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@dkbilson "Gasparino this weekend Portnoy and TPG discussing a $MTN LBO at $190/sh"
X Link @dkbilson 2025-09-19T20:48Z 1695 followers, 1046 engagements

"United Rentals . Welcome to the Millennium Club In hindsight I didn't make a very good decision in 2016 when I sold soon after it got re-admitted to the Century Club. $URI"
X Link @dkbilson 2025-10-07T13:56Z 1695 followers, XXX engagements

"Today's $BLD deal is interesting. Same deal was blocked by DoJ last April. Now resuscitated for Trump II. Parallel . $USFD and $SYY blocked 3-2 by the FTC in Obama II. USFD now trying to rescuscitate only this time with $PFGC"
X Link @dkbilson 2025-10-08T11:19Z 1695 followers, 1549 engagements

"Today in Milestone Birthdays . Goodfellas is turning XX. A lot of headlines I have written over the years have GF ties. My favorite is probably this one for $HSIC . "Hey Stanley now go home and get your Schein Box""
X Link @dkbilson 2025-09-19T10:51Z 1695 followers, 1358 engagements

"Lone Stars last big public market purchase $3.8bn to acquire SPX Flow in 2021. Total value of todays $HI deal $3.8bn. Dont know about you but I know the number Im starting from the next time LS shows up in a LBO story"
X Link @dkbilson 2025-10-15T14:59Z 1695 followers, XXX engagements

"T Rowe out against $DAY deal. We've hinted this was coming. Very consoldiated shareholder roster. Four investors -- T Rowe Cap Janus and Edgepoint -- hold all the cards. One is now a no"
X Link @dkbilson 2025-10-08T11:24Z 1695 followers, 1301 engagements

"Time for $STAA to throw its Hail Mary and preannounce hideous results. Either that or delay the vote and report hideous results on schedule. You say you dont want $XX from $ALC Well how does $X sound"
X Link @dkbilson 2025-10-15T15:23Z 1695 followers, XXX engagements

"For those who think we just snipe future Elliott positions ( $PEP $REXR $GPC ) from swap watching we called this one as well. Wrote about it 8/15 and 8/29. Noms are due Saturday and of course this was going to be Starboard. Never a doubt"
X Link @dkbilson 2025-09-04T20:29Z 1695 followers, XXX engagements

"Chubb and Arch is what we had in mind. $ACGL has been out in Bozeman. Evan's G650 flew to Omaha last week. 10-1 he was there to run this by his X% holder. $CB $ACGL"
X Link @dkbilson 2025-07-14T13:34Z 1695 followers, 48.3K engagements

"Great Moments in FTC History On this day ten years ago a Fedeal judge in Ohio stopped the FTC from blocking Steris-Synergy Big win for Jones Day Ruling allowed $STE to complete its purchase and invert in the UK. It later jumped to Ireland on account of Brexit"
X Link @dkbilson 2025-09-24T15:09Z 1695 followers, 1297 engagements

"Today in Milestone Birthdays . Minny-based Ameriprise is turning XX today. Spun out of American Express on 9/30/05. $AMP has had the same CEO all this time. Best performing S&P Financials stock over this period. Cracchiolo Dimon"
X Link @dkbilson 2025-09-30T20:14Z 1695 followers, XXX engagements