Twitter Spaces notes, Part I | BYON Message Board Posts


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Msg  44367 of 44383  at  6/29/2023 12:06:58 PM  by

CreightonAlum


Twitter Spaces notes, Part I

Marc Cohodes. I was never short Bed Bath. 
 
The term "Overstock" is the wrong message for consumers. 
 
The vision was announced last night. 
 
You have to have the patience for your thesis to play out. It did. 
 
Could do $3b in sales in 2025. Wayfair is overleveraged. 
 
 There is green grass in front of OSTK. 
 
No "buy" ratings. 
 
CEO is being very conservative in conf call today. 

When a significant headwind becomes a tailwind, that becomes an investable theme. 

1982, when I started in this business, with Alan Jackson. We talked about ADM. 


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Msg # Subject Author Recs Date Posted
44368 Re: Twitter Spaces notes, Part 2 CreightonAlum 0 6/29/2023 12:12:21 PM
44376 Re: Twitter Spaces notes, Part I0 CreightonAlum 0 6/29/2023 1:46:24 PM




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