Thompson Clark @rtclark
Investor // Business owner // deals, deals, deals Raleigh, NC Joined April 2008-
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$PCHM released Q1 earnings today on otcmarkets.com otcmarkets.com/stock/PCHM/dis…
Activist on $FOSLL $FOSL Fossil baby bonds. He’s not wrong here…. globenewswire.com/news-release/2…
Lourenco and Celso on fire on the Q1 $CLF call. $X has a long way to fall if/when the Nippon deal officially is terminated. "But one thing that's good about Nippon Steel now being held bent on owning blast furnaces and BOFs in the United States is that people that used to say…
Ridiculous decision. The big will get bigger from this. Even European regulators approved it…. wsj.com/business/retai…
Today marks the 3 year anniversary of $WMPN's second-step conversion. Acquisition coming soon?
Pretty shocking, or maybe not, that AEA and other PE sponsors levered up $COOK this much. ~$400M term loan, minimal cash vs a ~$65M guide for 2024 EBITDA. 6 times gross leverage. Yikes.
It’s LG time $clf
It’s LG time $clf
Just to be clear: 1. I’m not the dumbest man alive 2. I’m not paid/affiliated with RILY 3. I’m not a disgrace 4. Referenced tweet was way before any of this Kahn stuff came to light 5. I’ve mostly just been covering the numbers / operating stats at the companies
Missed an interest payment…Ch 11 incoming $EVA
FINRA regulates $RILY and therefore all emails have been saved for a period of at least 7 years. Sullivan & Cromwell would have had access to those emails in their investigation. While anyone can err, S&C have a solid reputation. Comprehensively exculpates $RILY in my view.
FINRA regulates $RILY and therefore all emails have been saved for a period of at least 7 years. Sullivan & Cromwell would have had access to those emails in their investigation. While anyone can err, S&C have a solid reputation. Comprehensively exculpates $RILY in my view.
I think the collateral piece is wrong. From the rollover equity section of the FRG merger agreement. You can see here that Vintage Opportunity Partners has 2.5mm rollover shares that I believe now are as has been noted secured by Prophecy. They should have done a better job.
Outlook is bright for $RILY and their Great American retail liquidation business
Outlook is bright for $RILY and their Great American retail liquidation business
$CONN stock is up over 50% since the $RILY shorts claimed the FRG/Badcock deal was a total disaster. Yet another dramatically wrong call.
What’s with the BamSEC layout change? Total disaster on mobile. Pls fix! @TegusHQ @getBamSEC
2021-vintage thrift conversion $WMPN upping the buyback yet again: bamsec.com/filing/1828376… They do what they say they’re going to do. 3 year mutual conversion anniversary is coming up in March…
$X should have taken the $CLF deal. X shareholders would be getting more value with the half cash half stock at current CLF prices. LG is still the man.
$X should have taken the $CLF deal. X shareholders would be getting more value with the half cash half stock at current CLF prices. LG is still the man.
$RILY redeeming the bulk of the 2024 $RILYO baby bonds on schedule and as planned. ir.brileyfin.com/2024-01-30-B-R…
Just observing for now, but $VFC seems pretty interesting here. Good article on its new CEO wsj.com/business/retai…
And this from the USW: usw.org/news/media-cen… How this plays out...not sure.
And this from the USW: usw.org/news/media-cen… How this plays out...not sure.
Frederik Christopher .. @NeckarValue
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Gavin Baker @GavinSBaker
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3:10 Value @310Value
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🌩️𝖘𝖈𝖍�.. @schaudenfraud
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Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
crossdefault @crossdefault
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FOLLOW THE LIGHT💡�.. @LOVEYOURS_____
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Liberty 💚🥃 @LibertyRPF
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Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Jerry Capital @JerryCap
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Bill Brewster @BillBrewsterTBB
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T-Val🧃 @valueterminal
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3:10 Value @310Value
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🌩️𝖘𝖈𝖍�.. @schaudenfraud
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crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
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205 Followers 46 Following Grounded by Nature. Cotton by Choice | 100% All Cotton Socks | Polyester Free • Nylon Free • Spandex Free | Made in the USA
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8K Followers 135 Following I make amazing products to get you healthier. Award winning Deep Sleep Caps, Pain Salve, Electrolytes, Protein Powder - Click the link in my bio to learn more
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53K Followers 463 Following PhD in Nutritional Sciences. Adding nuance to health science, using biochemistry to find your individuality.
