Red Beaulieu

Just a couple of months before the meme stock bonanza of 2021, someone (username “Upperdecker” I believe) posted how BB was super undervalued compared to CRWD, would be the next big thing, etc.

Then memestock frenzy hit and it jumped from $4/share to close to $30/share within a few months, but once that was over, BB recorded loss after loss, quarter after quarter.

Well BB as of last week, BB has finally rid themselves of the AI Cyber division while retaining the patents and resell rights, and now they are looking like a new company that is forecasting sustainable growth and profits. The company’s crown jewel is QNX, which is being position as the operating system for the future of software defined vehicles and general robotics in the near/mid future.

Anyone still in this or thinking of jumping in since the re-org / lighter cost structure and better outlook? It’s up from a low of $2.20ish around August 2024 to $5.50ish today. Likely a lot more room to run as well.

Thoughts?

It’s a Bee article. Timothen Fordlestan isn’t a real person.

Title says it all. Going there for Thanksgiving this year. Any recs?

Well in case anyone else is curious, I made this recipe that looks a lot like it. It is fairly similar, but I’m going to have to go buy some of Moe’s sauce so I can taste them side by side and adjust the Memphis-Style recipe to get it closer to Moe’s.

Memphis-Style BBQ Sauce

2 tablespoons unsalted butter
1 small onion, finely chopped
2 cloves garlic, minced
2 cups tomato sauce
1/2 cup cider vinegar
1/3 cup rice vinegar
1/3 cup molasses
3 tablespoons Worcestershire sauce
2 tablespoons packed dark brown sugar
2 teaspoons yellow mustard
1 teaspoon Louisiana hot sauce
1 teaspoon Kosher salt
1 teaspoon freshly ground black pepper
1/4 teaspoon cayenne pepper

Melt butter in medium saucepan over medium heat. Add onion and cook until softened, about 5 minutes. Add garlic and cook until fragrant, about 30 seconds.

Add tomato sauce, cider vinegar, rice vinegar, molasses, Worcestershire sauce, brown sugar, mustard, hot sauce, salt, black pepper, and cayenne and stir to combine. Bring to a boil, then reduce heat to low and simmer until slightly thickened, about 15-20 minutes, stirring occasionally.

Transfer sauce to the jar of a blender and blend until smooth. Let cool to room temperature, transfer to a jar and store in refrigerator for up to a month.

No responses and 1 downvote, ouch. I’ll give this a bump just in case.

quote:

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Manny randazzos and dong Phuong are 1a/1b for me

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This is my opinion as well. It’s really, really good.

That thing is so fine I would never want to smoke on it for fear of dirtying it.

Reopening date pushed back to September 18th at the earliest due to all the rain south Louisiana got in July.

Bump

Anyone else still in this at a decent cost basis (sub $12) just thinking of putting in a 10% trailing stop, sitting on the sidelines until this thing dips back down to $10 again, and then buying back in?

I believe in BB, but its 2 runs (last January and now) are because of this meme stock crap and not actual fundamentals. BB increasing on fundamentals still seems a year or 2 away after they actually put a couple of decent quarters together.

Am I thinking of this wrong?