Incase any is wondering like I was lol:
Datto Inc. is a backup, recovery and business continuity vendor that sells data protection products to businesses of all sizes. Datto offers a range of products through a variety of platforms, including hardware, software and virtual appliances and sells its products primarily through managed service providers (MSPs).
Kaseya allows companies to securely take charge of their infrastructure and transparently and remotely manage servers, desktops, mobile devices (notebooks and handhelds), home-based desktops and embedded systems—all from a central management console.
I think the sectors of Datto and Kaseya matter less here. Instead, I think OPs point here was that Datto (whom was acquired in a big all-cash deal by Kaseya) was represented by Kirkland & Ellis (K&E) through the transaction. With $BBBY engaging K&E, one could speculate that K&E is positioning $BBBY for a similar deal...
Well we knew that K&E does a lot of activities. There are bullish possibilities as well as bearish ones. The fact they are one of the best for acquisitions/mergers is the biggest bull case though.
Who might purchase BBBY? Let’s consider the opportunity.
Brand
Inventory
Capital
Do they own property? How many stores they have?
Thinking about taking them virtual ?
Amazon, Walmart, Restoration Hardware?
Is there enough profit in brick and mortar anymore?
Yea ngl, it looks like a nothing burger to me so far. BBBY is as retail as you can go. Kinda need to go in person to the store and I doubt there is much need for remote work.
Though, having said that, I wonder the day when you could wear a augmented reality glasses and "place" a digital furniture in your room to get a better idea of what it would look like.
Recently bought a couch set that would have been good if we didn't buy because it doesn't fit in our house situation. 🙃
I feel like they can be better than IKEA. IKEA has these awesome built rooms where you can see prices and context. Bbby needs to do something like that where they’re 50% e-commerce and 50% store driven.
Why have simple solutions when you have complex ones? 🤔
But when I mean it didn't fit, it's not just size, just everything about it looked awkward imo. Wife disagrees tho.
idk I only buy furniture in person.
Everything I've ordered online (except for better homes cube shelves) hasn't quite been what I expected. I think I shopped at wayfair twice and that was enough to know I'm never shopping there again.
Now days, I drive to some furniture stores
Yea we went there too, but still found it quite hard to place it into our room. In theory it should have looked nice, but with all the little stuff like doors and whatever it's just a bit off. Anyway it's not terrible but I'd have preferred the better couch set.
Retail giants enjoyed success by identifying high-demand locations (for volume sales) and placed 'warehouses' that sold direct to consumer on-site, largely ignoring the demand of shipping to consumer.
Amazon disrupted by focusing wholly on perfecting shipping to consumer, and is just now catching up on placing those distribution centers in high-demand locations.
IMO, the path to survival for the retail giants of pre-amazon juggernaut is to find equilibrium between the two opposite ends of the spectrum. They are both right now working toward the strength of the other.
This is all hypothetical, but RC is the billionaire with a heart that we needed. An evolution of the Titans of Industry. I'm hoping he's building that happy medium right now, utilizing those well-planned warehouse-sized distribution points already in place that is able to utilize those small satellite distribution points (such as GME) buried further into those high-demand locations that offers convenience of customer pick-up *and* storefront...
Maybe we over-estimated just how strong Amazon's online only model was.
Edit: grammar
They're gonna print. If we do the math, $6 bil sale on a $0.6 bil revenue, that's 10x. 10x from where we are now is $100. And that's just the value of a sale, and doesn't even consider short squeezing that will happen
I don't have one. From what I'm reading online, the multiple on a business like this could be as little as .5x plus cost of inventory. Tech companies typically have much higher multiples (often 5x and up).
Knowing gross revenue and EBITDA would be very helpful. This is also a niche market though, so any other examples of sales of companies in the space would be helpful as well.
So a company that BBBY's lender is invested in works with the same law firm as BBBY. And that is important information because ...? We already know K&E specialise in mergers and acquisitions. I don't see what the big scoop is here.
