The Tide Is Out and WeWork Bondholders Are Naked
To WeWork bondholders: The party's over, the beach is empty, and no one is available to take your call. The folks who bought into and/or sold The...
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Softbank G: A Summer of Pain as Cornerstone Vision Fund Investments Falter
The holding company discount at Softbank Group has expanded to 47% as investor concerns on the Vision Fund expand. While it may seem that much of...
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Shorting Peloton IPO - At What Levels?
We believe there is a good, upcoming shorting opportunity for the Peloton Interactive IPO. On Wednesday, Peloton Interactive (PTON US) priced its...
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WeWork Board to CEO: YouOUT
The We Company (WeWork) (WE US) board has pushed out CEO Adam Neumann, capping weeks of scrutiny which fizzled its egregiously bloated equity...
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WeWork Board and Softbank Battle CEO For Control
The Wall Street Journal broke news on Sunday that key board members at The We Company (WeWork) (WE US)are working to remove the company’s notorious...
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