#  @AsifSuria Asif Suria Asif Suria posts on X about acquisition, $cpri, $atvi, stocks the most. They currently have [-------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::23633168/interactions)  - [--] Week [------] +377% - [--] Month [------] +53% - [--] Months [-------] +20% - [--] Year [-------] -74% ### Mentions: [--] [#](/creator/twitter::23633168/posts_active)  - [--] Week [--] +81% - [--] Month [--] +72% - [--] Months [---] -1.30% - [--] Year [---] -32% ### Followers: [-------] [#](/creator/twitter::23633168/followers)  - [--] Week [------] +0.46% - [--] Month [------] +0.50% - [--] Months [------] +2.40% - [--] Year [------] +17% ### CreatorRank: [-------] [#](/creator/twitter::23633168/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) #3484 [countries](/list/countries) [automotive brands](/list/automotive-brands) [luxury brands](/list/luxury-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [acquisition](/topic/acquisition) #759, [$cpri](/topic/$cpri), [$atvi](/topic/$atvi), [stocks](/topic/stocks), [$msft](/topic/$msft), [$tpr](/topic/$tpr), [in the](/topic/in-the), [company](/topic/company), [$amzn](/topic/$amzn), [$save](/topic/$save) **Top accounts mentioned or mentioned by** [@insidearbitrage](/creator/undefined) [@andrewrangeley](/creator/undefined) [@dianealter](/creator/undefined) [@jfineman](/creator/undefined) [@bluthcapital](/creator/undefined) [@jessefelder](/creator/undefined) [@julianklymochko](/creator/undefined) [@arbstocktipster](/creator/undefined) [@kouroshshafi](/creator/undefined) [@wsj](/creator/undefined) [@jonahlupton](/creator/undefined) [@akstoncapital](/creator/undefined) [@laurenthomas](/creator/undefined) [@stockspinoffss](/creator/undefined) [@reutersdeals](/creator/undefined) [@tidefallcapital](/creator/undefined) [@marketcurrents](/creator/undefined) [@puppyeh1](/creator/undefined) [@openoutcrier](/creator/undefined) [@reuters](/creator/undefined) **Top assets mentioned** [Capri Holdings Limited (CPRI)](/topic/$cpri) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Microsoft Corp. (MSFT)](/topic/$msft) [Tapestry, Inc. (TPR)](/topic/$tpr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Tesla, Inc. (TSLA)](/topic/$tsla) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Netflix Inc (NFLX)](/topic/$nflx) [Fenerbahçe Token (FB)](/topic/$fb) [NVIDIA Corp. (NVDA)](/topic/$nvda) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [JetBlue Airways Corp (JBLU)](/topic/$jblu) [Hess Corp. (HES)](/topic/$hes) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [General Electric Company (GE)](/topic/$ge) [Pfizer, Inc. (PFE)](/topic/$pfe) [Intel Corporation (INTC)](/topic/$intc) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Metadium (META)](/topic/$meta) [Nike Inc (NKE)](/topic/$nke) [Walmart, Inc. (WMT)](/topic/$wmt) [Oxygen (OXY)](/topic/$oxy) [UnitedHealth Group (UNH)](/topic/$unh) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [American Homes [--] Rent (AMH)](/topic/$amh) [Twitter Inc (TWTR)](/topic/$twtr) [Convex Finance (CVX)](/topic/$cvx) [Seagen Inc (SGEN)](/topic/$sgen) [TEGNA Inc. (TGNA)](/topic/$tgna) [Spotify Technology (SPOT)](/topic/$spot) [Loaded Lions (LION)](/topic/$lion) [First Horizon, Corp. (FHN)](/topic/$fhn) [Exxon Mobil (XOM)](/topic/$xom) [Paramount Global (PARA)](/topic/$para) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Workday Inc (WDAY)](/topic/$wday) [VMware, Inc. (VMW)](/topic/$vmw) [Diamondback Energy Inc (FANG)](/topic/$fang) [Carvana Co. (CVNA)](/topic/$cvna) [Twilio, Inc. (TWLO)](/topic/$twlo) [Aercap Holdings N.V. (AER)](/topic/$aer) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Salesforce Inc (CRM)](/topic/$crm) [Dell Technologies, Inc. (DELL)](/topic/dell) [Crocs, Inc. (CROX)](/topic/$crox) [Under Armour Inc Class C (UA)](/topic/$ua) [CVS Health Corp (CVS)](/topic/cvs) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Decentral Games (DG)](/topic/$dg) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Kroger Co (KR)](/topic/$kr) [Radworks (RAD)](/topic/$rad) [Apollo Global Management, Inc. (APO)](/topic/$apo) ### Top Social Posts Top posts by engagements in the last [--] hours "I don't exactly remember why I was looking at United Rentals $URI in October [----] but I added this quick note when I added it to my watchlist. The stock was trading at $305.77 back then and was trading over $900 yesterday. That was before the big 14% decline in a single day today. The street was not pleased with fourth quarter results and their guidance. United Rentals also announced a large stock buyback yesterday which made me take another look at the company and I was reminded of that note from [----]. The new $5 billion buyback announcement (8.6% of its market cap yesterday) is" [X Link](https://x.com/AsifSuria/status/2016940203987128529) 2026-01-29T18:23Z 12.4K followers, [----] engagements "I've learned a lot from Matt about retail and look forward to his immediate earnings call postmortems of companies like Under Armour $UA $UAA Lululemon $LULU Nike $NKE and others. Following Prem Watsa's recent insider purchases of Under Armour we invited Matt to The Special Situations Report podcast and he graciously accepted. Any questions for Matt Prem is likely happy today with the way $UA is behaving post-earnings. $UAA / $UA: 3Q26 Immediate Call Postmortem Kevin talked about the one-off items as frustrating. Shareholders are way past that word when talking about this company. Can only" [X Link](https://x.com/AsifSuria/status/2019838249506861442) 2026-02-06T18:19Z 12.4K followers, [----] engagements "The specific section of page [--] of the definitive proxy statement addressing this for $SOHO: In accordance with the Companys Amended and Restated Articles of Incorporation (as amended and supplemented the Articles) within [--] days of the closing of the Merger the Company shall provide notice to the holders of Company Preferred Shares that the closing of the Merger has occurred (the Preferred Notice). The Preferred Notice will include certain details with respect to the Merger and specify a date (to be no less than [--] days nor more than [--] days after the date of the Preferred Notice) by which" [X Link](https://x.com/AsifSuria/status/2022030746257703379) 2026-02-12T19:31Z 12.4K followers, [---] engagements "Dialysis Corp of America to go private for $112 mln $DCAI http://bit.ly/cyKIiH" [X Link](https://x.com/AsifSuria/status/12172638451) 2010-04-14T16:42Z 12.4K followers, [--] engagements "This purchase of Aspen Technology $AZPN by Emerson Electric $EMR reminded me of a couple of insider purchases by the CEO and a director of the company in November [----]. It was the director Arthur Golden's purchase that caught my attention because he was a M&A attorney and had been on Emerson's board since [----]. His last purchase before that one was in March [----] during the pandemic related drop. This ticked all our boxes: ✅ Long-serving independent background ✅ Opportunistic purchases ✅ Investing background (in this case M&A works as a substitute for me) Unfortunately it looks like he will be" [X Link](https://x.com/AsifSuria/status/1884285409980739696) 2025-01-28T17:00Z 12.4K followers, [----] engagements "Yet another insider of bowling company Lucky Strike Entertainment $LUCK is feeling lucky. He filed a Form [--] today outlining another open market purchase. Unfortunately the insiders have been buying all the way down and the financials don't reflect their enthusiasm. Wonder why they keep buying. https://twitter.com/i/web/status/2021292088156094518 https://twitter.com/i/web/status/2021292088156094518" [X Link](https://x.com/AsifSuria/status/2021292088156094518) 2026-02-10T18:36Z 12.4K followers, [----] engagements "The double digit decline in $LYFT after hours makes no sense. Q4 [----] earnings were strong. The issue appears to be $1.6 billion in revenue vs. expectations of $1.75 billion. As they stated without a $168 million impact from certain legal tax and regulatory reserve changes and settlements revenue would have been $1.8 billion. If investors/algos have an issue with this adjustment then they probably shouldn't take issue with the $2.8 billion in net income (EPS of $6.72) which includes a benefit from the release of a valuation allowance. The two negative things from earnings: ➡ Without this one" [X Link](https://x.com/AsifSuria/status/2021338473475735880) 2026-02-10T21:40Z 12.4K followers, [----] engagements "Opus [---] with extended thinking did much better and picked up Sears/Kmart but not May/Federated. Here is the full response: Based on my research here are the top [--] largest M&A deals in the retail industry since [----] ranked by deal value: [--]. Alimentation Couche-Tard bid for Seven & i Holdings $47B (2024) The $47 billion ($58 billion including debt) bid by Couche-Tard for Seven & i was the dominant retail megadeal announcement of [----]. Bain & CompanyHowever the deal between Seven & i and Couche-Tard ultimately fell apart. (Not completed) [--]. Ahold / Delhaize Merger $28B (2015) Dutch grocer" [X Link](https://x.com/AsifSuria/status/2021384315620426018) 2026-02-11T00:42Z 12.4K followers, [----] engagements "Two deals I was participating in closed today: [--]. The acquisition of Sotherly Hotels $SOHO by Kemmons Wilson Hospitality Partners (the investment arm of the company that founded Holiday Inn) and Ascendant Capital Partners. It took [---] days from the date of announcement to complete. [--]. The acquisition of Avadel Pharmaceuticals $AVDL by Alkermes $ALKS. This one took [---] days and went through a juicy bidding war after the deal was originally announced. If you participated in $SOHO through preferred shares then the company will provide notice within [--] days and specify a time period to convert" [X Link](https://x.com/AsifSuria/status/2022030386935849109) 2026-02-12T19:29Z 12.4K followers, [----] engagements "Matt McClintock is a tour de force when it comes to covering the retail sector and especially athletic companies like Under Armour $UA Lululemon $LULU and Nike $NKE. We were fortunate enough to have him join us for our next podcast and discuss how the turnarounds at these three companies and $VFC are proceeding. @MattJMcClintock's experience covering the industry on Wall Street at Lehman Brothers and then for more than a decade Barclays shines through in this Special Situations Report podcast. A small clip from the podcast regarding $UAA is given below and we will be publishing the full" [X Link](https://x.com/AsifSuria/status/2022356335409664280) 2026-02-13T17:04Z 12.4K followers, [----] engagements "Where are the software insiders Every week for nearly [--] years we have put together a series called Insider Weekends that includes a list of top five insider purchases and insider sales. A few years ago we also started doing a deeper dive into one of these insider purchases or sales for InsideArbitrage each Sunday. For example in late December we talked about an unusual insider purchase by the VC firm Andreessen Horowitz of their portfolio company Navan $NAVN that had seen its stock drop sharply following an IPO. Four weeks ago we covered the former CEO of TSMC $TSM buying shares of Micron" [X Link](https://x.com/AsifSuria/status/2022389829728899151) 2026-02-13T19:18Z 12.4K followers, [----] engagements "2. Special Situations by @jessefelder @GeneOnlineNews @InsideArbitrage @jfineman @SunAndStormInv @yiqinsh and @GillianTan $CINC $AMYT $ALBO $TGNA $GOOG $NVDA $MSFT $ATVI $CVS $OSH" [X Link](https://x.com/AsifSuria/status/1614180927965626368) 2023-01-14T08:41Z 12.4K followers, [---] engagements "Activision Blizzard's acquisition by Microsoft with a spread of 23% and IRR of 66% if the deal closes by mid-2023. 5/n https://www.insidearbitrage.com/symbol-metrics/ATVI/ https://www.insidearbitrage.com/symbol-metrics/ATVI/" [X Link](https://x.com/AsifSuria/status/1628447015524012032) 2023-02-22T17:29Z 12.4K followers, [---] engagements "Fortune Brands $FBHS spun off its cabinet business MasterBrand $MBC on December [--] [----] and the spinoff is up more than 35% despite 7% mortgage rates and a decline in new home purchases" [X Link](https://x.com/AsifSuria/status/1664323291656630273) 2023-06-01T17:29Z 12.4K followers, [---] engagements "This is just rich. $WE $WEWKQ Adam Neumann Tries to Buy Back WeWork via @WSJ Step 1: Load up the company was an unsustainable debt burden while chasing growth and buying wave making companies. Step 2: Attempt to unload the company to a greater fool by going public and get ridiculed. Step 3: Walk away with a golden parachute. Step 4: Company goes public collapses and declares bankruptcy. Step 5: Attempt to the buy the company for pennies on the dollar. https://www.wsj.com/articles/adam-neumann-looks-to-buy-back-wework-86ee5f2bst=cov3zxftmxo4cvf" [X Link](https://x.com/AsifSuria/status/1754944625515888857) 2024-02-06T19:06Z 12.4K followers, [---] engagements "We also saw additional insider buying in Tidewater $TDW which we mentioned as a flip flopper situation earlier this week: https://x.com/AsifSuria/status/1869106801624637864 https://x.com/AsifSuria/status/1869106801624637864" [X Link](https://x.com/AsifSuria/status/1869797719998640450) 2024-12-19T17:31Z 12.4K followers, [----] engagements "Endeavor Group $EDR which is in the process of getting acquired by Silver Lake in a deal that is trading at a negative spread continues to add to its TKO Group Holdings $TKO stake. The reason the deal trades at a negative spread is the 59% stake in $TKO that Endeavor holds. The $EDR deal is for $27.50 in cash but the stock trades at over $31 per share. Minority shareholders are expecting the deal price to be revised upwards or will challenge it in court. In this context $EDR buying even more $TKO is perplexing. Something to do with the $EDR assets $TKO acquired in exchange for even more" [X Link](https://x.com/AsifSuria/status/1869799629686223163) 2024-12-19T17:39Z 12.4K followers, [----] engagements "It finally came through $QXO managed to ink a deal to acquire Beacon Roofing Supply $BECN for $124.35 per share in cash. Brad Jacobs isnt used to losing" [X Link](https://x.com/anyuser/status/1902541902379151756) 2025-03-20T02:05Z 12.4K followers, [----] engagements "Episode [--] of The Special Situations Report Podcast is out today and can be found on Spotify YouTube and Apple Podcasts. This week we discuss: ➡A potential new acquirer for Guess $GES setting things up for a bidding war ➡The amendment of the Acelryin $SLRN and Alumis $ALMS merger agreement with a higher offer for Acelryin ➡The Discover Financial Services $DFS and Capital One $COF deal sprinting to the finish line ➡A new $2 billion deal by Columbia Banking System $COLB for Pacific Premier Bancorp $PPBI ➡ABB Groups decision to spin off its robotics division ➡Alphabets $GOOG announcement of a" [X Link](https://x.com/AsifSuria/status/1916914844848226369) 2025-04-28T17:58Z 12.4K followers, [----] engagements "Another instance of a director who could not wait to trade. Cathrine Cotman a director of outpatient healthcare REIT Community Healthcare Trust Incorporated $CHCT purchased [----] shares of the company and was forced to sell them on the same day. Why was she forced to sell them She inadvertently bought the shares during the company's earnings related quiet period. The footnotes are often the most interesting part of form [--] filings. The nuggets of gold are often found in the footnotes of SEC filings. This week while reviewing form [--] filings by insiders we came across an unusual footnote. Matthew" [X Link](https://x.com/AsifSuria/status/1920525249986359767) 2025-05-08T17:04Z 12.4K followers, [----] engagements "Brad Jacobs didn't waste a lot of time after bagging Beacon Roofing. The next company in his sights is another construction products company $GMS with a $92.50 per share all cash offer that values the deal at $5 billion. 