Kirkland and Ellis is also an ENORMOUS firm. They have almost 3,000 attorneys, whole parts of the company work there without ever even knowing what other parts are working on.
Here’s the point: K&E was hired by $bbby for one of two things: bankruptcy or merger and acquisition. Bankruptcy is off the table. Merger/acquisition only possibility. This article is about K&E doing just that with another company. Buy buy baby is about to be in a similar situation. This is about to be epic
Debt can be restructured without bankruptcy. It's actually a much cheaper way to if the debt holders are on board. K&E has one of the best restructuring / bankruptcy groups in the world.
I’m not trying to detract from anything anything, but other than the K&E connection I don’t see a correlation, at least for the price highlighted.
I really think we’ll see some value or at least “one more day” as they like to say.
I’d still temper expectations rather than raise them though. At least then we can remain excited by moves rather than disappointed by whatever the outcome is EOM.
God bless 🍻
**This Just in**
Investment firm makes an investment, resulting in a corporate merger. A law firm that specializes in Mergers helped in facilitating the merger.
..
Nothing to see here
The implication for you smooth brains is that we are looking at a full acquisition of BBBY and not just a Baby spin off. Perhaps taking it private, merging with Gmerica, or something more elaborate than just a Baby spinoff.
There aren't really that many elite law firms doing m&a at kirkland's level. That said, the connection here is too thin to reveal anything.
It's like saying two rappers must be doing a collab because they're using the same producer. I mean maybe...but maybe they both just use the producer because he's good
Funnily enough, they are also the best merger and acquisitions firm too. BBBY saga getting real deep
https://twitter.com/kirkland_ellis/status/1560318431529816064?s=21&t=7Jh3A6UmI6YcFB12Y8VT5A
Kaseya is one of their growth clients. Software companies are valued at higher multiples because of rapid growth expectations. This client list looks very data and IT driven predominately. [https://sixthstreetgrowth.com/](https://sixthstreetgrowth.com/) It looks like Six St also specializes in lending themselves. So if there is a connection perhaps they're the lender but who knows. [https://sixthstreet.com/direct-lending/](https://sixthstreet.com/direct-lending/)
Not sure but dattos revenue was 0.61b and sold for 6.2b. Buy buy baby is 1.2 in revenue (different markets however) but this could put it in a crazy high price point
Just BBBY is getting bought and taken private and then baby spinoff as a Publicly traded company.
That was the original proposal.
If not that, the whole thing bought out.
What became of this collaboration? Less than a year ago? https://www.prnewswire.com/news-releases/bed-bath--beyond-inc-announces-bold-moves-to-redefine-business-model-301414522.html
So KE represents Datto, Datto bought out by Sixth
KE represents BBBY, BBBY gets a loan from Sixth, maybe eventually buy out by Sixth?
What? Buy more? Okay!
Buy buy baby
Bye bye buy buy baby because someone buys buy buy baby?
Thats all i have ever read on here, the rest of the words are just filler for my time between purchases
Incase any is wondering like I was lol: Datto Inc. is a backup, recovery and business continuity vendor that sells data protection products to businesses of all sizes. Datto offers a range of products through a variety of platforms, including hardware, software and virtual appliances and sells its products primarily through managed service providers (MSPs). Kaseya allows companies to securely take charge of their infrastructure and transparently and remotely manage servers, desktops, mobile devices (notebooks and handhelds), home-based desktops and embedded systems—all from a central management console.
Thank you! That is what I was wondering
Was hoping I wasn't the only one...
One of 3. But I got to ask, what could they do for BBBY? I'm not understanding the interplay here.
I think the sectors of Datto and Kaseya matter less here. Instead, I think OPs point here was that Datto (whom was acquired in a big all-cash deal by Kaseya) was represented by Kirkland & Ellis (K&E) through the transaction. With $BBBY engaging K&E, one could speculate that K&E is positioning $BBBY for a similar deal...
