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@Off_The_Tape off the tapeoff the tape posts on X about acquisition, $nflx, $wbd, $psky the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance stocks cryptocurrencies technology brands agencies fashion brands countries
Social topic influence acquisition #375, $nflx #81, $wbd #25, $psky #31, $hsii #1, $teck #16, $cmcsa #89, $axta, $vtle, $denn
Top accounts mentioned or mentioned by @gr8t4ver @vixedsignals @offthetape @dianealter @crowdedmktrpt @joshkosman @davidfaber @ukpapers @jackmorphet @nypost @asianarbalot @elerianm @mergerpie @uscorpfilings @peloswing @snorlaxuw @researchnewsletters1p171384804
Top assets mentioned Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Teck Resources Limited (TECK) Comcast Corporation (CMCSA) Axalta Coating Systems Ltd. (AXTA) Crescent Energy Company (CRGY) Henry Schein, Inc. (HSIC) Akropolis (AKRO) Novo-Nordisk (NVO) BHP Group Limited (BHP) Interpublic Group of Companies Inc (IPG) Omnicom Group Inc. (OMC) Merus N.V. Common Shares (MRUS) Loaded Lions (LION) Hologic, Inc. (HOLX) Qorvo Inc (QRVO) PotlatchDeltic Corporation Common Stock (PCH) ArchLoot (AL) BlackLine, Inc. Common Stock (BL) SAP SE (SAP) Alkermes Inc. plc (ALKS) PepsiCo, Inc. (PEP) NVIDIA Corp. (NVDA) Propy (PRO) ALEX Lab (ALEX) Adverum Biotechnologies, Inc. Common Stock (ADVM) Performance Food Group Company (PFGC) US Foods Holding Corp. (USFD) IES Holdings, Inc. Common Stock (IESC) Premier, Inc. Class A (PINC) Eli Lilly and Company (LLY) Biogen Inc (BIIB) StaFi (FIS) Realio Network (RIO) Jefferies Financial Group Inc. (JEF) Somnigroup International Inc. (SGI) UnitedHealth Group (UNH) Leggett & Platt, Inc. (LEG) Diamondback Energy Inc (FANG) Compound (COMP) DigitalBridge Group, Inc. (DBRG) Lululemon Athletica Inc (LULU) PNC Financial Services Group Inc (PNC) Broadcom, Inc. (AVGO)
Top posts by engagements in the last XX hours
"Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys Corporation to be Acquired by TriArtisan Capital Advisors $XXXX (best chicken-fingers out there) $KORE Kore Group Holdings Inc. Searchlight Iv Kor: SCHEDULE 13D/A $X $LION *STEVE COHEN'S POINT72 REPORTS XXX% LIONSGATE STAKE (13g) $HSIC *KKR GETS RIGHT TO INCREASE HSIC STOCK OWNERSHIP UP TO XXXX% $CRGY *CRESCENT SAID TO SELL ASSETS TO AETHEL FOR MORE THAN $XXX MLN $GT *GOODYEAR COMPLETES DIVESTITURE OF CHEMICAL BUSINESS $PRO Pros Holdings Inc.: DEFM14A 2025/11/03 hsr exp 11/24 vote 12/4 $STAA $ALC Alcon Releases Investor"
X Link 2025-11-04T11:38Z XXX followers, 2526 engagements
"$BL $SAP " . In response to investor inquiry on November10 2025 Blackline Inc. disclosed that it has maintained an independent strategic committee of the board of directors (the Strategic Committee) for more than a year. Current members of the Strategic Committee are David Henshall who is serving as Chairperson Greg Hughes and Tom Unterman. .""
