I’ve been watching $GOOS for a while and yeah, the financials haven’t exactly been giving “strong buy.” But then I walk around NYC and literally everyone is rocking those $1,000–$2,000 parkas like it’s a uniform. It doesn’t feel like a dying brand when you see that kind of real-world demand.

Is it crazy to invest based on vibes and what you’re seeing with your own eyes? Like, boots-on-the-ground DD instead of just spreadsheets? Or is that how you end up bagholding a “but everyone wears it” stock?