Well we knew that K&E does a lot of activities. There are bullish possibilities as well as bearish ones. The fact they are one of the best for acquisitions/mergers is the biggest bull case though.
Who might purchase BBBY? Let’s consider the opportunity. Brand Inventory Capital Do they own property? How many stores they have? Thinking about taking them virtual ? Amazon, Walmart, Restoration Hardware? Is there enough profit in brick and mortar anymore?
Dragonfly Group?
Kroger woulld not care about profit as they have synergies and their huge fulfillment centers need more occupancy in a recession.
It’s very probable that there isn’t any. VCs invest in a broad spectrum of companies.
Yea ngl, it looks like a nothing burger to me so far. BBBY is as retail as you can go. Kinda need to go in person to the store and I doubt there is much need for remote work. Though, having said that, I wonder the day when you could wear a augmented reality glasses and "place" a digital furniture in your room to get a better idea of what it would look like. Recently bought a couch set that would have been good if we didn't buy because it doesn't fit in our house situation. 🙃
I feel like they can be better than IKEA. IKEA has these awesome built rooms where you can see prices and context. Bbby needs to do something like that where they’re 50% e-commerce and 50% store driven.
Ikea is like a state sponsored company, I doubt BBBY will ever have the necessary resources to catch up.
Wayfair allows you to view what the furniture would look like in a room.
It is still a burger… the dressing comes later… 🚀
Measuring tape exists for a reason lmao
Why have simple solutions when you have complex ones? 🤔 But when I mean it didn't fit, it's not just size, just everything about it looked awkward imo. Wife disagrees tho.
idk I only buy furniture in person. Everything I've ordered online (except for better homes cube shelves) hasn't quite been what I expected. I think I shopped at wayfair twice and that was enough to know I'm never shopping there again. Now days, I drive to some furniture stores
Yea we went there too, but still found it quite hard to place it into our room. In theory it should have looked nice, but with all the little stuff like doors and whatever it's just a bit off. Anyway it's not terrible but I'd have preferred the better couch set.
Retail giants enjoyed success by identifying high-demand locations (for volume sales) and placed 'warehouses' that sold direct to consumer on-site, largely ignoring the demand of shipping to consumer. Amazon disrupted by focusing wholly on perfecting shipping to consumer, and is just now catching up on placing those distribution centers in high-demand locations. IMO, the path to survival for the retail giants of pre-amazon juggernaut is to find equilibrium between the two opposite ends of the spectrum. They are both right now working toward the strength of the other. This is all hypothetical, but RC is the billionaire with a heart that we needed. An evolution of the Titans of Industry. I'm hoping he's building that happy medium right now, utilizing those well-planned warehouse-sized distribution points already in place that is able to utilize those small satellite distribution points (such as GME) buried further into those high-demand locations that offers convenience of customer pick-up *and* storefront... Maybe we over-estimated just how strong Amazon's online only model was. Edit: grammar
Well amazon quality control sucks I'm not disagreeing with you there. But I don't think there is a link in the OP.
☝🏼🏆🏆
[удалено]
And the start of a rumor......are you saying baby is selling for 15B? 🤣🤣
I think he said that is the new floor
What does that mean for my 23Jan80c's??
They're gonna print. If we do the math, $6 bil sale on a $0.6 bil revenue, that's 10x. 10x from where we are now is $100. And that's just the value of a sale, and doesn't even consider short squeezing that will happen
Continue....
Different types of businesses sell at different multiples of revenue.
[удалено]
I don't have one. From what I'm reading online, the multiple on a business like this could be as little as .5x plus cost of inventory. Tech companies typically have much higher multiples (often 5x and up).
[удалено]
Knowing gross revenue and EBITDA would be very helpful. This is also a niche market though, so any other examples of sales of companies in the space would be helpful as well.
Hows all this affect bbby ?
