Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. </li>
<li>He also persuaded his bankers to slash his margin loan—as I projected...</li>
<li>In exchange for increasing his equity commitment. So still $20+ billion to go.</li>
</ul>



Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. 
He also persuaded his bankers to slash his margin loan—as I projected...
In exchange for increasing his equity commitment. So still $20+ billion to go.


Elon Gets a Boost From Friends For His Twitter Buyout—And Takes *Some* Of The Heat Off Himself

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>The magic of Disney is lost. It is time to find it again.</li>
<li>In this insight, we discuss the major reasons of why we believe Disney could be the next major M&amp;A target after Twitter Inc (TWTR US).</li>
<li>Disney needs to focus on its core competency which is providing great contents rather than publicly confronting politicians on highly sensitive issues.</li>
</ul>


The magic of Disney is lost. It is time to find it again.
In this insight, we discuss the major reasons of why we believe Disney could be the next major M&amp;A target after Twitter Inc (TWTR US).
Disney needs to focus on its core competency which is providing great contents rather than publicly confronting politicians on highly sensitive issues.


TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

Equity Bottom-Up

Meta Platforms (Facebook) / Equity Bottom-Up

<ul>
<li>Solid earnings call heightened our conviction in Facebook as a terrific long for the next year.</li>
<li>Reels monetization headwind will become a tailwind... just a question of when. TikTok threat is real, but Facebook knows how to clone other's innovations.</li>
<li>Apple IDFA issues not worsening, Facebook will figure this out eventually.</li>
</ul>


Solid earnings call heightened our conviction in Facebook as a terrific long for the next year.
Reels monetization headwind will become a tailwind... just a question of when. TikTok threat is real, but Facebook knows how to clone other's innovations.
Apple IDFA issues not worsening, Facebook will figure this out eventually.


<ul>
<li>
Twitter suddenly decided to accept Elon Musk’s hostile $54.20 bid (no one else was even interested).</li>
<li>
Now they have to sell billions in pricey &amp; yet likely still underpriced bonds vs Twitter's already weak ops &amp; truly ugly pro forma credit quality &amp; dicey prospects.</li>
<li>Does that make Elon a winner or a bagholder? And will he stay or will he go? We're going to find out.</li>
</ul>



Twitter suddenly decided to accept Elon Musk’s hostile $54.20 bid (no one else was even interested).

Now they have to sell billions in pricey &amp; yet likely still underpriced bonds vs Twitter's already weak ops &amp; truly ugly pro forma credit quality &amp; dicey prospects.
Does that make Elon a winner or a bagholder? And will he stay or will he go? We're going to find out.


Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

<ul><li>They make steel/plastic/fibre/paper based industrial packaging. 10-15% ROIC including intangibles, and nearly 20% ROIC on tangible assets.</li><li>Earnings this year will only be a tad bit higher than in 2019 (before synergies of their early 2019 Caraustar acquisition were realized), so it is not a Covid winner.</li><li>Yet it trades at a historically low PE multiple</li></ul>

They make steel/plastic/fibre/paper based industrial packaging. 10-15% ROIC including intangibles, and nearly 20% ROIC on tangible assets.Earnings this year will only be a tad bit higher than in 2019 (before synergies of their early 2019 Caraustar acquisition were realized), so it is not a Covid winner.Yet it trades at a historically low PE multiple

United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.

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Twitter Inc (TWTR US)

Elon Gets a Boost From Friends For His Twitter Buyout—And Takes Some Of The Heat Off Himself

Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. He also persuaded his bankers to slash his margin loan—as...

Vicki Bryan

Raiders of the Lost Disney

The magic of Disney is lost. It is time to find it again. In this insight, we discuss the major reasons of why we believe Disney could be the next...

Douglas Kim

Facebook 1Q22: TikTok-Ified

Positively addressed IDFA, spending, and monetization concerns. Facebook is massively undervalued. We think its worth at least $290, which is 50%...

Aaron Gabin

Twitter: Take the Money And Run

Twitter has accepted Elon Musk’s hostile $54.20 bid. Now they have to sell billions in pricey & yet likely still underpriced bonds vs already weak...

Vicki Bryan

Greif B Shares - Boring and Reliable

They make steel/plastic/fibre/paper based industrial packaging. 10-15% ROIC including intangibles, and nearly 20% ROIC on tangible assets.

Turtles all the way down

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