Keep in mind @T.E.P. has a fund to manage and is saying whatever it takes to protect his funds.
How is TYR a high conviction play when their hardware product is white label, and they can't even get their software right. TYR has no real scalability, haven't implemented anything with ecommerce stores/builders that is widely used, have no greater ecosystem to tape into (like Square), white-label their large clunky hardware. They have no moat, unlike Square.
Having TYR as a long-term high conviction play is the exact same as having SWF as a high conviction play. Both rely on other companies for a core part of their product and are too slow to really catch up with the times. Fair value where it is tbh, doesn't have to drop anymore.
TYR Price at posting:
$2.32 Sentiment: None Disclosure: Not Held
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