SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: S. maltophilia who wrote (77827)8/8/2025 9:21:35 PM
From: Spekulatius  Read Replies (2) of 78462
 
JACK - it’s interesting because the debt is all collateralized so the financing terms may not be as onerous as it seems. They also have Real estate they can sell and of course Del Taco is on the block. It‘s sort of like and option and should be sized as such. I think it’s interesting and bought just a few shares. It could be a zero but I can see a 5x potential.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News