27% premium to the [--] day average trading price" [X Link](https://x.com/AsifSuria/status/1935562508649246962) 2025-06-19T04:57Z 12.4K followers, [----] engagements "Wrote about SharkNinja $SN Expensify $EXFY and $PVH briefly today: https://www.insidearbitrage.com/2025/07/the-advertisers-of-f1-the-movie/ https://www.insidearbitrage.com/2025/07/the-advertisers-of-f1-the-movie/" [X Link](https://x.com/AsifSuria/status/1943036923003732005) 2025-07-09T19:57Z 12.4K followers, [----] engagements "The company that makes these wheelchairs is a Silicon Valley company called WHILL founded by @SatoshiSugie Its robotic wheelchairs were also deployed in San Jose New York Tokyo Munich and Detroit. Investors include Woven Capital (a subsidiary of Toyota) Daiwa Securities SBI and others. https://twitter.com/i/web/status/1983620337263906994 https://twitter.com/i/web/status/1983620337263906994" [X Link](https://x.com/AsifSuria/status/1983620337263906994) 2025-10-29T19:41Z 12.4K followers, [---] engagements "More than [--] companies announced stock buybacks over the last month and the latest edition of our Buyback Wednesdays series focuses on the ETF powerhouse WisdomTree $WT Ive followed WisdomTree for nearly two decades and I still remember writing about the company in December [----] just a month after they announced they had crossed $1 billion in AUM. At the time I admired their bold entry into ETFs but I never imagined they would someday reach the scale and relevance they have today. Check out how CEO Jonathan Steinberg has grown the company from $1 billion in assets to over $137 billion and" [X Link](https://x.com/AsifSuria/status/1991240035430199345) 2025-11-19T20:19Z 12.4K followers, [----] engagements "Did it again this year in Dallas and the three companies that stood out were: [--]. Ligand Pharmaceuticals $LGND Last close: $206.89 Market Cap: $4.07B EV: $3.86B [--]. CECO Environmental $CECO Last close: $51.44 Market Cap: $1.81B EV: $1.79B [--]. Ranger Energy Services $RNGR Last close: $13.13 Market Cap: $283.82M EV: $268.12M Sixty Companies A Two Day Conference in Dallas And Ten That Made The Cut Last week I spent a few days in Dallas attending the Southwest Ideas conference one of three wonderful conferences the investor relations advisory firm Three Part Advisors holds each year. You can check" [X Link](https://x.com/AsifSuria/status/1993398547824492804) 2025-11-25T19:17Z 12.4K followers, [----] engagements "To kick off Season [--] of the Special Situations Report Podcast we wanted to cover the biggest story in M&A the bidding war between Netflix $NFLX and Paramount Skydance $PSKY for Warner Bros. Discovery $WBD. One of the key voices I follow on X when it comes to media companies is @garyHeff and his coverage of every turn of this Warner Bros. Discovery saga convinced me that we should have him on the podcast to discuss Warner Bros. Discovery. Gary and I had met serendipitously several years ago when we both came across the same strange billboard in Silicon Valley advertising all manner of luxury" [X Link](https://x.com/AsifSuria/status/2010764259878150482) 2026-01-12T17:22Z 12.4K followers, 24.1K engagements "Unless Limoneira $LMNR steps up its game and increases its production of avocados we could see the cost of avocado toast go up. This $CVGW deal with $AVO comes in well below the $32 per share non-binding proposal they received last summer. We also saw a lot of inside buying in $AVO the last few weeks. Deals deals and more.Calavo (CVGW) being bght by Mission (AVO) for combo of cash($14.85per shr) and STOCK (0.9790 shr of AVO ) Deals deals and more.Calavo (CVGW) being bght by Mission (AVO) for combo of cash($14.85per shr) and STOCK (0.9790 shr of AVO )" [X Link](https://x.com/AsifSuria/status/2011600680650490240) 2026-01-15T00:45Z 12.4K followers, [----] engagements "Following the kick off of the new season of our podcast last week with @garyHeff discussing the battle for Warner Bros. Discovery $WBD we are back to our regular programming discussing five key special situations stories including: ➡A potential acquisition of oil & gas fracking company Coterra $CTRA by Devon Energy $DVN ➡Two back-to-back acquisitions by Eli Lilly $LLY ➡A $2 billion stock buyback announcement by SaaS company Veeva Systems $VEEV ➡A fascinating insider purchase of Micron Technology $MU by the former CEO of TSMC ➡Management changes at Under Armour $UA which incidentally also saw" [X Link](https://x.com/AsifSuria/status/2013696537768132965) 2026-01-20T19:34Z 12.4K followers, [---] engagements "While Michael Burry is working on his GameStop post $GME insiders have been buying this week including CEO @ryancohen and Director Alain Attal. Earnings have inflected higher in recent quarters partly helped by the company's sizable cash position on the balance sheet. Thank you all for your interest in what I am doing here and on SS. I am actively working on posts some of you are expecting - GME Part [--] the Heretics Guide Part [--] the LULU and Palantir pieces. After these are done - or maybe before - I imagine the content and stocks covered Thank you all for your interest in what I am doing here" [X Link](https://x.com/AsifSuria/status/2014787049287778600) 2026-01-23T19:47Z 12.4K followers, [----] engagements "@ChrisPavese @fabknowledge Remember that time when blockchain was going to replace databases and data warehousing companies" [X Link](https://x.com/AsifSuria/status/2018789034315915768) 2026-02-03T20:49Z 12.4K followers, [---] engagements "@dkbilson Up there with Crocs and Hey Dude" [X Link](https://x.com/AsifSuria/status/2019087873400594667) 2026-02-04T16:37Z 12.4K followers, [---] engagements "A recent example is WindAcre Parners objecting to the acquisition of Neilsen Holding $NLSN as discussed in our Merger Arbitrage Mondays post two weeks ago here: 6/n https://www.insidearbitrage.com/2022/04/merger-arbitrage-mondays-windacre-doubles-its-stake-in-nielsen-holdings-nlsn/ https://www.insidearbitrage.com/2022/04/merger-arbitrage-mondays-windacre-doubles-its-stake-in-nielsen-holdings-nlsn/" [X Link](https://x.com/AsifSuria/status/1519449457347088384) 2022-04-27T22:52Z 12.4K followers, [--] engagements "While everyone seems to be fascinated by the mediterranean fast casual restaurant group $CAVA and the meteoric rise of its stock the Co-CEO of Korean BBQ chain David Kim is buying stock in GEN Restaurant Group $GENK The fascinating part of this purchase wasn't that he was previously the CEO of Baja Fresh or that he appeared on an episode of the reality TV show Undercover Boss. It was the name of the entity he used to purchase the shares 😂 https://twitter.com/i/web/status/1869801869188698141 https://twitter.com/i/web/status/1869801869188698141" [X Link](https://x.com/AsifSuria/status/1869801869188698141) 2024-12-19T17:47Z 12.4K followers, [----] engagements "Last week during a trip to New York City I had the good fortune of having dinner with @siyul @AndrewRangeley and a few other investors I have wanted to meet in person for a while (they probably prefer to remain unnamed). Over good pizza and even better company we discussed several investment ideas. When recording the latest edition of our Special Situations Report podcast yesterday where we covered the latest stock buyback authorization by Citigroup $C I was reminded of @siyul discussing the company a week earlier at the dinner and on his research service. On this podcast we cover: ➡The" [X Link](https://x.com/AsifSuria/status/1947357018895093875) 2025-07-21T18:04Z 12.4K followers, [----] engagements "If you have a Honeywell thermostat at home or have used one in a hotel room you are using a product by Resideo Technologies $REZI Resideo was spun out of Honeywell $HON in [----] and a little over a month ago announced a spinoff of its own. This is happening at the same time Honeywell is in the process of breaking up into three companies. We often see insider buying at companies after a big sell-off in the stock. Maybe the insiders see value that the market does not recognize or they are simply anchored to a higher price. In the case of Resideo we are seeing the exact opposite. The stock is up" [X Link](https://x.com/AsifSuria/status/1963642016916726052) 2025-09-04T16:35Z 12.4K followers, [----] engagements "When heading back home from Miami yesterday after spending a couple of amazing days with @evantindell @mikenicoletti @J21Wallace @kmajmudar @VatsalNahata and @MattPetersonCFA I saw an empty robotic wheelchair coming towards me. Some of us stepped aside and looked at in wonder. It is good to see that this pilot program that @iflymia launched with @AmericanAir more than a year ago is still going strong. It is another way robotics and AI are transforming work. @vkhosla's idea of the government taking a 10% stake in companies to help fund programs that benefit employees disrupted by this new wave" [X Link](https://x.com/AsifSuria/status/1983617839664918981) 2025-10-29T19:32Z 12.4K followers, [----] engagements "Check out the full article including potential aquirers and suitors for these productivity companies like Monday $MNDY Asana $ASAN Freshworks $FRSH and more: https://www.insidearbitrage.com/2025/12/time-for-consolidation-in-the-productivity-software-segment/s1=tw&c=as https://www.insidearbitrage.com/2025/12/time-for-consolidation-in-the-productivity-software-segment/s1=tw&c=as" [X Link](https://x.com/AsifSuria/status/1996317492936163745) 2025-12-03T20:35Z 12.4K followers, [---] engagements "Claims of deleveraging based on expected synergies is frequently met with skepticism. It made me wonder how well Warner Bros. Discovery $WBD managed to do that over the last three years and this net debt chart speaks for itself: Advisor to Paramount's competitor: "they'll be levered 9x at close. financing might not be there" Paramount: "we'll be at 4x and de-lever quickly to below 3x and almost 2x over the convening 2-2.5 years" $VSNT $PSKY $WBD $NFLX https://t.co/l7IrhxejjW Advisor to Paramount's competitor: "they'll be levered 9x at close. financing might not be there" Paramount: "we'll be" [X Link](https://x.com/AsifSuria/status/2011152294063325425) 2026-01-13T19:04Z 12.4K followers, [----] engagements "My penchant for courting pain through investments in media related companies started long before my recent involvement with Lionsgate Studios $LION. Sometime around John Malone's insider purchases of Discovery in [----] I had started a position in the company as well. We covered his purchases in a couple of Insider Weekends articles and you can see one of them in the screenshot below. The stock appeared cheap and I expected to make a reasonable return. However not long after my purchase Discovery's stock started going up very rapidly and it more than tripled in the first few weeks of [----]. The" [X Link](https://x.com/AsifSuria/status/2014042691391332463) 2026-01-21T18:29Z 12.4K followers, [----] engagements "Came across this note today about Palantir $PLTR and realized how challenging insider transaction data can be if you are not in the weeds. The pace of insider selling has indeed declined in Palantir but that is to be expected because most companies are in earnings related quiet periods and insiders are prohibited from trading. To put this in perspective insider selling in aggregate across all companies over the last four weeks (not including the current week as I will be working on that data tomorrow) was $3.76 billion. Insider selling in the prior four weeks before that was a whopping $8.20" [X Link](https://x.com/AsifSuria/status/2014759140116332811) 2026-01-23T17:56Z 12.4K followers, [----] engagements "Great point The same with John Paulson and his Greatest Trade Ever. His inflation thesis post-Great Recession through precious metals didn't play out the way he expected but did help him a lot the last two years. [----] was probably a record year for him. https://www.insidearbitrage.com/holdings/0001035674/paulson-amp-co-inc/ https://www.insidearbitrage.com/holdings/0001035674/paulson-amp-co-inc/" [X Link](https://x.com/AsifSuria/status/2017296374036123678) 2026-01-30T17:58Z 12.4K followers, [--] engagements "Zoe's Kitchen was acquired near multi-year lows and below the IPO price of $15. The acquisition price of $12.75 was still more than 33% above the previous day's closing price showing how out of favor some of these fast casual restaurant chains were. $ZOES $PBPB $NDLS" [X Link](https://x.com/AsifSuria/status/1031366448289959936) 2018-08-20T02:24Z 12.4K followers, [--] engagements "Most deals also require shareholder approval and corporate governance firms like Institutional Shareholder Services (ISS) usually weigh in with their recommendation. It is not common to see shareholders attempt to block the deal but it does happen from time to time. 5/n" [X Link](https://x.com/AsifSuria/status/1519449324186259456) 2022-04-27T22:52Z 12.4K followers, [--] engagements "Discussed the oddly divergent arbitrage spreads between Amazon's acquisition of 1Life Healthcare and iRobot. $AMZN $ONEM $IRBT $AMZN - Amazon's Back To Back Multi-Billion Dollar Acquisitions https://t.co/L2E2LJ9E6f $AMZN - Amazon's Back To Back Multi-Billion Dollar Acquisitions https://t.co/L2E2LJ9E6f" [X Link](https://x.com/AsifSuria/status/1558535208218939393) 2022-08-13T19:25Z 12.4K followers, [--] engagements "1Life Healthcare's acquisition by Amazon that closed today after the FTC indicated it was not going to block the deal. The spread on this one had been widening before the deal closed all of a sudden. $ONEM $AMZN 6/n https://www.insidearbitrage.com/symbol-metrics/ONEM/ https://www.insidearbitrage.com/symbol-metrics/ONEM/" [X Link](https://x.com/AsifSuria/status/1628447538411114496) 2023-02-22T17:32Z 12.4K followers, [---] engagements "@Akston_Capital This is one I decided to sit out even as I purchased 1Life Healthcare for the arb spread. Just could not get comfortable with the underlying business and didn't want to be stuck with a mismanaged company if the deal collapsed" [X Link](https://x.com/AsifSuria/status/1656125958032855040) 2023-05-10T02:36Z 12.4K followers, [---] engagements "Standalone healthcare services is a difficult business. You just have to look at companies like $MD and $CANO to see how low the margins are. This is one of the reasons 1Life Healthcare was better off with $AMZN and Signify Health needed $CVS" [X Link](https://x.com/AsifSuria/status/1658156873139503106) 2023-05-15T17:06Z 12.4K followers, [----] engagements "Excellent thread on the $IRBT deal cut. Hard to believe at one point the spread on both the 1Life Healthcare and $IRBT deal by Amazon were the same. Totally different arb situations even through the acquirer was the same. Umm did Carlyle effectively just securitise the senior tranche of the 30% merger arb spread on $IRBT *AMAZON TO ACQUIRE IROBOT FOR $51.75/SHR REVISED FROM $61/SHR *CARLYLE PROVIDES $200 MILLION SECURED TERM LOAN TO IROBOT Umm did Carlyle effectively just securitise the senior tranche of the 30% merger arb spread on $IRBT *AMAZON TO ACQUIRE IROBOT FOR $51.75/SHR REVISED FROM" [X Link](https://x.com/AsifSuria/status/1683909153063079937) 2023-07-25T18:36Z 12.4K followers, [----] engagements "Capital One Financials($COF) massive $35.3 billion all stock deal for Discovery Financial Services ($DFS) with a spread of 14.43% was a new position for four funds. Expected closing is around January [--] 2025" [X Link](https://x.com/AsifSuria/status/1794064667121463357) 2024-05-24T17:55Z 12.4K followers, [---] engagements "AstraZenecas $AZN $2.4 billion special conditions deal for Fusion Pharmaceuticals $FUSN was a new position for four funds. Two of them hedged their position with put options. Expected to close this quarter. The deal is structured as $21 per share in cash and a contingent value right (CVR) of $3 per share based on the achievement of a specified regulatory milestone. https://twitter.com/i/web/status/1794064850907468251 