Thank you very much for writing, I've also owned ZOOMD for a while.
I want to understand, but where did you come to the conclusion about SHEIN and how did you understand that their second largest customer is Amazon Music?
It's not a bad write-up on the face of it but you've essentially just written out a transcript of the Planet Microcap and SCD presentations (including using quoted asides from the chairman without acknowleding that they are direct quotes)
So this is a kind of paid or requested recap of the Planet Microcap presentation? It's a good layout of what management says so there is some value in that. But obviously management may not be the ultimate source of truth.
Great work!
Thank you very much for writing, I've also owned ZOOMD for a while.
I want to understand, but where did you come to the conclusion about SHEIN and how did you understand that their second largest customer is Amazon Music?
It's not a bad write-up on the face of it but you've essentially just written out a transcript of the Planet Microcap and SCD presentations (including using quoted asides from the chairman without acknowleding that they are direct quotes)
DM you the rationale behind it.
So this is a kind of paid or requested recap of the Planet Microcap presentation? It's a good layout of what management says so there is some value in that. But obviously management may not be the ultimate source of truth.