Business disasters waiting to happen - Stock shorting the thread

  • 🏰 The Fediverse is up. If you know, you know.
  • Want to keep track of this thread?
    Accounts can bookmark posts, watch threads for updates, and jump back to where you stopped reading.
    Create account

The man The only man

True & Honest Fan
kiwifarms.net
Joined
Jun 18, 2024
Discuss in this thread your personal opinions and knowledge about certain sectors, businesses and projects that are waiting to fail.

Tax 1: A new startup company that has trademarked and designed a new product, their CEO has decided to outsource their production to China probably to reduce costs. But I think those chinks lowballed the fucker and are trying to steal their product from under them because it isn't even that difficult to make. The worst part is that the product can be produced locally without any real problems.

Tax 2: It is a common problem among factories owned by investment groups in western Europe that anything related to maintenance doesn't receive any new investments or active new recruitment. It is even more baffling because for a lot of these factories most often their biggest inefficiencies are related to machine breakdowns and lack of technical expertise. The problem is slowly getting more severe due to the fact that many of them don't have a system to transfer knowledge to newbies or they heavily rely heavily on temps (unrelated but for 1 factory they had more Lean/Six Sigma process engineers than actual grunt line workers at a production department that suffered from lack of manpower unironically).

Tax 3: Every single green project/company (especially in the Netherlands) is slowly going bankrupt, there is still this fake optimism among "experts" but every single plastic/paper recycling plant has gone bankrupt or are slowly going bankrupt. The windmill industry is hinting that it will go bankrupt without it being subsidized by taxes, the solar panel industry has already collapsed and all hydrogen energy projects/plants have either been aborted or halted indefinitely. All those tax dollars wasted on fucking nothing.
 
i feel like bars and night clubs are slowly dying out. Probably concerts, large events and festivals will continue dropping in attendance and production and ticket sell companies will downsize. But thats just my impression.
 
The entire AI bubble exception of Nivida but cut their stock value by how much is tied to AI also Tesla they will keep losing market value until they adjust their location
 
Governments

I mean that as a serious response. They're run terribly. They are actual businesses. Even if you live somewhere "stable" if the government fucks up then it will impact you.

And I don't just mean the US government or UK government but even down to your local mayor/town/police/fire department.
 
The entire AI bubble exception of Nivida but cut their stock value by how much is tied to AI
Thats about half of their current annual value, they might not be an exception if AI crashed because they'd still have a reasonable business structure, but that's a large amount.

Anyway an obvious answer are those stupid install payment services running around in America. Are those even still in fashion? Last I heard their profit strategy backfired and several hundreds of people were defaulting on their payments
 
Thats about half of their current annual value, they might not be an exception if AI crashed because they'd still have a reasonable business structure, but that's a large amount.

Anyway an obvious answer are those stupid install payment services running around in America. Are those even still in fashion? Last I heard their profit strategy backfired and several hundreds of people were defaulting on their payments
If your reffering to BNPL yes but that bubble will be bad because no collateral but any economist will bring that up
 
Governments

I mean that as a serious response. They're run terribly. They are actual businesses. Even if you live somewhere "stable" if the government fucks up then it will impact you.

And I don't just mean the US government or UK government but even down to your local mayor/town/police/fire department.
Only short France and the UK also Japan US will get worse especially if Golf overtakes it largest reserve item or at least reaches near parity
 
BNPL is basically 2008 waiting to happen again. Though it's "technically" not direct banks doing the lending but going through an app for a middle man.

Fast food seems to be in issue due to mounting food costs. Some franchises can at least sell locations in the hope to survive until prices go down.

Welfare is a Ponzi Scheme but that's been talked to death.

A lot of knock down effect from aging populations. Be it more technologically important Japan and Europe, or China that's in competition with cheaper alternatives.
 
I have a more broad definition of "fail". If you spill canceraids in the local water supply but you lobbied hard enough to not get sued into bancrupcy - I still count that as a disaster. My top 3 are:

Most nuclear power projects
The fishing industry
The plastic producing petrolium industry
 
KFC Europe only has 2 chicken suppliers and are thus trying to alleviate their dependence on them by importing more and more chicken from Brazil. I don't know the quality of Brazilian chicken but I do know that KFC Europe is fucking with the Halal certifications of the imported Brazilian chicken. Which can cause another scandal because South Americans can't be trusted with certifications and KFC Europe is often shady and weirdly bureaucratic (maybe because most of their key employees have shitskin names).
 
Something strange is going on at walmart. A lot of shelves would be empty, but they're filling them with random items. Like a 30 foot long 5 shelf gondola with a single row of walmart brand paper towels on each shelf.
 
Thats about half of their current annual value, they might not be an exception if AI crashed because they'd still have a reasonable business structure, but that's a large amount.
Those companies (Oracle, Salesforce, Microsoft, etc.) have cannibalized their businesses to buy GPUs and build out data centers , with layoffs and diverting product development to the AI bubble. When the bubble bursts, not only will AI revenue dry up and the GPUs moved to the ET Cartridge landfill, but the profitable products that built the company are going to be shit for years to come.
 
Out of the tech sector, I think Microsoft is beginning its slide into irrelevance. Now power and influence degrade in a half life and it might be decade before the cracks truly begin to show to the average normie. However, Teams was their last successful product launch, speculative investing in AI is propping up the share price and that is running out. Windows sucks, XBox sucks and they bought a ton of companies to put out games that don't sell and the company is flooded with jeets.

Recipe for disaster.
 
Back
Top Bottom