https://twitter.com/i/web/status/1794064850907468251" [X Link](https://x.com/AsifSuria/status/1794064850907468251) 2024-05-24T17:56Z 12.4K followers, [---] engagements "Speaking of Mr. Gelsinger and the big drop in $INTC recently I wrote the following about how his pay compares with that of the median Intel employee in the "Management Changes" chapter of my book" [X Link](https://x.com/AsifSuria/status/1821240455469936762) 2024-08-07T17:42Z 12.4K followers, [----] engagements "Getting back to insider purchases Joseph P. Campanelli the President and CEO of regional bank NB Bancorp $NBBK purchased [----] shares at an average price of $17.10 totaling $136774. Why is this interesting $NBBK is a thrift conversion that we wrote about in January in an Insider Weekends article: https://twitter.com/i/web/status/1821241525432676390 https://twitter.com/i/web/status/1821241525432676390" [X Link](https://x.com/AsifSuria/status/1821241525432676390) 2024-08-07T17:46Z 12.4K followers, [---] engagements "McGrath RentCorp $MGRC down almost 4% today and close to a [--] week low after its deal with WillScot Mobile Mini $WSC was called off because of regulatory issues. WillScot is also down about 2% on the news. WillScot is an amazing business and it would be good for them to get back to focusing on its core business and paying down some debt. https://twitter.com/i/web/status/1836447264736485649 https://twitter.com/i/web/status/1836447264736485649" [X Link](https://x.com/AsifSuria/status/1836447264736485649) 2024-09-18T16:48Z 12.4K followers, [----] engagements "Judge blocks Tapestry's acquisition of Capri and the stock is down almost 50% afterhours. What an absolute disaster for $TPR $CPRI and investors. The price action during the trial indicated most rational observers expected them to win but I guess there is nothing rational about antitrust regulation anymore" [X Link](https://x.com/AsifSuria/status/1849558018415002074) 2024-10-24T21:06Z 12.4K followers, 39.1K engagements "Episode [--] of The Special Situations Report Podcast is out today. This week we discuss: ➡A potential acquisition of business process outsourcing company WNS Holdings $WNS by Capgemini SE ➡The launch of a strategic review by Keros Therapeutics $KROS including a potential sale of the company ➡The acquisition of U.S. Steel $X by Nippon Steel which is now subject to an unusual second CFIUS review ➡The large contingent value right (CVR) attached to the acquisition of MoneyLion $ML by Gen Digital ➡Insider buying by the Executive Chairman of TV broadcasting company Sinclair $SBGI ➡Three different" [X Link](https://x.com/AsifSuria/status/1911860780280266998) 2025-04-14T19:15Z 12.4K followers, [----] engagements "Considering the outcome with Rithm Capital $RITM acquiring Paramount Group $PGRE at a valuation of $4.58 billion or $6.60 per share in cash this insider buying finally worked out. The CEO was also buying earlier this year in March when the stock was trading at around the $4 level. With Kawa Capital bidding $2.75 per share for Orion Properties $ONL commercial real estate might be finally showing signs of a bottom especially when it comes to markets like New York and San Francisco that took much longer to recover after COVID. Seeing consistent insider buying in office REITs including $PGRE and" [X Link](https://x.com/AsifSuria/status/1968388508890079524) 2025-09-17T18:56Z 12.4K followers, [----] engagements "Just in time for halloween permian basin sand supplier Atlas Energy $AESI rises from the dead. No idea why the stock is up nearly 17% on heavy volume today. Optimism about energy services companies following Trump's comments Short covering" [X Link](https://x.com/AsifSuria/status/1983626915408953659) 2025-10-29T20:08Z 12.4K followers, [----] engagements "And the insiders have been buying Nine out of the [--] insider purchases that made the cut last night were from regional banks. The non-regional bank purchases that were interesting were $KMI and $NSC Okay early look on call reports and earnings at banks is that banks are doing very well. The market doesn't know what to do. You can see why HoldCo is pushing share buybacks so much. Nearly everything is on sale. Okay early look on call reports and earnings at banks is that banks are doing very well. The market doesn't know what to do. You can see why HoldCo is pushing share buybacks so much." [X Link](https://x.com/AsifSuria/status/1983670043620864385) 2025-10-29T22:59Z 12.4K followers, [----] engagements "There have been so many insider transactions we have been struggling to keep up recently. We were working our way through [--] form [--] filings that met our criteria last night. Yes $THRY jumped out to me as well. Another one that was interesting was AI-focused biotech research company Caris Life Sciences $CAI I just came across the company and need to do more work on it. https://twitter.com/i/web/status/1988387027419840613 https://twitter.com/i/web/status/1988387027419840613" [X Link](https://x.com/AsifSuria/status/1988387027419840613) 2025-11-11T23:23Z 12.4K followers, [----] engagements "How Investor Pushback Killed the CoreWeave Core Scientific Merger Deal Postmortem [----] has turned out to be blockbuster year for M&A activity not just in terms of number and size of deals announced ($899 billion worth of new deals announced through November [--] 2025) but also the relatively low number of deals that failed. Only five deals failed this year while [---] deals completed successfully. This compares with [--] deal failures in each of the last two years. Not only did we see lower deal failures this year the reasons these deals failed are also very different. More than half the deals that" [X Link](https://x.com/AsifSuria/status/1996985806016381322) 2025-12-05T16:51Z 12.4K followers, [---] engagements "Good coverage of Vail Resorts $MTN by @AnberryNYC and John Crotteau on @brewmarkets today following the 9% jump in the stock today. CEO Robert Katz and CFO Angela Korsch said: "We are reiterating our previous guidance range of $201 million to $276 million in net income and resort reported EBITDA of $842 million to $898 million for fiscal year 2026." While this is encouraging and the company is geographically diversified due to its spree of acquisitions Lake Tahoe has hardly received any snow this winter. I am still intrigued but continue to watch from the sidelines. The market really likes" [X Link](https://x.com/AsifSuria/status/1999268090467746117) 2025-12-12T00:00Z 12.4K followers, [----] engagements "Used to see insider buying at Burke & Herbert $BHRB very frequently this year as seen in the chart below. Excellent return on equity (for a regional bank) and the stock is down 5% today on this $LNKB acquisition news. Burke & Herbert Financial Services $BHRB to Acquire LINKBANCORP $LNKB in a $458.02 Million All-Stock Deal - 🏦Burke & Herbert will acquire LINK in an all-stock transaction valued at $9.38 per share of LINK common stock representing a 10.09% premium from the stocks last close. https://t.co/Ljc0yOYANx Burke & Herbert Financial Services $BHRB to Acquire LINKBANCORP $LNKB in a" [X Link](https://x.com/AsifSuria/status/2002060461924311251) 2025-12-19T16:56Z 12.4K followers, [----] engagements "2026 has barely started and we already have the first potential deal failure of the year. This failure was widely expected as large shareholders of implantable lenses company STAAR Surgical $STAA including Broadwood Partners voted against the $30.75 all cash deal by Alcon $ALC. The companies will likely officially terminate the deal soon after this shareholder rejection. The stock is down nearly 12% today to $21.09 but still trades above the pre-deal price of $18.49. To put things in perspective STAAR is down 73% over the last five years. There were only four deal failures last year and half" [X Link](https://x.com/AsifSuria/status/2008590399481540721) 2026-01-06T17:24Z 12.4K followers, [----] engagements "This is exactly the right take about institutional buying of single family homes. They are more likely to step in to buy during periods when regular homeowners are reluctant to do so like American Homes [--] Rent $AMH did after the Great Recession and are unlikely to bid up prices in a bubble as it is not an emotional buying decision for them. Moreover they have been adding to supply by partnering to build new single family homes when inventory is limited as we have seen the last few years. To clear up confusion: "Institutional" investors represent 3% of single-family RENTALS but closer to 0.5%" [X Link](https://x.com/AsifSuria/status/2009304289760694676) 2026-01-08T16:40Z 12.4K followers, 19.6K engagements "The acquisition of Smithfield Foods $SFD by Shuanghui International was announced on May [--] [----] in a week where five other deals were also announced. The deal closed by September of that year despite some grumbling about a U.S. company and the world's largest pork producer being owned by a Chinese company. A group of [--] senators wrote to the Treasury Secretary asking that both the FDA and USDA review the deal. CFIUS (Committee on Foreign Investment in the United States) was involved and took an additional [--] days to review that deal before it was finally approved in September [----]. Unlike" [X Link](https://x.com/AsifSuria/status/2014117984009412970) 2026-01-21T23:28Z 12.4K followers, [----] engagements "Yes the environment today has completely changed and it depends on who the cross-border party is. Trump killed the Lattice Semiconductor $LSCC deal during his first term in [----] but last year asked for a second CFIUS review for the Nippon - U.S. Steel deal. It was the first time in fifteen years I had seen a second CFIUS review. Since you have been tracking this longer than I have have you come across situations with a second CFIUS review https://twitter.com/i/web/status/2014380254379573380 https://twitter.com/i/web/status/2014380254379573380" [X Link](https://x.com/AsifSuria/status/2014380254379573380) 2026-01-22T16:50Z 12.4K followers, [---] engagements "Regarding the $IONQ - $SKYT deal collars are very common in stock deals and in some ways the lack of a collar in CoreWeave's $CRWV acquisition of Core Scientific $CORZ killed that deal. The IONQ/SKYT deal is actually hysterical. Fake company gets high enough market cap to buy real company. But real company is in the meeting and at some point says listen we dont love your stock all that much and you know its gonna be down 90% at some point and fake The IONQ/SKYT deal is actually hysterical. Fake company gets high enough market cap to buy real company. But real company is in the meeting and at" [X Link](https://x.com/AsifSuria/status/2015877099631083864) 2026-01-26T19:58Z 12.4K followers, [----] engagements "One of these GOATs was certainly right about $IBM The other one happened to be about [--] years early "An investor should never let someone else's opinion drive their decision in stocks" - Stan Druckenmiller on a key lesson to learn from Warren Buffett (it's not to blindly follow him) https://t.co/sU2ULbC5Xe "An investor should never let someone else's opinion drive their decision in stocks" - Stan Druckenmiller on a key lesson to learn from Warren Buffett (it's not to blindly follow him) https://t.co/sU2ULbC5Xe" [X Link](https://x.com/AsifSuria/status/2016957921536672004) 2026-01-29T19:33Z 12.4K followers, [----] engagements "Ben we have been following Andreessen Horowitz's insider purchases of Navan $NAVN at InsideArbitrage and the free fall in the stock price the last few weeks. I wrote the following about the company last weekend and would love to talk to you for a few minutes if you can find the time in your busy schedule. https://twitter.com/i/web/status/2018740457531142654 https://twitter.com/i/web/status/2018740457531142654" [X Link](https://x.com/AsifSuria/status/2018740457531142654) 2026-02-03T17:36Z 12.4K followers, [---] engagements "Just used Claude Opus [---] to create a [--] year three statement financial model for Navan $NAVN and a DCF model. I am just blown away with what it came up with. Stock closed at $10.85 yesterday. And you can easily adjust all its assumptions to your heart's content https://twitter.com/i/web/status/2020938458169221363 https://twitter.com/i/web/status/2020938458169221363" [X Link](https://x.com/AsifSuria/status/2020938458169221363) 2026-02-09T19:10Z 12.4K followers, [----] engagements "@Arbtrader69 This was with a simple prompt and no programming. I just gave it two inputs (the discount/WACC rate and the terminal rate). I wanted to give it a revenue growth rate and how I would like to see that decelerate over time but decided to see what it would do without that input" [X Link](https://x.com/AsifSuria/status/2020968634190098566) 2026-02-09T21:10Z 12.4K followers, [---] engagements "Indeed and we have a simple DCF tool on InsideArbitrage as well. This part that surprises me is the kind of assumptions it is automatically making (quite reasonable) and the various interface iterations. In the first iteration for $NAVN it gave me a table to adjust various assumptions. The second time for $WDAY it gave me sliders to move to tweak the assumptions and included sensitivity analysis. A third time it decided to change the way the sensitivity analysis was displayed. On one company it generated a Gartner style magic quadrant to identify which companies were leaders within the" [X Link](https://x.com/AsifSuria/status/2021069678714437972) 2026-02-10T03:52Z 12.4K followers, [---] engagements "A third insider of Gartner $IT decides to buy shares. This time it is the Senior Vice President of Global Sales" [X Link](https://x.com/AsifSuria/status/2021292958449021330) 2026-02-10T18:39Z 12.4K followers, [----] engagements "@ProfPaulNary Completely agree with you that not including money to cover the break fee if $WBD walked away from the $NFLX deal made the Paramount offer seem less serious" [X Link](https://x.com/AsifSuria/status/2021344679305019599) 2026-02-10T22:05Z 12.4K followers, [---] engagements "@kris__7777 https://investor.lyft.com/news-events/press-releases/detail/89/lyft-and-waymo-launch-partnership-to-expand-autonomous-mobility-to-nashville https://investor.lyft.com/news-events/press-releases/detail/89/lyft-and-waymo-launch-partnership-to-expand-autonomous-mobility-to-nashville" [X Link](https://x.com/AsifSuria/status/2021345952079225123) 2026-02-10T22:10Z 12.4K followers, [---] engagements "@Tejas_Investing" [X Link](https://x.com/AsifSuria/status/2021382783801884735) 2026-02-11T00:36Z 12.4K followers, [---] engagements "This is a must read article this morning both for people in tech and especially those outside it. ". a test of whether humanity is mature enough to handle what it's creating" https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/AsifSuria/status/2021630003537228080) 2026-02-11T16:58Z 12.4K followers, [----] engagements "@DavidBrail @ProfPaulNary What I have seen in other bids that ended up as superior offers was a clear indication that the breakup fee would be paid by the new suitor. Given the size of the break fee ($2.8 billion) from $WBD to $NFLX being explicitly was important" [X Link](https://x.com/AsifSuria/status/2021709927665021185) 2026-02-11T22:16Z 12.4K followers, [---] engagements "Crescent Financial Bancshares Inc. and ECB Bancorp Inc. to Merge $ECBE $CRFN http://t.co/zQHafYYj http://bit.ly/S2gFMf http://bit.ly/S2gFMf" [X Link](https://x.com/AsifSuria/status/250627775516512256) 2012-09-25T16:08Z 12.4K followers, [--] engagements "Caribou Enters into Merger Agreement to be Acquired by Joh. A. Benckiser for $16.00 Per Share in Cash $CBOU http://t.co/aswGZfzL http://bit.ly/SETmi1 http://bit.ly/SETmi1" [X Link](https://x.com/AsifSuria/status/280748825474375680) 2012-12-17T18:58Z 12.4K followers, [--] engagements "New Post: Merger Arbitrage Mondays http://t.co/VPwYBLiN $CBOU $CLWR $ARB $ALTE $KCG $FMCN $NYX $ROMA $ELOQ $WWAY $ASCA $FCFC $SHP http://bit.ly/ZusILY http://bit.ly/ZusILY" [X Link](https://x.com/AsifSuria/status/283133310002151424) 2012-12-24T08:53Z 12.4K followers, [--] engagements "Zoran Corporation Completes the Acquisition of Microtune Inc. $TUNE $ZRAN http://bit.ly/hgfaYk" [X Link](https://x.com/AsifSuria/status/10045571997900801) 2010-12-01T19:00Z 12.4K followers, [--] engagements "PR Newswire owner Cision $CISN explores sale https://reut.rs/2Xzk6UJ https://reut.rs/2Xzk6UJ" [X Link](https://x.com/AsifSuria/status/1102661712442929152) 2019-03-04T20:06Z 12.4K followers, [--] engagements "Wieland Group and Global Brass and Copper $BRSS announce definitive merger agreement https://bit.ly/2YZB9Qx https://bit.ly/2YZB9Qx" [X Link](https://x.com/AsifSuria/status/1115997654599720960) 2019-04-10T15:19Z 12.4K followers, [--] engagements "Bell Microproducts $BELM +28% Announces Agreement to be Acquired by Avnet $$ http://bit.ly/aoK9dh (via @StockJunction)" [X Link](https://x.com/AsifSuria/status/11261777309) 2010-03-29T17:56Z 12.4K followers, [--] engagements "Valley National Bancorp $VLY to Acquire Oritani Financial Corp. $ORIT in Capital Accretive Transaction https://bit.ly/2FLKoMv https://bit.ly/2FLKoMv" [X Link](https://x.com/AsifSuria/status/1143888590335664131) 2019-06-26T14:27Z 12.3K followers, [--] engagements "Merger Arbitrage Mondays Ebix Acquires Yatra Online New Deals: $CRZO $CART $UBNK $YTRA https://bit.ly/2OaXPfy https://bit.ly/2OaXPfy" [X Link](https://x.com/AsifSuria/status/1153278483109302273) 2019-07-22T12:19Z 12.4K followers, [--] engagements "Merger Arbitrage Mondays Exact Sciences Corporation acquires Genomic Health New Deals: $GHDX $OHAI $NCI https://bit.ly/2LZMnRR https://bit.ly/2LZMnRR" [X Link](https://x.com/AsifSuria/status/1158321168216051712) 2019-08-05T10:17Z 12.4K followers, [--] engagements "ConnectOne Bancorp $CNOB signs definitive agreement to acquire Bancorp of New Jersey $BKJ https://yhoo.it/2KAaQeB https://yhoo.it/2KAaQeB" [X Link](https://x.com/AsifSuria/status/1162354199323000833) 2019-08-16T13:23Z 12.4K followers, [--] engagements "Merger Arbitrage Mondays DryShips Goes Private In A Management Buyout New Deals: $DRYS $NYNY $PVTL $CBLK https://bit.ly/2L9fcIQ https://bit.ly/2L9fcIQ" [X Link](https://x.com/AsifSuria/status/1165879370747015168) 2019-08-26T06:51Z 12.4K followers, [--] engagements "Merger Arbitrage Mondays Regulatory Issues Sink The Fidelity National Financial and Stewart Information Services Deal New Deals: $UCFC $FCSC https://bit.ly/2mdonyV https://bit.ly/2mdonyV" [X Link](https://x.com/AsifSuria/status/1173500576786595841) 2019-09-16T07:35Z 12.3K followers, [--] engagements "Merger Arbitrage Mondays Pacific Biosciences Drops After U.K.s Competition and Markets Authority Raises Concerns New Deals: $IPHS $CISN $PBBI $LPT https://bit.ly/2PrzRvo https://bit.ly/2PrzRvo" [X Link](https://x.com/AsifSuria/status/1188727068378271744) 2019-10-28T07:59Z 12.4K followers, [--] engagements "Merger Arbitrage Mondays M&A Activity Increases For The Fourth Week In A Row New Deals: $WMGI $IBKC $PEGI $AYR $WLH $SAUC https://bit.ly/36QHGB3 https://bit.ly/36QHGB3" [X Link](https://x.com/AsifSuria/status/1193785775797596160) 2019-11-11T07:01Z 12.3K followers, [--] engagements "Merger Arbitrage Mondays Hexcel Corporation and Woodward combine in a merger of equals New Deals: $HABT $DERM $HXL https://bit.ly/2FG8S9o https://bit.ly/2FG8S9o" [X Link](https://x.com/AsifSuria/status/1216619298984091648) 2020-01-13T07:13Z 12.3K followers, [--] engagements "Merger Arbitrage Mondays Comtech Telecommunications acquires Gilat Satellite Networks in a cash plus stock deal New Deals: $CSFL $DLPH $GILT $SMRT https://bit.ly/37U7exn https://bit.ly/37U7exn" [X Link](https://x.com/AsifSuria/status/1224309274555207680) 2020-02-03T12:30Z 12.3K followers, [--] engagements "Merger Arbitrage Mondays Morgan Stanley acquires E-Trade Financial Corporation New Deals: $LM $RESI $IOTS $ETFC $AVX https://bit.ly/3a0tYwo https://bit.ly/3a0tYwo" [X Link](https://x.com/AsifSuria/status/1231845059886075905) 2020-02-24T07:35Z 12.4K followers, [--] engagements "Merger Arbitrage Mondays Spreads Widen For Deals In The Retail and Hospitality Industries New Deals: $CORV $TTPH $TERP https://bit.ly/399j5Yg https://bit.ly/399j5Yg" [X Link](https://x.com/AsifSuria/status/1241976558304153602) 2020-03-23T06:34Z 12.4K followers, [--] engagements "Merger Arbitrage Mondays Cypress Semiconductor Receives Regulatory Approval In China New Deals: $SDI $ASFI https://bit.ly/3en8Ovt https://bit.ly/3en8Ovt" [X Link](https://x.com/AsifSuria/status/1249604873361883137) 2020-04-13T07:46Z 12.4K followers, [--] engagements "Merger Arbitrage Mondays Three New Deals Four Completions And One Failed Deal New Deals: $QES $STML $PTLA https://bit.ly/2YSZCta https://bit.ly/2YSZCta" [X Link](https://x.com/AsifSuria/status/1259771758069944321) 2020-05-11T09:06Z 12.4K followers, [--] engagements "The CFO and an EVP of The Vector Group (odd name for a cigarette company that also dabbles in real estate) also got in on the action: $VGR https://www.insidearbitrage.com/insider-transactions/symbol=VGR https://www.insidearbitrage.com/insider-transactions/symbol=VGR" [X Link](https://x.com/AsifSuria/status/1305699358269038592) 2020-09-15T02:46Z 12.4K followers, [--] engagements "Sardar Biglari buys more of Biglari Holdings indirectly through the Lion Fund. I was shocked to see how the stock lost more than 75% of its value in the last couple of years (unless there was a stock split I missed): $BH https://www.insidearbitrage.com/insider-transactions/symbol=BH https://www.insidearbitrage.com/insider-transactions/symbol=BH" [X Link](https://x.com/AsifSuria/status/1305733195594231814) 2020-09-15T05:00Z 12.4K followers, [--] engagements "Conmed Healthcare Terminates Pending Acquisition By Ayelet $CONM http://t.co/BN4Dj393 http://on.wsj.com/uTgGWg http://on.wsj.com/uTgGWg" [X Link](https://x.com/AsifSuria/status/136801607026356224) 2011-11-16T13:43Z 12.4K followers, [--] engagements "New Post: Merger Arbitrage Mondays - November [--] [----] http://t.co/FYWaa9EL $BXG $VPF $YHOO http://bit.ly/tvkaeH http://bit.ly/tvkaeH" [X Link](https://x.com/AsifSuria/status/138635049892446209) 2011-11-21T15:09Z 12.3K followers, [--] engagements "Insider Weekends: Insider Buying In New IPOs Buys: $DNUT $HCHC $PLL $SIVB $EXLS Sells: $FB $OKTA $ZNGA $U $BGNE https://bit.ly/3yO0XAa https://bit.ly/3yO0XAa" [X Link](https://x.com/AsifSuria/status/1414395551609548803) 2021-07-12T01:25Z 12.3K followers, [--] engagements "Vanguard Natural Resources LLC Completes Merger of Encore Energy Partners LP $VNR $ENP http://t.co/BkKtpnbY http://yhoo.it/sheKhE http://yhoo.it/sheKhE" [X Link](https://x.com/AsifSuria/status/142317053771132928) 2011-12-01T19:00Z 12.3K followers, [--] engagements "As defined in the merger agreement: if Take-Twos 20-day volume weighted average price (VWAP) ending on the third trading day prior to closing is in a range from $156.50 to $181.88 the exchange ratio would be adjusted to deliver total consideration value of . 20/n" [X Link](https://x.com/AsifSuria/status/1519090478771105792) 2022-04-26T23:06Z 12.3K followers, [--] engagements "I was able to do this with Microsofts [----] acquisition of LinkedIn which offered a good spread even after protecting the downside through put options. 11/n" [X Link](https://x.com/AsifSuria/status/1519746906817105920) 2022-04-28T18:34Z 12.4K followers, [--] engagements "How far out of the money the put option needs to be is determined by how much risk the investor wants to take and the expiration date will depend on when the deal is expected to close. 12/n" [X Link](https://x.com/AsifSuria/status/1519746990178930688) 2022-04-28T18:34Z 12.4K followers, [--] engagements "The premium paid for the put option reduces the spread that can be captured and there is the possibility that the deal gets delayed and the put options expire worthless. 13/n" [X Link](https://x.com/AsifSuria/status/1519747072232017920) 2022-04-28T18:35Z 12.4K followers, [--] engagements "@SRS91839430 No that does not make sense. Yes there is a supply/demand component but think about the amount of capital Berkshire has already put into Activision and the fact that the deal is simple enough that enough non-arb folks might get interested" [X Link](https://x.com/AsifSuria/status/1522239986984427520) 2022-05-05T15:41Z 12.4K followers, [--] engagements "@SRS91839430 It this was the case then we should have seen similar very large spreads on other big deals like $TWTR ($44 billion) and $CTXS ($16.5 billion)" [X Link](https://x.com/AsifSuria/status/1522240434977738752) 2022-05-05T15:42Z 12.4K followers, [--] engagements "We enjoyed doing a few threads to cover the merger arbitrage strategy when the Twitter $TWTR acquisition was announced and figured we would do one for another strategy we track on Inside Arbitrage: stock buybacks. 🧵👇 1/n" [X Link](https://x.com/AsifSuria/status/1528872289114083329) 2022-05-23T22:55Z 12.4K followers, [--] engagements "This assumes that advertising budgets are not cut and hence pie gets reallocated which is not the case. All channels will feel the impact. Some more than others. $SNAP $TWTR $FB" [X Link](https://x.com/AsifSuria/status/1528965581596073984) 2022-05-24T05:06Z 12.4K followers, [--] engagements "@puppyeh1 @JulianKlymochko It says real in the profile. 😂 Reminds me of @DanielSLoeb1 when he was not verified and had a smaller following. Or the fact there were folks that didnt realize @WallStCynic is Jim Chanos" [X Link](https://x.com/AsifSuria/status/1597420994456477696) 2022-11-29T02:43Z 12.4K followers, [--] engagements "@puppyeh1 @JulianKlymochko @DanielSLoeb1 @WallStCynic Surprised he picked VMWare. $VMW and $ACI are the two deals with large spreads besides the Chinese deals I have stayed away from. The spreads appears to be headed in the right direction for $VMW" [X Link](https://x.com/AsifSuria/status/1597421777453400064) 2022-11-29T02:46Z 12.4K followers, [--] engagements "@compound248 @dalibali2 @JerryCap @InnocenceCapit1 After a break of over [--] years since his last purchase Leighton is buying $AKAM again" [X Link](https://x.com/AsifSuria/status/1611918000160145408) 2023-01-08T02:49Z 12.3K followers, [---] engagements "The InsideArbitrage Friday Wrap is out Inside Arbitrage Friday Wrap An Encouraging Consumer Price Index (CPI) Report 🧵 1/3 https://www.insidearbitrage.com/2023/01/inside-arbitrage-friday-wrap-an-encouraging-consumer-price-index-cpi-report/ https://www.insidearbitrage.com/2023/01/inside-arbitrage-friday-wrap-an-encouraging-consumer-price-index-cpi-report/" [X Link](https://x.com/AsifSuria/status/1614180921179275267) 2023-01-14T08:41Z 12.4K followers, [----] engagements "@KeepinI63215860 @Scorpionblue13 @ArbStocktipster @MergerArb99 Wrote about $OSH for our March Special Situations newsletter last night. Hard for regulators to make a case against a vertical merger and especially in a fragmented market like healthcare services. It was also the reason I was in $ONEM that closed recently" [X Link](https://x.com/AsifSuria/status/1630997062077779968) 2023-03-01T18:22Z 12.4K followers, [--] engagements "That was shockingly quick. We went from "could there be a bank run" yesterday afternoon to game over for $SIVB this morning. FDIC has taken control of Silicon Valley Bank. I don't think I have seen anything like what is happening to Silicon Valley Bank since the 2008-2009 financial crisis. If this report is true then it feels like a bank run has already started. $SIVB https://t.co/8zqcipdSDw I don't think I have seen anything like what is happening to Silicon Valley Bank since the 2008-2009 financial crisis. If this report is true then it feels like a bank run has already started. $SIVB" [X Link](https://x.com/AsifSuria/status/1634241921400053762) 2023-03-10T17:16Z 12.4K followers, [----] engagements "How can they go any slower They have been dragging their feet on deals forever. $TSEM $ATVI CHINESE REGULATORS RECENTLY HAVE SLOWED DOWN THEIR MERGER REVIEWS OF A NUMBER OF PROPOSED ACQUISITIONS BY U.S. COMPANIES - WSJ CHINESE REGULATORS RECENTLY HAVE SLOWED DOWN THEIR MERGER REVIEWS OF A NUMBER OF PROPOSED ACQUISITIONS BY U.S. COMPANIES - WSJ" [X Link](https://x.com/AsifSuria/status/1643365396811223040) 2023-04-04T21:30Z 12.4K followers, [----] engagements "@Goldridge_Cap @LifeOfB15785865 Brian is right and that explains the big spread on $IRBT. We saw the same thing when Google acquired Fitbit. That deal took forever to close. I wrote about $ONEM in August when the spread on both deals was about the same and ended up investing in One Medical" [X Link](https://x.com/AsifSuria/status/1646370395124277249) 2023-04-13T04:31Z 12.3K followers, [---] engagements "@Goldridge_Cap @LifeOfB15785865 And then @FrankMoneymake1 covered $IRBT for us in January 2023:" [X Link](https://x.com/AsifSuria/status/1646371209247100928) 2023-04-13T04:34Z 12.3K followers, [---] engagements "He continued to add to Howard Hughes $HHC after the end of the quarter. Bill Ackman wants a horse in the AI race https://t.co/NKTi5ex054 Bill Ackman wants a horse in the AI race https://t.co/NKTi5ex054" [X Link](https://x.com/AsifSuria/status/1658211665270439937) 2023-05-15T20:44Z 12.4K followers, [----] engagements "Another recent spinoff with outstanding performance was Jefferies Financial's spinoff of Vitesse Energy $VTS as $JEF focuses on its investment banking business and sheds operating businesses. $VTS is up 61% since 1/17/2023 at a time when energy stocks are struggling" [X Link](https://x.com/AsifSuria/status/1664322948134760448) 2023-06-01T17:28Z 12.4K followers, [---] engagements "Another interesting thing about $GEF is that the CFO keeps selling class A shares and buys the same amount of more expensive class B shares including as recently as yesterday. Class A shares don't have voting rights but class B shares do. $GEF still exists today. Its the same exact company. And its still in pretty much the same business. They used to just make barrels. Now they make all kinds of different drums containers etc. Thats not a very big change for a company to make over [--] years or so. $GEF still exists today. Its the same exact company. And its still in pretty much the same" [X Link](https://x.com/AsifSuria/status/1676989586487246848) 2023-07-06T16:20Z 12.4K followers, [----] engagements "@ljp0101 Good point. The weirdest dual class stuff I have recently seen in terms of pricing is $FCNCA and $FCNCB. The B shares of First Citizens have [--] votes compared to the A shares yet were trading at a large discount last month" [X Link](https://x.com/AsifSuria/status/1676996268739149824) 2023-07-06T16:47Z 12.3K followers, [----] engagements "Merger Monday coming in hot this morning. Five new all cash mergers announced including two multi-billion dollar deals: $SOVO $VRTV $TRHC $FRGI and $SQNS" [X Link](https://x.com/anyuser/status/1688580619872395264) 2023-08-07T15:59Z 12.4K followers, [----] engagements "The InsideArbitrage Friday Wrap is out Tapestry $TPR + Capri $CPRI Creates a Luxury Powerhouse 🧵1/7" [X Link](https://x.com/AsifSuria/status/1690087907577790464) 2023-08-11T19:48Z 12.4K followers, [----] engagements "Featuring curated tweets on [--]. Special Situations by @laurenthomas @AsifSuria @_SeanDavid @InsideArbitrage @thesheetztweetz @Breakingviews @herbgreenberg @OpenOutcrier @robwilliamsNY @jonathanmaze $CPRI $TPR $SOVO $VRTV $TRHC $FRGI $SQNS $DISH $SATS $SQNS 2/7" [X Link](https://x.com/AsifSuria/status/1690087910949945345) 2023-08-11T19:48Z 12.4K followers, [---] engagements "Special Situations (contd.) @DividendTalks @charliebilello @TheTCTMagazine @il_matematico @StockMKTNewz and @reutersdeals $LOW $AAPL $NNDM $EQ $LH $NDAQ $TSLA $MAQCU 4/7" [X Link](https://x.com/AsifSuria/status/1690087916352208897) 2023-08-11T19:48Z 10.7K followers, [---] engagements "Interesting footnote from a form [--] filed last night. $SLND went public earlier this year through a SPAC business combination" [X Link](https://x.com/AsifSuria/status/1692574000592109979) 2023-08-18T16:27Z 12.4K followers, [----] engagements "ZelnickMedia to buy Alloy for $126.5 mln $ALOY http://bit.ly/9mtJMs" [X Link](https://x.com/AsifSuria/status/16939235925) 2010-06-24T15:51Z 12.3K followers, [--] engagements "Helpful when looking at companies like $MHK and $FND Great find Brandon Stuffed in the footnotes of their 10-Ks some may not know that $HD & $LOW actually report their flooring department sales annually While their fiscal yr ends do lag $FND by a month we can still derive good insights from their results A few highlights https://t.co/w8ElcxVWgC Stuffed in the footnotes of their 10-Ks some may not know that $HD & $LOW actually report their flooring department sales annually While their fiscal yr ends do lag $FND by a month we can still derive good insights from their results A few highlights" [X Link](https://x.com/AsifSuria/status/1696348161470865869) 2023-08-29T02:24Z 12.4K followers, [----] engagements "3. Earnings by @StockMKTNewz @schaeffers @PatrickMoorhead @danielnewmanUV @jessefelder @TheTranscript_ @Retail_Guru @brendanschema @EquiCompound $DJI $CRM $DELL $AVGO $VMW $DG $DLTR $WMT $TGT $LOW $TJX $XLY $XRT $MMM $LOW $FND 5/6" [X Link](https://x.com/AsifSuria/status/1697811589087576070) 2023-09-02T03:20Z 12.3K followers, [---] engagements "4. The economy by @MichaelAArouet @wabuffo @JeffWeniger @WSJ @NewsLambert @agnostoxxx and @Ajay_Bagga $WSJ 6/6" [X Link](https://x.com/AsifSuria/status/1697811591377657995) 2023-09-02T03:20Z 12.3K followers, [---] engagements "@joshua_t_white @marcuslemonis Figured you meant Frank's purchases and it makes a lot of sense considering the large stake the Holding family already has. The price difference between the two classes is shocking. $FCNCA $FCNCB" [X Link](https://x.com/AsifSuria/status/1710353963038749002) 2023-10-06T17:58Z 12.3K followers, [---] engagements "@joshua_t_white @marcuslemonis You have a couple of additional examples now. The Greif dual class structure is interesting. Class B shares get a higher dividend compared to class A. No wonder the CFO used to sell the class A shares and simultaneously buy class B shares. $GEF https://x.com/AsifSuria/status/1339784094926786560 Good Greif. CFO of industrial packaging company Greif purchases [----] shares of class B shares $GEF.B at an average price of $49.36: https://t.co/4qhRIIMaI7 https://x.com/AsifSuria/status/1339784094926786560 Good Greif. CFO of industrial packaging company Greif purchases" [X Link](https://x.com/AsifSuria/status/1710360795996176537) 2023-10-06T18:26Z 12.4K followers, [---] engagements "Interesting to see Portec Rail Products $PRPX jump 2.4% yesterday on [--] times average volume. Will the deal close soon http://bit.ly/cwkbQy" [X Link](https://x.com/AsifSuria/status/17115476387) 2010-06-26T20:21Z 12.3K followers, [--] engagements "The InsideArbitrage Friday Wrap is out China a Wild Card in VMWare Deal 🧵1/5" [X Link](https://x.com/AsifSuria/status/1715437285666415072) 2023-10-20T18:38Z 12.4K followers, [----] engagements "Really enjoyed @jeremygiffon's interview with @patrick_oshag A couple of questions I would loved on the podcast: [--]. What prompted Jeremy to leave $TINY and branch out on his own [--]. The big decline in Tiny's earnings and the 50% drop in its stock price after the merger with WeCommerce Special Situations Investing in Private Markets https://t.co/jdWzlOnQKr https://t.co/v8feOfk0v0 Special Situations Investing in Private Markets https://t.co/jdWzlOnQKr https://t.co/v8feOfk0v0" [X Link](https://x.com/AsifSuria/status/1716904942160707678) 2023-10-24T19:50Z 12.3K followers, [----] engagements "@TidefallCapital $CNNE at one point. Good sum-of-the-parts story but not sure what would make the discount close. Will consider getting back in at some point if there is a catalyst. There was insider buying in $HPP and $PDM earlier this year but no one wants to touch office REITs" [X Link](https://x.com/AsifSuria/status/1718366138160337398) 2023-10-28T20:36Z 12.4K followers, [----] engagements "Strong Merger Monday today with four new deals announced including two multi-billion REIT deals. [--]. Realty Income is acquiring Spirit Realty in an all stock deal worth $9.3 billion and is expected to close in Q1 [----]. $O $SRC It looks like Spirit will continue to pay its regular and preferred dividends and hence spread on the deal is tiny at less than 1%. [--]. Healthpeak Properties is acquiring Physicians Realty Trust in a $4.63 billion all stock deal. Expected to close in H1 [----]. $PEAK $DOC Spread is negative in this case because of $DOC's large dividend (yield 8.39%)." [X Link](https://x.com/AsifSuria/status/1719048104312557915) 2023-10-30T17:46Z 12.4K followers, [----] engagements "A 17.3% spread on the Capri - Tapestry merger is the strangest thing I have seen in the arb world in a while. Is the FTC concerned that consumers might suddenly have to start paying more for their Jimmy Choos or heaven forbid that Versace $1175 travel cup $CPRI $TPR" [X Link](https://x.com/anyuser/status/1721953250898002110) 2023-11-07T18:10Z 12.4K followers, 25K engagements "@Astoria_Capital Not really. We are currently tracking [--] active deals after removing "special conditions" deals and 81% of them have a spread of less than 5%. Was long $ATVI but there were significant risks in that deal. Agree with you on Horizon Therapeutics" [X Link](https://x.com/AsifSuria/status/1721961508907958435) 2023-11-07T18:43Z 12.4K followers, [---] engagements "New addition to watchlist: Four Corners Property Trust $FCPT A retail REIT which was a Darden $DRI spin-off from eight years ago. Quick notes:" [X Link](https://x.com/AsifSuria/status/1722652770488959057) 2023-11-09T16:30Z 12.4K followers, [---] engagements "@IntrinsicInv @dunkrugering Indeed. Part of my writeup on $EMR from last weekend:" [X Link](https://x.com/AsifSuria/status/1730291160802062571) 2023-11-30T18:22Z 12.4K followers, [---] engagements "@SanketKarve2 @LionelHutz_Esq @SJOldValueGuy @ftd007 @Grizzly_Adams11 @JulianKlymochko @puppyeh1 @ChrisDeMuthJr @AndrewRangeley That is likely true to the average arb fund with a broadly diversified portfolio. This group is curated because they tend to run concentrated (50% in top 10) and I see them usually go out on the risk spectrum (ATVI HZNP VMW from recent deals and $CPRI now)" [X Link](https://x.com/AsifSuria/status/1730295115925877011) 2023-11-30T18:37Z 12.4K followers, [---] engagements "Bell Microproducts $BELM Shareholders Approve Merger with Avnet $AVT http://bit.ly/9u9WRM" [X Link](https://x.com/AsifSuria/status/17329796337) 2010-06-29T12:51Z 12.4K followers, [--] engagements "Hospira to close $145M Javelin deal this week $JAV http://yhoo.it/aMDhte" [X Link](https://x.com/AsifSuria/status/17356927826) 2010-06-29T19:17Z 12.4K followers, [--] engagements "Boeing Co. said Wednesday it would purchase combat-systems provider Argon ST for $775 million in cash $BA $STST http://bit.ly/a9w3rM" [X Link](https://x.com/AsifSuria/status/17418970306) 2010-06-30T14:44Z 12.4K followers, [--] engagements "This all stock deal is trading at a nearly 6% spread. In other words you get to pick up $FSUN at a 6% discount. Not a recommendation to buy $HMST After doing the work on this $fsun $hmst deal. This is a home run for everyone. $fsun can sell in [--] years for 2x+ of what they could fetch today. Very little risk fsun should go straight to $50. Thats math not an opinion. I'm back in the homey $hmst https://t.co/UZ8M8uNBhC After doing the work on this $fsun $hmst deal. This is a home run for everyone. $fsun can sell in [--] years for 2x+ of what they could fetch today. Very little risk fsun should go" [X Link](https://x.com/AsifSuria/status/1747722295454634274) 2024-01-17T20:47Z 12.3K followers, [----] engagements "@TraceyRyniec @hmeisler Yup the Indian market following a 9% drop in one of their large banks. Listed here as the ADS $HBN" [X Link](https://x.com/AsifSuria/status/1747753981634613365) 2024-01-17T22:53Z 12.3K followers, [--] engagements "The demise of merger arbitrage has been greatly exaggerated. Investors who were skeptical of Spirit $SAVE and JetBlue $JBLU winning their lawsuit against the DOJ were doing victory laps last week and extrapolated that failure broadly to the merger arbitrage strategy" [X Link](https://x.com/AsifSuria/status/1749886336293810234) 2024-01-23T20:06Z 12.4K followers, [----] engagements "For every Spirit Airlines there are several others that worked out great including Activision Blizzard and Twitter and more recently Horizon Therapeutics and Seagen. There were also failures like First Horizon (at one point the spread was less than 1%) TEGNA and PNM Resources. $FHN $TGNA $PNM https://twitter.com/i/web/status/1749886570558345593 https://twitter.com/i/web/status/1749886570558345593" [X Link](https://x.com/AsifSuria/status/1749886570558345593) 2024-01-23T20:07Z 12.4K followers, [---] engagements "@MarioGabelli Another example is $FCNCB trading at a big discount to $FCNCA despite more voting rights for $FCNCB. https://x.com/AsifSuria/status/1676996268739149824 @ljp0101 Good point. The weirdest dual class stuff I have recently seen in terms of pricing is $FCNCA and $FCNCB. The B shares of First Citizens have [--] votes compared to the A shares yet were trading at a large discount last month. https://x.com/AsifSuria/status/1676996268739149824 @ljp0101 Good point. The weirdest dual class stuff I have recently seen in terms of pricing is $FCNCA and $FCNCB. The B shares of First Citizens have" [X Link](https://x.com/AsifSuria/status/1753173620334227469) 2024-02-01T21:48Z 12.3K followers, [----] engagements "The massive energy deals we have seen in recent months including: Chevron's $CVX $60 billion acquisition of Hess $HES Exxon's $XOM $64.5 billion acquisition of Pioneer Natural Resources $PXD Diamondback Energy's $FANG $26 billion acquisition of Endeavor Energy Resources Occidental's $OXY $12 billion acquisition of CrownRock and the latest deal where Chord Energy $CHRD is merging with Enerplus $ERF in a $11 billion deal are coming from a position of strength and is very unlike the activity we saw from [----] to [----]. It is no wonder Harold Hamm wanted to take Continental Resources $CLF private" [X Link](https://x.com/anyuser/status/1761123495176741200) 2024-02-23T20:18Z 12.4K followers, 37.2K engagements "$GE's last spinoff Vernova (GE Power) will begin trading on April [--] [----] as $GEV Record date for spinoff is March [--]. One GEV share for every four GE shares. GE up another 60% from this tweet below. More Culp magic. Was looking at a one year performance heat map of the S&P [---] yesterday and guess what really stood out $GE with a gain of over 40%. Compares with a loss of 45% for $TSLA and 31% for $AMZN Culp slowly working his magic at $GE https://t.co/mfDDxnekJZ Was looking at a one year performance heat map of the S&P [---] yesterday and guess what really stood out $GE with a gain of over 40%." [X Link](https://x.com/AsifSuria/status/1763624456923328784) 2024-03-01T17:56Z 12.4K followers, [----] engagements "EMC Completes Tender Offer for Isilon Systems $EMC $ISLN http://bit.ly/h2FoNw" [X Link](https://x.com/AsifSuria/status/17655651102621698) 2010-12-22T19:00Z 12.3K followers, [--] engagements "@TomLoughrey_LFE That implies almost net neutral interest across cash held and debt serviced ($92 million in net interest income in 2023). Considering where crude oil prices are and all the consolidation in the space the last few months buybacks might be a more effective use of cash" [X Link](https://x.com/AsifSuria/status/1767628114556063847) 2024-03-12T19:05Z 12.4K followers, [---] engagements "@TomLoughrey_LFE They announced a large buyback in late [----] (over 9% of market cap) but shares outstanding have not declined much since then. $EOG" [X Link](https://x.com/AsifSuria/status/1767628300053352654) 2024-03-12T19:06Z 12.4K followers, [---] engagements "@NewLowObserver Thanks. Still a core holding and love how the company is executing. $FANG" [X Link](https://x.com/AsifSuria/status/1769075925705281846) 2024-03-16T18:59Z 12.4K followers, [---] engagements "With the acquisition of Apartment Income REIT $AIRC by Blackstone $BX in a $10 billion deal for $39.12 per share in cash I wanted to look back and see how things turned out for investors after AIMCO $AIV spinoff of $AIRC in late [----]. Activist investor Land & Buildings @JonLitt was opposed to the spinoff. Considering the nearly 16% increase in price of AIRC since the spinoff and the 64% increase in price of the parent company AIMCO (not taking any dividends into account) the spinoff worked out great in the end for AIMCO investors" [X Link](https://x.com/AsifSuria/status/1777382675978014793) 2024-04-08T17:07Z 12.4K followers, [----] engagements "The three that I am long right now are: [--]. The acquisition of Capri by Tapestry $CPRI with a 45% spread. [--]. The acquisition of First Financial Northwest $FFNW by Global Federal Credit Union with a 13.41% spread. [--]. The acquisition of Cerevel $CERE by AbbVie $ABBV with a spread of 7.55%. Spread are wide on all three because of potential regulatory issues. $CPRI already received a second request from the FTC and $CERE voluntarily pulled its HSR filing and refiled" [X Link](https://x.com/AsifSuria/status/1779303324984250494) 2024-04-14T00:19Z 12.4K followers, [----] engagements "Avnet Inc. Completes the Acquisition of Bell Microproducts Inc. $AVT $BELM http://bit.ly/cXFYmr" [X Link](https://x.com/AsifSuria/status/17884532940) 2010-07-06T17:53Z 12.4K followers, [--] engagements "Hewlett Packard Enterprises ($HPE) $14.31 billion all cash acquisition of Juniper Networks ($JNPR) for $40 per share with its current spread of 15.71% (not including any dividend payments) was a new position for six out of the seven funds. One of them decided to hedge their position with put options. Expected closing early 2025" [X Link](https://x.com/AsifSuria/status/1794063190890082755) 2024-05-24T17:49Z 12.4K followers, [----] engagements "Blackstones $BX $3.5 billion all cash acquisition of Tricon Residential was a new position for six funds. The deal closed earlier this month" [X Link](https://x.com/AsifSuria/status/1794063332640510074) 2024-05-24T17:50Z 12.4K followers, [---] engagements "$LULU also announced a $1 billion increase to its buyback authorization in late May. Small sample size but I visited three different stores in three cities and all had more traffic than its competitors Athleta Alo and Vuori. Pricing was surprisingly similar across all four competitors and the energy/vibe of Vuori felt better. They had a board out front listing upcoming yoga classes in the store by local yoga instructors/businesses. No promotions at any of them even though I visited six stores in total around the July 4th holiday. $LULU's nascent shoe collection looked more appealing than" [X Link](https://x.com/AsifSuria/status/1812932266282393857) 2024-07-15T19:28Z 12.4K followers, [----] engagements "Just published our fourth update about new merger arbitrage related positions at seven funds that tend to have concentrated positions in their portfolio. ➡Lots of pre-deal or rumored deal action in $HUBS $VSTO $IP $M $JWN and $PARA. ➡One even picked up the spin-off $LION" [X Link](https://x.com/anyuser/status/1826311007704416583) 2024-08-21T17:30Z 12.4K followers, [----] engagements "A director of HEICO $HEI.A purchased shares this week according to a form [--] filed yesterday. The odd thing is that he was selling shares in January and is now buying after a 40% run up in the stock price this year. $HEI.A exists because $GE charges $50k for [--] drain plugs https://t.co/nBXg1109em $HEI.A exists because $GE charges $50k for [--] drain