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2021-03-08

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Bireme Capital: “Kodak (KODK) is a Perennial Pretender”<blockquote>Bireme Capital：“柯达(KODK)是一个常年的伪装者”</blockquote>

Bireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter. A

Bireme Capital: “Kodak (KODK) is a Perennial Pretender”<blockquote>Bireme Capital：“柯达(KODK)是一个常年的伪装者”</blockquote>

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A ","content":"Bireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter. A net return of 47.1% was recorded by the fund for the year end 2020, outperforming its S&amp;P500 benchmark that delivered an 18.3% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.<blockquote>投资管理公司Bireme Capital发布了2020年第四季度投资者信。截至2020年底，该基金的净回报率为47.1%，优于标准普尔500指数18.3%的回报率。您可以查看该基金的前5名持股，了解他们2021年的最高押注。</blockquote>Bireme Capital, in their Q4 2020 investor letter, said that Eastman Kodak Company (NYSE: KODK) had a declining revenue and negative free cash flow every year since 2007. Bireme Capital identifies Eastman Kodak Company as <a href=\"https://laohu8.com/S/AONE\">one</a> of the companies they treat as great pretenders. Eastman Kodak Company is a photography and printing company that currently has a $632.8 million market cap. In the past 3 months, KODK delivered a 3.98% return and settled at $8.07 per share at the closing of March 4, 2021.<blockquote>Bireme Capital在2020年第四季度投资者信中表示，伊士曼柯达公司（纽约证券交易所股票代码：KODK）自2007年以来每年的收入都在下降，自由现金流为负。Bireme Capital认定伊士曼柯达公司为<a href=\"https://laohu8.com/S/AONE\">一</a>他们视为伟大伪装者的公司。伊士曼柯达公司是一家摄影和印刷公司，目前市值为6.328亿美元。过去3个月，KODK的回报率为3.98%，截至2021年3月4日收盘时收于每股8.07美元。</blockquote>Here is what Bireme Capital has to say about Eastman Kodak Company in their Q4 2020 investor letter:<blockquote>以下是Bireme Capital在2020年第四季度投资者信中对伊士曼柯达公司的评价：</blockquote>\"Kodak (KODK) is a dying photography and printing company. The company has had declining revenue and negative free cash flow every year since 2007. In August, KODK announced that the Trump administration would give it a $765m loan to manufacture key pharmaceutical ingredients, a capitalintensive and low-margin business dominated by Chinese firms. KODK’s shares went parabolic, soaring as much as 20x in two days -- a preposterous ~$2.5b increase in market cap based on a purported entry into this challenging industry.Not that KODK is likely to get that loan anyway. The loan is on indefinite hold. The inspector general of the government agency that approved the loans is investigating the terms. The SEC is also investigating allegations of insider trading: the day before the loan was announced, the KODK CEO was given 1.75 million stock options, some of which were immediately exercisable. Within days these options would be worth $50m.KODK is a perennial pretender. Comically, KODK’s shares briefly tripled in January of 2018 when it attempted to capitalize on the first cryptocurrency bubble by announcing “KodakCoin,” a cryptocurrency to “empower photographers and agencies to take greater control in image rights management.” Needless to say, that never came to fruition.Though well down from their most absurd highs, KODK shares persist at &gt;4x unaffected August levels, because “pharmaceuticals.” \"<img src=\"https://s.yimg.com/uu/api/res/1.2/l9glMYGJhBiKhU5Qt_yBVQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/107010d8f39669a7d5461df8340911c4\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Pixabay/Public Domain<blockquote>“柯达（KODK）是一家垂死的摄影和印刷公司。自2007年以来，该公司的收入每年都在下降，自由现金流为负。8月，KODK宣布特朗普政府将向其提供7.65亿美元贷款，用于生产关键的制药成分，这是一项由中国公司主导的资本密集型和低利润业务。