Sitemap - 2019 - PETITION
🎅A Wave of Filings Crash the Holidays🎅
💥Distressed Debt Investors Need a Reset: 2020 Can’t Come Fast Enough💥
🎅A Wave of Filings Crash the Holidays🎅
New Chapter 11 Bankruptcy Filing - High Ridge Brands Co.
🚀New Chapter 11 Bankruptcy - Vector Launch Inc.🚀
New Chapter 11 Filing - NeuroproteXeon Inc.
🇨🇦Oh Canada (Short Mary Wanna)🇨🇦
🚂Manufacturing (Short the Railroads?)🚂
💰Retail Roundup (Short Mall Traffic; Long Discounting)💰
💥Make or Break Time for Retail💥
⚡️Notice of Appearance — Sean O’Neal, Cleary Gottlieb⚡️
⚡️Update: PG&E Corporation ($PCG)⚡️
💩Retail, the Internet, China & Counterfeiting (Long Unscrupulousness).💩
💥Shade of the Week— “We Believe Real Models Will Become Wildly Popular in the Post WeWork Era”💥
⛽️2019 Can’t End Fast Enough for Oil & Gas (Long Pain in TX)⛽️
🥈Second Order Effects Are Real (Long #retailapocalypse Victims)🥈
😎Notice of Appearance — Damian Schaible, Davis Polk😎
⚡️Update: Destination Maternity Inc. ($DEST)⚡️
💥Good Retail Numbers. Bad Malls.💥
💥Good Retail Numbers. Bad Malls.💥
😷New Chapter 15 Filing - China Hospitals Inc.😷
🛏KKR Tips Hand re Art Van Furniture (Short Midwest Mattresses)🛏
🐟New Chapter 11 Bankruptcy & CCAA Filing - Bumble Bee Parent Inc.🐟
⚡️Ride-Sharing is Vicious (Long Matchsticks)⚡️
💥Is Wyoming F*cked? (Short Chesapeake Energy Corp.)💥
New Chapter 11 Filing - Anna Holdings Inc. (a/k/a Acosta Inc.)
💩Acosta = Not a Good Look, Carlyle💩
💩Acosta = Not a Good Look, Carlyle💩
💥Restaurants Pain = Real Estate Consultants' Gain💥
💰One’s Pain is Another’s Gain (Long Real Estate Consultants)💰
🥛New Chapter 11 Filing - Southern Foods Group LLC (d/b/a Dean Foods Company)🥛
😷New Chapter 11 Filing - Tarrant County Senior Living Center Inc. 😷
⛽️New Chapter 11 Filing - Arsenal Resources Development LLC⛽️
⛽️Nat Gas Continues to Suck Wind⛽️
👟The Latest in Fitness Trends (Long Innovation)👟
💰How Are the Investment Banks Doing?💰
💰What’s New in Marketing Trends (Long Facebook Inc. ($FB))💰
🔥David's Bridal = Chapter 11.5🔥
New Chapter 11 Filing - Fleetwood Acquisition Corp.
🔥David's Bridal = Chapter 11.5🔥
🤪Malls, Malls, Malls (Long Eccentric High-AF CEOs)🤪
🍴Declining Restaurant Trends Ripple Through (Short Dinnerware)🍴
⚡️Newsflash: PG&E Corporation⚡️
How Are the Investment Bankers Doing?
