We've finally cut contact and it hurts so much more

2021.12.05 12:21 CathDorth We've finally cut contact and it hurts so much more

We broke up cause of my own fuck ups and the past catching up with me. I tried to be honest about everything and ruined the trust we had between us. I feel like I've lost my best friend and worst of all I've hurt my best friend.
We stayed in that stage of pretending things were okay despite us not being together. We were long distance so it was only ever phone contact. I spoke to her earlier this morning and helped her fall asleep on the phone. I came back home from running errands to her telling me how she feels about everything and that she needs to cut contact entirely.
I asked if I'd ever hear from her again to which she said she doesn't know. She's totally in her right and I totally understand that it's likely for the best but I feel totally broken and I don't know how I'm going to heal.
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2021.12.05 12:21 Jonezzzzzzzy SWOLA67 - New sig ESP Guitars, Top Metal Albums of 2021, Lars Ulrich Toilet, Vote for Guitar

SWOLA67 - New sig ESP Guitars, Top Metal Albums of 2021, Lars Ulrich Toilet, Vote for Guitar submitted by Jonezzzzzzzy to OlaEnglund [link] [comments]


2021.12.05 12:21 Adrii_95 ŽPCG Rumunjka on way to Bar.

ŽPCG Rumunjka on way to Bar.
https://preview.redd.it/mi5rmjujrq381.jpg?width=1920&format=pjpg&auto=webp&s=42a47c22136cb3f35d56786d789f3a40a6a0e986
submitted by Adrii_95 to TransportFever [link] [comments]


2021.12.05 12:21 Mynewsify-Website Fama sets up Civil Defence Emergency Response Team to assist in future disasters, Malay Mail – Malaysia

Fama sets up Civil Defence Emergency Response Team to assist in future disasters, Malay Mail – Malaysia submitted by Mynewsify-Website to MynewsifyNews [link] [comments]


2021.12.05 12:21 lordofdpings Aah yes, the trickster career

Aah yes, the trickster career submitted by lordofdpings to memes [link] [comments]


2021.12.05 12:21 ksumnole69 Chewy earnings bearish YOLO & in-depth DD

Chewy earnings bearish YOLO & in-depth DD Chewy is slated to report earnings this Thursday AH, and I fully expect them to disappoint. As everyone is aware, this is the earnings season where high growth Covid tech plays finally lose their infinite money glitch invincibility. Miss on any growth metric and your stock will get a haircut shorter than the cokehead on CNBC.
Thesis 1: Unrealistic revenue and user number projections from Q2

Q3's 23-25% YoY growth is projected to be slightly below Q2's 26.8%, but even this will be difficult to achieve.
Chewy's app downloads averaged 40th place in Q3 2020, 50th in Q2 2021, dropping to 70th in Q3 2021. With new customer additions declining, they will need per customer spend to explode in order for them to match their 2-3% QoQ, 24% YoY growth projection.
We will see how unrealistic Chewy's projections are with a comparison to brick and mortar Petco's Q2&3 performance. Their app rose from 100th in Q3 2020 to 70th in Q3 2021, yet rev only increased 32% YoY.

Q3 2020 - Q2 2021

Data for Q3 2021. Note how this is the first quarter where Petco achieves similar downloads as Chewy consistently.

Compare this with 14% YoY for Q2
Thesis 2: Lunch in the key consumables segment eaten by Petco
From Petco's Q3 earnings call
The type of product a pet needs depends on the stage in its life cycle. A year into the baby adoption spike, food has surpassed supplies in rev share. This is where Petco is completely clapping the competition, doubling the market growth. With Chewy as the market leader, this can only be achieved at its expense.
So far I've painted a pretty rosy picture for Petco's Q3, and rightfully so. They beat earnings and raised full year guidance.
https://preview.redd.it/r425j8wcjq381.png?width=1276&format=png&auto=webp&s=d075e85c483ae15e2f62973283dc0399d7087afc
So how did the stock perform? -13% on day of earnings. Turns out market not only hates retailers for supply chain inflation, it hates pets and tech now because their growth stories are over. As the main pet e-commerce player, I will not be surprised if CHWY pulls a DOCU.
The trade:
Short calls, use credit to partially offset 50% ATM and 50% OTM puts.
Typical tech earnings IV
Put IV for tech earnings this week increased substantially last Friday after DOCU's rug pull. CHWY is an interesting exception, with no particular skew towards puts. Market is apparently pricing an 8% move on both directions, which IMO is overpricing the upside. Tech stocks are extremely volatile right now, so I will build this position across next week, depending on price action.
Risks:
Chewy's customers are notoriously loyal. Chewy may announce they're hiking prices (like DLTR on their earnings), proceed to moon and fvck your puts. The product mix shift thesis may not work out because I only heard Petco's CEO talking about it, and he might have used this as an excuse for Petco's worsening margins.
This is an extremely risky trade, you should only risk what you can afford to lose.
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2021.12.05 12:21 harufan dm reference in yugioh sevens episode 77

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2021.12.05 12:21 tommhe Speaking to tommy wright III in dm's, and the guy has never heard of phonk in his life ;( he has 0 clue

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2021.12.05 12:21 ALG55 Unusual life events

Unusual life events submitted by ALG55 to AskAstrologers [link] [comments]


2021.12.05 12:21 eugeniqa Arranging my new track. First time I added vocal samples. And I like how it goes!

