Translucide @TranslucideUS

Risk, Governance , Catalysts . translucideus.com No socks South Joined April 2023

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Translucide @TranslucideUS

2 days ago

$KVUE moves up the ranks in greatest sandbaggings in history . Thanks $JNJ

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Translucide @TranslucideUS

3 days ago

$JACK waiting for a Del Taco announcement.

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Translucide @TranslucideUS

4 days ago

$GAP @NYSE There should be a standard of materiality for halting a stock for news pending . Announcing that one can buy lipstick at Old Navy shouldn’t meet the threshold . #noise

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Translucide @TranslucideUS

4 days ago

$JACK $BH , what say you ?

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$KHC Buffett not happy , citing “ dis synergies “ and other objections to split . Someone needs to tally the fees - legal , IB, consulting , random nonsense - of the original merger and the same expected fees for the split . Certain he has already done it on a napkin. $BRK

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Translucide @TranslucideUS

6 days ago

$MSTR company that can’t afford its dividends increases annualized dividend burden by $28mm. $STRC 🐵

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Translucide @TranslucideUS

a week ago

$DIS. The new ESPN strategy is brilliant : make ESPN+ so useless that people are forced to upgrade to the new $30/month full package .

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Translucide @TranslucideUS

2 weeks ago

$MLEC and the parent of $BIOX completed their Appalachian style wedding in June , creating an absolute cartoon organizational chart straddled with secured debt . Secured debt holders now driving the bus and in a position to possibly own the whole thing . Too early to know what…

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Translucide @TranslucideUS

2 weeks ago

$OPEN $RKT $Z $LDI don’t want a repeat of late 2024:

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Translucide @TranslucideUS

2 weeks ago

$COTY has approx $1.2B debt maturities in April. If they can get beyond that successfully and dispose of their $1B stake in Wella , we could get a decent move off this bottom. Variables : Parent $KDP , which seems lost , and $KKR , which has some say over the Wella exit.

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Translucide @TranslucideUS

2 weeks ago

Dear $CBRL , in response to your new contemporary theme , I offer a suggestion for the foyer at each location .

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Translucide @TranslucideUS

2 weeks ago

Robert Kaplan , an extremely capable and great guy, felt pressured to resign as Dallas Fed president even though he violated no laws or Fed rules . Why is there so much discussion about the current Fed Governor situation ? The outcome seems clear . $GS

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Translucide @TranslucideUS

3 weeks ago

$COTY Absolute earnings vomit , but it’s ok because their marketing is so compelling .

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Translucide @TranslucideUS

3 weeks ago

$MSTR “ there are no natural sellers but the miners” lol

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Translucide @TranslucideUS

3 weeks ago

$OPEN Lots of interesting ideas here about leveraging the database , gaining share , and expanding internationally . I can’t help but think that the main catalyst for an earnings recovery in the next 2 years is still a FF rate of 2.5-3 and a sub 4% ten year .