@acatnamedluis
Do I think a 20 yo robotics nerd who interns at a small NYC firm is able to domicile his interests in a WY corp, swing trade his way to +$100M profit, and become an activist investor/media+reddit darling? And he just so happens to live in the same NJ suburb as this guy? 👇Nope 🫡
Marcus just appointed a fmr $CONN CEO (‘21-22) to run Bed Bath and Beyond at $BYON. Guess who was a director at Conn’s from ‘20-‘23 👀 there are no Cohencidences 🫡
Brandon Meadows started an in house counsel job in Little Rock w/Buffalo Builders. More interesting, is his lawyer wife Holly. They work together at Meadows & Meadows . Check out the new website, still under dev 👀
@TeuHunden
JPM knows RCs trading activity. JPM was responsible for the ASRs. JPM was responsible for the ABL. JPM underwrote $450M worth of bonds. JPM greenlit the HBC death spiraling deal. Maybe the real head fake was them showing up to court looking confused 🤷♂️
How did JP Morgan “banking” know Ryan was an insider before his own attorneys at Olshan? Why is a JPM vice chairman talking with Bobby about RC on 8/16 and “some capitulation by the shorts”? 🤔
Conflicts. Conflicts everywhere 👨🚀🫴
If NYSE surveillance has similar operational authority as Nasdaq, this Dave Lauer post is fake news. Straight from the horses mouth 👇 Not surprised the honeypotting continues 🫡
There has been a ton of attention on stock market halts recently (for good reason). I'd like to remind everyone that these halts are fully automated, based on pre-set triggers that have been the same for years now. There is no committee of people deciding when to halt stocks.
JPM was absolutely checking monthly financials ever since Sixth Street was brought in (days before Gustavo ended his life). They might even be responsible for Holly’s appointment as interim CFO and eventual CRO. And 4 days after her appointment…? HBC ☠️🌀strategic and unwavering
Is Lehman is connected to Bobby? Read this paper 1st🫡 written by son of fmr no. 2 at Guggenheim 😮💨tldr: shady things went on in a Ch 11 w/ $35T exposure in a $684T OTC derivatives market 🤣 who knows how many Lehman contracts are still unsettled today 👀
@Badmojo6969
@citizennft_eth
Jefferies= Carl bestie, ALSO JAT (fmr. Hampton Road Capital/Leucadia merge)
Golub = Sixth Street and Blue Owl via Dyal Capital
Ares (Jonathan Foster, also Michael Ellis Proskauer 🔗) = 1903 Partners via $KKR/Axar (Go Global)
Hudson PCOA = Hudson Bay Capital via Charlesbank
Jake's DD brought up Blockfi too 👀 Lehman PE restructures as Neuberger. Lehman Merchant Bank restructures as Trilantic. Trilantic owns Addison Holdings. Addison has a $1.2B loan w/ $FSK (FSI+KKR). Callodine (DIP) = KKR. All roads lead to Lehman 🫡
How did JP Morgan “banking” know Ryan was an insider before his own attorneys at Olshan? Why is a JPM vice chairman talking with Bobby about RC on 8/16 and “some capitulation by the shorts”? 🤔
Conflicts. Conflicts everywhere 👨🚀🫴
@sboho
M3 too 👇 also Scott was a director on the Cyxtera Chapter 11 board. Alix helped them restructure and the Bobby 341 Meeting transcript shows up in the AXP fee statements 🫡
@CGasparino
@Hey_ross
@FoxBusiness
“Journalist” doesn’t understand the difference between slander and libel? Not surprised. Competence is very disconnected from professional success in a broken world. 🦋
@yonderbeing
@ThePPseedsShow
@mochabear69420
Question is, why did they want out? Could it be related to the $450M bonds they underwrote in 2014? I think the Change of Control Offers acted as a “thermal exhaust port” 💣
@147Aurora
’s bond DD has always been strong. Remember, Goldberg hired PSZJ 🤷♂️
@yonderbeing
So by implication, fraudsters “constructively participated in the restructuring” and “made a substantial contribution”? 🤔
And the beneficiaries of the release are not the Debtors, but someone who worked so closely that they have an “identity of interest” relationship? 😅
@AhShootFire1
@ThePPseedsShow
Quick question Famous.!Last night you said the tokens were minted in 2014. Can you please share your source? If your suspicion is correct, their creation may be tied to the BNY Mellon ‘24 bonds. They were a point of contention for Legion 👇
@huhwhatoksure
Re: PIK - B.Riley used one in the leveraged buy out of Franchise Group👆AND $RILY is strong connected with two of the DIP Rollup Lenders, Whitehawk and Second Avenue 👇
@ThePPseedsShow
@sboho
@EvaderDirt
Two of the Bobby DIP lenders, Whitehawk and Second Ave, look pretty chummy with $RILY. FYI click the link for the Callodine = $KKR connection
@ftwpurpl
I think this👇 is the post that got their attention 🇨🇦CDPQ and PSPI have large stakes in AlixPartners. CDPQ also has a large stake in Hilco. I predict Jake’s next space may touch on the ABL lien JPM held being somehow tied to Hilco Merchant Resources (a joint venture👀) 🫡 🍁
From “The time is now in terms of retail investors fighting back” to 👇. A lot changes in a couple weeks. It’s like PP thinks RC’s plan can get derailed by a single shareholder writing a letter to Judge P asserting their rights. I guess they have a very low view of RC strategy 🤷♂️
@teddysanglo8
@147Aurora
@EvaderDirt
Out of all people pulte would know how to properly do this, retail shareholders filing a bunch of random shit will just hold this up further. That’s my honest two cents.
