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Newmoon Capital

Newmoon Capital
Independent Research, Food Delivery Space
Newmoon Capital

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bearishOwens & Minor
13 Oct 2022 09:21Syndicated

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.

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23 May 2022 10:01Syndicated

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...

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19 Apr 2022 11:40Syndicated

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...

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bearishOwens & Minor
22 Feb 2022 10:22Syndicated

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...

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15 Jul 2021 02:42Syndicated

[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...

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