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Here's a rough idea. I'm sure there are some details missing, and despite my best efforts, this rabbit hole has some twists. So you have Mark Hancock, co-founder of PACS Group, owner of 323 skilled nursing facilities in 17 states. Current net worth estimated at $2.4 billion. PACS went public on the NYSE in 2024 at $21/share, currently at ~$36.50, and Hancock reportedly still holds 35%. The chart, since IPO had some wild moments, but seems to be back on track. Obviously, a very successful entrepreneur at this stage. In April of 2024, Hancock's own PV3 Investments (later PV3 Enterprises)...

You don’t ride skis, you ski skis. Got your own verb for that one, please keep it.

Another small manufacturer that don't tend to market themselves internationally inspite of their name is "Suspension Tech International" from Rotorua NZ. https://suspensiontech.com/rearshock/

They dont really market themselves outside of France, but Novyparts https://www.novyparts.com/novya-amortisseur-suspension-vtt-novyparts/no…

Intend and MRP, Boss is technically still making mtb stuff too. Formula maybe? I wouldn't count Manitou but I do count cane Creek.

what, they didn't wanna make tens of dollars?

"We have been shoveling money into US Customs and Border Protection faster than we can make it. It's literally our entire operating margin," Evil's Moeschler noted. "We've had some short-term methods to offset the cash that we're shovelling into the government. But that wasn't a long-term plan. That was just, 'here's what we can do for a little bit' – but now we need something to change high level with the US government." Absolutely brutal, horrible way to have to run a business. Just lighting money on fire. IDK, maybe its a PR move from a lot of companies, but...

So FOX said forcing Legacy brands to "consolidate or cease operations". Should that be taken at face value?? I understand roughly how much some of the BIG 3-4 still owe to their suppliers, It kinda makes sense...But that's unreal.

Fox Factory reported earnings this evening. I'll do a deep dive post later, but here are a few takeaways. Q4 Results - Came in about as expected (overall). 2026 Guidance - Lighter than expected, but there are talks of divesting in certain assets (like Marucci) SSG (the unit bike components live in) lagged about 5% in year over year sales. Management described bike as "slowly stabilizing" but explicitly acknowledged "disruptive market entrants" forcing legacy brands to "consolidate or cease operations". Maybe they have caught onto this thread? Lol. Stock is flat in post market trading, down 4% prior to the...

RAAW addressed this issue by using modular dropouts. They first did it with their Yalla DH bike which has now trickled down to their Madonna v3.2. This is what the DH industry might head towards to accommodate UDH. Also can we take a moment to drool over how the black and silver SRAM design works with the RAAW frames 🤤

🤔 why is everything so expensive now, and why did it appear to start in 1971? 🤔 If only there was a website dedicated to this

your currency is not much worth anymore, it lost like 25% in just 4 years against the swiss franc, what do you people expect things to cost when you import everything and the fascist king wants his cut on top?

That assumes you can trust Hambiniweeny

If you hate all their other new stuff and how much it costs, just wait until you see the pricing on that new Demo... it's not going to be nice. Soon, you'll be able to buy a new vehicle and live like you did when you were 20 and your bike was 3x more expensive than your car. Maybe they'll roll out a subscription service for the suspension system Loic is running. Every bike will come equipped with it, but you have to pay for every level of adjustment. I'm also sorry if I put a thought in a product...

For both brands, you should always buy the most expensive chain they sell, so XX and XTR as the harder coatings on them often double to triple the usage you can get out of them, more than offsetting the cost increase. Zero friction cycling has the data, but XX flat top chains in particular are the cheapest chain per mile you will find.

SRAM always rolls out the top end drivetrain stuff first, then lower end stuff in later model years. Otherwise people would just buy the lower end stuff for the 'same performance' but higher weight and they don't make as much money.