@hungrypawns
@Dekbutterflies
Bank of America you say?? On calls with Unsecured Credditors Committee lawyers Bradford Sandler and UCC financial advisors Alvarez and Marsal, discussing a bond trustee BNY Mellon spreadsheet and “fraud issues”? Probably nothing 👀
@sboho
Great find! Don't forget, Cole Schotz also brought in K&E's own Olivia Acuna (
#720
) to the Bobby case as pro hac. She worked on the Voyager Chapter 11 as well 👀 She's also worked on Ascena (Proskauer) and L Catterton matters so it's really hard to deduce her role in our case 🤷♂️
Jake brought up some
#703
DD Tues related to $RILY. Docket shows BRiley held $5.15M of the ‘44 bonds on 6/12. In
#181
, S. Alexander affirms BRiley isn’t a creditor as of 5/2. So the implication is that BRiley bought bonds in May for a biz they were liquidating 🐂 🫡
@super_hans9001
@147Aurora
Nothing evil about saying something that didn’t happen? 😮💨 Dead man walking 💀
“Smooth lips with an evil heart are like glaze on an earthen vessel.”
@pulte
@MindandEmotion7
Goldberg might not be allowed to go after JPM (predecessor ABL agent) or Jake Freeman (UCC BNY via 2024 bondholder) as both look like they are released/exculpated parties under the plan
Not sure who’s more interesting Michael Brandon Meadows or John Addison 🤌 not sure what company Addison owns in Florida 🤔 9/13 is a couple weeks after JPM upsized the ABL to more than $1B 🤷♂️
Devin Roccisano picked an interesting time to leave his 20 year big shot corporate finance career to work for an upstart retail and small biz bank (JPM sent Bobby a letter of default in Jan ‘23). Straight from the 🐎 mouth, it’s ALL about swaps 👨🚀🔫👨🚀🔫👨🚀
@EvaderDirt
@SpuriousSpelunk
@MindandEmotion7
The Davis Polk team representing JPM has quite the work history 👀. Does anyone have a transcript of the day 1 hearing? I'm curious if they sent in the DP team or their in house counsel 🫡
The Jake Freeman puzzle is 🍿. Todd Morakis 👇has a brother named Jay. He runs a super connected NY PR firm M Group ($FTX 👀). That explains all the press Jake received 😮💨
@AhShootFire1
@ThePPseedsShow
I’m pretty sure Jake Freeman’s dad runs JST Capital 👀 Scott is a former FED attorney and JST is a big time crypto algo trader. His right hand man is former RBS 🏴 Singapore Head Todd Morakis. RBS Singapore may have played a big part of Binance getting off the ground 👇
I'd like to solve the puzzle Alex.
#BBBY
Although I would greatly appreciate anyone who can help me flush out the details. We have already had amazing support in the comments of this thread. If we could get qll hands on deck, I'll send it to the Plan Man™️
@sboho
tomorrow!
To contextualize J.Crew “trapdoor” DD, $TPG and Leo Green take it private in $3B LBO (‘11). Saddle the Co up with debt, domicile the IP in the Caymans where it could be collateralized (more debt). Ch. 11 in May 20. bled dry 🧛♂️TPG Specialty Lending > Sixth Street in June 20 👀
How did JP Morgan “banking” know Ryan was an insider before his own attorneys at Olshan? Why is a JPM vice chairman talking with Bobby about RC on 8/16 and “some capitulation by the shorts”? 🤔
Conflicts. Conflicts everywhere 👨🚀🫴
@sboho
“we also know that Sixth Street's recovery is coming from those same cash pools, the waterfall. their recovery is cash-only, it is described clearly in the waterfall mechanism.”
How do you reconcile this 👆 w/ non cash PIKs on the roll up term loans Hillman referenced in court?
@EvaderDirt
@SpuriousSpelunk
@MindandEmotion7
In Aug ‘21, Proskauer represented 4ever client (👀 Klaus Eppler) Bobby in the JPM ABL. Just 1 year later, Partner David Hillman is representing Sixth Street as FILO agent. How was this not a conflict of interest?!? 🚩
Strategic, with purpose and intent since day one…yadayada 🫡
Marcus just appointed a fmr $CONN CEO (‘21-22) to run Bed Bath and Beyond at $BYON. Guess who was a director at Conn’s from ‘20-‘23 👀 there are no Cohencidences 🫡
@ThePPseedsShow
Australia you say? 👀 Look into who owns the PR firm Citadel-MAGNUS (yes THAT citadel) Also look some of the companies Pacific Equity Partners has acquired over the years🫡
@citizennft_eth
To learn and not say anything would make them my master. 🙅♂️No one can serve two. Truth is a gift to humanity.
