The main argument Hindenburg makes to claim that Icahn is running a Ponzi scheme has to do with IEP's at-the-market (ATM) offerings. These ATMs allow IEP to behave as if it has an ATM, excuse the pun, to pay out high dividends to new and existing shareholders. However, the company itself does not have the dividend paying capacity for that type of dividend yield, as it is not FCF-positive.
I looked into this matter a little bit to see if what Hindenbur
Had a nice big IPO earlier this week. Was wondering what y’all think about it? Y’all think it has potential for 100+ like it’s parent J&J? The products that it controls (Bandaid, Zyrtec, Tylenol, etc.) are found globally so I feel like Kenvue might have potential. Any thoughts?
86% of companies in the S&P 500 have now reported and earnings are through the roof.
https://i.imgur.com/yJ9hMcq.png
With higher than expected jobs in April, most job losses last year in the rearview mirror in 2022:
https://fred.stlouisfed.org/graph/fredgraph.png?g=13eBv
Is a soft-landing in the markets becoming more
This week's casual valuation is Dutch Bros. It has an interesting business model and has been growing rapidly, but I find it a bit expensive. Hence, disclaimer, I do not own any shares of Dutch Bros (Ticker symbol: BROS)
I hope you enjoy these weekly posts and feel free to add your take as well as agree/disagree with what is mentioned below.
The post is divided into the following sections:
- Introduction
- How
We know Google and Microsoft are well positioned for AI. Microsoft already spent $13B for AI and Google has combined two division into one department forAI. What we want to know is what other companies future plans for AI. What other AI stocks that you can buy and invest in? Are there any other attractive AI stocks?
Right now oil prices have been declining. But evidently Occidental has war going for it than just oil. They are trying to perfect the carbon capture. If they do the carbon capture right, it will be a winner for the long term since they will be a leader in reducing emissions. On the oil side, they control a lot of the Permian basin.
Right now oil prices are declining but by the end of the summer they could be rising as it’s a well-known fact that a good p
Crocs? Who wants to wear that? The costume director of Idiocracy bought Crocs for the movie because she thought it was the stupidest looking shoe she ever saw.
Starbucks. A coffee shop. Woo boy. Probably a safe buy if people seem to like the place but really how big can it get?
O'Reilly's auto parts. Un - sexy. Don't we already got plenty of places to buy auto parts? They can't keep expanding like this another decade right?
T
Good Monday morning traders and investors of the r/stocks sub! Welcome to the new trading week and a fresh start! Here are your pre-market stock movers & news on this Monday, May 8th, 2023-
Dow futures rise slightly to start the week as banks gain, investors look ahead to inflation data: Live updates
F
The US has been investigating market manipulation of regional banks. This must mean big banks trying to bankrupt the smaller guys.
While Director insiders are believing in
A Rocket Lab Electron launched a pair of NASA cubesats designed to monitor the development of tropical storms, 11 months after the first satellites in the constellation were lost when a different rocket failed.
The Electron lifted off from the company’s Launch Complex 1 in New Zealand at 9 p.m. Eastern May 7. The rocket’s kick stage deployed the two Time-Resolved Observations of Precipitation structure and storm Intensity with a Constellation of Smallsats