💥What to Make of the Credit Cycle. Part 31. (Long the Consumer)💥
⚡️Update: CBL & Associates Properties Inc.⚡️
🌑New Chapter 11 Bankruptcy Filing - Murray Energy Holdings Co.🌑
💵New Chapter 11 Filing - Highland Capital Management LP 💵
💰New Chapter 11 Filing - Yueting Jia💰
💥A War is Brewing: Elizabeth Warren vs. Private Equity💥
💩Workers’ Compensation, Powered by Private Equity💩
⛓What We're Reading: Week of October 13, 2019 (5 Reads)⛓
💨WeWork (Long Death Spirals & Cascading Effects)💨
🔥Private Equity. WeWork. One Call.🔥
💊How's GNC Doing (Long Online Supplements, Short Fitness Stores)?💊
🔌New Chapter 11 Bankruptcy Filing - Agera Energy LLC🔌
💥PE Recruiting, Business Development & Retail Trends (Long Fiction Becoming Reality)💥
💥What to Make of the Credit Cycle. Part 30. (Long Signs of Coming Pain?)💥
🎦New Chapter 11 Bankruptcy Filing - Deluxe Entertainment Services Group Inc.🎦
🇺🇸Forever 21: Living the (American) Dream🇺🇸
🇺🇸Forever 21: Living the (American) Dream🇺🇸
New Chapter 11 Filing - Bayou Steel BD Holdings LLC
💥Another Gangbusters Quarter from Pier 1 (Long Slow Deaths)💥
🎯Experiences Galore: Dave & Buster’s Complains of Cannibalization (Short Arcades)🎯
🤪A Break from Regularly Scheduled Programming (Long Life, Death, Sex & Work).🤪
⚡️Update: What's Up With Francesca's ($FRAN)?⚡️
🤔Is it a "Destination" if Nobody Goes?🤔
💊Pushed Pills Pressure Purdue Pharma💊
⛽️New Chapter 11 Bankruptcy Filing - Sheridan Holding Company II, LLC⛽️
💊Pushed Pills Pressure Purdue Pharma💊
🎓New Chapter 11 Bankruptcy Filing - The College of New Rochelle🎓
⚡️Notice of Appearance - Ted Gavin, Managing Director and Founding Partner of Gavin/Solmonese⚡️
🤔A GameStop Turnaround Story? (Long Skepticism)🤔
💊New Chapter 11 Bankruptcy Filing - Sienna Pharmaceuticals Inc. ($SNNA)💊
New Chapter 11 Filing - GCX Limited
💊New Chapter 11 Bankruptcy Filing - Purdue Pharma LP 💊
🔥PG&E Makes Nice. Church Fallout. More Oil Action.🔥
☁️WeWork (Long Corporate Governance Wonks)☁️
Previously in PETITION. Part II (Short Tony the Tiger)
PG&E Picks Up the Pace (Long Seth Klarman)
⛪️New Chapter 11 Bankruptcy Filing - The Diocese of Rochester⛪️
⛽️New Chapter 11 Filing - Alta Mesa Resources Inc. ($AMR)⛽️
New Chapter 11 Filing - Hollister Construction Services LLC
🤔Is it a Plan or a Placeholder?🤔
🙈New Chapter 11 Bankruptcy - Fred's Inc.🙈
💥PG&E. Sugarfina. uBiome. PetroSmart.💥
🔥Around the Horn (Long Professional Fees, Anger, and Nothing Happening About It)🔥
🐻New Chapter 11 Bankruptcy - Sugarfina Inc.🐻
💩New Chapter 11 Filing - uBiome Inc.💩
⛽️New Chapter 11 Filing - PetroShare Corp.⛽️
🔥Newspapers. Newspapers. Newspapers.🔥
🗞The NYT, New Media Models & Snowflake Subscribers🗞
💰New Chapter 11 Bankruptcy Filing - RAIT Funding LLC (f/k/a Taberna Funding LLC)💰
📰New Chapter 11 Bankruptcy Filing - The News-Gazette Inc.📰
🚴♂️The Rise of Home Fitness: Peloton Files its S-1 (Long Twitter Fodder)🚴♂️
🚴♂️Special Edition: Peloton Files its S-1🚴♂️
⛽️New Chapter 11 Filing - EPIC Companies LLC⛽️
🤖How is Tech Doing? (Long Self-Imposed Pain)🤖
⛽️New Chapter 11 Filing - KP Engineering LP⛽️
🥒New Chapter 11 Bankruptcy Filing - NORPAC Foods Inc.🥒