Arranging my new track. First time I added vocal samples. And I like how it goes! submitted by eugeniqa to Model_Samples [link] [comments]


2021.12.05 12:21 TheDragonDemands Casting speculation: "Outlander" actor Oliver Finnegan - Young Daeron? Young Aemond?

Casting speculation: submitted by TheDragonDemands to HouseOfTheDragon [link] [comments]


2021.12.05 12:21 Gachu3 I tell everybody about it

I tell everybody about it submitted by Gachu3 to LunaToken [link] [comments]


2021.12.05 12:21 gabrieltkd6 LVL 32 Pokemon Go account 20€

Made in 2016
17 legendary pokemons , shiny Rayquaza
7 shiny pokemons
Multiple strong pokemons, +2500 cp. Some 3000 cp pokemons
20€
Feel free to dm me or send me a message on discord (Deus Bigodes#3662) and we can discuss a fair deal!
submitted by gabrieltkd6 to GamingMarket [link] [comments]


2021.12.05 12:21 herbalcamille Mini pill or Natural Cycles?

Looking for some experiences with either of these routes.
Currently I am trying out an app called Natural Cycles (FDA cleared- you use a thermometer they provide and test for ovulation). However, I went to my doctor and she prescribed the mini pill saying she wouldn’t recommend the app. Which I understand why, however, with regular use/precautions they are almost the same % effective.
I’ve been off the combo pill for over a year as I get migraines with aura, and my sex drive has been really high, moods are great etc.
I’m considering taking the mini pill but I really don’t want to lose my sex drive or have changes in mood. I’d love to hear if anyone has success tracking their cycle naturally (using condoms around ovulation) or the mini pill.
Thanks!
submitted by herbalcamille to birthcontrol [link] [comments]


2021.12.05 12:21 Think-Row-9720 Feminism in a nutshell

Feminism in a nutshell submitted by Think-Row-9720 to MxRMods [link] [comments]


2021.12.05 12:21 Fun_County_1537 Evolution 2-year social activity

Evolution 2-year social activity:
Galaxy Score™ 48.5/100 AltRank™ 2,348/3,344 297 social mentions 567,042 engagements 102 social contributors 0.00% social dominance 105 shared links Price +4.62% to $0.00
https://lnr.app/s/gqmkle $evo #evolution #LunarShare
submitted by Fun_County_1537 to lunarcrushfan [link] [comments]


2021.12.05 12:21 APhool Please upvote vending machines on feedback site.

Hello, I would like small thin storage containers with input only. Basically vending machines I can setup around my base that I can hook up conveyors to that will refill them.
If you could help out by going to the feedback page below and upvouting, it would be appreciated.
https://questions.satisfactorygame.com/post/61acd5c9831c85205236449d
Thanks.
submitted by APhool to SatisfactoryGame [link] [comments]


2021.12.05 12:21 IpseVenenaBibas1 So, the Hunter Biden/Tucker Carlson emails came from Hunter's laptop, which the Daily Mail now has

So, the Hunter Biden/Tucker Carlson emails came from Hunter's laptop, which the Daily Mail now has submitted by IpseVenenaBibas1 to gammasecretkings [link] [comments]


2021.12.05 12:21 huy24 Any promos? Paypal payment didnt go through

Hi everyone,
I've tried to buy the 3 year promo plan for $69 which didn't work due to issues with Paypal. Yesterday I've tried it once again and unfortunately the promo is over. Is there any other promo? Used Windscribe for three years now but don't want to switch to another VPN.
Thanks!
submitted by huy24 to Windscribe [link] [comments]


2021.12.05 12:21 Mynewsify-Website Queen Elizabeth has wicked sense of humour and ‘hidden’ talent: report, The News International – Entertainment

Queen Elizabeth has wicked sense of humour and ‘hidden’ talent: report, The News International – Entertainment submitted by Mynewsify-Website to MynewsifyNews [link] [comments]


2021.12.05 12:21 123itisme123 Reviewing the LOLZ Token

Reviewing the LOLZ Token submitted by 123itisme123 to hivenetwork [link] [comments]


2021.12.05 12:21 KJBrad5haw https://discord.gg/5nGrgxPF

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2021.12.05 12:21 R-editor01 if you upvote this post. you have 1 million dollar in 1 year :)

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2021.12.05 12:21 Rumbeldude FS22 - How do I sell logs directly into the Carpentry building?

It shows that it accepts an input of wood and planks. I have a Man TGX loaded with spruce logs but no matter how I orient the truck onto the drop off zone I can't sell wood to those buildings, only to the sawmill.
submitted by Rumbeldude to farmingsimulator [link] [comments]


2021.12.05 12:21 Anwita333 Trading summer fantasy skirt for another skirt or good offers

:>
submitted by Anwita333 to RoyaleHighTrading [link] [comments]


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