Investigative Investment Research, Bleecker Street Capital

Bleecker Street Research

Bleecker Street Research publishes investigative investment research on companies we believe are substantially overvalued.

Investigative Investment Research

Bleecker Street Capital

Bleecker Street Capital is a short-biased investment firm.

Equity Bottom-Up

<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

Sealed Air Corp

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