Thread regarding Sears layoffs

How Much Did ESL Loose?

Lets find out.

Wikipedia tells us:

  • ESL was worth $3.1 billion in March 2012,
  • ESL became CEO of Sears Holdings in January 2013,
  • ESL was worth $2.2 billion in August 2016

What if ESL liquidated everything in 2012, and decided to spend the decade golfing?

First he'd pay the LTCG tax. Top Federal LTCG rate was 15% in 2012. Connecticut was 6.7%. NIIT is another 3.8%. Total tax haircut of 25.5%. Not all investments will get this hit, and if ESL had time and patience he would have reduced the tax hit. But lets just assume he sold everything all at once and got out of managing a hedge fund.

He'd then have $2.3 billion. Now what if he took that $2.3 billion and dumped it in an S&P 500?

The S&P 500 gained 56% between March 2012 and August 2016. Our man ESL would have $3.6 billion in net worth on August 2016, and a he-l of a golf swing. That's significantly more than what he was actually worth in August 2016.

The S&P 500 gained nearly 199% between March 2012 and May 2021. That's nearly $7 billion in net worth, placing him firmly in the top 100 richest Americans. Instead he doesn't even rank on the Forbes 400 now.

For another perspective: Drooling mo--ns bought shares of Hertz in an initial bankruptcy offering knowing full well that IT WAS BANKRUPT, and those drooling mo--ns made bank less than a year later. In this screwed up market where people with 0 IQ manage to make money hand over fist, it is all the more remarkable that ESL managed to burn through his wealth.

ESL was the worst thing to happen to Sears. ESL was the worst thing to happen to Kmart. Now we know that ESL was the worst thing to happen to ESL.

by
| 1611 views | | 8 replies (last June 16, 2021) | Reply
Post ID: @OP+1blBJIms

8 replies (most recent on top)

@omm+1blBJIms said it best. Agree wholeheartedly.

by
| | Reply
Post ID: @2mhd+1blBJIms

You mean LOSE not LOOSE.

by
| | Reply
Post ID: @2qhp+1blBJIms

"Wikipedia tells us" well, there went your credibility!

by
| | Reply
Post ID: @2act+1blBJIms

Yeah right. Eddie Is a mo--n, yet he’s worth over 2 billion dollars. OP is a genius and making minimum wage.

by
| | Reply
Post ID: @1pbu+1blBJIms

It's 'lose' not 'loose'

by
| | Reply
Post ID: @1vvv+1blBJIms

Your analysis is weak, weak, weak.

by
| | Reply
Post ID: @1bmp+1blBJIms

You could take your analysis back to 2005 when Eddie Lampert's reported net worth was $3.7b, and forward to the most recent figure of $1.5b. His 16 year experiment with Sears Holdings certainly didn't make him into the "next Warren Buffett". He did manage to extract value for himself out of Sears to the tune of a $1b plus, in the form of interest payments on loans he made to the company and so forth. All those payments for the yacht and mansion had to come from somewhere. At one point he was down to a mere $1b, but there has been a rebound since the bankruptcy of SHC. The "go forward" stores have been a disaster, but selling off the pieces has definitely been profitable for EL.

by
| | Reply
Post ID: @1xuo+1blBJIms

Remember that Eddie's publicly reported worth is based on those entities he is involved with that report info. His homes, yachts, etc are all owned by various DIFFERENT Limited Liability Corporations (LLC) that do not need to report any public info. So you should assume he has much more value than reported here.

That is also why any losses by ESL, RBS Partners etc (all the LLCs involved in his owning of other entities) will not cause him to sell homes, personal assets, yachts, etc. Anyone with his personal wealth would of course protect all the personal assets. That could also explain why any losses by ESL, RBS etc, aren't "the end of the world" for him and his family.

by
| | Reply
Post ID: @omm+1blBJIms

Post a reply

: