP for resale program
Adidas partners with $TDUP for resale program
Adidas partners with $TDUP for resale program
Adidas partners with $TDUP for resale program
$TDUP (ThredUP)- The biggest online clothing reseller with 30% short interest
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. .50 for TOON would be just below the 52 week low. I also like TDUP better. With Toon, I am waiting for April earnings and their forward guidance. Most likely to get in TDUP very soon. Thanks for the information.
https://preview.redd.it/10oswbno7gpg1.png?width=1460&format=png&auto=webp&s=a4a9f470ebf99cc45de9e56e7d1c8618d06168c9 I like TDUP better. It moves more, and it's getting to be about time, I think.
https://preview.redd.it/z4b6t4s57gpg1.png?width=1466&format=png&auto=webp&s=bee2a4ca6b89187ee0af6a216ab0c916c05c0f53 Around .50 is what TOON looks like. Standby, I'll do TDUP.
TDUP and TOON: Started doing DD on both. Watching now and likely will get in to both sooner rather than later. Has anyone had these or done DD on them? Not sexy stocks. Really looking for any whisper for upcoming positive news, especially around earnings and forward guidance for the rest of 2026. Goal would be to get in early and hold for a little while.
I just sold EONR Friday only because I don't trust Mango Man to say something stupid over the weekend. I will be eyeing it and other oil stocks Monday...definitely looking to get back in EONR. I normally don't mind holding over the weekend. I just decided not to in this situation. One other stock I came across is TDUP. It's not a sexy stock but interesting. It's basically an online platform for second hand clothes, etc. It's down about 60% the last 3 months...currently trading at like 3.50, with a sub 3.00 52 week low and 12.00 52 week high. It's interesting that it has dropped alot recently even though many people are struggling. It seems it dropped a few months ago when interest rates were cut with the false impression that the economy is getting better. It's popular with the younger generation so that is a huge plus. The PTrangese from 9.50-12.00 and has a consistent buy rating. Recent earningsweres mixed and next earnings in May. Haven't dove deep into financials yet. I know they are working on growth and being profitable. Currently have partnerships with at least Banana Republic and J. Crew. Currently watching and my play on this would simply be to get in because it's cheap and hold through at least next earnings.
CL, CLX, CAG, KMB, VZ, T, V (barely), TDUP, PCG all up, and TGT bc I bought when it dipped at open today
TDUP up 1515% on the 1Y, what the actual hell?? I've never even seen it mentioned
I don’t see much conversation around TDUP here. I’m a bit thrifter and shop them a lot, just checked and they’re up 600% this year! I use a lot of thrifting platforms but I like theirs particularly because of the new AI “style chat” where you give a prompt and it shows you the types of clothes you should get on an AI model. Helped me shop for various events and music festivals. Just got 5 shares at $10
$TDUP carrying my port. My child also said “open door” when i put him to bed. So i guess that means one thing
I think my 25x TDUP 7.5 calls are gonna 2x Shoulda bought more this morning
Anyone else in on ThreadUp (TDUP)? I bought in the 2s and 3s last fall/winter and it keeps marching up with higher price targets. Earnings are out today, just curious since I never hear anyone talk about it.
TDUP is tee'd up for earnings on Aug 4th. Buckle up and enjoy the ride...
TDUP, and tariffs. 10x since the recent low.
It's been a month, and TDUP is now at $8. Had OP not sold, that would be a very respectable 30% gain. Honestly, u/ThosePinkShorts, I'm still scratching my head as to why you advised OP not to listen to me. What was your reasoning there?
While OP might have already sold $TDUP, here's my reasoning for a potentially different perspective: * Current financial projections are positive, and they don't even factor in the potential upside from tariffs yet. * ThredUp specifically highlighted April as their best month for new customers, which aligns with the start of the tariff increases. * The company also stated (and I agree) that a broad reinstatement of de minimis seems unlikely, even with a potential US-China deal. Based on this, I wouldn't be surprised if their Q3 earnings offer another positive surprise.
Really like this company and stock. I know people got burned from the IPO but it seems to shed what wasn’t working (Europe) and focus on working with labels to move their product. It’s well positioned with the tariffs and empty containers coming into port. Back to school shopping in the summer will give it a big boost, especially if the ‘empty shelves’ theory takes hold. TDUP doesn’t have empty shelves nor do they have tariffs. I also think analysts get the fast fashion stuff wrong. Not everyone wants to buy a sweater from Shein that they wear twice and throw it away. Influencers get that stuff for free to post their “Hey guys I love this shirt” dribble. Most consumers, especially during a recession and belt tightening would rather buy a quality consigned RL Polo that will last vs. disposable junk.
