https://www.paxromanacapital.com/new-notes daily 1.0 2026-07-27 https://www.paxromanacapital.com/new-notes/5x5dgmfgz8pwxz235z3k8g89p5wltg monthly 0.5 2026-07-27 https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/598567ad-a54a-42b7-bdb0-1209b86c5912/download.jpeg New Notes - Hasbro (HAS) Short - Make it stand out Just found out I could add images and not just blocks of text :( https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/d6eaa83a-b381-4bd0-b150-850423be15d4/Screenshot+2026-07-22+at+5.48.43%E2%80%AFPM.png New Notes - Hasbro (HAS) Short - Make it stand out It’s just old guys, collectors, buying the terrible looking $95 Baby Yodas. This is an industry in decline. https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/92da3e03-a0e2-4034-b324-e0fd515fc2d0/hoc-aragorn-the-uniter-and-andu%CC%81ril-flame-of-the-west-v0-zjlnacdiwqeh1.webp New Notes - Hasbro (HAS) Short - Make it stand out LOTR set was the second-best selling OAT when released in ‘23. Hobbit set being released in Q3. https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/dc8d2247-efc8-4d96-a420-658008eaa5e5/images.jpeg New Notes - Hasbro (HAS) Short - Make it stand out These guys are dropping a band a quarter on MTG, but they seem chill. Guy on left needs to put socks on at least. Dudes who put on all their clothes except for socks/shoes indoors have become way too prevalent. I don’t want to see those bro!! https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/ca156921-f440-4a81-a766-608763de0c8c/MV5BYjY0MTc4NTktMDNhYS00NjFjLTgyZmItNmM3MzJjYmZiZGY2XkEyXkFqcGc%40._V1_.jpg New Notes - Hasbro (HAS) Short - Make it stand out Cool art! https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/0c6b1682-1cc7-415b-a8f0-5dfde15e560a/The_Brat_-_Promo_-_Fortnite.webp New Notes - Hasbro (HAS) Short - Make it stand out My greatest Fortnite skin….The Brat. Made it to Reload Unreal one season. Had to carry MinitureSquid and Mule_Tool8108, and also CptDeclan at one point, but wasn’t too hard :/. https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/c29bfe20-1a79-4b6b-b2f5-8df1288f47e5/Screenshot+2026-07-24+at+6.13.20%E2%80%AFPM.png New Notes - Hasbro (HAS) Short - Make it stand out ~8.8m units to break-even https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/16a3de9c-c94b-431c-a264-ab1826a414c9/ss_b435248c72958bdc0b63669324073b821776b45d.1920x1080.jpg New Notes - Hasbro (HAS) Short - Make it stand out Tbf that is a terrible haircut they gave this guy. It is a FPS, but dayum! https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/9d5e337a-8b52-49dd-bcad-e21ddc072da6/character-customization-v0-5qx0lgztnhah1.webp New Notes - Hasbro (HAS) Short - Make it stand out Below is much lower quality, my bad haha https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/08188fb6-a204-4208-a099-9568764b2845/Screenshot+2026-07-24+at+4.53.45%E2%80%AFPM.png New Notes - Hasbro (HAS) Short - Make it stand out Good YouTuber resource for more information if you want to look more into this game or space https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/db5395e1-84ff-4b30-891e-98ce8e9c37c2/Screenshot+2026-07-24+at+4.53.54%E2%80%AFPM.png New Notes - Hasbro (HAS) Short - Make it stand out These polls with a dark background came from r/exodus. When they say “current CC” they are describing very minimal like hair design change (maybe) and placing a few tattoos, something along those lines, as opposed to a traditional CC, where you build a character from the ground up. https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/4712d2cc-3233-4d70-95e9-37b88d2ba28b/Exodus-Ring-titel-title-1280x720-1.jpg New Notes - Hasbro (HAS) Short - Make it stand out Patrick Bateman voice: Look at that high cheekbone, the tasteful protrusion of it. Oh my God. He even has the wax face. https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/d5a11119-1d87-460d-9dba-16687abda88f/clair-obscur-characters.jpg New Notes - Hasbro (HAS) Short - Make it stand out From Clair Obscur for reference of a good-looking character design. The Exodus picture is from a cutscene, so there is no gameplay context excuse. Not sure the context of this Clair Obscur screengrab, but I assume it is a cutscene as well. https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/b4b814e5-e322-4ede-814a-ededd21c0cce/fable-reboot-looks-absolutely-stunning-in-game-screenshots-v0-6hj1qcv8jg5b1.jpg New Notes - Hasbro (HAS) Short - Make it stand out Fable graphics are supposed to excellent https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/ff497063-9d35-4291-b835-59958ace12fe/Screenshot+2026-07-25+at+2.49.39%E2%80%AFPM.png New Notes - Hasbro (HAS) Short - Make it stand out From The Expanse: Osiris Reborn https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/b19cb033-d769-4ead-948b-fad9ea515390/The-Expanse-Osiris-Reborn-%E2%80%94-Developers-Shared-Beta-Highlights-and-Future-Plans.jpg New Notes - Hasbro (HAS) Short - Make it stand out Companion from TE:OR https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/3cef58c6-54b5-4264-8bac-d121eb81b99a/elise-casual-021324-1707859592.png New Notes - Hasbro (HAS) Short - Make it stand out Companion from Exodus “I prefer not to speak. If I speak, I am in big trouble. In big trouble. And I don't want to be in big trouble.” https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/57e3b5a1-577e-4da8-9157-2b83d96d843a/Screenshot+2026-07-25+at+4.06.14%E2%80%AFPM.png New Notes - Hasbro (HAS) Short - Make it stand out I can make it prettier I swear! https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/bc2e48fd-4991-47c1-a2eb-a87aca8031a9/1706407129387.jpeg New Notes - Hasbro (HAS) Short - Make it stand out James Hardiman, friend of the show https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/cf3d466f-c2b9-400a-bb05-f13155f0a3dc/Screenshot+2026-07-25+at+4.43.18%E2%80%AFPM.png New Notes - Hasbro (HAS) Short - Make it stand out Multiple compression is much less aggressive, even down to 13x is probably a bit much. The math just doesn’t work, and I don’t have anything to ground a more aggressive Exodus forecast in. https://www.paxromanacapital.com/new-notes/gk9ee722wz8xrc4h5z66kmenjfzp9r monthly 0.5 2026-04-13 https://www.paxromanacapital.com/portfolio-performance daily 0.75 2026-07-26 https://images.squarespace-cdn.com/content/v1/64518a716fc9f02d59d6c9c0/3edcec90-103c-4663-b156-a209c824288e/Screenshot+2026-07-22+at+3.57.34%E2%80%AFPM.png https://www.paxromanacapital.com/notes daily 0.75 2026-07-26 https://www.paxromanacapital.com/notes-1 daily 0.75 2026-07-26