Silver as an investment

Category Archives: Corporate Finance

SNAP Cracks Back To IPO Price – Will Tepper Buy Now?

Well that escalated quickly… Just over 3 months after its IPO to much excitement, SNAP has collapsed back to its IPO Price of $17…   Just ask these guys what you should do next…   However we know one hedge fund manager that will be looking… David Tepper, the founder of the famous Appaloosa Management […]

Mall Tenants Seek Shorter Leases As America’s Relics Of The 80’s Teeter On The Brink

As if things weren’t bad enough for America’s mall owners, what with the having to filling their retail space with high schools, grocers and churches, it seems that retailers have grown so uncertain about the future of these 1980s relics that they’re only willing to sign 1-2 leases these days. As Bloomberg points out this […]

An Absurd Unintended Consequence Of Abnormally Low Rates

By Chris at www.CapitalistExploits.at Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity. While we […]

Is Public Equity A Broken Concept?

Submitted by Nick Colas of Convergex Is Public Equity A Broken Concept David Einhorn’s proposal to GM that it split its stock into dividend and capital appreciation shares got us thinking about the bedrock principles of public equity ownership.  Other catalysts for this examination: recent IPO SNAP’s lack of shareholder voting rights, the reluctance of […]

Ford Stock Slumps To Post-Election Lows After Slashing Guidance

With auto loan growth collapsing… And after admitting that "auto sales have reached a plateau,"  – Below are some of the key comments from Ford executives describing the current conditions in the auto market: "For the remainder of the year, we continue to see retail in the industry provide incentives still running at historically high […]

Deutsche Bank Plunges Into Red For 2017 After Dilution, Revenue Warning

After raising capital at a 35% discount over the weekend, Deutsche Bank shares are tumbling once again – back into the red for 2017 – after CEO John Cryan warned that revenue would be "broadly flat" in 2017. As Bloomberg reports, Germany’s biggest bank has seen revenue falling or little changed from last year across […]

Oh Sheet, It’s A REIT (The Coming Crisis)

By Chris at www.CapitalistExploits.at On Wednesday, we took a gander at global real estate and today I’ve got a follow up to that dealing with REITs. My long term buddy, fellow hedgie and confidant Kuppy, who can be found lurking here, shares his thoughts on the US real estate sector and in particular REITs: Him: I think people are […]

Snap Crashes Below $20

Snap Inc shares are now down over 30% from their post-IPO highs, and are breaking below the $20 level on their way to the $17 IPO price. It seems options markets did nothing to slow the selling…     There are no "Buy' reccommendations among the 10 analysts that cover Snap…

Deutsche Bank To Sell $8.5 Billion In Stocks, Announces Major Restructuring

Confirming last week’s report of an imminent share sale, on Sunday the biggest German lender announced it would raise €8 billion ($8.5 billion) in new capital through a rights offering sale of 687.5 million new shares, and sell parts of its asset management business in its latest attempt to shore capital following €8 billion in […]

Wall Street Analysts Throw Up On Snapchat IPO Euphoria

When it comes to sellside opinions about yesterday’s SNAP IPO, there are two camps: those from analysts who belonged to the underwriting syndicate, which for obvious reasons (Goldman and Morgan Stanley were both paid over $20 million for their underwriting efforts) have been broadly positive about the public offering… and those from everyone else. And […]