7 Comments
Jul 9, 2023Liked by Breeley Capital

Another great read, appreciate it :)

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Good article. I am a current shareholder. I like you brought up the point under points of concern of lack of focus. I like the company (why I'm a share holder) but the lack of focus is my main gripe with the company. They have something they can do better than others i.e. buying and running Gentlemen's clubs and I think they should focus on that. People say it makes up a smaller share of the company, but I think it also distracts both management and shareholders. At the last earnings call I heard a disproportionate amount of time was spent discussing Bombshells.

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Aug 9, 2023Liked by Breeley Capital

Good write up - both the positives & negatives were well explained.

I think that the 2022 earnings might be well above the normalized number (Covid re-opening effect I guess). What earnings (a ballpark number would be fine) do you think the firm can sustainable deliver going forward? I want to the normalized yield the business might deliver.

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