@0xDecember Avatar @0xDecember December

December posts on X about $byon, $wba, $cvna, $bbby the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 39.81% finance 24.27% cryptocurrencies 7.77% technology brands 3.88% countries 3.88% financial services 2.91% exchanges 2.91% automotive brands 0.97% luxury brands 0.97%

Social topic influence $byon 33.98%, $wba 11.65%, $cvna #81, $bbby 10.68%, lmfao 7.77%, $tbhc 6.8%, in the 5.83%, $w 5.83%, debt 5.83%, margin 4.85%

Top accounts mentioned or mentioned by @aririanae @fearmunger @aarondrockwell @marcuslemonis @mmauskopf @arkansasoil @overstock @ricosolifico @gungs001 @sethwuzhere @profr33dom @davidfklamm71 @tzero @cantilloncap @hingfdiuh @keithkeith80 @drfager @fear_munger

Top assets mentioned Walgreens Boots Alliance Inc (WBA) Carvana Co. (CVNA) Bed Bath & Beyond Inc (BBBY) Wormhole (W) Hershey Co (HSY) CarMax, Inc (KMX) Goldman Sachs (GS) Mario Coin (COIN) New York Community Bancorp, Inc. (NYCB) Enovix Corporation Common Stock (ENVX) Kohl's Corporation (KSS) GameStop, Corp. (GME) MONDELEZ INTERNATIONAL INC (MDLZ) Credit Suisse Group (CS) Peloton Interactive, Inc. Class A Common Stock (PTON) Ally Financial, Inc. (ALLY)

Top Social Posts

Top posts by engagements in the last [--] hours

"Though normalization started with auto-loans I guess not lmfao. $KMX & $CVNA delinquencies persistently rising accompanied by escalating losses with MoM and YoY approaching or surpassing [----] pre-pandemic levels categorized as subprime or even exceeding prime standards"
X Link 2023-08-27T00:14Z [---] followers, [---] engagements

"$MDLZ takeover offer to $HSY isn't new -- we helped ran the advisory side back in [----]. Valuations and culture were misaligned. This transaction is going to be perplexed and require a lockbox mechanism or earn-out. Forward multiple they are paying is likely 13-15x EBITDA"
X Link 2024-12-09T20:28Z [---] followers, [----] engagements

"We have acquired and operated several major master franchises over the years most recently in the healthcare sector. Home furniture franchises however are relatively uncommon -- which raises some concerns if $BBBY is pursuing a turnkey model. https://investors.beyond.com/news-events/press-releases/news-details/2025/Bed-Bath--Beyond-Launches-Nationwide-Franchise-System-Expanding-Its-Everything-Home-Mission-to-Local-Communities/default.aspx"
X Link 2025-10-07T19:37Z [---] followers, [---] engagements

"If I were back at Goldman Sachs -- this kind of modeling would haunt me. I believe $COIN is undervalued but adding the Base's prediction is a large margin of error"
X Link 2025-11-07T19:35Z [---] followers, [---] engagements

"Enough of my ranting. SEO on AI chatbot should be a priority -- especially homeware/furniture businesses. If that's where future is heading"
X Link 2026-01-12T23:44Z [---] followers, [---] engagements

"Out of the office these past days. Went for a afternoon jog on an open golf course. Seriously contemplating dropping $3m on a second beach house here unbelievably peaceful and quiet"
X Link 2026-01-30T02:37Z [---] followers, [---] engagements

"Looks like $BBBY is leaning into that marketing strategy now feels like a no-brainer. Were also testing it with a few of our portfolio companies as well. https://x.com/BedBathBeyond/status/2021264911867789314 https://t.co/wz0KwOxJDb https://x.com/BedBathBeyond/status/2021264911867789314 https://t.co/wz0KwOxJDb"
X Link 2026-02-10T19:31Z [---] followers, [---] engagements

"Over the past two years 30-day delinquency rates on $CVNA subprime securities have increased by [---] basis points. Performing better than peers such as Santander Consumer USA and GM Financial"
X Link 2026-02-13T00:19Z [---] followers, [---] engagements

"Interesting that $CVNA ABS vintages (2023-25) are performing noticeably better than (2021-22) vintages. [----] is tracking at a low based on cumulative net loss ratio"
X Link 2026-02-13T00:27Z [---] followers, [---] engagements

