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Newmoon Capital
Independent Research, Food Delivery Space
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Newmoon Capital
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Location:
United Kingdom
Joined:
19 March 2021
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Equity Bottom-Up
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Recent
bearish
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Owens & Minor
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13 Oct 2022 09:21
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Syndicated
OMI update
It looks to me that the company is now run-rating to $500M of EBITDA, but it is possible that it is much lower depending on how Q3 turn out.
Newmoon Capital
178 Views
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bearish
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Eastside Distilling
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23 May 2022 10:01
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Syndicated
Eastside distilling part 2: review Q1 results
I believe EAST might be a 0, or basically 0, before the end of this year and equity holders (as well as preferred equity holders) are going to be...
Newmoon Capital
277 Views
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bearish
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Eastside Distilling
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19 Apr 2022 11:40
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Syndicated
Eastside Distilling: Time is running out
Eastside Distilling looks like an attractive short at the current price given its uneconomical business model, negative growth, and current...
Newmoon Capital
309 Views
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bearish
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Owens & Minor
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22 Feb 2022 10:22
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Syndicated
Owens & Minor (OMI): Short
Why: Profits in “Global Products” should decline over the next two years as it emerges from a period of over-earning in 2020 and 2021, resulting in...
Newmoon Capital
201 Views
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bullish
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Gores Holdings V
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15 Jul 2021 02:42
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Syndicated
[Special situation] Gores Holdings V warrants
Typically, I invest in businesses with a 5 years horizon, but sometimes I’d like to allocate a small part of my portfolio for what I call “special...
Newmoon Capital
197 Views
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