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Ah! Good question. What we are talking about here is "accounts receivable" or "AR". This is a balance sheet item. Those wondering, Fox reported accounts receivable as of 4-Jul of $185M. If anyone wants to play along at home, this is one of the first things on the "balance sheet" part of the press release (under assets). For those who don't know how AR works, a customer (say, Trek) will generally get terms from the vendor (Fox), which stipulates how quickly they need to pay their invoice. Often there is a discount (like 1%) if its paid super fast (10...

Saw a bottlerocket in person a couple weeks ago. Perhaps it was a sign.

Fox reports earnings after the close. Not expecting anything major, but they remain a solid benchmark for the space. I’ll cover it. Quick aside: after talking to a few private credit guys, it's becoming clear that the smaller the company, the more pain they're feeling...regardless of industry. That might seem obvious, but for many private companies under $50–100M in revenue, key profitability metrics have noticeably compressed over the last 3–4 years. Tariff concerns have eased somewhat, but they still hit these smaller players harder, especially those already operating on thin margins. Worth noting because Fox is large and public, with...

I have the High Above Supernatural vest pack and can confirm it is awesome. I like High Above, a small business that makes excellent stuff in WA with clever design, high quality materials and great customer service.

I am a vest guy myself and I have a 1.5L (2.5L gear) camelbak chase vest (the original one, which is slightly better then the current one). I recently got a camelbak chase 8 vest as a replacement which is a 2L bladder (6L gear). I use either depending on the length of ride, combined with a water bottle on frame and usually a 21oz quick stow flask as well. I prefer this setup because I like to keep 1.5 - 2.0 L of plain water, a water bottle with carb drink mix, and a soft flask with a sodium/potasium/magnesium...

Feels like we're winning this battle, team. Nice work complaining enough to move the needle.

Yeah, they call it Bronson.

The kickstand is the pinnacle of the kickstand world... There are no better kickstands to be found anywhere..

king crab link?

Brines – thanks for those finance blogs, some solid reads in there. I’m subscribing. On Rapha (and bike apparel in general), saw someone in the thread say, “Walmart bought it, I’m out.” Bit unfair, no? It wasn’t Walmart—it’s the Walton grandsons. Say what you want, but they’re bike fans. And if we’re being honest, if any of us were billionaires, we’d probably scoop up some cool bike brands too. I think they’ve also got their hands in Allied and Wahoo? Honestly, not the worst portfolio if you’re trying to uplift cycling. Rapha’s got a new CEO too, and from what...

I'm down to listen to a Jeff-on-Jeff podcast

Thanks. Apologies to how badly that post needed an editor prior to posting. If you suffered through the reading of it, I appreciate it. I'll do better pausing before posting next go! Those asking about Intense, it'd be a worthwhile deep dive to try and detail their history. Honestly, that'd probalby require talking to employees and even Jeff himself. I have dreams of doing "Acquired" style podcasts about these companies, being there is a lot of cool history and story behind all of them. I think they still have a great shot but will have to buckle down. Their bikes...

I'm getting really close to locking this thread.

Yes, it is a side quest. I encourage you to start your own thread on this one. I'll happily contribute, but its way too far off the beaten path for us to get into...here.

New post up on the whole YT situation. Thanks to a sleuth-y VitalMTB member, financials were found (up until 2022). Huge shoutout...but I want to make sure he wants the shoutout first! Substack My Blog My Super Ugly Windows 98 Themed Blog (reader beware)

Hot tip: skip ahead to 58:55 for a hilarious angry/emo/edgelord Spomer story. Jason and I didn't even know he could get angry.