"Street consensus suggests the $CVNA short report is flawed. Still its notable that the Street rarely makes a concerted effort to publicly dismantle these claims -- as seen with Hindenburgs report years ago"
X Link 2026-02-13T01:00Z [---] followers, [---] engagements

"Deutsche to their clients -- $CVNA subprime loan book to be performing in-line with industry norms no indication loans are toxic. "We believe many of the assertions in the short-seller's report are grossly exaggerated at best to potentially factually inaccurate in other spots""
X Link 2026-02-13T00:14Z [---] followers, [----] engagements

"Got bumped this through internal. If there's any undergraduate or masters students fluent in German wanting to break into private equity I highly recommend applying. We recruit on a rolling-basis at KKR. https://www.kkr.com/careers-listinggh_jid=4777518004 https://www.kkr.com/careers-listinggh_jid=4777518004"
X Link 2023-04-22T23:26Z [---] followers, 22.2K engagements

"I'm surprised this area didn't make it on the "Best Beach" in New Zealand. Hidden gems stay hidden (does have a beach not shown in the pictures). https://www.nzherald.co.nz/travel/nzs-best-beach-2026-revealed-find-out-the-winners-in-five-categories-plus-our-overall-winner/6MD62ZJBIJHWHHJPGX4GXAML7M/ https://www.nzherald.co.nz/travel/nzs-best-beach-2026-revealed-find-out-the-winners-in-five-categories-plus-our-overall-winner/6MD62ZJBIJHWHHJPGX4GXAML7M/"
X Link 2026-02-07T20:09Z [---] followers, [---] engagements

"I dont own any $CVNA shares -- but I find it useful to hear both the bull and bear cases from time to time. At the end of day Carvana are best-in-class among its peers. And it's because of this. Lmfao. https://x.com/0xDecember/status/1695626254182183161 @gungs001 $CVNA Auto ABS accounting method: https://t.co/YkTUMI4lsc https://x.com/0xDecember/status/1695626254182183161 @gungs001 $CVNA Auto ABS accounting method: https://t.co/YkTUMI4lsc"
X Link 2026-02-13T01:17Z [---] followers, [---] engagements

"19-pages JPM's equity research on recent $NYCB debacle. "With NYCB having built a war chest of reserves to pay for potential loan losses the bottom line is that the looming CRE risk factor has been mitigated in our view with minimal provision expense likely for 2024" Lmfao"
X Link 2024-02-15T05:02Z [---] followers, [----] engagements

"Meh -- not so great earnings for $BYON but slowly making improvements. Cutting OPEX from $25m to a new revised $40m is not enough to tickle the streets vs. $W approach. OPEX makes c.20% as % of total revenue increasing cut by a delta $15m -- will only bring it down to c.19%"
X Link 2024-02-20T23:57Z [---] followers, [----] engagements

"That's new from streets after $BYON. "We expect positive EBITDA in 2H:24 and going forward so long as revenue targets are met.""
X Link 2024-03-06T02:07Z [---] followers, [----] engagements

"@sethwuzhere Hence why $NYCB needed to raise capital via equity infusion"
X Link 2024-03-11T00:47Z [---] followers, [---] engagements

"Just FYI: Street view on $BYON acquisition of Zulily. "We think this provides even more cushion for Beyond to achieve its goals for revenue of $2 billion in [----] (up 28% YoY) and a $3 billion run rate by the end of [----] while reducing costs by $45 million""
X Link 2024-03-17T23:02Z [---] followers, [----] engagements

"Instead of $HSY short-thesis baked on fluff attached streets equity research. Re: earnings: Re: Feastables Good-luck shorting Hershey with monopoly in a fragmented market. https://twitdoc.com/upload/0xdecember/hershey-rbc-capital-market-november-2023-.pdf https://twitdoc.com/upload/0xdecember/hershey-j-p-morgan-february-2024-er-.pdf https://twitdoc.com/upload/0xdecember/hershey-deutsche-february-2024-.pdf https://twitdoc.com/upload/0xdecember/hershey-j-p-morgan-february-2024-.pdf https://twitdoc.com/upload/0xdecember/hershey-rbc-capital-market-november-2023-.pdf"
X Link 2024-03-22T23:51Z [---] followers, [----] engagements

