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re: OWLT Baby products.

Posted on 4/17/26 at 7:07 am to
Posted by ATLsuTiger
Johns Creek
Member since Aug 2009
5750 posts
Posted on 4/17/26 at 7:07 am to
They have already become adjusted EBIDTA positive and margins are still strong. They probably hit true profitability by EOY 2027. Everything about this company is setup perfectly. They are going to expand their market to +18 months demo and I think this becomes a pediatric telehealth play.

I’ve texted with the CEO recently and he is going to return to our Reddit board to answer retail investor questions after the next earnings call. I’ll link the Q&A thread here as soon as I have it posted on r/OWLT.
This post was edited on 4/17/26 at 7:09 am
Posted by bayoubengals88
LA
Member since Sep 2007
24533 posts
Posted on 4/17/26 at 7:21 am to
Please do!
Posted by bayoubengals88
LA
Member since Sep 2007
24533 posts
Posted on 4/17/26 at 8:19 am to
quote:

I’ve texted with the CEO recently and he is going to return to our Reddit board to answer retail investor questions after the next earnings call. I’ll link the Q&A thread here as soon as I have it posted on r/OWLT.

How do you make these connections? Just a bit of IR navigating and effort?
Posted by DiamondDog
Louisiana
Member since Nov 2019
13211 posts
Posted on 4/29/26 at 2:17 pm to
I expanded position at $4.93. Hopefully this thing is going somewhere.
Posted by ATLsuTiger
Johns Creek
Member since Aug 2009
5750 posts
Posted on 4/30/26 at 8:03 am to
Reached out to IR when my daughter was in the NICU and they connected us.
Posted by DiamondDog
Louisiana
Member since Nov 2019
13211 posts
Posted on 4/30/26 at 10:36 am to
You still positive on this going into earnings? Thing seems like it’s struggling to get momentum.
Posted by ATLsuTiger
Johns Creek
Member since Aug 2009
5750 posts
Posted on 4/30/26 at 11:52 am to
Still buying. I'm not 100% sure about Q1 specifically but have zero concerns for continuing to DCA for a longer hold at this level. It's undervalued and the company is only continuing to expand internationally.
Posted by DiamondDog
Louisiana
Member since Nov 2019
13211 posts
Posted on 4/30/26 at 2:40 pm to
Good because I have 9,125 shares
Posted by ATLsuTiger
Johns Creek
Member since Aug 2009
5750 posts
Posted on 4/30/26 at 2:50 pm to
I’ve got fair value at $8-$10 and the gap fill is up near $11.

A tariff refund might be in play too.
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