As discussed last quarter, the meaningful growth in our small business portfolio over the past year, credit metrics for that portfolio are settling at more normal levels as compared to the unsustainably low levels we experienced exiting the pandemic.

Source: https://seekingalpha.com/article/4596576-enova-international-inc-enva-q1-2023-earnings-call-transcript?source=feed_all_articles

Company is still in heavy debt reduction mode ofc, after paying unsustainably high dividends for a couple years.

Source: https://seekingalpha.com/article/4632148-knot-offshore-partners-more-bad-news?source=feed_all_articles

Key risk factors to consider include export restrictions to Chinese companies, lack of shareholder returns, cyclical industry, and unsustainably high market share.

Source: https://seekingalpha.com/article/4592468-why-axcelis-technologies-may-have-limited-upside?source=feed_all_articles

Some customers have made strategic purchases in DRAM and NAND to take advantage of unsustainably low pricing as the market begins its recovery.

Source: https://seekingalpha.com/article/4637794-micron-technology-inc-mu-q4-2023-earnings-call-transcript?source=feed_all_articles

"The direction of travel is clear and away from unsustainably easy (monetary) policy," Pictet's Donzé said, forecasting "a stronger currency as we move into 2024."

Source: https://www.channelnewsasia.com/business/analysisjapans-inflation-comeback-prompts-investors-tear-old-playbooks-3935241?cid=cna_flip_070214

We believe the shares are unsustainably cheap.

Source: https://seekingalpha.com/article/4598412-baron-real-estate-income-fund-q1-2023-shareholder-letter?source=feed_all_articles