Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Denver Rayburn Profile picture
Denver Rayburn
@DenverRayburn
† | Building fully automated textile manufacturing at Framework. American (re)Industrialist. Previously Interweave, Lazard.
May 19 • 17 tweets • 6 min read
My NDA on this just rolled off, so I can finally tell the story.

Three years ago I almost bought Bed Bath & Beyond out of bankruptcy. I lost by ~$2 million to

The deal that got away: Overstock.comImage Early 2023. BBBY is circling the drain. The market is telling itself a fairy tale: this is a good business, someone will save the stores, the IP alone is worth hundreds of millions.

I had spent weeks in the filings. The fairy tale didn't survive the store-level P&Ls.
Mar 11 • 12 tweets • 2 min read
1/ American manufacturers pay 3x more to finance equipment than their global competitors. It has nothing to do with pricing or tariffs, it's a regulatory accident from 2008 that no one has bothered to fix until now: Image 2/ Read the full brief here: denverrayburn.com/equip-america.…