Emory Redd

Emory Redd
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  • Mattress Firm Holding: Fade The Sleepy's Merger-Induced Pop  [View article]
    In a 2014 presentation the company guided capacity for 3,000 stores. At the time they had only 1,365 stores. They dropped that guidance in 1Q15. Why? How many stores will they have after the Sleepy's acquisition?
    Dec 1, 2015. 10:23 PM | Likes Like |Link to Comment
  • Aetna - A Crony Of Crony Capitalism - On Sale  [View article]
    If HUM were to trade down from these levels, a large part would be due to price action in AET, as it is a cash and stock deal. Would you use proceeds from HUM put sale to buy AET puts?

    Also, your IRR's match my model of the deal, agree completely spread is attractive.
    Jul 8, 2015. 10:40 AM | 1 Like Like |Link to Comment
  • Buffett Financial Analysis Template: AXP  [View article]
    So your optimistic outlook is zero growth in owners earnings over the next 15 years?
    Mar 16, 2015. 11:47 PM | 1 Like Like |Link to Comment
  • Investing Apps: Taking Online Finance to the Next Level  [View article]
    Has this feature been shut down?
    May 14, 2013. 11:43 AM | 1 Like Like |Link to Comment