Investigative Investment Research, Bleecker Street Capital

Bleecker Street Research

Investigative Investment Research

Bleecker Street Capital

Bleecker Street Capital is a short-biased investment firm.

Equity Bottom-Up

Sealed Air Corporation manufactures packaging and performance-based materials and equipment systems that serve food, industrial, medical, and consumer applications.

<ul><li>Sealed Air (SEE) is a disaster in motion: its entire business is facing extinction as customers move away from the thin-film plastics the company makes.</li><li>Sealed Air’s e-Commerce business has collapsed as Amazon has moved away from the single-use plastics, formerly ever present in its packaging. </li><li>California just passed two recycling and labeling bills that we think will make Sealed Air’s products unlikely to be used in the State and possibly in the US as a whole.</li></ul>

Sealed Air (SEE) is a disaster in motion: its entire business is facing extinction as customers move away from the thin-film plastics the company makes.Sealed Air’s e-Commerce business has collapsed as Amazon has moved away from the single-use plastics, formerly ever present in its packaging. California just passed two recycling and labeling bills that we think will make Sealed Air’s products unlikely to be used in the State and possibly in the US as a whole.

Sealed Air (SEE): A Melting Ice Cube Hiding In Plain Sight

LuxUrban Hotels Inc. identifies, acquires, and markets hotel rooms to business and vacation travelers. The Company assembles and manages portfolio of proprietary hotel real estate properties. LuxUrban Hotels serves guests across major metropolitan cities in the United States.

<ul><li>LuxUrban Hotels (NASDAQ: LUXH) is a Miami-based hotel lessee and operator.</li><li>Founded in 2017, LuxUrban (then called CorpHousing Inc) initially focused on the short-term corporate housing market, leasing and then re-leasing houses to business travelers.</li><li>The pandemic severely impacted demand in that market and in 2021 LuxUrban exited the corporate rentals space.</li></ul>

LuxUrban Hotels (NASDAQ: LUXH) is a Miami-based hotel lessee and operator.Founded in 2017, LuxUrban (then called CorpHousing Inc) initially focused on the short-term corporate housing market, leasing and then re-leasing houses to business travelers.The pandemic severely impacted demand in that market and in 2021 LuxUrban exited the corporate rentals space.

LuxUrban Hotels (LUXH) : The Bed Sheets Should Be Made Out Of Red Flags

Bleecker Street Capital
Investigative Investment Research

Sealed Air (SEE): A Melting Ice Cube Hiding In Plain Sight

Sealed Air (SEE) is a disaster in motion: its entire business is facing extinction as customers move away from the thin-film plastics the company...

Bleecker Street Research

LuxUrban Hotels (LUXH) : The Bed Sheets Should Be Made Out Of Red Flags

LuxUrban Hotels (NASDAQ: LUXH) is a Miami-based hotel lessee and operator. Founded in 2017, LuxUrban (then called CorpHousing Inc) initially...

Bleecker Street Research