"Re: Cocoa prices on Hershey. " $HSY has good visibility into cocoa costs this year. However management did also acknowledge that cocoa will be a headwind in 2025" That's all you need to know -- no more of the "Armageddon" thesis"
X Link 2024-04-04T21:32Z [---] followers, [----] engagements

"SHOGUN is probably the best TV series I have watched for many years. Down from cinematography ambiences to costumes -- also couldn't hold tears from Episode [--]. Mariko is my woman crush for 2024"
X Link 2024-04-25T03:05Z [---] followers, [----] engagements

"I'm still deciding if I should share every equity research on $BYON after earnings -- but here's the revision of revenue from them. Each streets dropping their forecasts on Beyond's revenue concluding street consensus is now $1.6b for FY24"
X Link 2024-05-09T07:21Z [---] followers, [----] engagements

"Data just got released -- $W now captures 16.4% (1% YoY growth) of the home goods vs. $BYON with 2.6% (0.2% YoY growth). FYI: We usually use this source of data when I was back in Goldman Sachs & Credit Suisse. https://www.yipitdata.com/resources/blog/1q24-home-goods-index https://www.yipitdata.com/resources/blog/1q24-home-goods-index"
X Link 2024-05-10T07:46Z [---] followers, [----] engagements

"@AriRianae Still on holiday leave forgot this was on my cloud. This street nailed $BYON pre-earnings interestingly -- they are already forecasting Zulily. "We think Beyond can deliver at least $200 million in quarterly revenue from Zulily once the brand is fully up and running.""
X Link 2024-05-14T22:07Z [---] followers, [---] engagements

"Since I don't have any buy-side mandates have time to kill. Streets on post-earnings of $BYON. "There seems to be notable uncertainty with the Overstock and Zulily re-launches and how long it will take these brands to become impactful to sales and EBITDA""
X Link 2024-05-20T20:20Z [---] followers, [----] engagements

"It has been quite some time (a year) I looked at $CVNA "The rapid progress on margin expansion and overall EBITDA combined with existing cash on the balance sheet should put to rest any lingering concerns around optionality to reduce debt/interest burden over time""
X Link 2024-05-28T02:32Z [---] followers, [----] engagements

""At current levels $KMX stock discounts for nearer-term cyclical challenges but does not reflect well the significantly enhanced underlying EPS power" Can you say the same with $CVNA"
X Link 2024-06-12T01:24Z [---] followers, [----] engagements

"FYI: Streets are forecasting $BYON revenue for FY24 at $1.6b. Since management already said that Q2 will remain flat H2 of the year is when things get interesting -- as it's covered with mist"
X Link 2024-06-14T05:16Z [---] followers, [----] engagements

"Since divestment has been the talk of discussion for Walgreens -- here's sum-of-the-parts (SoTP) model example from streets. "At $WBA current share price we believe the market is signaling Village could be worth closer to $2B and WBAs US business is worth only 5x an earnings""
X Link 2024-06-18T21:04Z [---] followers, [----] engagements

"For those that want to learn I have provided my model for ease. Based on blended 50/50 weighted valuation $BYON would have a fair-value of $18 share price for this year (upside of 35% to current share price). FYI: BoFA and Jefferies cut their target to $15 price-target"
X Link 2024-06-22T03:53Z [---] followers, [----] engagements

"Just going to call it now -- elephant in the room. 1). Medici portfolio is worthless to $BYON adds nothing but incurs costs. 2). tZero worthless technology with a solution trying find a problem that isn't prevalent (but in 10+ years); and 3). Streets don't value #1 and #2"
X Link 2024-06-28T02:18Z [---] followers, [----] engagements

"@mmauskopf @ArkansasOil Tell me you don't have concrete evidence that $BYON venture side is valuable without telling me. Wake up to reality this is amateur hours now. We're 7-months in since no new information regarding Medici (JAT open letter didn't even nudge much too)"
X Link 2024-06-30T20:31Z [---] followers, [----] engagements

"Lmfao. This is too optimistic for $W Furniture industry is just too gloomy (yet not armageddon)"
X Link 2024-07-04T23:03Z [---] followers, [----] engagements

"@AriRianae Since I got a few minutes to kill -- here you go. But FYI: $ENVX and its industry is out of my scope of knowledge -- so I'm futile with opinions"
X Link 2024-07-10T03:20Z [---] followers, [---] engagements