KODK的股价呈抛物线状，两天内飙升了20倍——基于据称进入这个充满挑战的行业，市值增加了约2.5 B美元，这是荒谬的。无论如何，KODK不太可能获得这笔贷款。这笔贷款被无限期搁置。批准贷款的政府机构监察长正在调查这些条款。SEC还在调查内幕交易指控：在宣布贷款的前一天，KODK首席执行官获得了175万份股票期权，其中一些期权可以立即行使。几天之内，这些期权将价值5000万美元。KODK是一个常年的伪装者。有趣的是，KODK的股价在2018年1月短暂上涨了两倍，当时它试图通过宣布“KodakCoin”来利用第一个加密货币泡沫，这是一种加密货币，旨在“使摄影师和机构能够在图像版权管理方面获得更大的控制权”。不用说，这从未实现。尽管远低于最荒谬的高点，但KODK股价仍保持在8月份未受影响水平的4倍以上，因为“制药”。\"Pixabay/公共领域</blockquote>In December 2020, we published an&nbsp;article Worm Capital's Eastman Kodak Company (NYSE: KODK) investment thesis. KODK delivered a massive 190.11% return in the past 12 months.<blockquote>2020年12月，我们发表了一篇Worm Capital的伊士曼柯达公司（纽约证券交易所股票代码：KODK）投资论文。KODK在过去12个月内实现了190.11%的巨额回报率。</blockquote>Our calculations show that Eastman Kodak Company (NYSE: KODK)&nbsp;does not belong in our list of the&nbsp;30 Most <a href=\"https://laohu8.com/S/BPOPM\">Popular</a> Stocks Among Hedge Funds. As of the end of the fourth quarter of 2020,&nbsp;Kodak was in 12 hedge fund portfolios, compared to 15 funds in the third quarter.<blockquote>我们的计算显示，伊士曼柯达公司（纽约证券交易所股票代码：KODK）不属于我们的30家最<a href=\"https://laohu8.com/S/BPOPM\">流行的</a>对冲基金中的股票。截至2020年第四季度末，柯达在12个对冲基金投资组合中，而第三季度为15个基金。</blockquote>The top 10 stocks among hedge funds returned 231.2% between 2015 and 2020, and outperformed the S&amp;P 500 Index ETFs by more than 126 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds’ poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&amp;P 500 ETFs.&nbsp;Here&nbsp;you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.<blockquote>对冲基金中排名前10的股票在2015年至2020年间的回报率为231.2%，跑赢标普500指数ETF超过126个百分点。我们知道这听起来难以置信。您一直对我们关于顶级对冲基金股票的文章不屑一顾，主要是因为其他媒体向您提供了有关对冲基金表现不佳的偏见信息。通过投资顶级对冲基金股票而不是愚蠢的标普500 ETF，你可以让你的储蓄增加一倍。您现在可以在这里观看我们关于前5名对冲基金股票的视频。所有这些股票在2020年都获得了正回报。</blockquote>","source":"lsy1606273129822","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bireme Capital: “Kodak (KODK) is a Perennial Pretender”<blockquote>Bireme Capital：“柯达(KODK)是一个常年的伪装者”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBireme Capital: “Kodak (KODK) is a Perennial Pretender”<blockquote>Bireme Capital：“柯达(KODK)是一个常年的伪装者”</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nInsider Monkey2021-03-08 17:02\n\n</h4>\n</header>\n<article>\nBireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter. A net return of 47.1% was recorded by the fund for the year end 2020, outperforming its S&amp;P500 benchmark that delivered an 18.3% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.<blockquote>投资管理公司Bireme Capital发布了2020年第四季度投资者信。截至2020年底，该基金的净回报率为47.1%，优于标准普尔500指数18.3%的回报率。您可以查看该基金的前5名持股，了解他们2021年的最高押注。</blockquote>Bireme Capital, in their Q4 2020 investor letter, said that Eastman Kodak Company (NYSE: KODK) had a declining revenue and negative free cash flow every year since 2007. Bireme Capital identifies Eastman Kodak Company as <a href=\"https://laohu8.com/S/AONE\">one</a> of the companies they treat as great pretenders. Eastman Kodak Company is a photography and printing company that currently has a $632.8 million market cap. In the past 3 months, KODK delivered a 3.98% return and settled at $8.07 per share at the closing of March 4, 2021.<blockquote>Bireme Capital在2020年第四季度投资者信中表示，伊士曼柯达公司（纽约证券交易所股票代码：KODK）自2007年以来每年的收入都在下降，自由现金流为负。Bireme Capital认定伊士曼柯达公司为<a href=\"https://laohu8.com/S/AONE\">一</a>他们视为伟大伪装者的公司。伊士曼柯达公司是一家摄影和印刷公司，目前市值为6.328亿美元。过去3个月，KODK的回报率为3.98%，截至2021年3月4日收盘时收于每股8.07美元。