X Link 2025-11-10T14:01Z XXX followers, XXX engagements
"$AVDL $ALKS #Lundbeck "We have noted that our offer for acquiring Avadel Pharmaceuticals no longer is considered superior by their Board and we are currently considering our options" Lundbeck told Reuters in an email. #Mergers #Acquisitions #EventDriven"
X Link 2025-11-19T14:53Z XXX followers, XXX engagements
"$AKRO $NVO gets hsr and vote but "The parties expect the Merger to close by around year end subject to the satisfaction or waiver of the closing conditions set forth in the Merger Agreement." might still need Germany #Mergers #Acquisitions #EventDriven"
X Link 2025-12-03T15:44Z XXX followers, XXX engagements
"$WBD $NFLX $PSKY XX Dec 2025 07:00:00 AM - NETFLIX TO ACQUIRE WARNER BROS. FOLLOWING THE SEPARATION OF DISCOVERY GLOBAL FOR A TOTAL ENTERPRISE VALUE OF $XXXX BILLION (EQUITY VALUE OF $XXXX BILLION) XX Dec 2025 07:00:08 AM - NETFLIX INC - NETFLIX TO MAINTAIN WARNER BROS.' CURRENT OPERATIONS XX Dec 2025 07:00:10 AM - NETFLIX INC: NETFLIX TO MAINTAIN WARNER BROS.' CURRENT OPERATIONS XX Dec 2025 07:00:12 AM - NETFLIX INC: CASH AND STOCK TRANSACTION IS VALUED AT $XXXXX PER WBD SHARE"
X Link 2025-12-05T12:01Z XXX followers, XXX engagements
"@gr8t4ver did they file cfiUS yet"
X Link 2025-12-08T16:56Z XXX followers, XX engagements
"Event-Driven News: $GPRK $VOD $PEP $NVDA $HSII $PRO $ALEX $AKRO $ADVM $LE #Mergers #Acquisitions #EventDriven *PAREX RESOURCES HALTS TALKS WITH GEOPARK REGARDING MERGER DEAL Vodafone Group Public Ltd Co Emirates Telecommu: SCHEDULE 13D *PepsiCo to Commit to Cost Cuts in Deal With Elliott Investment Management Sources Say -- WSJ *TRUMP TOLD XI US WILL ALLOW NVIDIA H200 EXPORTS TO CHINA *HEIDRICK & STRUGGLES INTERNATIONAL INC . ANTICIPATED LAST TRADING DATE DEC. X NASDAQ SAYS *News On PROS Holdings Inc. (PRO) Now Under TBRAVO.XX *ALEXANDER & BALDWIN HOLDERS WILL RECEIVE $21.20/SHR IN CASH"
X Link 2025-12-09T12:14Z XXX followers, XXX engagements
"Event-Driven Observation(s): $MRSN $DAWN Day One Biopharmaceuticals to Acquire Mersana Therapeutics $XX Tender Offer + $XXXXX cvr (several Clinical and Regulatory milestones out to 2037) Regulatory: likely only HSR Est timeline: "by end Jan '26" Day1 thoughts: I'd normally have fair-value for a cash-only-vanilla tender out XX days at roughly $24.48-24.62 (given rate of return size downside etc) but handicapping the CVR without truly understanding the odds of success at each interval would be bullsh*t. I'm using a XX% (of total CVR value) as a generic placeholder which would put Day1 vwap"
X Link 2025-11-13T12:27Z XXX followers, XXX engagements
"Event-Driven News: $TECK $BHP $IPG $OMC $GDOT $PFGC $USFD $WBD $PSKY $NFLX $CMCSA $GIFI $IESC $PINC $VMEO $NVO $LLY $BIIB BHP GROUP IS SAID TO MAKE TAKEOVER APPROACH TO ANGLO AMERICAN . ANGLO AMERICAN IS SAID TO REJECT BHP'S PROPOSAL . *BHP SAYS NO LONGER CONSIDERING COMBINATION WITH ANGLO AMERICAN *OMNICOM WINS UNCONDITIONAL EU APPROVAL FOR IPG DEAL (expected) Green Dot Corp. Announces Strategic Transactions with Smith Ventures and CommerceOne Financial Corp. (The implied value to shareholders of Green Dot is estimated to be approximately $XXXXX $XXXXX per share (including $XXXX per share"
