Credit Bubble Stocks

As I said, low barriers to entry ...

A company called IBISWorld has put together a report called " Dying Industries ", which looks at the universe of close to a thousa...

A Variety article about Blockbuster from 2005 quotes, a former high-ranking Blockbuster exec, who recalls, " We had the option to buy...

Good article today by Edward Epstein about Netflix (NFLX). Netflix was able to get really good licensing deals on streaming content becau...

The problem—in Blockbuster’s case, at least—was that the very features that people thought were strengths turned out to be weaknesses. Block...

Blockbuster rallied hugely during the trading day today, as rubes investors hoped that "Blockbuster posts a surprise" when earni...

We are still seeing high levels of call buying despite the bad news on Friday, which suggests that the competition is still greedy and not ...

Before I put on my Blockbuster (BBI) equity short, I paused briefly because of Icahn's huge position in the company, then I decided he w...

Blockbuster (BBI) Planning Reverse Stock Split Blockbuster's annual stockholders' meeting will take place at Renaissance Tower, 12...

Added a Blockbuster (BBI) short and a Winnebago (WGO) short. Will have more to come on these...

On the one hand, Blockbuster 9% Notes due 2012 trade at around 26 to yield ~85%. On the other hand, Blockbuster (BBI) has an $80 million mar...