</blockquote>Here is what Bireme Capital has to say about Eastman Kodak Company in their Q4 2020 investor letter:<blockquote>以下是Bireme Capital在2020年第四季度投资者信中对伊士曼柯达公司的评价：</blockquote>\"Kodak (KODK) is a dying photography and printing company. The company has had declining revenue and negative free cash flow every year since 2007. In August, KODK announced that the Trump administration would give it a $765m loan to manufacture key pharmaceutical ingredients, a capitalintensive and low-margin business dominated by Chinese firms. KODK’s shares went parabolic, soaring as much as 20x in two days -- a preposterous ~$2.5b increase in market cap based on a purported entry into this challenging industry.Not that KODK is likely to get that loan anyway. The loan is on indefinite hold. The inspector general of the government agency that approved the loans is investigating the terms. The SEC is also investigating allegations of insider trading: the day before the loan was announced, the KODK CEO was given 1.75 million stock options, some of which were immediately exercisable. Within days these options would be worth $50m.KODK is a perennial pretender. Comically, KODK’s shares briefly tripled in January of 2018 when it attempted to capitalize on the first cryptocurrency bubble by announcing “KodakCoin,” a cryptocurrency to “empower photographers and agencies to take greater control in image rights management.” Needless to say, that never came to fruition.Though well down from their most absurd highs, KODK shares persist at &gt;4x unaffected August levels, because “pharmaceuticals.” \"<img src=\"https://s.yimg.com/uu/api/res/1.2/l9glMYGJhBiKhU5Qt_yBVQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/107010d8f39669a7d5461df8340911c4\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\">Pixabay/Public Domain<blockquote>“柯达（KODK）是一家垂死的摄影和印刷公司。自2007年以来，该公司的收入每年都在下降，自由现金流为负。8月，KODK宣布特朗普政府将向其提供7.65亿美元贷款，用于生产关键的制药成分，这是一项由中国公司主导的资本密集型和低利润业务。KODK的股价呈抛物线状，两天内飙升了20倍——基于据称进入这个充满挑战的行业，市值增加了约2.5 B美元，这是荒谬的。无论如何，KODK不太可能获得这笔贷款。这笔贷款被无限期搁置。批准贷款的政府机构监察长正在调查这些条款。SEC还在调查内幕交易指控：在宣布贷款的前一天，KODK首席执行官获得了175万份股票期权，其中一些期权可以立即行使。几天之内，这些期权将价值5000万美元。KODK是一个常年的伪装者。有趣的是，KODK的股价在2018年1月短暂上涨了两倍，当时它试图通过宣布“KodakCoin”来利用第一个加密货币泡沫，这是一种加密货币，旨在“使摄影师和机构能够在图像版权管理方面获得更大的控制权”。不用说，这从未实现。尽管远低于最荒谬的高点，但KODK股价仍保持在8月份未受影响水平的4倍以上，因为“制药”。\"Pixabay/公共领域</blockquote>In December 2020, we published an&nbsp;article Worm Capital's Eastman Kodak Company (NYSE: KODK) investment thesis. KODK delivered a massive 190.11% return in the past 12 months.<blockquote>2020年12月，我们发表了一篇Worm Capital的伊士曼柯达公司（纽约证券交易所股票代码：KODK）投资论文。KODK在过去12个月内实现了190.11%的巨额回报率。</blockquote>Our calculations show that Eastman Kodak Company (NYSE: KODK)&nbsp;does not belong in our list of the&nbsp;30 Most <a href=\"https://laohu8.com/S/BPOPM\">Popular</a> Stocks Among Hedge Funds. As of the end of the fourth quarter of 2020,&nbsp;Kodak was in 12 hedge fund portfolios, compared to 15 funds in the third quarter.<blockquote>我们的计算显示，伊士曼柯达公司（纽约证券交易所股票代码：KODK）不属于我们的30家最<a href=\"https://laohu8.com/S/BPOPM\">流行的</a>对冲基金中的股票。截至2020年第四季度末，柯达在12个对冲基金投资组合中，而第三季度为15个基金。</blockquote>The top 10 stocks among hedge funds returned 231.2% between 2015 and 2020, and outperformed the S&amp;P 500 Index ETFs by more than 126 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds’ poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&amp;P 500 ETFs.&nbsp;Here&nbsp;you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.<blockquote>对冲基金中排名前10的股票在2015年至2020年间的回报率为231.2%，跑赢标普500指数ETF超过126个百分点。我们知道这听起来难以置信。您一直对我们关于顶级对冲基金股票的文章不屑一顾，主要是因为其他媒体向您提供了有关对冲基金表现不佳的偏见信息。通过投资顶级对冲基金股票而不是愚蠢的标普500 ETF，你可以让你的储蓄增加一倍。您现在可以在这里观看我们关于前5名对冲基金股票的视频。所有这些股票在2020年都获得了正回报。