I wanted to share a quick story from last night...
I was at the gym working out when one of the employees from @DunkinDonuts came in with two full boxes of donuts and left them on the front counter.
He's also a member at the gym and as he started working out I approached him and asked if the donuts were for anyone. He said yes.
As I grabbed a Boston Creme he came over and we started talking.
Since I'm in Dunkin Donuts everyday for my bagel bites... we always say hi to each other and he's always extremely nice and courteous.
He told me that every night Dunkin has to throw away the leftover donuts, muffins, etc.
Jonah: why doesn't Dunkin setup a program where those leftover products can be sent to a local homeless shelter
DD guy: Dunkin used to do this but then someone in a shelter sued Dunkin for something dumb and actually won a million dollars
Jonah: well, maybe it's better that people aren't living off donuts and muffins
DD guy: I used to live in a shelter and the food is horrible, I'd rather live on donuts and muffins
DD guy: I used to find better food going through the trash cans at the food court in the mall
Jonah: wait a minute, you used to eat of trash cans, are you serious?
DD guy: yes, I made some very bad decisions in my life, I was a bad alcoholic, unemployed and living on the streets
Jonah: how and when did you turn it around?
DD guy: 2 years ago me and my friend were wasted and we almost died in a car crash, I woke up covered in blood and it was the moment that I decided to get sober
DD guy: I've been sober for 2 years now and thankfully was able to get a job at Dunkin Donuts.
DD guy: I could probably stay home and collect unemployment like many of my friends are still doing but I'm just thankful to be working and putting my life back together
We then spent the next 20 minutes talking about stocks, crypto, sports, the pandemic, the vaccine and a bunch of other stuff.
I think I'm still in shock.
I see this guy every day at Dunkin and he's always smiling. Never in a million years would I have guessed he was homeless just a couple years ago and eating out of trash cans.
I think it's a good reminder to be nice to people because you never know what they've been through.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Looking through my favorite growth stocks… the companies that are already profitable with the strongest fundamentals pulled back to their 50d moving averages $UPST $FUTU $CELH
…while the companies that are unprofitable with a longer term investment thesis have pulled back to their 200d moving averages
Overall, charts are starting to look more constructive but earnings season will be important to determine where we go from here.
6 weeks ago $UPST reported Q4 numbers and shocked investors when they raised 2021 revenue guidance to $500+ million (probably conservative) due to an acceleration in their business and more bank partners. ir.upstart.com/static-files/4…
$DMTK (my second biggest position) is up 16% pre-market on reports that Cigna has offered positive support for $DMTK's PLA/PLA+ genomics patches for early melanoma detection
Cigna is one of the largest insurance companies in the world with 180+ million customers in 30 countries
This news about CIGNA was most likely made possible with two recent events which I already highlighted:
Another thing to note is that UnitedHealth Group also uses OptumInsight for their data/studies so it's very possible we see $UNH provide support for $DMTK's PLA/PLA+ patches as well as their next two products: Luminate and Carcinome
Yesterday I spoke for 55 minutes on @TwitterSpaces hosted by @WOLF_Financial about the markets, my favorite stocks, short selling and a bunch of other stuff.