The Death Spiral Archives - Page 2 of 18

Will America’s Health Insurance System Collapse?

April 23, 2020April 23, 2020 daniel Are Health Insurance Companies too big to Fail?, Coronavirus could bankrupt Millions of Americans \, Coronavirus will lead to Medicare for All\, Health Insurance System Collapse, How Coronavrius can Bankrupt Health Insurance Companies \, How Medicare for All could speed Coronavirus Recovery, How UnitedHealth could cash in on the Public Option, Is UnitedHealth a Good Investment?, UnitedHealth (NYSE: UNH), UnitedHealth (NYSE: UNI), UnitedHealth Group Inc. (NYSE: UNH), Why Need a Public Option for Health Insurance, Will America’s Health Insurance System Collapse?

However, bears will say we have heard this argument before. Remember, the giant banks that were too big to fail, failed in 2007 and 2008.

The Death Spiral

Is this the End of Macy’s?

April 6, 2020April 6, 2020 daniel Could Digital Liquidation Sales Save Macy’s?\, Could Macy’s Survive?, digital liquidation sales, How Coronavirus can Kill Macy’s, Is this the End of Macy’s?, Macy’s (NYSE: M), Macy’s Inc. (NYSE: M), What Value Does Macy’s have?, Who Could Save Macy’s?

Frighteningly, Macy’s Market Capitalization fell from $7.605 billion on 2 April 2019 to $1.488 a year later. Additionally, Macy’s Market Cap fell from $4.022 billion on 2 March to $1.488 billion on 2 April 2020.

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Will Coronavirus Kill Delta Airlines?

April 3, 2020April 3, 2020 daniel Berkshire Hathaway (NYSE: BRK.A), Delta Airlines (NYSE: DAL), Delta has no Margin of Safety, How Coronavirus can Kill Delta Airlines, How Much Money Does Delta Have?, Is Delta Airlines a Value Bargain Investment?, Kill Delta Airlines, One Delta true believer is Warren Buffett., What Value Does Delta Have?, Will Coronavirus Kill Delta Airlines?

Given this data, I have to wonder if Berkshire Hathaway will take advantage of the pandemic to buy more Delta, or all of Delta.

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Why the Real Estate Market Scares Me

March 24, 2020March 24, 2020 daniel Here Comes Mortgage Crisis 2.0, Mortgage Crisis 2.0, What will happen to Real Estate?, Why the Real Estate Market Scares Me, Why You Need to Be Afraid of Real Estate

I think American real estate was on the road to catastrophe before coronavirus. Thus, all COVID-19 is doing is hastening the inevitable.

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Is Office Depot Dying?

March 23, 2020March 23, 2020 daniel Amazon (NASDAQ: AMZN) resistant business model, Amazon is Killing Office Depot, Can Amazon Save Office Depot?, Can Just Walk Out Help Office Depot Expand?, Can Just Walk Out Save Office Depot?, Can Office Depot Cash in on Biometrics?, Could Coronavirus Kill Office Depot?, Is Office Depot Dying?, Is Office Depot Making Money?, Office Depot, Office Depot (NASDAQ: ODP), Office Depot Inc. (NASDAQ: ODP), Telos Identity Management Systems, What Value Does Office Depot Have?

Thus, I think Office Depot’s footprint of 1,307 stores in North America is its most valuable asset. For instance, Amazon could buy Office Depot and convert those stores into Amazon Go locations.

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Stocks the Coronavirus will Destroy

March 19, 2020March 19, 2020 daniel 1. Royal Caribbean Cruises Limited (NYSE: RCL), 2. JC Penney (NYSE: JCP), 3. Seritage Growth Properties (NYSE: SRG), 4. Caesars Entertainment Corporation (NASDAQ: CZR), 5. World Wrestling Entertainment (NYSE: WWE), 6. Wynn Resorts (NASDAQ: WNN), Don’t Panic!, Royal Caribbean (NYSE: RCL), Stocks the Coronavirus could destroy include:, Stocks the Coronavirus will Destroy, WWE (NYSE: WWE), Wynn (NASDAQ: WNN)

Thus, now is a great time to buy stocks if you can identify those equities Coronavirus will devastate. Therefore, I have compiled a list of stocks COVID-19 could destroy. Please note that this list is strictly my opinion, so there is no guarantee these predictions will be helpful.

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Can CenturyLink Make Money?

March 5, 2020March 5, 2020 daniel Can CenturyLink Make Money?, Can CenturyLink Survive?, CenturyLink, CenturyLink Inc. (NYSE: CTL), Could Berkshire Hathaway Buy CenturyLink?, SpaceX, Starlink, What Value Does CenturyLink Have?, Why Warren Buffett could buy CenturyLink

Additionally, CenturyLink is a cash rich-company that had $1.693 billion in cash and short-term investments on 31 December 2019. Moreover, CenturyLink claimed to have total assets of $64.742 billion on the same day.

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Is Natural Gas Dying at Chesapeake Energy Corporation?

March 3, 2020March 3, 2020 daniel Chesapeake Energy Corporation, Chesapeake Energy Corporation (NYSE: CHK), Is Natural Gas Dying at Chesapeake Energy Corporation?, The Market for Natural Gas Grows, What Value Does Chesapeake Energy Have?, What Value Does Chesapeake Energy Stock Have?

Chesapeake Energy claimed to own oil and natural gas reserves that contained 1.448 billion barrels of oil equivalents on 31 December 2018. However, Chesapeake admits it had just 496,000 barrels of oil equivalents (496 mboe/d) in production on New Year’s Eve 2018.*

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Does Equifax make money from Credit Reports?

February 28, 2020February 28, 2020 daniel Does Equifax make money from Credit Reports?, Equifax (NYSE: EFX), Equifax Inc. (NYSE: EFX), Equifax is a Terrible Stock, Equifax is generating more cash, How Much Money does Equifax Make?, Mr. Market Overprices Equifax, What Value Does Equifax Have?

Thus, Equifax generates more revenue but makes less money from its business. However, Equifax is generating more cash.

The Death Spiral

Are Newspapers Dead at Lee Enterprises?

February 3, 2020February 3, 2020 daniel Are Newspapers Dead at Lee Enterprises?, Berkshire Hathaway (NYSE: BRK.A) is easy to understand because it is Warren Buffett’s house of cash. Essentially, Berkshire Hathaway Makes Money from Dying Newspapers, Ghost Newspapers and Zombie Advertisers, How Low Interest Rates Keep Newspapers Alive, How Newspapers Survive, Lee Enterprises, Lee Enterprises (NYSE: LEE), Newspapers are Doomed, Warren Buffett, What Value do Newspapers Have?, What Value does Lee Enterprises Have?

Buffett walks away from the newspaper business with $140 million in cash, and the potential to make another $976 million. I think this deal shows why Buffett is one of the smartest investors around.