plugs https://t.co/nBXg1109em" [X Link](https://x.com/AsifSuria/status/1832105605328478245) 2024-09-06T17:16Z 12.4K followers, [----] engagements "Pointed to the wrong sale (October 2023) in the last image. Updated/corrected image below for $HEI $HEI.A" [X Link](https://x.com/AsifSuria/status/1832107285277192409) 2024-09-06T17:23Z 12.4K followers, [----] engagements "Decided to expand on this in a new brief article: $HEI $HEI.A https://www.insidearbitrage.com/2024/09/a-flip-flopper-at-heico/ https://www.insidearbitrage.com/2024/09/a-flip-flopper-at-heico/" [X Link](https://x.com/AsifSuria/status/1833209307372060700) 2024-09-09T18:22Z 12.4K followers, [---] engagements "This $12 per share cash offer clearly appears to be a superior proposal for Territorial Bancorp $TBNK I looked at the merger agreement and the board of directors can change their recommendation pay the $3 million termination fee and accept the Blue Hill Advisors offer. What am I missing Blue Hill Advisors and Other Leading Bank Investors Reiterate Commitment to Superior Cash Offer for $TBNK Territorial Ba. https://t.co/8xUuVgyw3p Blue Hill Advisors and Other Leading Bank Investors Reiterate Commitment to Superior Cash Offer for $TBNK Territorial Ba. https://t.co/8xUuVgyw3p" [X Link](https://x.com/AsifSuria/status/1836448498285420781) 2024-09-18T16:53Z 12.3K followers, [----] engagements "After Blue Hill increased their offer for Territorial Bancorp $TBNK to $12.50 per share in cash the board still rejected this enhanced offer. No wonder ISS is recommending that shareholders vote against the merger. https://www.prnewswire.com/news-releases/blue-hill-advisors-announces-iss-recommendation-against-territorial-bancorp-merger-with-hope-bancorp-302264695.html This $12 per share cash offer clearly appears to be a superior proposal for Territorial Bancorp $TBNK I looked at the merger agreement and the board of directors can change their recommendation pay the $3 million termination" [X Link](https://x.com/AsifSuria/status/1841564371396526100) 2024-10-02T19:42Z 12.3K followers, [----] engagements "Out of the ones I have written about or purchased for my portfolio over the last two years Momentive Global $MNTV Pioneer Natural Resources $PXD and Bally's $BALY worked out. Docusign $DOCU and Nordstorms $JWN didn't work out. Docusign's price is thankfully once again above the rumor price. Pioneer unfortunately turned out to be an all stock deal. https://twitter.com/i/web/status/1844051355566223721 https://twitter.com/i/web/status/1844051355566223721" [X Link](https://x.com/AsifSuria/status/1844051355566223721) 2024-10-09T16:24Z 12.4K followers, [---] engagements "Interesting to see Berkshire Hathaway sell their entire Floor & Decor position. Last quarter John Vincent @OneFamilysBlog wrote the following about Berkshire's $FND position: "The 0.14% of the portfolio FND position was established in Q3 [----] at prices between $104 and $131. Q1 [----] saw a 470% stake increase at prices between $81 and $130. There was a 17% selling this quarter at prices between $99 and $127. The stock is now at $103." $BRK.A $BRK.B Warren Buffett files his Q3 13F with new positions in $DPZ $POOL Top [--] Positions: [--]. $AAPL 26.24% [--]. $AXP 15.44% [--]. $BAC 11.88% [--]. $KO 10.79% 5." [X Link](https://x.com/AsifSuria/status/1857179633030189189) 2024-11-14T21:51Z 12.4K followers, [----] engagements "Berkshire probably sold the position at breakeven or a small loss and moved on. I discussed their $FND purchase in an article titled "Berkshire Hathaway Paying Up For Quality: Floor & Decor" a couple of years ago:" [X Link](https://x.com/AsifSuria/status/1857180178134557053) 2024-11-14T21:53Z 12.4K followers, [---] engagements "I concluded that $FND article as follows: "I have Floor & Decor on my watchlist as a business I would love to own when the time is right. Paying up for quality is a good heuristic but if you start doing it right when everyone else around you is repeating the same mantra and you do so at a time when the industry is facing headwinds the outcomes might not be what you expect unless you have a multi-decade holding period." Full article here: https://www.insidearbitrage.com/2022/04/berkshire-hathaway-paying-up-for-quality-floor-decor/" [X Link](https://x.com/AsifSuria/status/1857180720143512019) 2024-11-14T21:56Z 12.4K followers, [---] engagements "With the exception of Chinese stocks like $PDD $BEKE $JD gambling companies like $LVS $WYNN and AI demand related power/utility companies like $NRG and $VST David Tepper was scaling back across the board. David Tepper: https://t.co/fmwpaQUpxy David Tepper: https://t.co/fmwpaQUpxy" [X Link](https://x.com/AsifSuria/status/1857213970501025917) 2024-11-15T00:08Z 12.4K followers, [----] engagements "Companies that spin-off a division often find that either the spin-off or the parent eventually gets acquired. However I have never seen it happen as quickly as we just saw with Berry Global $BERY. Just this month $BERY spun off its health & hygiene division and merged it into Galtfelter in a tax efficient transaction called a Reverse Morris Trust to create a new company called Magnera $MAGN. And today Amcor $AMCR decided to acquire $BERY in an all stock deal at a premium of almost 10%" [X Link](https://x.com/AsifSuria/status/1858910001957662949) 2024-11-19T16:27Z 12.3K followers, [----] engagements "@dkbilson @stockspinoffss Wow that was quick" [X Link](https://x.com/AsifSuria/status/1858937399524655139) 2024-11-19T18:16Z 12.3K followers, [---] engagements "@StocksOddball @CorpusCol @Aureliusltd28 @VijarKohli @oddballstocks @colarion @Catahoula_Value @PhilTimyan @Ron284Ron This one has been a head scratcher for me especially considering class B shares of First Citizens have [--] votes compared to class A with one vote. Wrote this about Frank Holding Jr. switching from $FCNCA to $FCNCB in an Insider Weekends article in June 2023:" [X Link](https://x.com/AsifSuria/status/1863683809117606386) 2024-12-02T20:37Z 12.3K followers, [---] engagements "Agreed that there isn't an arb opportunity with the A/B shares. The only ones where I have seen insiders sell one class to buy another are First Citizens $FCNCA $FCNCB and Greif where the CFO often sold class A shares $GEF to buy class B shares $GEF.B. In that case class B shares get 150% of the dividend of class A shares and have voting rights. https://twitter.com/i/web/status/1863979524326871396 https://twitter.com/i/web/status/1863979524326871396" [X Link](https://x.com/AsifSuria/status/1863979524326871396) 2024-12-03T16:12Z 12.3K followers, [---] engagements "On a drive to the heart of Silicon Valley to have lunch with a few friends yesterday I got a chance to catch this podcast interview between @stockspinoffss and @gatorcapital and loved it. Especially liked the part about how Derek built his firm from the ground up and how his back was against the wall during the Great Recession in [----]. Picked up a few pointers on how to approach due diligence when looking at spinoffs. Rich Howe hosted me on his new podcast. We talked about some of the spin-offs I've invested in: $VRTS $JXN & $VOYA. https://t.co/6jbvrdaj0a Rich Howe hosted me on his new" [X Link](https://x.com/AsifSuria/status/1866223712879640956) 2024-12-09T20:49Z 12.4K followers, [----] engagements "To round out the list of companies that announced large buybacks yesterday: ➡ Dropbox $DBX announced a $1.2 billion buyback representing 12.46% of market cap at announcement. 22% of shares outstanding repurchased over the last four years. IA Score of [--]. ➡ Kroger $KR announced a $7.5 billion buyback representing 16.89% of market cap at announcement after its merger with Albertsons fell apart. 7.51% of shares outstanding repurchased over the last four years. IA Score of [--]. ➡Albertsons $ACI announced a $2 billion buyback representing 18.94% of market cap at announcement after it sued $KR for" [X Link](https://x.com/AsifSuria/status/1867312536217165996) 2024-12-12T20:56Z 12.4K followers, [---] engagements "➡ $ADM announced a $5.29 billion buyback representing 20.9% of its market cap at announcement. 14% of shares outstanding repurchased over the last four years. IA Score is low at [--]. ➡ To round out this list Olin $OLN announced the biggest buyback of them all with a $1.3 billion stock buyback representing 29.23% of shares outstanding. They repurchased 26% over the last four years. Scores lowest among this group with an IA Score of just [--]. https://twitter.com/i/web/status/1867314401939968126 https://twitter.com/i/web/status/1867314401939968126" [X Link](https://x.com/AsifSuria/status/1867314401939968126) 2024-12-12T21:03Z 12.4K followers, [----] engagements "New Post: Merger Arbitrage Mondays http://t.co/AnU4eoRK $COMV $OPXT $ISTA $SCMF http://bit.ly/st1w3P http://bit.ly/st1w3P" [X Link](https://x.com/AsifSuria/status/186803794405883904) 2012-04-02T13:14Z 12.3K followers, [--] engagements "$AEL insiders get to cash out a little early. The cash plus stock $4.3 billion deal for $AEL by Brookfield Reinsurance trades at a 5.6% spread. Annualized returns are much better if it closes in Q1 [----] instead of the expected Q2 2024" [X Link](https://x.com/AsifSuria/status/1873044237974913255) 2024-12-28T16:32Z 12.4K followers, [----] engagements "@UpslopeCapital I compared it to Cano Health in December [----]. Cano also went down 99%" [X Link](https://x.com/AsifSuria/status/1880007172622545181) 2025-01-16T21:40Z 12.4K followers, [---] engagements "Interesting to see that @davidein sees value in Capri $CPRI after the acquisition by Tapestry $TPR failed. Momentum in the price post-failure: Here is David Einhorn's Q4 Letter https://t.co/2bXsFrDTJQ Here is David Einhorn's Q4 Letter https://t.co/2bXsFrDTJQ" [X Link](https://x.com/anyuser/status/1882189968283689289) 2025-01-22T22:13Z 12.4K followers, [----] engagements "Tapestry couldnt get it done but Ford certainly did $TPR $CPRI $F" [X Link](https://x.com/AsifSuria/status/1884030263723974662) 2025-01-28T00:06Z 10.7K followers, [----] engagements "After we received this wonderful shoutout from Turtle Capital last week we recorded the fifth episode of our podcast with renewed enthusiasm. We also considered renaming it "The Elliott Management Tracking Show" considering how frequently we are discussing the activist firm's actions. This week it is on account of Elliott's battle with Emerson Electric $EMR to get a higher price for Emersons $265 per share all cash acquisition of Aspen Technology $AZPN And because Honeywell finally decided to act on Elliott's proposed playbook of separating into multiple companies. $HON shoutout @AsifSuria" [X Link](https://x.com/AsifSuria/status/1889062970707337445) 2025-02-10T21:24Z 10.7K followers, [----] engagements "Other events we discuss in this episode include: ➡United Rentals $URI decision to voluntarily pull and refile the HSR notification related to its acquisition of H&E Equipment Services $HEES ➡Several new M&A announcements including the $4.4 billion all cash acquisition of SolarWinds $SWI by Twin/River Capital for $18.50 per share ➡A potential deal for Playa Hotels & Resorts $PLYA by Hyatt Hotels $H (confirmed this morning) ➡Steel Connects $10.18 per share non-binding proposal to acquire DMC Global $BOOM ➡Mithaq Capital doubling down on its investment in Childrens Place $PLCE by participating" [X Link](https://x.com/AsifSuria/status/1889064424620827010) 2025-02-10T21:30Z 10.7K followers, [----] engagements "I read the full employment agreement today and turns out there was nothing in his employment agreement that indicates the company would give him more stock just for buying some on the open market. Here is the relevant footnote from the Pinterest $PINS stock purchase by CEO William Ready that lets you know why he purchased $5 million worth of stock:" [X Link](https://x.com/AsifSuria/status/1889448626285584564) 2025-02-11T22:57Z 10.8K followers, [---] engagements "@FastTradeKing @BrianLorraine1 $URI would have wanted the deal to go through as soon as possible and they wouldn't have refiled without communication with the regulators. So this superior offer for $HEES was indeed serendipitous" [X Link](https://x.com/AsifSuria/status/1892251497666130228) 2025-02-19T16:34Z 10.7K followers, [--] engagements "Published our sixth update about new merger arbitrage related positions at six funds that tend to have concentrated positions. There are currently [--] active M&A situations in the U.S. ranging from highly risky deals like the $14.9 billion acquisition of United States Steel $X by Nippon Steel that is trading at a spread (potential profit) of nearly 44% to the acquisition of Endeavor Group $EDR by Silver Lake in a $13 billion deal which is trading at a negative spread of over 10%. Its quite rare that you see merger arbitrage deals with a negative spread especially when there are no special" [X Link](https://x.com/AsifSuria/status/1892308249686528398) 2025-02-19T20:20Z 10.7K followers, [---] engagements "An excellent assessment of the Howard Hughes $HHH situation. Regarding the point about converting to a REIT structure I asked Howard Hughes this question and the response I received was that they would get classified as a diversified REIT and those generally tend to trade at a discount to pure play REITs. Long post: Why was I skeptical of Pershing Square/ @BillAckman plan for Howard Hughes Holdings Someone asked so I'll share my questions/notes similar to how we break things down in my MBA class. Keep in mind these are just strategy professor's nosy questions not meant to Long post: Why was I" [X Link](https://x.com/AsifSuria/status/1892645865636168089) 2025-02-20T18:41Z 10.7K followers, [----] engagements "@buylowersellhih It is the same director at $BAH who has purchased thrice since November" [X Link](https://x.com/AsifSuria/status/1897853085177061655) 2025-03-07T03:33Z 12.4K followers, [--] engagements "HeyDude Let's Get Some Jibbitz Speaking of bad strategic decision when it comes to acquisitions I was looking the earnings of Crocs $CROX last month. Every time I look at the company's earnings I am amazed by the amount of money the company generates from the sale of Jibbitz those little tchotchkes that kids and even some adults like to attach to their Crocs at $5 per pop or sometimes as high as $20 a pack. Crocs generated a quarter billion dollars of revenue just from Jibbitz in [----]. Overall Crocs brand sales grew 8% in [----] which would likely put Jibbitz sales somewhere between $250" [X Link](https://x.com/anyuser/status/1898060328518476014) 2025-03-07T17:17Z 12.4K followers, 10.7K engagements "This is one of the reasons we added our quant IA Score to the list of buyback announcements to help us filter and get to the companies where a stock buyback actually makes sense. Was looking at Logitech $LOGI and Dingdong $DDL from the list last night. Warren Buffett: "I've been in boardrooms where they've discussed repurchase of shares and I've very seldom heard them talk about it in relation to what they regard the intrinsic value of the business to be." "The only reason to buy stock is to buy it for less than it's worth." https://t.co/ufHL6mVkoj Warren Buffett: "I've been in boardrooms" [X Link](https://x.com/AsifSuria/status/1898096754266165676) 2025-03-07T19:41Z 12.4K followers, [----] engagements "@ArbStocktipster Yes they have held up well just like $MGRC $TGNA and $FHN post-failure. Even $ACI and $CPRI are up post-failure. Unfortunately lot of damage done between announcement and eventual failure in those cases" [X Link](https://x.com/AsifSuria/status/1900258117398782419) 2025-03-13T18:50Z 12.4K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AsifSuria Asif Suria
Asif Suria posts on X about acquisition, $cpri, $atvi, stocks the most. They currently have [-------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence stocks finance cryptocurrencies technology brands social networks fashion brands #3484 countries automotive brands luxury brands travel destinations