"Streets are forecasting $BYON revenue of $391m for the upcoming Q2 earnings on [--] July (aligns with management guidance of flat Q2). FY24 forecast is $1.6b however something to consider -- likely margin of error. Streets are not baking the "soon" Zulily's revenue for Q3-Q4"
X Link 2024-07-16T22:18Z [---] followers, [----] engagements

"Besides $BYON financial. I do hope there's an update monotone on the venture side Medici for Beyond's earnings. Clear as a dart board -- it's being heavily neglected with most of the economics being eaten by third-parties. https://x.com/0xDecember/status/1807512227035086858 @mmauskopf @ArkansasOil Tell me you don't have concrete evidence that $BYON venture side is valuable without telling me. Wake up to reality this is amateur hours now. We're 7-months in since no new information regarding Medici (JAT open letter didn't even nudge much too). https://x.com/0xDecember/status/1807512227035086858"
X Link 2024-07-17T02:12Z [---] followers, [----] engagements

"@marcuslemonis 4). Orphan child -- no mention/links to Medici on $BYON investor relation website You own majority stake yet financial documents and etc are hurdle for your invesors. Barely functioning website too -- is JJ still running the show everything outdated https://www.mediciventures.net/team.html https://www.mediciventures.net/team.html"
X Link 2024-07-17T06:05Z [---] followers, [---] engagements

"FYI: Some commentary on the forecast with $CVNA Other GPU"
X Link 2024-07-29T00:35Z [---] followers, [----] engagements

"What I took away from observing $BYON investors during day of pre-and-post conference call. Pre: "Pre-mature celebration due beating estimates" as result up $15 Post: "Cash burn and guidance I don't understand" as result down $12. Such unique collective-base of "investors""
X Link 2024-07-30T23:17Z [---] followers, [----] engagements

"Attached is $BYON Q1 as reference. Clearly some of the financial metrics here improved QoQ (Q1-Q2) so you have to give them props. But -- you're telling me burning $70m in cash leads to an incremental $16m improvement to revenue"
X Link 2024-07-30T23:39Z [---] followers, [----] engagements

"Besides the cash -- I feel this $BYON earnings tone was a huge step-up and much needed. Quite surprised only one street mentioned Medici. Attached link to the Q2-2024 transcript: https://www.barchart.com/story/news/27703285/beyond-inc-byon-q2-2024-earnings-call-transcript https://www.barchart.com/story/news/27703285/beyond-inc-byon-q2-2024-earnings-call-transcript"
X Link 2024-07-31T03:45Z [---] followers, [----] engagements

"Will drip feed $BYON equity research from streets when I have time. "While we believe that Zulily and Overstock can each add $200 million in revenue in FY:25 and $400 million in FY:26""
X Link 2024-08-07T23:18Z [---] followers, [----] engagements

"@AriRianae It's very interesting to read street pre vs. post-earnings $ENVX -- conviction is still there post-earnings. Here's JPM on pre-earnings weeks ago"
X Link 2024-08-10T03:04Z [---] followers, [----] engagements

""With net proceeds associated with the planned sale of the [------] square foot owned corporate headquarters building (Midvale UT) slated to approximate $54 million we are directionally more optimistic around $BYON financial flexibility over the near-to-intermediate term""
X Link 2024-08-12T01:54Z [---] followers, [---] engagements

"Lmfao. $CVNA price-target of $185. Loved Carvana's growth resurgence but this is some steroid valuations"
X Link 2024-08-12T07:20Z [---] followers, [----] engagements

"Anyone else bored of "cut to federal fund rate" being the main catalyst for these furniture business e.g. $W "Wayfair shares remains positively skewed we reiterate Buy rating and believe there is upside even beyond our $70 Target Price upon a more fulsome industry recovery""
X Link 2024-08-15T06:36Z [---] followers, [----] engagements

"Easy to find/do bolt-on acquisitions -- but how you integrate is not easy and will always run into hiccups. $BYON now has a competitive moat in a niche audience with Zulily. The two points I summarized above is something to pondered"
X Link 2024-09-03T07:47Z [---] followers, [---] engagements

"Here's growth story -- $PTON. "EBITDA guidance for the year of $200-$250M is encouraging for liquidity-concerned investors. Peloton made significant progress restructuring its debt portfolio and cementing a long-term pathway towards sustainable positive FCF""
X Link 2024-09-05T22:53Z [---] followers, [----] engagements