X Link 2025-11-24T11:50Z XXX followers, XXX engagements
"Event-Driven News: $IPG $OMC $PETS $FIS $SPNS $TECK $RIO $JEF $WBD $PSKY $CMCSA $NFLX #Mergers #Acquisitions #EventDriven Omnicom Completes Acquisition of Interpublic PetMed Express Extends Shareholder Rights Plan to Dec. X 2026 UKs CMA Clears FIS-Total System Services Merger Asics Denies Report on Interest in Acquisition of Puma *EU CLEARS ACQUISITION OF SAPIENS BY ADVENT *DEUTSCHE BOERSE OFFERS TO BUY ALLFUNDS FOR XXXX PER SHARE *OTTAWA CLEARS ANGLO'S TECK DEAL ON NATSEC GROUNDS: GLOBE *ANGLO-TECK DEAL STILL TO CLEAR ECONOMIC BENEFIT REVIEW: GLOBE SEC probes Jefferies over its First Brands"
X Link 2025-11-28T12:30Z XXX followers, XXX engagements
"Event-Driven News: $WBD $NFLX $LEG $SGI $JAMF $UNH $DENN $GETY $SSTK $BHP $TECK $FANG #Mergers #Acquisitions #EventDriven New York Post: White House officials have raised antitrust concerns over Netflixs bid for Warner Bros. Discovery: sourc Somnigroup Proposes to Acquire Leggett & Platt in All-Stock Transaction (thoughts on sit fair-value etc offline) Jamf Holding Corp.: PREM14A 2025-11-28 (background) *UNITEDHEALTH TO SELL BANMEDICA TO PE FIRM PATRIA FOR $1B: RTRS DENNY'S Corp: DEFM14A (vote 1/13) UKs CMA Accepts Getty-Shutterstock Merger Interim Undertakings *BHP SAID TO HAVE OFFERED ABOUT"
X Link 2025-12-01T11:48Z XXX followers, XXX engagements
"$HOUS $COMP Compass voluntarily withdrew its previous Premerger Notification and Report Form under the HSR Act on December X 2025 and refiled it on December X 2025 in accordance with the HSR Act. The applicable waiting period under the HSR Act will expire at 11:59 p.m. Eastern Time on January X 2026"
X Link 2025-12-02T21:34Z XXX followers, XXX engagements
"Event-Driven News: $DBRG $LULU $DXLG $WBD $PSKY $NFLX $KPLT $APLT $PNC $MRUS $BCRX $ATXS $AVGO #Oil $USO #Mergers #Acquisitions #EventDriven SoftBank Group Corp. is studying potential acquisitions including data center operator Switch Inc. . Its owners have sought a valuation of around $XX billion including debt for the data center operator . Its also been in advanced talks on a potential purchase of one of Switchs main private equity backers New York-listed investment firm DigitalBridge Group Inc. Bloomberg News reported last week . A consortium including DigitalBridge and Australian"
X Link 2025-12-12T12:08Z XXX followers, XXX engagements
"$FWRD Strategic Alternatives process is "ongoing" (conf call) #Mergers #Acquisitions #EventDriven"
X Link 2025-11-05T21:38Z XXX followers, XXX engagements
"Event-Driven Observation(s): $AXTA Akzo Nobel Nippon Paint #Mergers #Acquisitions #EventDriven Akzo Nobel Said to Near Combination With Rival Paintmaker Axalta - bloomberg - This is an old event-sit from 2017 where both Akzo and Nippon Paint almost got the finish line with AXTA and it smoked arbs last minute - There is significant antitrust here each is mentioned in each other's filings as competitors (i have a 12mo placeholder for now I assume they will say "2h '26" closing IF) - I smell a stock component here. There are some net negative divs here if it's a stock deal (bloomberg article"
X Link 2025-11-18T01:11Z XXX followers, 1399 engagements