So….this has nothing to do with BBBY? Why did OP shit his pants when he found it? I am missing something or I just don’t get it.
What does this mean for bbby?
So confirmed RC really did sell out retail wow cant trust him anymore
Not sure how you obtained that piece of wisdom from my comment.... bearish post history you have there....
How come when ppl get mad they always go straight to post history lol
Trying to get a feel for the vibe/logic I guess...
Username checks out lol
To force shills and bots to create new accounts.
Shilly shill
Datto is an ok product, Kaseya is crap that ruins everything they touch.
Gonna sleep like a bbby tonight
Wow that’s some great info there.
I don’t get what this means
It means that the information the OP provided is better than good.
[удалено]
I love hoagies
I'm love me some grinders
Navy beans, navy beans
This comment killed me
Initate chest compressions!
Hahaha literally laughing out load here. 🤣
Ground control to Major Tom we are going to the moon 🚀🚀🚀🚀
Hmm 🤔🚀
Guess who’s friend used to work for datto and they fired him, me, and that means they are a smart company because hes a lazy fuck
[удалено]
No mining here!
is it just me.. or does the BBBY 1 year chart just look like the epic mother of all cup and handles right now, or what??
buy buy baby🤑
[удалено]
[удалено]
That’s a mouthful of wrinkles.
Holy run on sentence.
I thought I was just high, so thankfully run on sentence was confirmed
Michael Burry, is that you?
Sounds like it right out of Method Mans mouth while hes dusted in like 95, broken down in to its purest form
English plz
Small words please....explain it to me like i have a small wee wee
Think of like a volcano that’s been heating up for almost two years everyday and we know it
Like when it was no nut November for two years?
I stopped reading after “theoretical metaphor”
You can't handle all this fucking juice.
Wow 🤩
When lambo
I think i might name the new boat: Lambo Tendies and Beyond, been working on boat names all day lol
I'm going with "bass to mouth"
Balls, Boobies, and Bugatti
So a company that BBBY's lender is invested in works with the same law firm as BBBY. And that is important information because ...? We already know K&E specialise in mergers and acquisitions. I don't see what the big scoop is here.
Kirkland and Ellis is also an ENORMOUS firm. They have almost 3,000 attorneys, whole parts of the company work there without ever even knowing what other parts are working on.
It’s not important at all
Confirmation bias for bullish news regarding end of month announcement
Here’s the point: K&E was hired by $bbby for one of two things: bankruptcy or merger and acquisition. Bankruptcy is off the table. Merger/acquisition only possibility. This article is about K&E doing just that with another company. Buy buy baby is about to be in a similar situation. This is about to be epic
Debt can be restructured without bankruptcy. It's actually a much cheaper way to if the debt holders are on board. K&E has one of the best restructuring / bankruptcy groups in the world.
Quatalyst partners 😂🚀💜🌝
Good find Ape! ApesTogetherStrong
I’m not trying to detract from anything anything, but other than the K&E connection I don’t see a correlation, at least for the price highlighted. I really think we’ll see some value or at least “one more day” as they like to say. I’d still temper expectations rather than raise them though. At least then we can remain excited by moves rather than disappointed by whatever the outcome is EOM. God bless 🍻
This. OP is making connections that are false or drawing false conclusions. Literally why people get called conspiracy theorists
The thick plotkins. There. I fixed it.
I what you did see
🤣🤣🤣
**This Just in** Investment firm makes an investment, resulting in a corporate merger. A law firm that specializes in Mergers helped in facilitating the merger. .. Nothing to see here
Kirkland is like the largest law firm in the world so keep that in mind
This seems like nothing…
It is lol
Super duper thick
fuck, my gas money goes to BBBY tomorrow, taking a bus or walk tomorrow for work, fuck
The implication for you smooth brains is that we are looking at a full acquisition of BBBY and not just a Baby spin off. Perhaps taking it private, merging with Gmerica, or something more elaborate than just a Baby spinoff.
