#FirstBrands
The @wsj.com draws a line between tariffs/trade uncertainty to the bankruptcies at Tricolor, FirstBrands and others.

www.wsj.com/finance/how-...
October 9, 2025 at 10:46 AM
#FirstBrands
May 26, 2026 at 2:01 PM
#TriColor. #FirstBrands

For years, lenders had sought out riskier borrowers.

#RegulationMatters

archive.ph/u3oFv
archive.ph
October 15, 2025 at 8:07 PM
Blackrock & UBS were getting wiped out w/ funds going bust on bankruptcies turning up fraud in Oct & Nov unrelated to AI. It's pt of why the Govt shutdown ended

If SoftBank, or even a smaller VC were to turn over AI fraud similar to Renovo / FirstBrands it'd be the whole Private Credit sector's ass
What’s the likelihood of this having a cascading crashing effect? Or would it be a self-contained albeit epic fuckup?
December 24, 2025 at 2:27 AM
There are an awful lot of very well-paid credit analysts who got caught offside by this FirstBrands business.
I hope you've kept the emails where you said "this is a huge POS" and the reply from your boss when they overruled you.
October 10, 2025 at 10:15 AM
The UBS story of one of their funds having 30% exposure to FirstBrands was also a shocker.
October 8, 2025 at 10:10 PM
Tariff tremors topple Tricolor, FirstBrands. #econsky
The @wsj.com draws a line between tariffs/trade uncertainty to the bankruptcies at Tricolor, FirstBrands and others.

www.wsj.com/finance/how-...
October 9, 2025 at 11:02 AM
Well, let’s just hope the market doesn’t look around for other businesses who’ve borrowed billions more from private markets than they can ever account for in assets 😬

#firstbrands #finance

on.ft.com/4mI7nJD First Brands files for bankruptcy, threatening multibillion-dollar losses
First Brands files for bankruptcy, threatening multibillion-dollar losses
Collapse of US auto parts maker that borrowed billions in private markets has unnerved Wall Street
on.ft.com
September 29, 2025 at 6:49 AM
Damn I didn't realize StopTech, Centric, and Raybestos were all part of FirstBrands and are now shutting down
April 6, 2026 at 11:27 PM
The #firstbrands debacle continues to make headlines. As I hinted at before, worth keeping an eye on with regards to its effects on the financing available to the #ai bubble.
October 8, 2025 at 6:24 AM
Ya veo:

"Since 2007, Tricolor has specifically marketed to customers excluded from traditional banking systems, like undocumented immigrants." Está claro.

El caso FirstBrands (fabricante de componentes de automóvil para mantenimiento de coches) es por factoring.

Muchas gracias, Ivan.
October 17, 2025 at 8:14 AM
Il fournit #Stellantis, #Renault, #Ford, VW, BMW... #Novares, un équipementier auto 🇫🇷 d'1 Md€ de ventes, 9.000 salariés et 37 sites est en voie de passer sous pavillon US, avec un rapprochement avec le fabricant de pièces de rechange #FirstBrands Le deal est examiné par Commission européenne.
February 18, 2025 at 7:16 PM
No va por ahí. Cada día sale más mierda de los créditos fallidos de TriColor y FirstBrands
October 17, 2025 at 6:57 AM
#doodle Ha-ha! Gotcha!
#FirstBrands #Tricolor
#JPMorgan CEO #JamieDimon says more #cockroaches will emerge after private #credit sector failures
October 16, 2025 at 7:59 AM
"FirstBrands is a huge POS"
"A huge position? Well, it's quite large but we've had larger in the past"
#PlausibleDeniability
There are an awful lot of very well-paid credit analysts who got caught offside by this FirstBrands business.
I hope you've kept the emails where you said "this is a huge POS" and the reply from your boss when they overruled you.
October 10, 2025 at 10:17 AM
October 17, 2025 at 6:20 PM
DOJ is probing First Brands' bankruptcy, with over $2 billion in suspected missing funds. Creditors worry about the company’s opaque practices while the investigation may also examine financial partners like Jefferies. #FirstBrands #Bankruptcy #DOJInvestigation
October 10, 2025 at 7:17 AM
Tricolor and FirstBrands are both examples where it's going to be hard to make tariffs/trade uncertainty the bad guy.

There are allegations re: both of them that they were doing things like double-pledging (ie, fraud).
October 9, 2025 at 11:19 AM
First Brands rescue loan tumbles in value as bankruptcy drags on - www.ft.com/content/00a7... #firstbrands #ft #loan #bankruptcy
First Brands rescue loan tumbles in value as bankruptcy drags on
Debt intended to stabilise the auto parts maker has fallen sharply to trade at about 70 cents on the dollar
www.ft.com
December 10, 2025 at 1:31 AM
Behind #Tricolor and #FirstBrands failures lies growing consumer debt struggles, tariff-led cost rises and possibly the economic chill from deportations. Risky private credit is a worry but at least subprime consumer isn't the danger it was
www.bloomberg.com/opinion/arti...
September 29, 2025 at 11:48 AM
First Brands Group, borçlanma ve muhasebe usulsüzlükleri iddialarıyla 10 milyar dolar borçla iflas etti. Wall Street'i sarsan bu gelişme, finansal şeffaflığın önemini ortaya koyuyor. Jefferies de etkilendi. Yatırım tavsiyesi değildir!

🚩 #Finans #İflas #WallStreet #Ekonomi #FirstBrands
November 10, 2025 at 8:08 PM
First Brands Sells 12 Brands Including Autolite for $25M: First Brands agreed to sell 12 brands, including Autolite, for $25M (avg ~$2.08M/brand) after losing rescue funding, Bloomberg reports Mar 27, 2026. 👈 Read full analysis #FirstBrands #Autolite #BusinessNews #BrandSale #FundingNews
First Brands Sells 12 Brands Including Autolite for $25M
First Brands agreed to sell 12 brands, including Autolite, for $25M (avg ~$2.08M/brand) after losing rescue funding, Bloomberg reports Mar 27, 2026.
dlvr.it
March 29, 2026 at 10:00 AM
www.tiktok.com/@allthingsfi... let the fraud begin
#firstbrands#clos#factoring#invoices#jefferies
TikTok video by Process for Growth Consulting
www.tiktok.com
September 30, 2025 at 6:38 PM