My two cents: If money isn't an issue, not selling your TDUP might be a better option. I anticipate a move towards $10 within a few months. While we might see some ups and downs in the interim, the fundamental tailwind seems substantial.
TDUP does not violate rules since, as of today, its market cap exceeds $500mm
what the hell is up w TDUP
Finally jumped into $TDUP on Thursday and immediately watched it tank lol. Glad it bounced back a bit yesterday. Fingers crossed for it to actually fly next week!
TDUP/WINA might be tariff beneficiaries w/people searching for cheaper options.
Just sold SES, FTS, TDUP, VDY. Will start selling the low gainers with downward charts in the last few months and less potential. I will still keep the big tech and the main ETFs. Will try to bring it to <20.
Many companies and startups were opportunistic and quick to tap into the liquidity that came with central bank and federal government attempts to counteract the economic effects of the pandemic and IPO'ed. After their IPO's, these companies' stocks reached peaks and then cratered as interest rates climbed and reality set in with the cold light of quarterly conference calls and financial reports. I'm thinking here of companies like RENT, BIRD, ME, REAL, TDUP, OTLY, BYND, LYFT, and numerous companies like them. A few of them might be worth a second, third, or even a fourth look. The problem: many of these companies lack profitability and the analysts forecasts indicate some won't be profitable for a while, if they can avoid bankruptcy. These are potentially high-risk, high- return investments: some of these stocks almost trade like options. So, if you've an appetite and tolerance for high risk, they might be worth a look, but with the understanding they should only compose a very small small part or percentage of your investments.
TDUP. They’re becoming a service provider to brands through official resale exclusivity contracts, more than a standalone retailer. There is at the moment no successful platform for clothing resale that’s not a marketplace requiring individual users to be both buyers and sellers. I think there will be and I think it will be TDUP. Also SVV. I think a privately owned thrift store can become ten percent as valuable as TJX. SVV is the largest and frankly best. (And about 1.5% as valuable as TJX.) They’re getting screwed by Canada but I think the business is well run and will see that through while growing in the US.
TDUP - especially now that they dropped over 50% on earnings miss. Get in!!
Couldn’t post the ticker but 100 TDUP APR 2.50
TDUP casually up by 20% today lol
TDUP - second hand / re-use is the way. Already doubled this year and on track to double again at least.
TDUP gonna pump, regards
TDUP with earnings after close today, been breaking out today 👀
Fellow regard, in a similar strategy, I have been slowly buying TDUP. Women cannot stop buying discount clothing. Up 20% on it now. I will also start picking up Nordstrom. I knew a person who worked for Nordstrom for years and she bought all these stupid expensive dresses and shoes and never wears them. Nordstrom has a lot of repeat customers.
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VACC, TDUP PUMPPPPPPIN… also, daily reminder get in shape you filthy regards. DM me if you regards don’t know where to start.
TDUP been holding support past two days now only a matter of time til that shit explodes again
While y’all were talking about TRKA, I was loading up on 3,000 shares of TDUP and selling at a $0.25 gain instead of a $1.25 gain. 😭
Cashed out my TSLA puts from 150. Waiting for FOMC. Bunch of small positions like FCX and TDUP with covered calls. Short a few names like CVNA, APE, BBBY
TDUP has quietly doubled over the last month and had its healthy pullback. Gonna start nibbles
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Some of Monday's companies weekly patters for past quarter: In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had bought Blend Labs (BLND) any Tue @ 14:30 America/New\_York Time, at the end of that hour, you could have sold to close with a limit order for a 5.879% gain within 5 business days. With compounding, you would have gained 98.48% total. During this same time period, a simple buy-and-hold strategy would have lost 16.9%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had sold Compass (COMP) any Mon @ 13:30 America/New\_York Time, at the end of that hour, you could have bought to close with a limit order for a 4.069% gain within 5 business days. With compounding, you would have gained 61.38% total. During this same time period, a simple buy-and-hold strategy would have lost 11.3%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had bought Tencent Music Entertainment Gro (TME) any Mon @ 09:30 America/New\_York Time, at the end of that hour, you could have sold to close with a limit order for a 3.350% gain within 5 business days. With compounding, you would have gained 48.49% total. During this same time period, a simple buy-and-hold strategy would have gained 5.50%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had sold ThredUp Inc. (TDUP) any Fri @ 09:30 America/New\_York Time, at the end of that hour, you could have bought to close with a limit order for a 4.520% gain within 5 business days. With compounding, you would have gained 69.97% total. During this same time period, a simple buy-and-hold strategy would have lost 33.6%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had bought Weber Inc. (WEBR) any Fri @ 10:30 America/New\_York Time, at the end of that hour, you could have sold to close with a limit order for a 2.750% gain within 5 business days. With compounding, you would have gained 38.47% total. During this same time period, a simple buy-and-hold strategy would have gained 20.9%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had sold ZipRecruiter (ZIP) any Mon @ 11:30 America/New\_York Time, at the end of that hour, you could have bought to close with a limit order for a 2.850% gain within 5 business days. With compounding, you would have gained 40.10% total. During this same time period, a simple buy-and-hold strategy would have gained 4.57%.
