Not sure I’d consider 7.25% high yield but since it’s replacing 1% interest paper, I’d say this is a big deal for Wayfair $W Interest expense goes from $8mm to $58mm. Keep in mind this is only for $800mm of debt vs. $3B total.

A partnership between Beyond, Inc. and Camping World/Good Sam seems inevitable. Beyond is everything home. Camping World is home on wheels. Camping World has 5mm active customers & Good Sam has 2mm club members. Although I am sure there is existing overlap, Beyond could

Looking at a home services roll-up and I am curious how the seller gets comfortable disclosing its business details (pricing, customers, etc). I can’t imagine the acquirer signs a meaningful non-compete. Any helpful ideas?

Anyone know how to data scrub can help me in tracking the Bed Bath registry website? DM's open. bedbathandbeyond.myregistry.com

Welcome to the Beyond, Inc. family Kirkland's Home! $BYON $KIRK

Beyond and home-decor retailer Kirkland’s have entered a partnership that will bring back physical Bed Bath & Beyond stores more than a year after the retailer filed for bankruptcy on.wsj.com/40gBosz on.wsj.com/40gBosz

Incredible news for $ENVX. Congrats to Raj and the team! The company now has agreements with TWO of the leading smartphone OEMs.

Great $ENVX report from Cantor. Some highlights: ✨EV program (capital-light, licensing -based model) expected to complete its first milestone in 4Q24. $ENVX developing custom cells for two of the largest auto OEMs ✨Believe the new smartphone customer is either Oppo or Xiaomi

Let's see what kind of leverage Marcus and team $BYON have with $TCS. The Container Store Group, Inc. and Beyond, Inc. announced a strategic partnership on October 15th with $BYON contemplating an investment of $40mm.

I am just as shocked as others on here about $ENVX's equity offering. I didn't like the timing and communication around it either -- earnings, customer announcement, "runway into 2026," etc. However, a major concern has always been that $ENVX will have to raise money and now

I was surprised by the $CWH offering but the thesis in $CWH has always been that during tough times the company gains market share and gobbles up the competition. Hopeful this offering is the first step in that process.

The original NY Times headline reads: “Violence Tied to Soccer Game….” There is no mention of the unprecedented nature of the event—a pogrom in the 21st century. No mention of its motive: antisemitism. No mention of its victims: Jews and Israelis. No mention of the response it

Freedom isn't free... Thank you Veterans for your courage and sacrifice! #VeteransDay2024 🇺🇸

$ENVX CFO Farhan Ahmad is departing to become CFO of Intel's Client Computing Group. It's surprising the stock isn’t down more—CFO exits like this are uncommon for companies firing on all cylinders, scaling production, and securing customers. Does this mean $ENVX will fail? No,

Big news!🎉We just secured a repeat order with IEP for a 400 MWh project at Marine Corps Base Camp Pendleton in San Diego in partnership with California Energy Commission - ⚡#CalEnergy! The project will use our safe, secure American made Z3™ Cubes & is expected to begin delivery in 2025 investors.eose.com/news-releases/…