☎️Who Knew? People Don’t Use Landlines Anymore? (Short the Peso, Short US-denominated EM Debt).☎️
🇲🇽Not All Sun and Fun in Mexico🇲🇽
🇲🇽New Chapter 22 Bankruptcy Filing - Maxcom USA Telecom Inc.🇲🇽
🙈New Chapter 11 Bankruptcy Filing - Avenue Stores LLC🙈
💩Avenue Stores Enters BK. Alta Mesa Nears💩
⛽️Oil & Gas Continues to Be a Free-for-All (Long Houston’s Restaurant Scene)⛽️
❓How’s Oil and Gas Doing. (Spoiler Alert: Not Well)❓
💩There’s No End in Sight for Retail Pain (Long the “Playbook”)💩
⚡️Update: Interlogic Outsourcing Inc.⚡️
💩Yes, Let’s Get Right to It: Retail Blows. The End.💩
🤓New Chapter 11 Bankruptcy Filing - Loot Crate Inc.🤓
📦Nerds Lament: Subscription Box Company Goes BK📦
🔥No Summer Lull: Bankruptcy Filings Continue🔥
New Chapter 11 Filing - Interlogic Outsourcing Inc.
📦Nerds Lament: Subscription Box Company Goes BK📦
⚡️Here a Sale. There a Sale. Everywhere a Sale Sale! (Long Bankruptcy Code Section 363)⚡️
📽A $5.7mm “Human Error” (Short Bankruptcy Projections)📽
⛽️Halcon Resources Poised to be the Next Oil & Gas Chapter 22 (Long Kerosene)⛽️
💰How are the Investment Banks Doing?(Long Chapter 15s?)💰
⚡️Data, Baby, Data (Long Ambitious Lawyers)⚡️
💰How are the Investment Banks Doing?(Long Increasing Fees?)💰
🕸Spiderman Can’t Save Everyone (Short iPic Entertainment)🕸
😬Securitization Run Amok (Long the ABS Market)😬
🍩Forever21 is Forever F*cking Up🍩
🤔Whole Business Securitization, What? (Yield, Baby Yield)🤔
⛽️New Chapter 22 Bankruptcy Filing - PES Holdings LLC⛽️
⚡️What to Make of the Credit Cycle. Part 28. (Long Financial Ingenuity.)⚡️
🌑New Chapter 11 Bankruptcy Filing - Blackhawk Mining LLC🌑
💥We Have a Feasibility Problem. Part VII (Repeat Bankruptcy = Not Charming)💥
⛽️New Chapter 11 Bankruptcy Filing - Shale Support Global Holdings LLC⛽️
⚡️Notice of Appearance⚡️ - Scott Chabina, Director at Marathon Capital
🍊Coal's Salvation is Fake News🍊
🏠New Chapter 11 Bankruptcy Filing - Stearns Holdings LLC🏠
🍤New Chapter 11 Bankruptcy Filing - RUI Holding Corp.🍤
⛽️New Chapter 11 Filing - Weatherford International Plc⛽️
🌑New Chapter 11 Bankruptcy Filing - Blackjewel LLC🌑
🏠New Chapter 11 Filing - Monitronics International Inc.🏠
😷New Chapter 11 Filing - Center City Healthcare LLC (d/b/a Hahnemann University Hospital)😷
⛽️Weatherford’s Massive Cap Stack = BK⛽️
⚡️Update: Trickle-Down Healthcare Distress (Long Electronic Beds, Short Nana). Part I.⚡️
🍼Downtrodden Destination Maternity🍼
😷New Chapter 11 Filing - Joerns WoundCo Holdings Inc.😷
⛽️New Chapter 11 Filing - HDR Holding Inc. (Schramm Inc.)⛽️
🛋Restoration Hardware B.R.I.N.G.S. IT (Long Shade)🛋
⚡️Update: FuelCell Energy Inc.⚡️
💥Mary Meeker’s “State-of-the-Internet” Slide Presentation💥
☄️Future First Day Declaration: Forever21☄️
💩Coal Country is Busy. Noooo…not Mining. Filing. For Bankruptcy (Short #MAGA!)💩
⛽️Even the Permian Isn’t Infallible (Long Heaps of Oil & Gas Distress)⛽️
💥Nothing in Retail is "Forever"💥
⛽️New Chapter 11 Filing - Legacy Reserves Inc.⛽️
⚡️Uber. Guns. DTC. The Beatles⚡️
🌑New Chapter 11 Bankruptcy Filing - Cambrian Holding Company Inc.🌑
President Trump Kills More Guns (Long Unintended Consequences).
