Stock price when the opinion was issued
Pandemic star. Almost always the other side of the mountain with stories like this. Enduring brand. Washed out enough that speculative folks can start taking a look, in a non-registered account. He might write a put to own it at $4-5 over the next few months and get paid really nicely.
Didn't care for their last report. Is up 100% this year, though, and he likes subscription businesses, but is more confident is Amazon's subscription business.