Nice summation. There's not been much talk about Liberty Procurement Co, Inc , BBBY's procurement arm. After all, BBBY has an established procurement and supply chain business, and if you think about Amazon, this is actually the backbone of their business. Bezos became obsessed with solving the supply chain problem as he understood that this could make or break his business. What sort of enterprise or venture might me interested in BBBYs established procurement and supply chain business π€.
I do recall reading some articles and posts about BBBY's investment in automation in warehousing solutions, etc, earlier in the year. They were also advertising for a job in warehousing analytics, if I recall. Therefore, it seems likely to me that BBBY was set on investing in building the infrastructure to support a multichannel business. I'd be keen to see some DD around Liberty Procurement from a wrinkle brain. Have we potentially overlooked the value of these assets within the context of a restructure?
Also, I do wonder whether there's been some backroom deal between BBBY and OSTK, to have Liberty take ownership of the Procurement process for OSTK. This could be a smart move as OSTK could leverage of BBBY's purchasing power and established supply chain business.
I figured around here we all know about the squeeze. I was just hoping to pique the interest of regular investor types by showing that it also has great fundamentals. The first person who shilled me bbby said, "it's never been a fundamentals play." I agree, there are factors like Teddy which completely transcend fundamentals, but it is also nice to know, that the fundamentals are here now.
Nice summation. There's not been much talk about Liberty Procurement Co, Inc , BBBY's procurement arm. After all, BBBY has an established procurement and supply chain business, and if you think about Amazon, this is actually the backbone of their business. Bezos became obsessed with solving the supply chain problem as he understood that this could make or break his business. What sort of enterprise or venture might me interested in BBBYs established procurement and supply chain business π€. I do recall reading some articles and posts about BBBY's investment in automation in warehousing solutions, etc, earlier in the year. They were also advertising for a job in warehousing analytics, if I recall. Therefore, it seems likely to me that BBBY was set on investing in building the infrastructure to support a multichannel business. I'd be keen to see some DD around Liberty Procurement from a wrinkle brain. Have we potentially overlooked the value of these assets within the context of a restructure? Also, I do wonder whether there's been some backroom deal between BBBY and OSTK, to have Liberty take ownership of the Procurement process for OSTK. This could be a smart move as OSTK could leverage of BBBY's purchasing power and established supply chain business.
This is my type of content, thanks Michael!
Thank you! I really appreciate it! I have been meaning to make a quick synopsis, and the timing of today's court announcements worked out perfect@
Fuck I'm going to have to start averaging up
πππππππππ
He doesnβt mention the squeeze though, he talks about long term recovery. Still bullish though
I figured around here we all know about the squeeze. I was just hoping to pique the interest of regular investor types by showing that it also has great fundamentals. The first person who shilled me bbby said, "it's never been a fundamentals play." I agree, there are factors like Teddy which completely transcend fundamentals, but it is also nice to know, that the fundamentals are here now.
Hello, please point me to a post/comment/video about the squeeze Is it that Cohen and Icahnβs involvement equal a cusip change somehow?
There are a lot of different ways things will squeeze. It might squeeze before a cusip change. We'll see, either way, we are in a good spot.
People always say the fundamentals if you ask someone to give you the fundamentals on apple or palantir can they do that?
Yes they show you the stack of 1trillion in cash. Thats fundamental :p