🚗Auto is Effed (Short the Supply Chain)🚗
Retail: DTC Disrupting DTC (Short the Notion of Long-Lasting Iconic Brands)
💥 The Evolution of Media: The Force is Strong with Podcasting (Long Monetization)💥
🔫New Chapter 11 Filing - Sportco Holdings Inc. (United Sporting Companies Inc.)🔫
🏥New Chapter 11 Bankruptcy Filing - Insys Therapeutics Inc.🏥
🍤Casual Dining is a Hot Mess. Part VIII. New Chapter 11 Bankruptcy Filing - RUI Holding Corp.🍤
💥Credit Cycle. Retail Earnings. Hardship Funds.💥
😬What to Make of the Credit Cycle. Part 27. (Short Private-now-Public BDCs).😬
⛈It's Raining Public Company Bankruptcies⛈
New Chapter 11 Bankruptcy Filing -- Fusion Connect Inc.
New Chapter 11 Bankruptcy Filing -- FTD Companies Inc.
Retail Roundup (Long Tourniquets, Long Headwinds).
💰The United States Trustee (Long Perverse Incentives).💰
Trickle-Down Healthcare Distress (Long Electronic Beds, Short Nana).
📺TV Content Distribution is in a State of Flux📺
💥The Entire Thing is a Sh*t Show💥
⚡️Earnings Season Ushers in More Bad News for Retail⚡️
😬Retail Earnings Suck. Oil & Gas Craters. Good Times.😬
⛽️New Chapter 11 Bankruptcy Filing - White Star Petroleum Holdings LLC⛽️
Subscriptions ⬆️. Ownership ⬇️.
Credit Default Swaps (Short Windstream’s Management, Puffery & Stupid F*cking Ideas)
New Chapter 11 Filing - Elk Petroleum Inc.
😷New Chapter 11 Bankruptcy Filing - Aegerion Pharmaceuticals Inc.😷
🛌New Chapter 11 Bankruptcy & CCAA Filing - Hollander Sleep Products LLC🛌
⚡️New Chapter 11 Bankruptcy Filing - Empire Generating Co LLC⚡️
⛽️Now Oil & Gas Challenges Feasibility⛽️
🏦How are the Investment Banks Doing? Part II.🏦
⛽️New Chapter 22 Filing - Hilltop Energy LLC⛽️
🏦How are the Investment Banks Doing? Part I.🏦
😡Long Banker Fees. Long Management Ignorance😡
⛽️New Chapter 11 Bankruptcy Filing - Edgemarc Energy Holdings LLC⛽️
I-Banker Fees ⬆️. M&A Volume ⬇️.
🚁New Chapter 11 Bankruptcy Filing - Bristow Group Inc.🚁
🌑New Chapter 11 Filing - Cloud Peak Energy Inc.🌑
🥛How’s Steak ‘N Shake Doing? (Long Horrific Corporate Governance)🥛
💰Retail Roundup (Long $FB, Long $RILY, Short Retail)💰
New Chapter 11 Bankruptcy Filing - Triangle Petroleum Corporation
💸The #Retailapocalypse is a Boon for...💸
💥Sungard Napalms the United States Trustee💥
New Chapter 11 Bankruptcy Filing - Hospital Acquisition LLC
😷New Chapter 11 Filing - Astria Health😷
🌋FuelCell Sucks Wind (Long Distressed Power)🌋
New Chapter 11 Bankruptcy Filing - The LaSalle Group Inc.
