Jeremy Raper @puppyeh1
Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary! rapercapital.com Tokyo, Japan Joined October 2014-
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Not sure I’m financially ready for the transition back to Sydney prices. Literally 4x the price back in Tokyo 😳
Important thread.
Another special Double Bay parking effort 👌🏻👌🏻
Nice day for 🍷country 🇦🇺🇦🇺
Right now the market is implying about a 30% chance of the $CPRI deal going through at terms. Ie you get paid 7/10 times to bet again Lina Khan, arguing that accessible luxury doesnt compete on price w/ fast fashion and that handbag labor doesnt compete with other retail labor.…
Basically what I'm saying is can't $TPR win simply by proving accessible luxury- whatever that means - has to compete on price, with fast fashion (or whoever really but thats a logical comp). Not a hard point to prove (speak to anyone who owns a Kors bag). That breaks the market…
Basically what I'm saying is can't $TPR win simply by proving accessible luxury- whatever that means - has to compete on price, with fast fashion (or whoever really but thats a logical comp). Not a hard point to prove (speak to anyone who owns a Kors bag). That breaks the market…
This $CPRI $TPR FTC gets more insane the more I think about it. Surely $TPR is just going to line up all the - many hundreds - of similarly-priced handbags (that obviously compete) - and say 'look most of them are not 'accessible luxury', therefore your market definition is…
$AAL.LN 😅
$AAL.LN 😅 https://t.co/ouhxJgpZQv
Can you imagine how much it would suck to be famous? and have to put up with this shit on the daily? I'm surprised he held it together as long as he did 🙃
Can you imagine how much it would suck to be famous? and have to put up with this shit on the daily? I'm surprised he held it together as long as he did 🙃
The time stamps never lie. Ol' mate $TSLA going the way it was always going to go... (down)
The time stamps never lie. Ol' mate $TSLA going the way it was always going to go... (down)
This is an @nbcsnl skit from 2015. It was a forecast of dropping off your kid at an Ivy League University in 2024.
Brandon Beylo @marketplunger1
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@puppyeh1 I see the likely owner in the background keeping an eye on you.
@puppyeh1 Pretty wild. Seems like Gemco is Russian money with a focus on Africa? Good chance they all know each other. I have zero idea how this actually plays out…
If you ever wondered what you would’ve done in the Weimar/early Nazi days when Jews were being squeezed out of universities and polite society, with increasing antisemitic graffiti and vandalism, it’s what you’re doing now.
🧵You're gonna love this. @mehdirhasan released a new video of himself and several colleagues reciting emotional words written by journalists killed in Gaza. Best part? The "journo" Mehdi chose for himself is Hamza al-Dahdouh, a member of the Islamic Jihad terrorist organization
@puppyeh1 Check out Thomas Allen wines. Not sure if tasting is for members only. Just use ours if so. Cracking wines.
@puppyeh1 @trapso888 One of the times where a female judge might objectively be better than a male judge...assuming she likes shopping. 80 yr old dude might be more likely to take the FTC's word for it
@puppyeh1 The FTC won the Illumina-Grail appeal, and won the IQVIA-DeepIntent merger in December.
@puppyeh1 i agree with your maths....but do fear that capri operational continues to deteriorate (top line + margins) so the break price will continue to move lower
@puppyeh1 The FTC hasn’t brought a “luxury” case in over 30 years and they lost that case. This attempt to block breaks decades of precedent. TPR has a lot of avenues to pursue to win. The question at the end of the day is how committed are they to close given the deterioration in CPRI biz
@puppyeh1 The case is prima facie idiotic. Fashion is the most fickle hyper competitive industry and the the combined company’s European competitors are 10x their size. That said the FTC is using this case to try to create precedent for their new merger rules.
@puppyeh1 I am once again asking for the government to stop being this way
Thank God all these people who want to destroy the only Jewish state aren't antisemitic. Can you imagine if they were?? 🤡🤡🤡
My family risked everything to bring me to America so that, as a female and as a Jew, I can have every opportunity. I love America. I will not let the soul and values of this country die. I will not let the same tricks and rhetoric that chained Iran do the same here. Not today,…