Social topic influence acquisition #759, $cpri, $atvi, stocks, $msft, $tpr, in the, company, $amzn, $save
Top accounts mentioned or mentioned by @insidearbitrage @andrewrangeley @dianealter @jfineman @bluthcapital @jessefelder @julianklymochko @arbstocktipster @kouroshshafi @wsj @jonahlupton @akstoncapital @laurenthomas @stockspinoffss @reutersdeals @tidefallcapital @marketcurrents @puppyeh1 @openoutcrier @reuters
Top assets mentioned Capri Holdings Limited (CPRI) Activision Blizzard, Inc. (ATVI) Microsoft Corp. (MSFT) Tapestry, Inc. (TPR) Amazon.com, Inc. (AMZN) Spirit Airlines, Inc. (SAVE) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER) Apple, Inc. (AAPL) Berkshire Hathaway Inc. (BRK.A) Albertsons Companies, Inc. (ACI) Netflix Inc (NFLX) Fenerbahçe Token (FB) NVIDIA Corp. (NVDA) First Citizens BancShares, Inc. (FCNCA) JetBlue Airways Corp (JBLU) Hess Corp. (HES) Pioneer Natural Resources Co (PXD) General Electric Company (GE) Pfizer, Inc. (PFE) Intel Corporation (INTC) Berkshire Hathaway Inc Class B (BRK.B) Metadium (META) Nike Inc (NKE) Walmart, Inc. (WMT) Oxygen (OXY) UnitedHealth Group (UNH) Warner Bros Discovery, Inc. (WBD) American Homes [--] Rent (AMH) Twitter Inc (TWTR) Convex Finance (CVX) Seagen Inc (SGEN) TEGNA Inc. (TGNA) Spotify Technology (SPOT) Loaded Lions (LION) First Horizon, Corp. (FHN) Exxon Mobil (XOM) Paramount Global (PARA) Alphabet Inc Class A (GOOGL) Workday Inc (WDAY) VMware, Inc. (VMW) Diamondback Energy Inc (FANG) Carvana Co. (CVNA) Twilio, Inc. (TWLO) Aercap Holdings N.V. (AER) Lululemon Athletica Inc (LULU) Salesforce Inc (CRM) Dell Technologies, Inc. (DELL) Crocs, Inc. (CROX) Under Armour Inc Class C (UA) CVS Health Corp (CVS) Floor & Decor Holdings, Inc. (FND) Decentral Games (DG) Broadcom, Inc. (AVGO) Kroger Co (KR) Radworks (RAD) Apollo Global Management, Inc. (APO)
Top Social Posts
Top posts by engagements in the last [--] hours
"I don't exactly remember why I was looking at United Rentals $URI in October [----] but I added this quick note when I added it to my watchlist. The stock was trading at $305.77 back then and was trading over $900 yesterday. That was before the big 14% decline in a single day today. The street was not pleased with fourth quarter results and their guidance. United Rentals also announced a large stock buyback yesterday which made me take another look at the company and I was reminded of that note from [----]. The new $5 billion buyback announcement (8.6% of its market cap yesterday) is"
X Link 2026-01-29T18:23Z 12.4K followers, [----] engagements
"I've learned a lot from Matt about retail and look forward to his immediate earnings call postmortems of companies like Under Armour $UA $UAA Lululemon $LULU Nike $NKE and others. Following Prem Watsa's recent insider purchases of Under Armour we invited Matt to The Special Situations Report podcast and he graciously accepted. Any questions for Matt Prem is likely happy today with the way $UA is behaving post-earnings. $UAA / $UA: 3Q26 Immediate Call Postmortem Kevin talked about the one-off items as frustrating. Shareholders are way past that word when talking about this company. Can only"
X Link 2026-02-06T18:19Z 12.4K followers, [----] engagements
"The specific section of page [--] of the definitive proxy statement addressing this for $SOHO: In accordance with the Companys Amended and Restated Articles of Incorporation (as amended and supplemented the Articles) within [--] days of the closing of the Merger the Company shall provide notice to the holders of Company Preferred Shares that the closing of the Merger has occurred (the Preferred Notice). The Preferred Notice will include certain details with respect to the Merger and specify a date (to be no less than [--] days nor more than [--] days after the date of the Preferred Notice) by which"
X Link 2026-02-12T19:31Z 12.4K followers, [---] engagements
"Dialysis Corp of America to go private for $112 mln $DCAI http://bit.ly/cyKIiH"
X Link 2010-04-14T16:42Z 12.4K followers, [--] engagements
"This purchase of Aspen Technology $AZPN by Emerson Electric $EMR reminded me of a couple of insider purchases by the CEO and a director of the company in November [----]. It was the director Arthur Golden's purchase that caught my attention because he was a M&A attorney and had been on Emerson's board since [----]. His last purchase before that one was in March [----] during the pandemic related drop. This ticked all our boxes: ✅ Long-serving independent background ✅ Opportunistic purchases ✅ Investing background (in this case M&A works as a substitute for me) Unfortunately it looks like he will be"
X Link 2025-01-28T17:00Z 12.4K followers, [----] engagements
"Yet another insider of bowling company Lucky Strike Entertainment $LUCK is feeling lucky. He filed a Form [--] today outlining another open market purchase. Unfortunately the insiders have been buying all the way down and the financials don't reflect their enthusiasm. Wonder why they keep buying. https://twitter.com/i/web/status/2021292088156094518 https://twitter.com/i/web/status/2021292088156094518"
X Link 2026-02-10T18:36Z 12.4K followers, [----] engagements
"The double digit decline in $LYFT after hours makes no sense. Q4 [----] earnings were strong. The issue appears to be $1.6 billion in revenue vs. expectations of $1.75 billion. As they stated without a $168 million impact from certain legal tax and regulatory reserve changes and settlements revenue would have been $1.8 billion. If investors/algos have an issue with this adjustment then they probably shouldn't take issue with the $2.8 billion in net income (EPS of $6.72) which includes a benefit from the release of a valuation allowance. The two negative things from earnings: ➡ Without this one"
X Link 2026-02-10T21:40Z 12.4K followers, [----] engagements
"Opus [---] with extended thinking did much better and picked up Sears/Kmart but not May/Federated. Here is the full response: Based on my research here are the top [--] largest M&A deals in the retail industry since [----] ranked by deal value: [--]. Alimentation Couche-Tard bid for Seven & i Holdings $47B (2024) The $47 billion ($58 billion including debt) bid by Couche-Tard for Seven & i was the dominant retail megadeal announcement of [----]. Bain & CompanyHowever the deal between Seven & i and Couche-Tard ultimately fell apart. (Not completed) [--]. Ahold / Delhaize Merger $28B (2015) Dutch grocer"
X Link 2026-02-11T00:42Z 12.4K followers, [----] engagements
"Two deals I was participating in closed today: [--]. The acquisition of Sotherly Hotels $SOHO by Kemmons Wilson Hospitality Partners (the investment arm of the company that founded Holiday Inn) and Ascendant Capital Partners. It took [---] days from the date of announcement to complete. [--]. The acquisition of Avadel Pharmaceuticals $AVDL by Alkermes $ALKS. This one took [---] days and went through a juicy bidding war after the deal was originally announced. If you participated in $SOHO through preferred shares then the company will provide notice within [--] days and specify a time period to convert"
X Link 2026-02-12T19:29Z 12.4K followers, [----] engagements
"Matt McClintock is a tour de force when it comes to covering the retail sector and especially athletic companies like Under Armour $UA Lululemon $LULU and Nike $NKE. We were fortunate enough to have him join us for our next podcast and discuss how the turnarounds at these three companies and $VFC are proceeding. @MattJMcClintock's experience covering the industry on Wall Street at Lehman Brothers and then for more than a decade Barclays shines through in this Special Situations Report podcast. A small clip from the podcast regarding $UAA is given below and we will be publishing the full"
X Link 2026-02-13T17:04Z 12.4K followers, [----] engagements
"Where are the software insiders Every week for nearly [--] years we have put together a series called Insider Weekends that includes a list of top five insider purchases and insider sales. A few years ago we also started doing a deeper dive into one of these insider purchases or sales for InsideArbitrage each Sunday. For example in late December we talked about an unusual insider purchase by the VC firm Andreessen Horowitz of their portfolio company Navan $NAVN that had seen its stock drop sharply following an IPO. Four weeks ago we covered the former CEO of TSMC $TSM buying shares of Micron"
X Link 2026-02-13T19:18Z 12.4K followers, [----] engagements
"2. Special Situations by @jessefelder @GeneOnlineNews @InsideArbitrage @jfineman @SunAndStormInv @yiqinsh and @GillianTan $CINC $AMYT $ALBO $TGNA $GOOG $NVDA $MSFT $ATVI $CVS $OSH"
X Link 2023-01-14T08:41Z 12.4K followers, [---] engagements
"Activision Blizzard's acquisition by Microsoft with a spread of 23% and IRR of 66% if the deal closes by mid-2023. 5/n https://www.insidearbitrage.com/symbol-metrics/ATVI/ https://www.insidearbitrage.com/symbol-metrics/ATVI/"
X Link 2023-02-22T17:29Z 12.4K followers, [---] engagements
"Fortune Brands $FBHS spun off its cabinet business MasterBrand $MBC on December [--] [----] and the spinoff is up more than 35% despite 7% mortgage rates and a decline in new home purchases"
X Link 2023-06-01T17:29Z 12.4K followers, [---] engagements
"This is just rich. $WE $WEWKQ Adam Neumann Tries to Buy Back WeWork via @WSJ Step 1: Load up the company was an unsustainable debt burden while chasing growth and buying wave making companies. Step 2: Attempt to unload the company to a greater fool by going public and get ridiculed. Step 3: Walk away with a golden parachute. Step 4: Company goes public collapses and declares bankruptcy. Step 5: Attempt to the buy the company for pennies on the dollar. https://www.wsj.com/articles/adam-neumann-looks-to-buy-back-wework-86ee5f2bst=cov3zxftmxo4cvf"
X Link 2024-02-06T19:06Z 12.4K followers, [---] engagements
"We also saw additional insider buying in Tidewater $TDW which we mentioned as a flip flopper situation earlier this week: https://x.com/AsifSuria/status/1869106801624637864 https://x.com/AsifSuria/status/1869106801624637864"
X Link 2024-12-19T17:31Z 12.4K followers, [----] engagements
"Endeavor Group $EDR which is in the process of getting acquired by Silver Lake in a deal that is trading at a negative spread continues to add to its TKO Group Holdings $TKO stake. The reason the deal trades at a negative spread is the 59% stake in $TKO that Endeavor holds. The $EDR deal is for $27.50 in cash but the stock trades at over $31 per share. Minority shareholders are expecting the deal price to be revised upwards or will challenge it in court. In this context $EDR buying even more $TKO is perplexing. Something to do with the $EDR assets $TKO acquired in exchange for even more"
X Link 2024-12-19T17:39Z 12.4K followers, [----] engagements
"It finally came through $QXO managed to ink a deal to acquire Beacon Roofing Supply $BECN for $124.35 per share in cash. Brad Jacobs isnt used to losing"
X Link 2025-03-20T02:05Z 12.4K followers, [----] engagements
"Episode [--] of The Special Situations Report Podcast is out today and can be found on Spotify YouTube and Apple Podcasts. This week we discuss: ➡A potential new acquirer for Guess $GES setting things up for a bidding war ➡The amendment of the Acelryin $SLRN and Alumis $ALMS merger agreement with a higher offer for Acelryin ➡The Discover Financial Services $DFS and Capital One $COF deal sprinting to the finish line ➡A new $2 billion deal by Columbia Banking System $COLB for Pacific Premier Bancorp $PPBI ➡ABB Groups decision to spin off its robotics division ➡Alphabets $GOOG announcement of a"
X Link 2025-04-28T17:58Z 12.4K followers, [----] engagements
"Another instance of a director who could not wait to trade. Cathrine Cotman a director of outpatient healthcare REIT Community Healthcare Trust Incorporated $CHCT purchased [----] shares of the company and was forced to sell them on the same day. Why was she forced to sell them She inadvertently bought the shares during the company's earnings related quiet period. The footnotes are often the most interesting part of form [--] filings. The nuggets of gold are often found in the footnotes of SEC filings. This week while reviewing form [--] filings by insiders we came across an unusual footnote. Matthew"
X Link 2025-05-08T17:04Z 12.4K followers, [----] engagements
"Brad Jacobs didn't waste a lot of time after bagging Beacon Roofing. The next company in his sights is another construction products company $GMS with a $92.50 per share all cash offer that values the deal at $5 billion. 27% premium to the [--] day average trading price"
X Link 2025-06-19T04:57Z 12.4K followers, [----] engagements
"Wrote about SharkNinja $SN Expensify $EXFY and $PVH briefly today: https://www.insidearbitrage.com/2025/07/the-advertisers-of-f1-the-movie/ https://www.insidearbitrage.com/2025/07/the-advertisers-of-f1-the-movie/"
X Link 2025-07-09T19:57Z 12.4K followers, [----] engagements
"The company that makes these wheelchairs is a Silicon Valley company called WHILL founded by @SatoshiSugie Its robotic wheelchairs were also deployed in San Jose New York Tokyo Munich and Detroit. Investors include Woven Capital (a subsidiary of Toyota) Daiwa Securities SBI and others. https://twitter.com/i/web/status/1983620337263906994 https://twitter.com/i/web/status/1983620337263906994"
X Link 2025-10-29T19:41Z 12.4K followers, [---] engagements
"More than [--] companies announced stock buybacks over the last month and the latest edition of our Buyback Wednesdays series focuses on the ETF powerhouse WisdomTree $WT Ive followed WisdomTree for nearly two decades and I still remember writing about the company in December [----] just a month after they announced they had crossed $1 billion in AUM. At the time I admired their bold entry into ETFs but I never imagined they would someday reach the scale and relevance they have today. Check out how CEO Jonathan Steinberg has grown the company from $1 billion in assets to over $137 billion and"
X Link 2025-11-19T20:19Z 12.4K followers, [----] engagements
"Did it again this year in Dallas and the three companies that stood out were: [--]. Ligand Pharmaceuticals $LGND Last close: $206.89 Market Cap: $4.07B EV: $3.86B [--]. CECO Environmental $CECO Last close: $51.44 Market Cap: $1.81B EV: $1.79B [--]. Ranger Energy Services $RNGR Last close: $13.13 Market Cap: $283.82M EV: $268.12M Sixty Companies A Two Day Conference in Dallas And Ten That Made The Cut Last week I spent a few days in Dallas attending the Southwest Ideas conference one of three wonderful conferences the investor relations advisory firm Three Part Advisors holds each year. You can check"
X Link 2025-11-25T19:17Z 12.4K followers, [----] engagements
"To kick off Season [--] of the Special Situations Report Podcast we wanted to cover the biggest story in M&A the bidding war between Netflix $NFLX and Paramount Skydance $PSKY for Warner Bros. Discovery $WBD. One of the key voices I follow on X when it comes to media companies is @garyHeff and his coverage of every turn of this Warner Bros. Discovery saga convinced me that we should have him on the podcast to discuss Warner Bros. Discovery. Gary and I had met serendipitously several years ago when we both came across the same strange billboard in Silicon Valley advertising all manner of luxury"
X Link 2026-01-12T17:22Z 12.4K followers, 24.1K engagements
"Unless Limoneira $LMNR steps up its game and increases its production of avocados we could see the cost of avocado toast go up. This $CVGW deal with $AVO comes in well below the $32 per share non-binding proposal they received last summer. We also saw a lot of inside buying in $AVO the last few weeks. Deals deals and more.Calavo (CVGW) being bght by Mission (AVO) for combo of cash($14.85per shr) and STOCK (0.9790 shr of AVO ) Deals deals and more.Calavo (CVGW) being bght by Mission (AVO) for combo of cash($14.85per shr) and STOCK (0.9790 shr of AVO )"
