$STUB

I've been building a position in $STUB in the low $6s. $STUB has been a disaster since its IPO as it ramped S&M, cut fees, and increased pricing transparency to drive significant market share gains. Expectations are now very low even though $STUB finally showed a glimmer of operating leverage last quarter and the World Cup awaits. Importantly, $STUB could leverage its scale to benefit from improved marketplace dynamics due to the DOJ's pending settlement with $LYV. The following is an excellent thread on $STUB, be sure to read past the first Tweet...