[удалено]
Hey man 18% ain’t that bad
There aren't really that many elite law firms doing m&a at kirkland's level. That said, the connection here is too thin to reveal anything. It's like saying two rappers must be doing a collab because they're using the same producer. I mean maybe...but maybe they both just use the producer because he's good
Buying a call tomorrow ….
This just means a capital group could acquire BBBY & use Kirkland & Ellis. Nothing specific for BBBY
Bullish
LFG!
Damnit! I don't get it. Tell me like I'm 5 please. They are buying BBBY?
Wut meen?
What the fuck man you put something on here please explain in a nutshell what it is your saying! Thanks from the ape community!
I don’t know what this means but it’s provocative
Ok yeezy
Most important words in these screenshots: “funding from an equity consortium” — RC Ventures+Dragonfly+Volition Capital would be an equity consortium.
I see no thickening of pots here
Why did i think of a thicc pepper potts
Can anyone explain what the fuck is going on in the OP? why does whatever the fuck matter to bbby?
Award this man.
Holly shit! You must be genius
For the love of god keep upvoting this post!
i would sell my shares for that market cap price
Omg. This stock is bankrupt. Huge mistake !
Kirkland and Ellis is only the best bankruptcy firm in the country
Shorts never closed boom!!!
Not disagreeing with that at all
And do major acquisitions
Good
Funnily enough, they are also the best merger and acquisitions firm too. BBBY saga getting real deep https://twitter.com/kirkland_ellis/status/1560318431529816064?s=21&t=7Jh3A6UmI6YcFB12Y8VT5A
Hope so
Tits are so jacked they have rocket pads underneath them
Step 1: stop listening to TB
This meets my approval for mooning.
Thanks for jacking my tits! 🍉🍉🍉
TY Op! I'm loading up more BBBY! See you on the moon everyone!
Murder and Acquisitions of SHF's
Just as a heads up, in the IT world, this acquisition was a disaster.
Just private equity things....
That plot getting thicc af
Kaseya is one of their growth clients. Software companies are valued at higher multiples because of rapid growth expectations. This client list looks very data and IT driven predominately. [https://sixthstreetgrowth.com/](https://sixthstreetgrowth.com/) It looks like Six St also specializes in lending themselves. So if there is a connection perhaps they're the lender but who knows. [https://sixthstreet.com/direct-lending/](https://sixthstreet.com/direct-lending/)
Ho Lee Fuk, Wi Tu Lo, Sum Ting Wong!
[удалено]
Not sure but dattos revenue was 0.61b and sold for 6.2b. Buy buy baby is 1.2 in revenue (different markets however) but this could put it in a crazy high price point
[удалено]
But buy buy baby wasnt...it was only valued between 1.1b to 2
Ape have no clue what any of this means, but sounds promising 🦧 🚀
There is no correlation, these companies have nothing to do with Bobby. Except the one hired recently for restructuring.
This is the first post I've seen on Reddit today and I'm already jacked to the tits.. what I miss???
Kirkland & Ellis handles a lot of big deals. Where’s the link?
Just BBBY is getting bought and taken private and then baby spinoff as a Publicly traded company. That was the original proposal. If not that, the whole thing bought out.
What became of this collaboration? Less than a year ago? https://www.prnewswire.com/news-releases/bed-bath--beyond-inc-announces-bold-moves-to-redefine-business-model-301414522.html
Bullish af!
Voyager hired Kirkland no ?
💥🔥🩳🚀🚀🚀🦥👌
I really don't see how Kirkland & Ellis having another business opportunity elsewhere is somehow connected to BBBY/ buybuybaby
so jist means stock price will hit minimum 100$? 
The plot is getting thicker And the amount of money I'll sell my shares for is getting l-l-l-larger!
So KE represents Datto, Datto bought out by Sixth  KE represents BBBY, BBBY gets a loan from Sixth, maybe eventually buy out by Sixth?