Finally got around to reviewing $PBI... more interesting than I thought...
1) An "everything" special sit - activist, mgmt change, GoodCo/BadCo, divestiture, early innings capital allocation inflection, and dash of public LBO
2) Exited money-losing segment in 2024 paving way…
$PBI Let me get this straight.
The stock has tripled, and yet Kurt Wolf thinks the turnaround isn't moving fast enough. He abruptly told the CEO and CFO to get out of the car, snagged the keys, and started driving himself. Brought in Paul Evans as CFO.
Market cap sits at $2.1B.…
I hate to say it, but it's true... the last time I've seen stuff like this was back in late 2020 and early 2021 with $GME. Ironically, it was Kurt Wolf / Hestia involved back then as well - just as they are now with $PBI. I wonder if this has something to do with the huge short…
I hate to say it, but it's true... the last time I've seen stuff like this was back in late 2020 and early 2021 with $GME. Ironically, it was Kurt Wolf / Hestia involved back then as well - just as they are now with $PBI. I wonder if this has something to do with the huge short…
🚀 With all the recent buzz around Pitney Bowes ($PBI) I wanted to take a trip down memory lane and give those new to the story why I am so confident we are in the early innings here and why I see this at $15+ by year end: @DOMOCAPITAL@crowdturtle@violacapital
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