TDUP - Online second hand clothing for women and children (slightly different model to Poshmark or RealReal). Silently building strong infrastructure. It will take couple of years for the shift to second hand clothing. Collecting some shares until then.
Best trading days are when you make money short and long. Nailed it again today - short on LI, SIGA (gulp), ZYME, CELH, RIVN, long on TDUP, DDOG, GOOG, MDB. All told about 7k realised, got 1604 unrealised. Yeeha!
While I try not to use Robinghood, I still do some, and somehow I just paid $2.17/share for TDUP. That's nowhere near the trading price.
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I need solid reasons not to get behind TDUP and BARK soon.
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In a see of red TDUP is just smoking crack. Idk what's up with this ticker but I wish I could figure it out since it likes to randomly move double digits. Maybe one of you guys can make money off it
I'm only down 0.75% - thanks to NVDA, FIGS, TDUP and my coins!
So...someone posted in here a while back about TDUP because their wife said he should buy it. That's about the best DD you can get in my eyes so I put it on watch. Finally found an entry with its recent drop. MENTIONED IT in a reply to someone on here. Saw it had earnings. Didn't fuckin buy it. FUCK ME HARDER DADDY
Yea idk anything about TDUP but the only stock I would get that is similar to that one is STOCKX and it is not a stock yet. Personally for now I would stick with hype beast clothing brands that have a ticker symbol and can or say they will release nft of there clothing. Also do your own dd and and I personally don’t recommend buying Digital art but if a company is implementing it into its company I see value in it
How you feel about TDUP. Haven't looked much into it, just saw someone mention it in the daily and put it on my watchlist. They fit into your thesis? Guess it's more of a resale site so maybe not directly. I know nothing of this industry.
Thoughts on $TDUP? Low free float 18 million/95 million shares outstanding. High short interest. Company making money and says will be more profitable in years to come.
You're totally correct on all of that actually! I won't argue because those were my hesitations as well. That's why I didn't buy when this was in the $20s. But at $12-13? I think the share price had an overreaction to the bad news. Also, I have seen that they're taking better action at recognizing and not accepting fakes. Here's a quote from the company: "Our authentication process is always evolving ... In the past year, we have deployed advanced artificial intelligence and machine learning to support our authentication experts" Also, they have recently hired a new CFO who - I believe - will help put them with their profitability. And as far as the scalability, that's definitely the biggest hurdle. The fact that they have to review, photograph, and price every single item is a big operating expense. However, I see them being able to automate aspects of this process as time goes on and they begin to see more and more the same type of items. Anyway, I like your TDUP DD and I think they are poised for growth. Just felt I had to give my case for REAL as well :) best for luck to you!!
I don't dislike this pick, but check out The RealReal $REAL for what I think is a better investment. REAL has a P/S ratio of \~3 vs. TDUP at \~9. Plus, REAL specializes in luxury clothing which is known to hold its value, plus they don't need as many consignments to make money as TDUP does. Granted, TDUP has a wider target market, but REAL I'd say has a better one. Just my two cents, full disclosure I'm long REAL with 1050 shares
Sometimes my friends call being drunk T'd Up so given the ticker TDUP I might have to buy a share
Yes, HM clothing is usually cheap and doesn't last long which makes it a bad partner for TDUP. Madewell on the other side sells $70 quality jeans that can be resold and still have good quality and cheaper than brand new.
> TDUP That actually sounds like it could be a good call with supply chain issues and shit going on. I think downside risk would be overall market correction taking it down with.
My wife is telling me to buy TDUP. Something about supply chains being backed up making causing women to buy more on these reselling apps. What say ye dear degenerates, should I listen to her?
I think RNW might actually do something next week! TDUP also well positioned for a p&d
Bought TDUP near IPO. Planning to hold it for a few years to see how their growth and first few ERs are.
TDUP seems like an ideal squeeze, literally ONLY needs volume.
Finally getting on the TDUP train - I'm addicted to their app / business and believe it will go back up soon. I recently lost 99% of my clothing when my movers lost it, so I used Thredup to build my wardrobe from scratch. Was amazed that I could buy designer clothes for so cheap! And it's a huge sustainability play since buying new clothes has a bad rep with environmentalists.