Mostly market commentary. Not investment advice.

Joined February 2012
Marcus Lemonis took over $NXH (formerly $BBBY) in early 2024. At the time the company had about 45 million shares outstanding and more than $250 million in cash. Today the stock has around 164 million shares (fully diluted) and more than $120 million of debt. Shareholders tried to warn you many times over. @marcuslemonis
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SecularJuncture retweeted
“We want our infrastructure to be asset agnostic.” On September 17 at CBC Summit in Washington, DC, @tZERO EVP, Chief Legal & Administrative Officer @SavinoVaness sat down with @HenriArslanian to discuss expansion beyond tokenized securities into derivatives. Since recording: tZERO DCO received CFTC registration; DCM is pending. Watch the full episode: youtube.com/watch?v=LggwvmfW…
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Temple Digital Group has selected @tZERO as our ATS and technology provider for onchain tokenized securities. Under the agreement, Temple Digital Group will integrate tZERO's regulated operating technologies, including client onboarding and transaction services, letting Temple bring tokenized securities trading to our clients. “Institutions building tokenized markets need a regulated operating foundation that can work with their technology and business model,” said Alan Konevsky, Chief Executive Officer of tZERO. “Temple has developed one of the most powerful trading systems on Canton. By bringing our broker-dealer and ATS capabilities to that system, we can help Temple deliver its offering to clients while expanding the reach of tZERO’s Infrastructure-as-a-Service business.” “We’re focused on developing regulated, onchain trading technologies for tokenized assets,” said Evan Varsamis, Chief Executive Officer of Temple Digital Group. “Working with tZERO allows us to combine our solutions with an established broker-dealer and ATS operator, providing the regulated infrastructure needed to support securities on our platform at scale.”
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Replying to @DennisLyrintzis
Institutional sales cycles will never shrink to zero but we expect them to compress somewhat - particularly as we up and cross sell capabilities to existing partners.
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tZERO gains approval to clear futures, options, and swaps. They are on the steady path to redraw tomorrow’s market rails. Blending blockchain speed and openness with trusted financial foundations to create a seamless future where digital assets and traditional markets finally move as one.
Love it when we get good news from a regulator late on a Friday. 👀 @tZERO
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I’m doing that, @BedBathBeyond! Planning for how I’m gonna tell the family during Thanksgiving that we won’t have Santa this year bc Dad made a mistake and bet a jockey he shouldn’t have in @marcuslemonis! 🤣😜 But for real, Marcus. What’s the plan, man? You off the horse? $nxh
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The only way to save our #tZERO and #Grain_Chain investment's is to write the $NXH board 📧 [email protected]. "Power concedes nothing without a demand. It never did and it never will." Frederick Douglass
This has been a train wreck, and he has single-handedly destroyed an enormous amount of shareholder value. Whatever mistakes JJ made, from the Beyond merger to switching off Overstock’s SEO, the medicine here has been far worse than the disease. A terrible tenure as CEO, and the wealth destruction is staggering. At this point, spin off #tZERO and #GrainChain before they get mismanaged too. Folks, keep writing the #NXH board! $NXH
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SecularJuncture retweeted
And as it turns out folks, @marcuslemonis is most definitely not, in fact, the correct jockey for this horse. $NXH
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The CFO of @lepainquotidien has better marketing sense than marketing genius @marcuslemonis - $NXH
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This has been a train wreck, and he has single-handedly destroyed an enormous amount of shareholder value. Whatever mistakes JJ made, from the Beyond merger to switching off Overstock’s SEO, the medicine here has been far worse than the disease. A terrible tenure as CEO, and the wealth destruction is staggering. At this point, spin off #tZERO and #GrainChain before they get mismanaged too. Folks, keep writing the #NXH board! $NXH
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Under @marcuslemonis ‘s leadership $NXH is approaching 0. BOD completely at sleep. What are we doing?
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What's going to take for $NXH to do a 10x ? 1. The BOD taking the business in their own hands 2. Marcus Lemonis resigning 3. A near breakeven EPS loss
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SecularJuncture retweeted
.@tZERO celebrates its digital innovation led by ICE & appointment of CEO David Goone xitter.cf/i/broadcasts/1BdGYwMmd…
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If you are not in the trenches grinding it out to generate shareholder value today, you have an unserious adult daycare job
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Public markets are only for hyperscalers.
*BUMBLE IN ADVANCED TALKS TO GO PRIVATE AT $1B VALUATION: WSJ
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At this point $NXH is just disgusting.
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I know people who would buy but as long as Lemonis printing stock they wont. He plays games instead of talking straight, doing what he says and being humble.
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Under @marcuslemonis , $NXH/ $BBBY spent 10 months opening a single Bed Bath & Beyond store, then largely stalled on the 200+ conversion plan. Meanwhile it only took them three months to acquire TCS and load on more than $110M of debt. When the small-scale operation doesn’t work, the answer to Marcus is to make it bigger. Has it worked yet?
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Seems like achieving growth is not impossible after all. Just a matter of focus. $NXH $ATZ.TO
ARITZIA REPORTED EARNINGS YESTERDAY REVENUE UP 43% 📈 COMP SALES UP 35%📈 DIGITAL REVENUE UP 56%📈 US REVENUE UP 55%📈 PROFIT PER SHARE UP 96%📈 ONE OF THE BEST GROWTH STORIES IN CANADA CURRENTLY 🇨🇦🇨🇦🇨🇦🇨🇦 $ATZ
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