"Event-Driven News: reposting this after the $NET "fix" (some of u reached out asking thx) Event-Driven News: $AXTA $UNF $B $KLAR $HSII $COMM $SEE $WBD $PSKY $CMCSA $NFLX $MODG $AMZN $MSFT $OLMA Axalta Coating Systems LLC; Akzo Nobel N.V.: AkzoNobel and Axalta to Combine in All-Stock Merger of Equals. Big special-div here on Akzo side. My thoughts pre-announcement on antitrust/other important items in a post last night: Elliott builds stake in gold miner Barrick - ft Elliott Inks Deal to Buy Up to $XXX Billion of Klarnas US Loans Sealed Air Deal Seen as 'Letdown' By Large Shareholders"
X Link 2025-11-18T15:27Z XXX followers, XXX engagements
"$AXTA Akzo Nobel-Axalta Deal Wins Support of Activist Investor Cevian note on Cevian:"
X Link 2025-11-20T14:31Z XXX followers, XXX engagements
"$PLYM the go-shop period expired without any party submitting an alternative acquisition proposal #Mergers #Acquisitions #EventDriven"
X Link 2025-12-08T11:23Z XXX followers, XXX engagements
"Event-Driven News: $FNMA $FMCC $COLD $AVDL $MRUS $MGM $IAC $GPRK $ALTI $INTC #FirstBrands $ODP $HSII $HSIC #Mergers #Acquisitions #EventDriven *FIFTH THIRD TO ACQUIRE FANNIE MAE DUS BUSINESS LINE *ANCORA PUSHES AMERICOLD TO WEIGH OPTIONS INCLUDING BREAKUP AVDL and MRUS get hsr approval Mgm Resorts International Iac Inc.: SCHEDULE 13D/A *GeoPark: Communicated Belief Parex's Offer of $9/Shr Undervalues Co From Outset of Negotiations *GeoPark Board: Any Credible or Constructive Engagement Going Forward Would Require Revised Proposal Beginning in Double-digits *AlTi Global Has Received"
X Link 2025-12-10T11:48Z XXX followers, 1226 engagements
"$STAA $ALC To #STAARSurgical and #Alcon pls explain: "It also is noteworthy that the Companys proxy statement supplement fails to mention that the Company received an inbound expression of interest from a well-respected private equity firm with capital and specific expertise in the main geographies and the industry in which the Company operates" - #BroadwoodPartners PR #Mergers #Acquisitions #EventDriven THANK YOU FOR YOUR ATTENTION TO THIS MATTER ;-)"
X Link 2025-12-11T12:09Z XXX followers, XXX engagements
"$AIV Aimco to Seek Shareholder Approval to Adopt Plan of Sale and Liquidation Estimates Liquidating Distributions of Between $XXXX and $XXXX Per Share"
X Link 2025-11-10T21:48Z XXX followers, XXX engagements
"Event-Driven News: $NVRI $MX $DDS $LVTX $WTM $ZK $RPTX *Veolia Environment Entered Into Agreement With Enviri to Acquire Clean Earth *Enviri Shareholders Expected to Receive Cash Consideration of $XXXXX - $XXXXX Per Share in Transaction *Enviri: In Spin-Off Shareholders Will Receive XXXX Shares of New Enviri for Each Enviri Share Held Magnachip Semiconductor Corp Byreforge Llc: SCHEDULE 13D . *DILLARDS ANNOUNCES SPECIAL DIVIDEND OF $XXXXX PER SHARE *LAVA Therapeutics N.V. (LVTX) Halted due to additional information requested by NASDAQ White Mountains to Commence Self-Tender Offer to Purchase"
X Link 2025-11-21T12:06Z XXX followers, XXX engagements
"$VTLE $CRGY The Merger is expected to close on December XX #Mergers #Acquisitions #EventDriven"
X Link 2025-12-12T21:20Z XXX followers, XXX engagements