"Is life so dear, or peace so sweet, as to be purchased at the price of chains and slavery?"
Kohl’s has been on my radar since October. The Olshan/Activist Group and Dave Alves/Pete Daleiden connections are strong. Is $KSS the target home for GMErica/Teddy Clothing? 🤷♂️
@SpuriousSpelunk
@FlamencoGringo
It be interesting if you actually corrected yourself instead of pretended you weren't wrong. Bbby case moved on, Ernie's started. You are giving out incorrect info
Jake brought up some
#703
DD Tues related to $RILY. Docket shows BRiley held $5.15M of the ‘44 bonds on 6/12. In
#181
, S. Alexander affirms BRiley isn’t a creditor as of 5/2. So the implication is that BRiley bought bonds in May for a biz they were liquidating 🐂 🫡
@Hey_ross
@keith_gaines
For the sake of total transparency, it has a little to do with your job, right?
“I just know that I can't be affiliated personally or *professionally* with a group that takes on an overt political tone”
Reputational risk is real. Do what is best for the family. Only respect 🫡
@MindandEmotion7
There’s also a big G Man connection. Carbon Black founder Todd Brennan was previously a sat comm researcher at MIT 👀 worked at the company that became Cisco Security Agent 👀 and might just be the son of former CIA director John Brennan 🤷♂️🫡
@onehit42
“These guys don’t care about the law. These guys don’t care about the Constitution. These guys don’t care about the American people. They care about the continuity of government. They care about the state” - Eddie S.❄️
@EvaderDirt
@SpuriousSpelunk
@MindandEmotion7
In Aug ‘21, Proskauer represented 4ever client (👀 Klaus Eppler) Bobby in the JPM ABL. Just 1 year later, Partner David Hillman is representing Sixth Street as FILO agent. How was this not a conflict of interest?!? 🚩
Strategic, with purpose and intent since day one…yadayada 🫡
$HKD pumping on margin call day is more predictable than most of my investment theses. And yet I never make the leap cause it's a fake Chinese company 😮💨
How long will it take for the "stay zen" "trust the process" crowd to realize RC and Bill have never advocated for shareholders twiddling their thumbs waiting for something to happen? Can we all agree to take Bill's advice and unite by putting ALL the DD on a website? 🤷♂️
@edwinbarnesc
@TripleAJade
I think Jade wore this in a confusing way. HBC was an investor in a SPAC (Benessere) that Swider and ex DWAC CEO Orlando were both directors of. It failed/liquidated in '22. But I found two recent Rubidex blockchain patents using TZero/Medici patents as citations 👀
@AhShootFire1
@ThePPseedsShow
I’m pretty sure Jake Freeman’s dad runs JST Capital 👀 Scott is a former FED attorney and JST is a big time crypto algo trader. His right hand man is former RBS 🏴 Singapore Head Todd Morakis. RBS Singapore may have played a big part of Binance getting off the ground 👇
@BobbyCat42
@huhwhatoksure
This stuff is so good guys🍿 ps Maples (dba Maples and Calder) was the admin of a bunch of Lehman Repo 105/Swap Cayman SPVs 👀 all roads 🫡
@ThomasPeterfy
@pulte
@Plur20xx
I think I found Eddie Lampert in the DIP (Docket 25)
Lenders:
Sixth Street
Tao Talents = Sixth Street Fund (J.Peck)
1903 Partners = Gordon Bros = Callodine = $KKR/East Asset Management (T. Pegula)/Axar (Go Global)
⭐️Whitehawk = former $RILY (=FRG) Pres.
⭐️Second Avenue = SB360
@AhShootFire1
I’ve spent a good bit looking into the Legion et. al Olshan proxy contests at $BBBY and $KSS. One character that gives assurance is J. Schechter. He becomes audit chair + strategy committee member 👀 he’s prev. been a dir. with RC pick Ben Rosenzweig. Are they buds? I hope so 🫡
@PhantomBlack699
I unlocked a /Teddy mods. I landed here 🤯 Must be tripping. There is so much more to that October crew then meets the eye 🕵️♂️ All the deleted comments. The deleted X account. 👀 I think we are right. “Check” ♟️
@citizennft_eth
@Plur20xx
@alpha5tate
@MindandEmotion7
@EvaderDirt
Akerman was one of Lehman’s post petition lawyers
Also, Madoff and Lehman shared the same judge, who is now working in Singapore commercial court because…crypto🙃 👀
@andrewsilvagni
@GilbertsJayson
I think figuring out the ‘24 BNY Mellon unsecured bonds are the key 👇. I think Famous said last night was minted in ‘14 👀🫡