"JPM on $WBA. "Our downward revision is concentrated heavily within Walgreens' Retail Pharmacy segment where a variety of headwinds (front-end weakness reimbursement pressure including NADAC volatility and shrink to name a few) have driven significant gross margin pressure""
X Link 2024-09-10T21:07Z [---] followers, [----] engagements

"Got invited to an intro meeting with ICONIQ / KKR this week the slide deck that was presented. Look at ICONIQ's IC board. One word -- stacked"
X Link 2024-09-14T01:21Z [---] followers, [---] engagements

"Any clear indicator of how much $CVNA cars as % is financed it seems the biggest comparison between Carvana and CarMax is the credit side. $KMX and $ALLY has been underperforming due to NIM compression"
X Link 2024-10-02T23:25Z [---] followers, [----] engagements

"$352m is the revenue forecast from streets for $BYON upcoming earnings. Should be enough wiggle room for management to beat"
X Link 2024-10-13T00:17Z [---] followers, [----] engagements

"Zulily -- I'm curious to see how things are progressing especially under $BYON management. Customer feedback seems mixed with some noting higher prices compared to the previous ownership. However I feel a few negative reviews dont necessarily reflect the whole picture"
X Link 2024-10-13T00:31Z [---] followers, [---] engagements

"Have no words. I also gave $BYON the benefits of the doubt especially how low the bars was set for the Company to beat estimates. Yet it missed by a large margin $353m forecast vs. $311m (11% missed). https://x.com/0xDecember/status/1845257433763217727 $352m is the revenue forecast from streets for $BYON upcoming earnings. Should be enough wiggle room for management to beat. https://t.co/3BtdPUczal https://x.com/0xDecember/status/1845257433763217727 $352m is the revenue forecast from streets for $BYON upcoming earnings. Should be enough wiggle room for management to beat."
X Link 2024-10-24T23:00Z [---] followers, [----] engagements

"What is reflected in $BYON share price is a better representation of the core competencies of management -- all talks about execution yet results lack fruition. I will give 1-week for streets to digest their thoughts until I start sharing those equity research"
X Link 2024-10-24T23:02Z [---] followers, [---] engagements

"I want everyone to read $BYON slide deck or watch the webinar. Slide deck is a joke so much words on paper -- looks like it was crafted by a low-tier MBB firm. https://investors.beyond.com/news-events/events-and-presentations/events/event-details/2024/Investor-Day/default.aspx https://investors.beyond.com/news-events/events-and-presentations/events/event-details/2024/Investor-Day/default.aspx"
X Link 2024-10-24T23:17Z [---] followers, [---] engagements

"Comparing what was presented in $BYON "investor day" is a slap in the face for current investors. Just look at $W investor day presentation easy to digest -- no marketing fluffs. And the webinar: https://www.youtube.com/live/LYlNIChj-H0 https://s24.q4cdn.com/589059658/files/doc_events/2023/Aug/10/investor-day-2023-presentation.pdf https://www.youtube.com/live/LYlNIChj-H0 https://s24.q4cdn.com/589059658/files/doc_events/2023/Aug/10/investor-day-2023-presentation.pdf"
X Link 2024-10-24T23:20Z [---] followers, [----] engagements

"Lost footing with $HSY for a couple months -- was reading a few Hershey's equity research as a refresher. This one is interesting from JPM. Bear vs. Bull argument case"
X Link 2024-10-30T20:32Z [---] followers, [----] engagements

"This sums up street on $BYON after Q3 Investor Day. "While the path to improvement in conversion rate and gross margin seems reasonable accepting the long-term vision will require more time/ proof""
X Link 2024-11-07T23:57Z [---] followers, [----] engagements

"Lmfao. Here's some insider news on $WBA. There's been talks about JPM about Walgreens tapping the HY markets again. Most likely JPM is going to pitch/facilitate again"
X Link 2024-11-08T02:11Z [---] followers, [----] engagements

"Here's the insider information -- $WBA will most likely be tapping the HY market again in FY25. "WBA made its debut HY issue in August" Yeah debut because you (JPM) pitched it"
X Link 2024-11-08T09:34Z [---] followers, [----] engagements

