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catechwilliams

@catechwilliams

Center for Advanced Sciences. Cambridge Einstein Scholar; Ph.D. Philosophy (Oxon); Ph.D. Applied Mathematics (MIT); JD/ MBA (Stanford).

ID: 3346548093

calendar_today26-06-2015 14:57:41

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catechwilliams
@catechwilliams

5 months ago

$NX 5% of COGS/ direct input costs sourced from China. Tariffs + zero pricing power, high fixed cost structure + only 30% GMs = 25-30% hit to EBIT. Add 4x leverage, declining volumes, ambitious mgmt guidance while integrating a large acquisition is a setup for a trainwreck.