💥Sungard Napalms the United States Trustee💥
☁︎More Dark Clouds (Short Debt-Fueled Acquisition Sprees)☁︎
New Chapter 11 Bankruptcy Filing - New Cotai Holdings LLC
👄Retail Partnerships Blossom Everywhere (Long Limiting Lease Exposure)👄
New Chapter 11 Filing - Sungard Availability Services Capital Inc.
New Chapter 11 Bankruptcy Filing - Kona Grill Inc. ($KONA)
Casual Dining is a Hot Mess. Part VI. (Short Franchisees).
Fast Forward: Boy Scouts of America & More Potentially Coming to a Bankruptcy Court Near You
⚡️Update: Pier 1 Reports Horrific Numbers⚡️
Even Captain America Can’t Bring Back This Much Retail (Long Continued Closures)
🔥Shots Fired. S&P Knocks Pier 1 HARD.🔥
Disruption, Illustrated. Fuse LLC Files for Bankruptcy. (Long Netflix).
🎥New Chapter 11 Bankruptcy Filing - Fuse LLC (a/k/a Fuse Media)🎥
⛅The Rise of the Cloud. (Long Cloud Usage. Short Debt-Laden Intermediaries).⛅
New Chapter 11 Bankruptcy Filing - Achaogen Inc.
⛈A Dark "Cloud" on the Horizon⛈
Ferrellgas Partners LP Lights Money on Fire
Bankruptcy, Transparency and the White Knight: McKinsey (Short Logic)
⛽️New Chapter 11 Bankruptcy Filing - Jones Energy Inc.⛽️
💥Sycamore Partners is a B.E.A.S.T. Part I(b).💥
⚡️Notice of Appearance⚡️ - Gregory Segall, Chairman and CEO of Versa Capital Management LLC
⚡️Feedback re: Sycamore Partners & More⚡️
💩A Freefall 22 Further Fries Feasibility💩
💥Sycamore Partners is a B.E.A.S.T. Part I.💥
🥑#BustedTech: Munchery Filed for Bankruptcy.🥑
👚Resale is Real Real. Eff “The Amazon Effect.”👚
💥Sycamore Partners is a B.E.A.S.T. Part I.💥
New Chapter 11 Filing - Hexion Holdings LLC
🚽New Chapter 11 Bankruptcy Filing - Orchids Paper Products Company🚽
⛽️New Chapter 11 Filing - Southcross Energy Partners LP⛽️
💥Projection Poppycock: Casper vs. Mattress Firm💥
⛽️New Chapter 11 Filing - Vanguard Natural Resources Inc.⛽️
💥Projection Poppycock: Casper vs. Mattress Firm💥
New Chapter 11 Filing - Sizmek Inc.
⚡️Notice of Appearance - Ross Waetzman, Director at Gavin/Solmonese⚡️
💸Goldman Sachs Hops Aboard the Mall Short💸
Disruption is Afoot in the Auto Space (Short Syncreon)
What to Make of the Credit Cycle. Part 26. (Long Anxiety)
💸Goldman Sachs Hops Aboard the Mall Short💸
Oil and Gas Continues to Crack
Cracks in Malls Grow Deeper (Long Thanos, Short CMBS)
The Sporting Goods Space Takes it in the Groin ($DKS)
Auto Disruption ⬆️. Syncreon Group ⬇️.
⚡️Notice of Appearance: Lance Gurley, Managing Director at Stephens Inc.⚡️
👿Thanos Snaps, Retail Disappears👿
🚁New Chapter 11 Bankruptcy Filing - PHI Inc.🚁
🍿Sears = The Gift That Just Keeps Oooooon Giving🍿
New Chapter 11 Bankruptcy Filing - F+W Media Inc.
New Chapter 11 Filing - CTI Foods LLC
Sears = Drama Queen. PLCE = Future Seer.