"@fear_munger @profr33dom @DavidFKlamm71 @marcuslemonis @Overstock Excuse my language. What I say about $BYON is not shiting on investors or for my joy of schadenfreude. I want the Company to thrive it's just hard to see it when each strategy has been a massive setback. But yes seems like this is not a marathon"
X Link 2024-11-09T23:22Z [---] followers, [---] engagements

"@marcuslemonis @Overstock @tZERO Crypto isnt a silver bullet for $BYON sales channel. X platform isn't a "whole" representation of your customers base -- most likely make up less than 1% of total revenue. You have the data leverage it through running a customer survey to get clearer insights with incentives"
X Link 2024-12-13T04:00Z [---] followers, [---] engagements

"@AaronDRockwell @cantilloncap @hingfdiuh Sycamore Partners is known for LBO. $WBA may have filed the debt shelf to enhance its financial flexibility either to: 1). facilitate the LBO process; or 2). negotiate better terms with the PE ; and or 3). signal to the market that it is preparing for significant changes"
X Link 2024-12-17T03:17Z [---] followers, [---] engagements

"JPM's credit team expect $KSS to tap capital markets in [----] for an injection to address the senior notes. Seems like Kohl's Corp has been generating solid FCF (after CAPEX) but what the rationale with their dividends policy being issued constantly"
X Link 2024-12-17T20:34Z [---] followers, [----] engagements

"Its that time of year to unwind at my beachfront bach and soak in this stunning view every morning. Wishing everyone a wonderful Christmas -- enjoy festive season and stay safe [----] may have been challenging but lets embrace it as a year of learning and growth for 2025"
X Link 2024-12-19T01:45Z [---] followers, [----] engagements

"I'm back in the office -- want to address this now as I've previously raised concerns about $BYON runway prior to cash burn. Beyond's working capital is now negative. Doesn't factor in HQ sales let's assume proceeds will pay off the debt (mortgage). https://x.com/0xDecember/status/1721770593987792942 Has anyone realize how tight $BYON working capital currently leans of $166m Beyond also expect to push aggressively forward with marketing and etc too. They are burning cash while NPAT & FCF falls into negative these past consecutive quarters. https://t.co/otCT5kE7iS"
X Link 2025-01-14T08:01Z [---] followers, [----] engagements

"Even with improved margins conversion rates and reduced SG&A $BYON must ensure its cash flow is sufficient to cover current liabilities. If KPIs are not achieved quickly or effectively this raises questions on external financing which may not be favorable"
X Link 2025-01-14T08:27Z [---] followers, [---] engagements

"Lmfao. JPM assumed Sycamore were offering a 30% premium back in December for $WBA. "fair argument to be made that Walgreen or shareholders would not take such a low offer; if we use the YTD average price from Jan [--] to Dec 9th as unaffected price it would be $14.89 average.""
X Link 2025-01-15T21:11Z [---] followers, [----] engagements

"@AaronDRockwell Sycamore would need to make sure their $WBA equity stake doesn't exceed the 50% ownership threshold for NewCo. Pessina would roll his 17% equity into NewCo. These would avoid the COC from triggering"
X Link 2025-01-16T05:33Z [---] followers, [----] engagements

"I've been busy with an active deal these past few days but looks like $WBA is suspending its dividend. Not a surprised part of all streets playbook for 2025"
X Link 2025-02-02T21:31Z [---] followers, [----] engagements

"@AriRianae Seems like actual Q4 EBITDA of ($27m) was aligned with streets forecast of ($28m) with $430k delta. Streets now forecast EBITDA of Q1: ($20m) FY25: ($50m) I will share $BYON equity research in the coming days just need them to digest the blockchain piece"
X Link 2025-02-27T20:38Z [---] followers, [---] engagements

"@AaronDRockwell @KeithKeith80 It looks like my offer price assumption was firm. "They have been discussing Sycamore paying between $11.30 a share and $11.40 a share in cash the people said" You're seeing daylight robbery in action with $WBA. https://www.wsj.com/business/deals/walgreens-nears-roughly-10-billion-deal-to-be-go-private-ee07f2fa https://www.wsj.com/business/deals/walgreens-nears-roughly-10-billion-deal-to-be-go-private-ee07f2fa"
X Link 2025-03-04T02:38Z [---] followers, [---] engagements