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Ernie Els…top 5 golf swing of all-time 💯
Here's a chart from @LumosData showing the number of SBA loans for business acquisitions (no other uses, just biz acquisition) going back to 2018. No Silver Tsunami in sight here, but look at those Q4 volume spikes starting in '20👀
One of the best photos of 2024 so far: Fraternity brothers are pelted by anti-Israel protesters at UNC Chapel Hill while protecting the United States flag as it is re-hoisted following its removal by protesters. Well done, gentleman. 🫡🇺🇸
@BillAckman The level of narcissism is pathological.
LIV Golf announces that its individual championship will be played Sept. 13-15 at Bolingbrook GC in Bolingbrook, Illinois. 4.7 out of 5 on GolfNow, and can play for ~$60 most afternoons. Also has an island green -- the par-3 15th.
$PCHM released Q1 earnings today on otcmarkets.com otcmarkets.com/stock/PCHM/dis…
Denial No real concept that the end is near. Only investors pushing or lack of capital got them on the phone.
Please, God let this happen here
Remarkable video from El Salvador. Nayib Bukele gathers every single official in the executive branch of his government and then announces a surprise. He asks the Attorney General to investigate all of them for bribery.
Bukele is going to become the Heroic Model of what a leader can be in the 21st century, he will be El Salvadors Lee Kuan Yew no one believes anymore in Great Men because we have been turned cynical by decades of poor leadership But he is a Great Man.
Remarkable video from El Salvador. Nayib Bukele gathers every single official in the executive branch of his government and then announces a surprise. He asks the Attorney General to investigate all of them for bribery.
Many Americans may not appreciate the extent to which taxpayers have, for decades, been subsidizing unhinged radicals to “educate” our children.
NOW: Columbia University faculty link arms and form a wall in front of the entrance to the ‘Gaza Solidarity Encampment’ as hundreds of students encircle the both lawns Students remaining in the encampment were told they could face disciplinary action after 2PM
Luciano Barbera appreciation. A man who has always championed a softer shoulder line, a fuller jacket, and trousers that just graze the top of your shoes.
This is gonna be a banger
Ep. 99 Aleksandr Dugin is the most famous political philosopher in Russia. His ideas are considered so dangerous, the Ukrainian government murdered his daughter and Amazon won’t sell his books. We talked to him in Moscow.
The perfect Tweet does not exi...
Probably the best substantive analysis on $RILY comes from @valuedontlie B Riley $RILY Some thoughts and stuff youtu.be/rJPN6exefPk?si… via @YouTube
If you're interested in bespoke tailoring and located near a major US city (NYC, LA, or SF), there are two notable trunk shows coming up. The first is Sartoria Solito, a family-run operation based in Naples, Italy. As is typical for Neapolitan houses, their tailoring is very…
At least we got rid of plastic straws…🤣
A coal-fired power plant in China's Sichuan province. China now emits more CO2 than the entire developed world combined—completely cancelling out all the sacrifices you are being forced to make in the ludicrous pursuit of Net Zero.
Met with a serial acquirer utilizing solely SBIC debt to avoid signing PG's. Avg EBITDA of deals is ~$3M. Rates are high (at least 15% today), and they usually take equity too. Any other searchers seeking this out? Feels like a one-stop shop if you can land with the right fund.
If you’re thinking of submitting an LOI based on a 4.5X to 5X Multiple Don’t think that your deal will pencil at 10% Seller Note AND 5% Equity. It won’t!
"taking on $10bn to $15bn of long-dated insurance liabilities and investing a portion of the underlying funds in private credit and other alternative assets" Was this not the Yale process a decade ago? Probably doesn't end well.
Traditional insurers are ‘like frogs getting boiled’, says industry veteran on.ft.com/3xYK9eP
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