New Chapter 11 Bankruptcy Filing - Air Force Village West Inc. (d/b/a Altavita Village)
New Chapter 11 Bankruptcy Filing - Z Gallerie LLC
⛽️Is Oil & Gas Distress Back?⛽️
New Chapter 11 Bankruptcy Filing - DIESEL USA, Inc.
Disruption Milks Milk Producers (Long…Oats?)
New Chapter 11 Bankruptcy Filing - Weatherly Oil & Gas LLC
💥Windstream Blown Into Bankruptcy💥
💥Windstream Blown Into Bankruptcy💥
We (STILL) Have a Feasibility Problem (Long the “Two-Year Rule”)
New Chapter 11 Bankruptcy Filing - Windstream Holdings Inc.
⚡️Notice of Appearance: Sabrina Fox, Executive Advisor to the European Leveraged Finance Alliance⚡️
💥We (Still) Have a Feasibility Problem💥
New Chapter 11 Bankruptcy Filing - Aceto Corporation
New Chapter 11 Bankruptcy Filing - Pernix Therapeutics/Pernix Sleep Inc.
👢New Chapter 11 Bankruptcy & CCAA Filing - Payless👢
🏹No Love for Toy Manufacturers Today🏹
🔋New Chapter 11 Bankruptcy Filing - 1515 GEEnergy Holding Co. LLC🔋
🚗New Chapter 11 Bankruptcy Filing - Total Finance Investment Inc.🚗
New Chapter 11 Bankruptcy Filing - Imerys Talc America Inc.
😷New Chapter 11 Bankruptcy Filing - Trident Holding Company LLC😷
😷Healthcare Activity is on the Rise😷
🏠New Chapter 11 Bankruptcy Filing - Decor Holdings Inc.🏠
New Chapter 11 Bankruptcy Filing - DiTech Holding Corporation
💥Sears: An Anticlimactic Sale💥
🚚New Chapter 11 Bankruptcy Filing - New England Motor Freight Inc.🚚
💥Sears: An Anticlimactic Sale💥
New Chapter 11 Bankruptcy Filing - Avadel Specialty Pharmaceuticals LLC
New Chapter 11 Bankruptcy Filing - Things Remembered Inc.
⛽️New Chapter 11 Bankruptcy Filing - Arsenal Energy Holdings LLC⛽️
😎Notice of Appearance: Sean Cannon, Director at GLC Advisors & Co.😎
New Chapter 11 Bankruptcy Filing - FULLBEAUTY Brands Holdings Corp.
New Chapter 11 Bankruptcy Filing - Novum Pharma LLC
New Chapter 11 Bankruptcy Filing - Charlotte Russe Holding Inc.
🚗The Auto Sector is Quietly Restructuring🚗
New Chapter 11 Bankruptcy Filing - Arpeni Pratama Ocean Line Investment B.V.
New Chapter Bankruptcy Filing - SAS Healthcare Inc.
New Chapter 11 Bankruptcy Filing - Consolidated Infrastructure Group Inc.
😷New Chapter 11 Bankruptcy Filing - Mayflower Communities Inc. (d/b/a The Barrington of Carmel)😷
😢Who Will Remember Things Remembered?😢
🤓Notice of Appearance: Ted Gavin, Managing Director & Founding Partner of Gavin/Solmonese🤓
👜Retail May Get Marie Kondo'd👜
👜Retail May Get Marie Kondo'd👜
New Chapter 11 Bankruptcy Filing - Maremont Corporation
⚡️Why is Gymboree an Unmitigated Disaster?⚡️
𝟚𝟚 New Chapter 22 Bankruptcy Filing - Gymboree Group Inc. 𝟚𝟚
New Chapter 11 Bankruptcy Filing - Specialty Retail Shops Holding Corp. (Shopko)
😢Lampert, Sears & The Toys "R" Us Effect😢
🙈What's the Next Bankrupt Coal Company?🙈