"Surprised that no one is mentioning $WBA bondholder situation in light of Sycamore Partners' takeover. Walgreens ability to take on secured debt is restricted by a liens covenant which limits secured borrowing to 15% of NTA (or $4.1b). https://x.com/0xDecember/status/1879763868593119685 @AaronDRockwell Sycamore would need to make sure their $WBA equity stake doesn't exceed the 50% ownership threshold for NewCo. Pessina would roll his 17% equity into NewCo. These would avoid the COC from triggering. https://t.co/LimkFeTyJh https://x.com/0xDecember/status/1879763868593119685 @AaronDRockwell"
X Link 2025-03-04T10:52Z [---] followers, [----] engagements

"Lmao okay. Looks like Sycamore Partners is aggressively pushing to trigger the COC covenants on $WBA bonds. As a replacement to current bondholders they're bringing in two major credit-focused private equity firms Ares and HPS. https://www.chicagobusiness.com/health-care/private-credit-looks-fund-45-billion-walgreens-buyout https://www.chicagobusiness.com/health-care/private-credit-looks-fund-45-billion-walgreens-buyout"
X Link 2025-03-05T05:50Z [---] followers, [----] engagements

"Ratchet of $3 based on permutation of divestment is quite generous. However $11.45 per $WBA share is a robbery. "Maximizing WBA Shareholder Vaue" Lmfao"
X Link 2025-03-06T22:44Z [---] followers, [----] engagements

"Currently caught up on a live mandate so my apologies for the delay. " $BYON raised $43M from selling shares through its $200M shelf registration which was filed in early 2024" Dilutive route"
X Link 2025-03-19T21:01Z [---] followers, [----] engagements

"Why does every decision $BYON's management makes seem like a falling knife waiting to happen It's like they are great at painting a growth narrative but when it comes to implementation and execution they fall short"
X Link 2025-03-19T22:23Z [---] followers, [----] engagements

"Lmfao. Trying to make sense of the latest details on $BYON's digital asset. It benefits shareholders but how does it actually generate revenue for the "Company" Is this just spinning a fancy term for raising capital"
X Link 2025-03-25T19:42Z [---] followers, [---] engagements

"Always interesting to pan over the credit team instead of equity research occasionally. "Go long risk" -- JPM believes $KSS credit situation is better than the market thinks. Lmfao"
X Link 2025-04-14T01:42Z [---] followers, [----] engagements

"A top special situations firm tried to poached me this week. They offered $480k base salary + 2% carry + $45k sign-on bonus on the table. For reference my current base salary at KKR is around $310k plus golden handcuffs"
X Link 2025-04-25T07:01Z [---] followers, [---] engagements

"Streets on $BYON FCF is they expect -- negative through [----] (and potentially 2026). Needs more colour on the 60-days revenue plan"
X Link 2025-05-12T23:30Z [---] followers, [----] engagements

"Piper when they lowered PT from $8 to $5. "We doubt $BYON can reach profitability in [----] and [----] feels questionable as well. Despite profitability concerns the company seems to be shifting back towards a growth mindset (in [--] days) after a period of cost consolidation""
X Link 2025-05-13T00:04Z [---] followers, [---] engagements

"Real estate. $BBBY partnership with $TBHC and its predecessors the model typically requires: - Large showrooms (5000-20000+ sq ft). - Heavy upfront investment in inventory and fit-out. - Warehousing delivery trucks and handling equipment"
X Link 2025-10-07T19:49Z [---] followers, [---] engagements

"@fear_munger Partnerships and turnkey franchises operate on different paging. $TBHC represents more of a strategic partnership which I favor for $BBBY -- since it involves a low-risk investment. Turnkey franchise in a sector that's seasonal and cyclical demand is scary"
X Link 2025-10-07T21:08Z [---] followers, [---] engagements

"Im curious -- what is the Trump Administration willing to accept for the U.S. student loan portfolio Most lenders would likely be willing to pay a forward multiple of 1.0x NTA since it just prime loans. https://www.usatoday.com/story/money/personalfinance/2025/10/07/can-trump-sell-student-debt/86568020007/ https://www.usatoday.com/story/money/personalfinance/2025/10/07/can-trump-sell-student-debt/86568020007/"
X Link 2025-10-07T23:37Z [---] followers, [---] engagements

"We paid a haircut below the multiple above for a $10b student loan portfolio last year. https://www.reuters.com/business/finance/carlyle-kkr-win-auction-10-bln-student-loan-book-discover-financial-ft-reports-2024-06-26/ https://www.reuters.com/business/finance/carlyle-kkr-win-auction-10-bln-student-loan-book-discover-financial-ft-reports-2024-06-26/"
X Link 2025-10-07T23:43Z [---] followers, [---] engagements

