Jim Osman

Jim Osman@EdgeCGroup

Nice move today in $GPGI I have to think most if not all the bad news is priced in.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Jim Osman@EdgeCGroup

Did anyone actually invest in Jersely Mikes? I remain short the stock. Give me the bull case here. What am I missing? $JMKE

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Jim Osman@EdgeCGroup

Posted without comment. Well, I’ve been short $JMKE

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Jim Osman@EdgeCGroup

Dick’s Sporting Goods fell hard after earnings. Then four directors bought about $3.7 million of stock. The selloff was the setup. This is the first signal. The market is pricing in a Foot Locker problem. Insiders are betting it may have gone too far. My latest for Forbes:

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Jim Osman@EdgeCGroup

A Dividend Cut Is Not the Solution. It's the admission. Wendy's just cut its dividend in half. Read that as a confession, not a fix. Same-restaurant sales down 7%. Full-year guidance withdrawn. Dividend cut from 14 cents to 7. Management didn't do this over one bad promotion.

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Jim Osman@EdgeCGroup

Alibaba just diluted shareholders to raise $10 billion for AI. Then its chairman and CEO bought the stock with their own money. I bought $BABA too. The market is pricing the cost. I’m betting the return matters more. My latest for @Barchart: https://t.co/jPdPOCNvSO

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Jim Osman@EdgeCGroup

I’m short Jersey Mike’s stock while craving a Jersey Mike’s sub. If you can’t separate the product from the investment, you’re doing this wrong. $JMKE

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Jim Osman@EdgeCGroup

Watch out below. $JMKE https://t.co/fvukjE38xj

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close