Haven't we seen this movie before?
what a beautiful piece, Andrew! Kept me on the edge of my seat.
Hopping right into part 2, 1:20am on a Sunday, letsgo
Love the boardroom drama. I suspect it’s probably somewhere in the middle, with shitty emotional decisions made by both sides.
Definitely worth watching all the BTS of their warehouses and offices on their YouTube. Their warehouses are unfathomable. He just dropped one about their factories in Asia, too.
Maybe it’s time to watch Margin Call again...
Amazing sleuthing Andrew, and great write-up! I’ve heard Morgan and Lewis touch on the fallout in podcasts and it always seems like so much is unsaid (damn NDAs) but you seem to definitely be in proximity of whatever the truth is that happened over 2016!
Incredible piece - very insightful, entertaining AND educational!
The drama! Love your simple explanations of the financials :)