re: Let's discuss Stamps.com

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but I think that there should have been signaling in prior calls.

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in August last year.

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"While we believe that this agreement is mutually beneficial to the USPS and to us, there is a risk that renegotiation is unsuccessful and leads to materially less favorable terms or that the USPS decides to not renew one or more of these financial compensation arrangements," Stamps.com said. "In such case, our revenue and operating results will be materially affected unless we are successful in timely replacing the lost revenue with similar compensation from other potential partners."

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Dug deeper into this stock this weekend, and I'll be taking a position tomorrow.
Management buying back so much stock last year, while knowing there was a strong possibility of getting it at a discount is worrisome. But overall I like this discount.