내가 좋아할 만한 콘텐츠
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.…
$PBI beat earnings estimate by 100%, increased guidance, increased dividend, and announced share buyback
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
Amazing deep dive by @aramondiaz
🧵 DEEP DIVE: $PBI - A Potential 5X Opportunity Hiding in Plain Sight (1/14) $PBI 🎯 POTENTIAL MULTI-BAGGER: Trading today at $8.48, but: - Technical Analysis: Path to $15 (+77%). - USPS Catalyst Upside: $40+ (+370%). - Risk/Reward: Asymmetric. Why $PBI? The fundamentals are…
$PBI an absolutely ridiculous amount of calls are being sold today. Looks like mostly Jan 7c/8c and October 10c.
$PBI shorts have added 2.7M shares since July... cost basis probably in the $6.50 range now underwater by $2/sh.
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