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"http://insidermonkey.com/blog/bireme-capital-kodak-kodk-is-a-perennial-pretender-922917/\">Insider Monkey</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KODK":"柯达"},"source_url":"http://insidermonkey.com/blog/bireme-capital-kodak-kodk-is-a-perennial-pretender-922917/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117631300","content_text":"Bireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter. A net return of 47.1% was recorded by the fund for the year end 2020, outperforming its S&P500 benchmark that delivered an 18.3% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.Bireme Capital, in their Q4 2020 investor letter, said that Eastman Kodak Company (NYSE: KODK) had a declining revenue and negative free cash flow every year since 2007. Bireme Capital identifies Eastman Kodak Company as one of the companies they treat as great pretenders. Eastman Kodak Company is a photography and printing company that currently has a $632.8 million market cap. In the past 3 months, KODK delivered a 3.98% return and settled at $8.07 per share at the closing of March 4, 2021.Here is what Bireme Capital has to say about Eastman Kodak Company in their Q4 2020 investor letter:\"Kodak (KODK) is a dying photography and printing company. The company has had declining revenue and negative free cash flow every year since 2007. In August, KODK announced that the Trump administration would give it a $765m loan to manufacture key pharmaceutical ingredients, a capitalintensive and low-margin business dominated by Chinese firms. KODK’s shares went parabolic, soaring as much as 20x in two days -- a preposterous ~$2.5b increase in market cap based on a purported entry into this challenging industry.Not that KODK is likely to get that loan anyway. The loan is on indefinite hold. The inspector general of the government agency that approved the loans is investigating the terms. The SEC is also investigating allegations of insider trading: the day before the loan was announced, the KODK CEO was given 1.75 million stock options, some of which were immediately exercisable. Within days these options would be worth $50m.KODK is a perennial pretender. Comically, KODK’s shares briefly tripled in January of 2018 when it attempted to capitalize on the first cryptocurrency bubble by announcing “KodakCoin,” a cryptocurrency to “empower photographers and agencies to take greater control in image rights management.” Needless to say, that never came to fruition.Though well down from their most absurd highs, KODK shares persist at >4x unaffected August levels, because “pharmaceuticals.” \"Pixabay/Public DomainIn December 2020, we published an article Worm Capital's Eastman Kodak Company (NYSE: KODK) investment thesis. KODK delivered a massive 190.11% return in the past 12 months.Our calculations show that Eastman Kodak Company (NYSE: KODK) does not belong in our list of the 30 Most Popular Stocks Among Hedge Funds. As of the end of the fourth quarter of 2020, Kodak was in 12 hedge fund portfolios, compared to 15 funds in the third quarter.The top 10 stocks among hedge funds returned 231.2% between 2015 and 2020, and outperformed the S&P 500 Index ETFs by more than 126 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds’ poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Here you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.","news_type":1,"symbols_score_info":{"KODK":0.9}},"isVote":1,"tweetType":1,"viewCount":1545,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Bireme Capital: “Kodak (KODK) is a Perennial Pretender”<blockquote>Bireme Capital：“柯达(KODK)是一个常年的伪装者”</blockquote>

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