This report is an update to the analysis we published in July since we have more information on what the restructuring will look like and how it will be done. We continue to follow the stock closely on a day-to-dayWe are two Andres & Angel, two professionals dedicated to U.S. investments and the two analysts behind this profile. We started this profile to uncover more remote investment ideas that are usually overlooked by traditional investors. We seek to employ an angle anchored in the well-known “second-l ...

Core Viewpoint - A prudent approach is recommended for Funko (NASDAQ: FNKO) shares due to limited visibility in the interim, lack of strategic communication, and increased margin pressure dynamics [1] Company Analysis - Funko has successfully established a well-known brand, but faces persistent challenges that may impact its future performance [1] Investment Strategy - The analysts behind the profile focus on uncovering overlooked investment ideas through a second-level thinking approach, aiming for asymmetric results by understanding the company deeply [1]

Group 1 - The article introduces Glenco Capital as a new contributing analyst for Seeking Alpha, inviting others to share investment ideas for publication and potential earnings [1] - The authors, Andres and Angel, focus on uncovering overlooked investment opportunities in the U.S. market, employing "second-level thinking" to identify asymmetric results [2] - The analysts have a strong background in fundamental analysis, with one specializing in portfolio management and the other in sell-side analysis, aiming to provide a unique perspective on growth stories [2] Group 2 - The article includes a disclosure stating that the author has a beneficial long position in FNMA shares, indicating personal investment interest [3] - Seeking Alpha emphasizes that past performance does not guarantee future results and clarifies that no specific investment recommendations are being made [4]