"Once they calculated what $COIN's Base market-cap could be -- there's another variable to derive at a price-target of $404-$431 "We argued that Coinbase could retain 40% of the Base tokens""
X Link 2025-11-07T19:27Z [---] followers, [---] engagements

"Uhh $TBHC doesnt own its stores -- theyre all leased. Do investors know this doesnt look accretive for $BBBY"
X Link 2025-11-25T22:31Z [---] followers, [----] engagements

"You can disregard the long-term debt since its largely just capital injected by $BBBY. Post IFRS-16 operating lease liabilities of $83m. That's debt"
X Link 2025-11-25T22:35Z [---] followers, [---] engagements

"This was pre-rebranding and capital injection from $BBBY 70% of $TBHC inventory was sourced from China in FY24 The Brand House Collective even pointed out in their latest quarter how rising tariffs have been pressuring their margins"
X Link 2025-11-25T22:47Z [---] followers, [---] engagements

"If $TBHC owned all its stores $BBBY could have seen significant benefits -- reflecting uplift with its share price on announcement. With large # of stores underperforming locations could be closed/sold potentially unlocking substantial capital -- assuming cap rates of 45%"
X Link 2025-11-25T23:24Z [---] followers, [---] engagements

"In contrast with leased stores like $TBHC currently operates -- closing a location only generates cost savings without any immediate capital release. Additionally some leases may include early termination penalties so not every closure results in a net benefit for $BBBY"
X Link 2025-11-25T23:28Z [---] followers, [---] engagements

"@RicoSolifico Tossed out the window. But the added-benefit is $BBBY revenue gets inflated. Caveat -- lease expenses getting accrued and now that youre holding inventory FIFO/LIFO actually matters"
X Link 2025-11-26T19:29Z [---] followers, [---] engagements

"@RicoSolifico FYI: Home-goods market share. Source is YipitData what we used at Goldman Sachs. $TBHC operates roughly [------] leased stores yet holds no meaningful share of the category. Surprised The Container Store capture about 1.2% of the market"
X Link 2025-11-26T19:40Z [---] followers, [---] engagements

"@fear_munger Its relatively easy for a start-up to go-to-market when it dominates a niche -- something tZero initially had. Tokenization/RWAs are now a crowded race with competitors like $COIN Securitize Ondo and others. Time is no longer a luxury"
X Link 2026-01-22T19:37Z [---] followers, [---] engagements

"@fear_munger Just did bit of sleuthing (after translating page) --GrainChain has been bleeding since around May [----] based on comments from ex-employees. In September [----] $BBBY injected $3m via debt. Which suggests this whole AgriChain thesis isnt playing out. https://www.reddit.com/r/taquerosprogramadores/comments/1kf1bup/qu%C3%A9_onda_con_grainchain_inc/tl=en https://www.reddit.com/r/taquerosprogramadores/comments/1kf1bup/qu%C3%A9_onda_con_grainchain_inc/tl=en"
X Link 2026-01-22T19:50Z [---] followers, [---] engagements

"Taken from $GME annual report. Australasian revenue is meaningful so demand isnt the problem. The issue is what happens below gross profit"
X Link 2026-01-06T07:34Z [---] followers, [---] engagements

"$GME Australia and New Zealands SG&A is very heavy relative to revenue: SG&A: $139m (or SG&A = 34% of sales and Store costs alone = 30% of sales) For a physical retail gaming chain in a high-rent high-wage market thats brutal"
X Link 2026-01-06T07:38Z [---] followers, [---] engagements

"Lmfao. "Capability will allow shoppers to check out directly from Wayfair without leaving Google while they are researching." Customers will be able to directly buy products sold from $W within AI chatbot"
X Link 2026-01-12T22:38Z [---] followers, [---] engagements

"tZero is pulling in $12m in revenue running a negative NPAT and trading volume is nonexistent. And the expectation is a $1b pre-money valuation Thats like valuing a Skoda as a Ferrari"
X Link 2026-01-22T11:32Z [---] followers, [---] engagements

"Misogynism is prevalent on this platform"
X Link 2026-01-23T08:40Z [---] followers, [---] engagements

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