TrackingTiger

Caveat emptor; DMs Open for tips; Proton Mail available (via DM)

[TrackingTiger @tiger_tracking]

@BobbyMarks42 @FCHWPO https://t.co/sC2Dmvgrad

You might be able to get the help you need here Bobby. Being a professional hater of the J’s takes a mental toll.

[TrackingTiger @tiger_tracking]

What a surprise @MilesDyson1960

[TrackingTiger @tiger_tracking]

Why oh why is $VCP.LN dealing with an audit delay?

[TrackingTiger @tiger_tracking]

Can I interest you in a strip? Or maybe a shit secondary?

[TrackingTiger @tiger_tracking]

Another Tiger gem. Conveniently acquired one of their portfolio co’s as well.

https://t.co/ONxM86k1I6

[TrackingTiger @tiger_tracking]

https://t.co/DP8RNR2ZPe

[TrackingTiger @tiger_tracking]

Another Tiger gem. Conveniently acquired one of their portfolio co’s as well.

https://t.co/ONxM86k1I6

[Deedy @deedydas]

India's biggest startup—$22B Byju's—is going BUST.

—Deloitte resigned as auditor, FY21 not audited, delayed. FY22 not filled
—Blackrock marked them down to $8.4B (-62%) 4mo ago
—Owes lenders $40m+ unpaid
—All non-family board members resigned

I called it 10mo ago.

🧵

1/4

[TrackingTiger @tiger_tracking]

https://t.co/13Urw7I9kN

[TrackingTiger @tiger_tracking]

Someone is doing it!

[*Walter Bloomberg @DeItaone]

Sequoia Pares Back New China Tech Investments as U.S. National-Security Concerns Grow -- WSJ

Venture-Capital Firm Starts Screening China Arm's Investments as Washington Prepares to Limit U.S. Capital Going to Some Chinese Tech Companies -- WSJ

[TrackingTiger @tiger_tracking]

@Adam_Wyden @JamieMazur2 @MadsenSouth @DanielSLoeb1 @rsandler21969 @MadThunderdome @GavinSBaker @CliffordAsness Yes, this is true. And when you can get a 180 day credit line, sometimes longer, you can delay calling capital you have deployed to really juice that IRR.

[TrackingTiger @tiger_tracking]

Hello Tiger, KKR and others. This is what your money has enabled. You also allocated money from US pension funds and in turn, invested it into this. Your silence is deafening.

[TrackingTiger @tiger_tracking]

Ban Tik Tok. It’s a national security threat.

[TrackingTiger @tiger_tracking]

I’m always amazed how investors don’t understand that a business’s competitor’s poor results make that business’s results better by comparison. Ex monopolies, competition in business is all a relative game. $KMX $CVNA

[Miles Dyson @MilesDyson1960]

$VCP.L - Moody’s cutting outlook to negative for $VCP.L - Notes their leverage for end FY23 is 4.9x (vs their previous expectation of 4-4.5x) and a downgrade would come at 5.0x

[TrackingTiger @tiger_tracking]

Tick tock tick tock

[*Walter Bloomberg @DeItaone]

BIPARTISAN GROUP OF LAWMAKERS SEEK TO BAN TIKTOK FROM US

[TrackingTiger @tiger_tracking]

@MilesDyson1960 @jaxel79 Their LPs with common sense, however, do have a major axe to grind.

[TrackingTiger @tiger_tracking]

@MilesDyson1960 Spruce House owns it from $70, the clown CEO is a seller at $10. Nothing to see here.

[TrackingTiger @tiger_tracking]

Fun week in Westport! $PRTY $CVNA

[WSJ Pro Bankruptcy @WSJBankruptcy]

Party City has hired attorneys to help it evaluate options to address a liquidity crunch while its bondholders have tapped restructuring professionals as well, people familiar with the matter said
https://t.co/nOWmNZClcj

[TrackingTiger @tiger_tracking]

Spruce House might need to put those gates up a little bit higher to keep this charade going. Truly embarrassing and sad for them, disrespectful to their partners.

[Miles Dyson @MilesDyson1960]

The grim reaper is out for the Spruce House portfolio. Ch. 11 or Administration likely for most positions.

$CVNA - filing imminent, sure fire zero
$W - can draw on revolver but looks like 2 qtrs left
$CMPR - Q3/Q4, a zero
$VCP.L - could come in Q4 23 with current cash burn rate

[TrackingTiger @tiger_tracking]

@MilesDyson1960 The rest of our portfolio blows and is headed to, or imminent BK. This is a good idea though. Wink wink.

[TrackingTiger @tiger_tracking]

Facts. CAS and Spruce House let the Garcia Crime Family play them like a fiddle. $CVNA

[Miles Dyson @MilesDyson1960]

$CVNA - remember, those insider buys were meant to fool you and create exit liquidity for Garcia’s friends/fam and select institutional guys that he pissed off. The same goes with the $JPM buy note before earnings. JPM close to Garcias; were originally providing ADESA financing.

[🇺🇸 Kyle Bass 🇹🇼 @Jkylebass]

Texas just banned the use of #TikTok on all State owned devices and computers. Following Taiwan 🇹🇼’s lead in the banning due to #NationalSecurity concerns. It’s time @POTUS @WHCOS banned TikTok once and for all. The Communist Party of China has successfully infiltrated our youth.