Core Viewpoint - Off The Hook YS (OTH) has significantly increased its inventory financing capacity to $60 million, more than doubling its previous floorplan financing of $25 million prior to its IPO, which enhances its ability to meet customer demand and support growth strategies for 2026 [1]. Group 1 - The expanded inventory financing capacity is now $60 million, up from $25 million [1]. - This increase in financing is aimed at acquiring and carrying more high-quality used boat inventory [1]. - The move is in response to accelerating customer demand and is part of the company's growth strategy for 2026 [1].

Core Insights - The letter emphasizes the urgent need for BARK, Inc. to take decisive actions to enhance shareholder value, given its current undervaluation in the market [1][2][8] Financial Position - BARK, Inc. has a strong balance sheet with $85 million in cash reserves and $98 million in fully paid inventory, totaling $183 million in liquid assets [2] - After accounting for debt and other prepaid expenses, the net equity value is approximately $150 million, significantly higher than the current market capitalization of $137 million, indicating the stock is trading at negative equity [2] Proposed Initiatives - A minimum $25 million share buyback program is recommended to take advantage of the stock's depressed prices, which would benefit remaining shareholders and affirm the company's intrinsic value [4] - The company should secure inventory financing against the $98 million in paid inventory to free up capital for growth initiatives and marketing, optimizing the balance sheet [5] - Strategic plans should be developed to expand product categories, including vitamins, supplements, and DNA testing kits for dogs, leveraging proprietary data on over 6 million dogs for personalized health recommendations and new revenue streams [6][7]

(State or other jurisdiction of incorporation or organization) As filed with the U.S. Securities and Exchange Commission on April 7, 2023 Registration No. 333-[●] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CHEETAH NET SUPPLY CHAIN SERVICE INC. (Exact name of registrant as specified in its charter) (Primary Standard Industrial Classification Code Number) North Carolina 5010 81-3509120 (I.R.S. Employer Identification ...