Special Situations 🌐 Research Newsletter (Jay)
$BBBY Bed Bath and Beyond struggling with liquidity issues after poor earnings
-Bed Bath and Beyond Is Said to Mull Private Loans for Liquidity
-Retailer’s debt plunged amid sales slump, excess inventory
-Company hired adviser to help optimize balance sheet
-CEO quit in JUne
tweet
$BBBY Bed Bath and Beyond struggling with liquidity issues after poor earnings
-Bed Bath and Beyond Is Said to Mull Private Loans for Liquidity
-Retailer’s debt plunged amid sales slump, excess inventory
-Company hired adviser to help optimize balance sheet
-CEO quit in JUne
tweet
Offshore
Photo
Ethan Mollick
There are just six basic emotional arcs for all stories:
1. Rags to Riches (rise)
2. Riches to Rags (fall)
3. Man in a Hole (fall rise)
4. Icarus (rise fall)
5. Cinderella (rise fall rise)
6. Oedipus (fall rise fall)
You can visualize arcs of novels here: https://t.co/rEeqyz6QE1 https://t.co/jTDDxFY4Zr
tweet
There are just six basic emotional arcs for all stories:
1. Rags to Riches (rise)
2. Riches to Rags (fall)
3. Man in a Hole (fall rise)
4. Icarus (rise fall)
5. Cinderella (rise fall rise)
6. Oedipus (fall rise fall)
You can visualize arcs of novels here: https://t.co/rEeqyz6QE1 https://t.co/jTDDxFY4Zr
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
$META share repurchases over time https://t.co/jDTF47XDs4
tweet
$META share repurchases over time https://t.co/jDTF47XDs4
tweet
Sidecar Partners
Driving working capital efficiency and cash conversion cycles are not glamorous, yet huge tells… https://t.co/KJ99Rd2gvw
tweet
Driving working capital efficiency and cash conversion cycles are not glamorous, yet huge tells… https://t.co/KJ99Rd2gvw
9/ How to identify these people? Buffett provides some guidance:
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent behavior” - Sidecar Partnerstweet
Twitter
9/ How to identify these people? Buffett provides some guidance:
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent…
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent…
Special Situations 🌐 Research Newsletter (Jay)
FTC Under Khan Faulted by Watchdog on Hiring Unpaid Experts
-Inspector general says the hires create legal, compliance risk
-Agency brought in 17 workers it doesn’t pay since October 2020
-Of 17 discussed in report, 14 had been assigned to Office of Policy
$AAPL $MSFT $AMZN $FB
tweet
FTC Under Khan Faulted by Watchdog on Hiring Unpaid Experts
-Inspector general says the hires create legal, compliance risk
-Agency brought in 17 workers it doesn’t pay since October 2020
-Of 17 discussed in report, 14 had been assigned to Office of Policy
$AAPL $MSFT $AMZN $FB
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Economic data and earnings today were better than expected; on economic front:
-MBA mortgage applications beat
-Service PMI slightly beat 47.3 vs 47.0
-Durable Goods Orders beat 2.0% vs 1.9%
-ISM Services beat handily ->56.7 vs 53.5
-Earnings from $BKNG and $MELI were positive https://t.co/FNXCTjHgW7
tweet
Economic data and earnings today were better than expected; on economic front:
-MBA mortgage applications beat
-Service PMI slightly beat 47.3 vs 47.0
-Durable Goods Orders beat 2.0% vs 1.9%
-ISM Services beat handily ->56.7 vs 53.5
-Earnings from $BKNG and $MELI were positive https://t.co/FNXCTjHgW7
tweet