Cov tuam txhab 'zombie' no tuaj yeem hnov ​​​​cov nyiaj ntsuab hlawv, ceeb toom New Constructs

"Raws li Fed nce tus nqi paj thiab xaus qhov kev txo qis, kev nkag mus rau cov peev pheej yig tau qhuav sai," sau New Constructs CEO David Trainer, hauv tsab ntawv tshawb fawb tshaj tawm hnub Thursday. "Tam sim no, ntau lub tuam txhab ntsib kev poob qis thiab tej zaum yuav raug yuam kom ua txhaum cai ntawm kev them nyiaj paj tsis muaj peev xwm rov qab tau nyiaj dua."

Raws li cov tuam txhab hu ua zombie khiav tawm ntawm cov nyiaj uas xav tau kom nyob twj ywm, cov nqi pheej hmoo yuav nce thoob plaws lub khw, raws li New Constructs. Qhov no, nyob rau hauv lem yuav ntxiv nyem liquidity thiab tsim ib tug escalating series ntawm neeg defaults.

Saib tam sim no: Lub hnub qub hedge-fund tus thawj tswj hwm hais tias qee lub npe thev naus laus zis tam sim no muaj txiaj ntsig zoo, vim nws luv ib qho meme-Tshuag nyiam

Tshwj xeeb, tus kws qhia tseem ceeb Carvana's
CVNA,
+ 13.92%
"Kev txo qis nyiaj ntsuab, kev sib tw hnyav thiab kev nce nqi," uas ua rau cov khoom lag luam poob qis rau $ 0 ib feem.

"Carvana tau ua tsis tiav los tsim cov nyiaj pub dawb zoo hauv txhua xyoo txij li mus rau pej xeem hauv 2017," nws hais ntxiv. "Txij li xyoo 2016, Carvana tau hlawv dhau ntawm $ 8.3 nphom hauv FCF (dawb nyiaj ntws).

Kev faib tawm ntawm cov khw muag khoom siv tsheb tau poob 88% hauv 2022 thaum nruab nrab txo qis thiab losses, tshaj qhov S&P 500's SPX 20.5% poob. Thaum Lub Plaub Hlis Carvana tau tshaj tawm qhov kev poob qis dua li qhov xav tau ntawm thawj peb lub hlis twg, hais txog "ib puag ncig nyuaj tshwj xeeb." Lub hli tas los Carvana kuj tau tshaj tawm cov phiaj xwm kom tshem tawm ntau tshaj li ib feem kaum ntawm nws cov neeg ua haujlwm.

Zoo li meme stocks GameStop Corp.
GME,
+ 2.57%
thiab AMC Entertainment Holdings Inc.
CMA,
-4.37%
Carvana hnyav heev luv. New Constructs muab Carvana tso rau hauv lub tuam txhab tshawb fawb "qhov chaw txaus ntshai" thaum Lub Yim Hli 2020 thiab tus kws qhia ntawv sau tseg tias, luv luv, nws tau ua tiav S&P 500 los ntawm 95% txij thaum ntawd los. Txawm li cas los xij, txawm tias nws qhov kev poob qis xyoo dhau los, Tus kws qhia xav tias cov khoom lag luam muaj kev poob qis dua.

Lwm lub tuam txhab zombie yog tus tsim khoom noj tsiaj Freshpet
FRPT,
+ 8.62%,
raws li New Constructs CEO. "Freshpet cov khoom lag luam tau nce siab thaum muaj kev sib kis, vim tias cov tub ua lag luam tsis quav ntsej lub tuam txhab nyiaj xyoo kub kub, thiab tam sim no, cov tub ua lag luam thaum kawg tau tsim kev phom sij rau hauv Freshpet cov khoom lag luam, uas tuaj yeem poob rau $ 0 ib feem," nws sau. "Freshpet tau loj hlob cov kab saum toj kawg nkaus ntawm tus nqi ntawm cov kab hauv qab, thiab kev muag khoom loj hlob tau ua rau muaj nyiaj ntau dua."

Saib tam sim no: Carvana Ua Raws Li Meme Tshuag. GameStop thiab AMC kaw siab dua ib yam nkaus.

Freshpet cov khoom lag luam tau poob 41% hauv 2022 thiab dhau 12 lub hlis dhau los, nws cov khoom lag luam tau poob 65.5%, piv rau S&P 500's 10.1% poob rau tib lub sijhawm. Lub tuam txhab tsis ntev los no tau muab kev qhia nyiaj txiag plaub-lub hlis twg thiab tag nrho-xyoo kev taw qhia uas yog hauv qab no kev cia siab ntawm kws tshuaj ntsuam.

Tus kws qhia kuj muaj kev xav tsis zoo ntawm Peloton's
PTON,
+ 7.57%
Tshuag. "Peloton cov teeb meem tau tshaj tawm zoo - muab cov khoom lag luam poob rau xyoo dhau los - tab sis cov tub ua lag luam yuav tsis paub tias lub tuam txhab tsuas muaj ob peb lub hlis ntawm cov nyiaj ntsuab tshuav nyiaj los pab nws cov haujlwm, uas ua rau cov khoom lag luam poob rau $ 0 ib qho. share, ”nws sau.

"Txawm hais tias kev loj hlob sai ntawm cov kab saum toj kawg nkaus, tshwj xeeb tshaj yog nyob rau xyoo 2020 thiab 2021, Peloton cov nyiaj pub dawb (FCF) tau ua tsis zoo txhua xyoo txij li xyoo 2019." Txij thaum ntawd los, Peloton tau hlawv dhau $ 3.7 nphom, nws hais ntxiv.

Tus kws qhia kuj tau taw qhia rau Peloton qhov tsis ntev los no $ 750 lab qiv nyiaj tsib xyoos los ntawm JP Morgan Chase & Co. thiab Goldman Sachs, uas nws tau piav qhia tias yog tus neeg qiv nyiaj zoo heev. "Yog tias peb xav tias qhov nruab nrab FCF hlawv nyob rau ob xyoos dhau los, thiab suav nrog cov peev nyiaj ntxiv tau nce ib hlis dhau los, Peloton tsuas muaj 11 lub hlis tshuav nyiaj ntsuab ua ntej yuav tsum nce peev ntau lossis tawm mus ua lag luam," nws sau.

Lub hli tas los Peloton tau xa ib downbeat Kev pom zoo thaum nws tau tshaj tawm nws cov txiaj ntsig nyiaj txiag peb lub hlis twg, hais txog "kev xav tau softer." Lub tuam txhab cov khoom lag luam tau poob 71.53 xyoo no thiab 91.3% hauv 12 lub hlis dhau los.