Costa Kapothanasis
@CostaKapo
I consult for investment banks and hedge funds to give my opinion on where I think $VVV is going and my opinion on $DRVN. The very first time I was approached about it they asked me what my hrly rate was. I said I dunno Iβll do it for free I post all my best thoughts for free on YouTube anyway. She goes no really what is your rate? I said I donβt know Iβve never done this. She says just say $500 an hr. Thinking she was joking I said okay $500 an hr.
I have since increased it to $1000 which baf
Aug 18, 2024
82.6K
Costa Kapothanasis
@CostaKapo
Publicly traded $VVV CEO Lori Flees on Q3 Earnings call
Minute 4:14 "Constrained supply industry wide..." "Finished Lubricant costs could be 60% higher than March"
"Managing current environment...pockets of pressure in June"
CFO Kevin Willis:
"The macro environment remains dynamic"
REMINDER THIS IS A PUBLIC COMPANY BOUND BY LAW ON WHAT THEY SAY AND WILL TRY TO PAINT THE ROSIEST PICTURE POSSIBLE
https://t.co/f7LIu6jmeG
Aug 12
2102.2K
Costa Kapothanasis
@CostaKapo
In not a very surprising move - in response to the very real and painful motor oil shortage - $VVV announces they are going to be using non DEXOS oil to make up for the short supply of products that require Group III base oils.
https://t.co/5XvqldCtAO
Jul 11
8960
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