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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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...
277 Views
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...
309 Views
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...
201 Views
[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...
197 Views