X Link 2026-01-15T00:45Z 12.4K followers, [----] engagements
"Following the kick off of the new season of our podcast last week with @garyHeff discussing the battle for Warner Bros. Discovery $WBD we are back to our regular programming discussing five key special situations stories including: ➡A potential acquisition of oil & gas fracking company Coterra $CTRA by Devon Energy $DVN ➡Two back-to-back acquisitions by Eli Lilly $LLY ➡A $2 billion stock buyback announcement by SaaS company Veeva Systems $VEEV ➡A fascinating insider purchase of Micron Technology $MU by the former CEO of TSMC ➡Management changes at Under Armour $UA which incidentally also saw"
X Link 2026-01-20T19:34Z 12.4K followers, [---] engagements
"While Michael Burry is working on his GameStop post $GME insiders have been buying this week including CEO @ryancohen and Director Alain Attal. Earnings have inflected higher in recent quarters partly helped by the company's sizable cash position on the balance sheet. Thank you all for your interest in what I am doing here and on SS. I am actively working on posts some of you are expecting - GME Part [--] the Heretics Guide Part [--] the LULU and Palantir pieces. After these are done - or maybe before - I imagine the content and stocks covered Thank you all for your interest in what I am doing here"
X Link 2026-01-23T19:47Z 12.4K followers, [----] engagements
"@ChrisPavese @fabknowledge Remember that time when blockchain was going to replace databases and data warehousing companies"
X Link 2026-02-03T20:49Z 12.4K followers, [---] engagements
"@dkbilson Up there with Crocs and Hey Dude"
X Link 2026-02-04T16:37Z 12.4K followers, [---] engagements
"A recent example is WindAcre Parners objecting to the acquisition of Neilsen Holding $NLSN as discussed in our Merger Arbitrage Mondays post two weeks ago here: 6/n https://www.insidearbitrage.com/2022/04/merger-arbitrage-mondays-windacre-doubles-its-stake-in-nielsen-holdings-nlsn/ https://www.insidearbitrage.com/2022/04/merger-arbitrage-mondays-windacre-doubles-its-stake-in-nielsen-holdings-nlsn/"
X Link 2022-04-27T22:52Z 12.4K followers, [--] engagements
"While everyone seems to be fascinated by the mediterranean fast casual restaurant group $CAVA and the meteoric rise of its stock the Co-CEO of Korean BBQ chain David Kim is buying stock in GEN Restaurant Group $GENK The fascinating part of this purchase wasn't that he was previously the CEO of Baja Fresh or that he appeared on an episode of the reality TV show Undercover Boss. It was the name of the entity he used to purchase the shares 😂 https://twitter.com/i/web/status/1869801869188698141 https://twitter.com/i/web/status/1869801869188698141"
X Link 2024-12-19T17:47Z 12.4K followers, [----] engagements
"Last week during a trip to New York City I had the good fortune of having dinner with @siyul @AndrewRangeley and a few other investors I have wanted to meet in person for a while (they probably prefer to remain unnamed). Over good pizza and even better company we discussed several investment ideas. When recording the latest edition of our Special Situations Report podcast yesterday where we covered the latest stock buyback authorization by Citigroup $C I was reminded of @siyul discussing the company a week earlier at the dinner and on his research service. On this podcast we cover: ➡The"
X Link 2025-07-21T18:04Z 12.4K followers, [----] engagements
"If you have a Honeywell thermostat at home or have used one in a hotel room you are using a product by Resideo Technologies $REZI Resideo was spun out of Honeywell $HON in [----] and a little over a month ago announced a spinoff of its own. This is happening at the same time Honeywell is in the process of breaking up into three companies. We often see insider buying at companies after a big sell-off in the stock. Maybe the insiders see value that the market does not recognize or they are simply anchored to a higher price. In the case of Resideo we are seeing the exact opposite. The stock is up"
X Link 2025-09-04T16:35Z 12.4K followers, [----] engagements
"When heading back home from Miami yesterday after spending a couple of amazing days with @evantindell @mikenicoletti @J21Wallace @kmajmudar @VatsalNahata and @MattPetersonCFA I saw an empty robotic wheelchair coming towards me. Some of us stepped aside and looked at in wonder. It is good to see that this pilot program that @iflymia launched with @AmericanAir more than a year ago is still going strong. It is another way robotics and AI are transforming work. @vkhosla's idea of the government taking a 10% stake in companies to help fund programs that benefit employees disrupted by this new wave"
X Link 2025-10-29T19:32Z 12.4K followers, [----] engagements
"Check out the full article including potential aquirers and suitors for these productivity companies like Monday $MNDY Asana $ASAN Freshworks $FRSH and more: https://www.insidearbitrage.com/2025/12/time-for-consolidation-in-the-productivity-software-segment/s1=tw&c=as https://www.insidearbitrage.com/2025/12/time-for-consolidation-in-the-productivity-software-segment/s1=tw&c=as"
X Link 2025-12-03T20:35Z 12.4K followers, [---] engagements
"Claims of deleveraging based on expected synergies is frequently met with skepticism. It made me wonder how well Warner Bros. Discovery $WBD managed to do that over the last three years and this net debt chart speaks for itself: Advisor to Paramount's competitor: "they'll be levered 9x at close. financing might not be there" Paramount: "we'll be at 4x and de-lever quickly to below 3x and almost 2x over the convening 2-2.5 years" $VSNT $PSKY $WBD $NFLX https://t.co/l7IrhxejjW Advisor to Paramount's competitor: "they'll be levered 9x at close. financing might not be there" Paramount: "we'll be"
X Link 2026-01-13T19:04Z 12.4K followers, [----] engagements
"My penchant for courting pain through investments in media related companies started long before my recent involvement with Lionsgate Studios $LION. Sometime around John Malone's insider purchases of Discovery in [----] I had started a position in the company as well. We covered his purchases in a couple of Insider Weekends articles and you can see one of them in the screenshot below. The stock appeared cheap and I expected to make a reasonable return. However not long after my purchase Discovery's stock started going up very rapidly and it more than tripled in the first few weeks of [----]. The"
X Link 2026-01-21T18:29Z 12.4K followers, [----] engagements
"Came across this note today about Palantir $PLTR and realized how challenging insider transaction data can be if you are not in the weeds. The pace of insider selling has indeed declined in Palantir but that is to be expected because most companies are in earnings related quiet periods and insiders are prohibited from trading. To put this in perspective insider selling in aggregate across all companies over the last four weeks (not including the current week as I will be working on that data tomorrow) was $3.76 billion. Insider selling in the prior four weeks before that was a whopping $8.20"
X Link 2026-01-23T17:56Z 12.4K followers, [----] engagements
"Great point The same with John Paulson and his Greatest Trade Ever. His inflation thesis post-Great Recession through precious metals didn't play out the way he expected but did help him a lot the last two years. [----] was probably a record year for him. https://www.insidearbitrage.com/holdings/0001035674/paulson-amp-co-inc/ https://www.insidearbitrage.com/holdings/0001035674/paulson-amp-co-inc/"
X Link 2026-01-30T17:58Z 12.4K followers, [--] engagements
"Zoe's Kitchen was acquired near multi-year lows and below the IPO price of $15. The acquisition price of $12.75 was still more than 33% above the previous day's closing price showing how out of favor some of these fast casual restaurant chains were. $ZOES $PBPB $NDLS"
X Link 2018-08-20T02:24Z 12.4K followers, [--] engagements
"Most deals also require shareholder approval and corporate governance firms like Institutional Shareholder Services (ISS) usually weigh in with their recommendation. It is not common to see shareholders attempt to block the deal but it does happen from time to time. 5/n"
X Link 2022-04-27T22:52Z 12.4K followers, [--] engagements
"Discussed the oddly divergent arbitrage spreads between Amazon's acquisition of 1Life Healthcare and iRobot. $AMZN $ONEM $IRBT $AMZN - Amazon's Back To Back Multi-Billion Dollar Acquisitions https://t.co/L2E2LJ9E6f $AMZN - Amazon's Back To Back Multi-Billion Dollar Acquisitions https://t.co/L2E2LJ9E6f"
X Link 2022-08-13T19:25Z 12.4K followers, [--] engagements
"1Life Healthcare's acquisition by Amazon that closed today after the FTC indicated it was not going to block the deal. The spread on this one had been widening before the deal closed all of a sudden. $ONEM $AMZN 6/n https://www.insidearbitrage.com/symbol-metrics/ONEM/ https://www.insidearbitrage.com/symbol-metrics/ONEM/"
X Link 2023-02-22T17:32Z 12.4K followers, [---] engagements
"@Akston_Capital This is one I decided to sit out even as I purchased 1Life Healthcare for the arb spread. Just could not get comfortable with the underlying business and didn't want to be stuck with a mismanaged company if the deal collapsed"
X Link 2023-05-10T02:36Z 12.4K followers, [---] engagements
"Standalone healthcare services is a difficult business. You just have to look at companies like $MD and $CANO to see how low the margins are. This is one of the reasons 1Life Healthcare was better off with $AMZN and Signify Health needed $CVS"
X Link 2023-05-15T17:06Z 12.4K followers, [----] engagements
"Excellent thread on the $IRBT deal cut. Hard to believe at one point the spread on both the 1Life Healthcare and $IRBT deal by Amazon were the same. Totally different arb situations even through the acquirer was the same. Umm did Carlyle effectively just securitise the senior tranche of the 30% merger arb spread on $IRBT *AMAZON TO ACQUIRE IROBOT FOR $51.75/SHR REVISED FROM $61/SHR *CARLYLE PROVIDES $200 MILLION SECURED TERM LOAN TO IROBOT Umm did Carlyle effectively just securitise the senior tranche of the 30% merger arb spread on $IRBT *AMAZON TO ACQUIRE IROBOT FOR $51.75/SHR REVISED FROM"
X Link 2023-07-25T18:36Z 12.4K followers, [----] engagements
"Capital One Financials($COF) massive $35.3 billion all stock deal for Discovery Financial Services ($DFS) with a spread of 14.43% was a new position for four funds. Expected closing is around January [--] 2025"
X Link 2024-05-24T17:55Z 12.4K followers, [---] engagements
"AstraZenecas $AZN $2.4 billion special conditions deal for Fusion Pharmaceuticals $FUSN was a new position for four funds. Two of them hedged their position with put options. Expected to close this quarter. The deal is structured as $21 per share in cash and a contingent value right (CVR) of $3 per share based on the achievement of a specified regulatory milestone. https://twitter.com/i/web/status/1794064850907468251 https://twitter.com/i/web/status/1794064850907468251"
X Link 2024-05-24T17:56Z 12.4K followers, [---] engagements
"Speaking of Mr. Gelsinger and the big drop in $INTC recently I wrote the following about how his pay compares with that of the median Intel employee in the "Management Changes" chapter of my book"
X Link 2024-08-07T17:42Z 12.4K followers, [----] engagements
"Getting back to insider purchases Joseph P. Campanelli the President and CEO of regional bank NB Bancorp $NBBK purchased [----] shares at an average price of $17.10 totaling $136774. Why is this interesting $NBBK is a thrift conversion that we wrote about in January in an Insider Weekends article: https://twitter.com/i/web/status/1821241525432676390 https://twitter.com/i/web/status/1821241525432676390"
X Link 2024-08-07T17:46Z 12.4K followers, [---] engagements
"McGrath RentCorp $MGRC down almost 4% today and close to a [--] week low after its deal with WillScot Mobile Mini $WSC was called off because of regulatory issues. WillScot is also down about 2% on the news. WillScot is an amazing business and it would be good for them to get back to focusing on its core business and paying down some debt. https://twitter.com/i/web/status/1836447264736485649 https://twitter.com/i/web/status/1836447264736485649"
X Link 2024-09-18T16:48Z 12.4K followers, [----] engagements
"Judge blocks Tapestry's acquisition of Capri and the stock is down almost 50% afterhours. What an absolute disaster for $TPR $CPRI and investors. The price action during the trial indicated most rational observers expected them to win but I guess there is nothing rational about antitrust regulation anymore"
X Link 2024-10-24T21:06Z 12.4K followers, 39.1K engagements
"Episode [--] of The Special Situations Report Podcast is out today. This week we discuss: ➡A potential acquisition of business process outsourcing company WNS Holdings $WNS by Capgemini SE ➡The launch of a strategic review by Keros Therapeutics $KROS including a potential sale of the company ➡The acquisition of U.S. Steel $X by Nippon Steel which is now subject to an unusual second CFIUS review ➡The large contingent value right (CVR) attached to the acquisition of MoneyLion $ML by Gen Digital ➡Insider buying by the Executive Chairman of TV broadcasting company Sinclair $SBGI ➡Three different"
X Link 2025-04-14T19:15Z 12.4K followers, [----] engagements
"Considering the outcome with Rithm Capital $RITM acquiring Paramount Group $PGRE at a valuation of $4.58 billion or $6.60 per share in cash this insider buying finally worked out. The CEO was also buying earlier this year in March when the stock was trading at around the $4 level. With Kawa Capital bidding $2.75 per share for Orion Properties $ONL commercial real estate might be finally showing signs of a bottom especially when it comes to markets like New York and San Francisco that took much longer to recover after COVID. Seeing consistent insider buying in office REITs including $PGRE and"
X Link 2025-09-17T18:56Z 12.4K followers, [----] engagements
"Just in time for halloween permian basin sand supplier Atlas Energy $AESI rises from the dead. No idea why the stock is up nearly 17% on heavy volume today. Optimism about energy services companies following Trump's comments Short covering"
X Link 2025-10-29T20:08Z 12.4K followers, [----] engagements
"And the insiders have been buying Nine out of the [--] insider purchases that made the cut last night were from regional banks. The non-regional bank purchases that were interesting were $KMI and $NSC Okay early look on call reports and earnings at banks is that banks are doing very well. The market doesn't know what to do. You can see why HoldCo is pushing share buybacks so much. Nearly everything is on sale. Okay early look on call reports and earnings at banks is that banks are doing very well. The market doesn't know what to do. You can see why HoldCo is pushing share buybacks so much."
X Link 2025-10-29T22:59Z 12.4K followers, [----] engagements
"There have been so many insider transactions we have been struggling to keep up recently. We were working our way through [--] form [--] filings that met our criteria last night. Yes $THRY jumped out to me as well. Another one that was interesting was AI-focused biotech research company Caris Life Sciences $CAI I just came across the company and need to do more work on it. https://twitter.com/i/web/status/1988387027419840613 https://twitter.com/i/web/status/1988387027419840613"
X Link 2025-11-11T23:23Z 12.4K followers, [----] engagements
"How Investor Pushback Killed the CoreWeave Core Scientific Merger Deal Postmortem [----] has turned out to be blockbuster year for M&A activity not just in terms of number and size of deals announced ($899 billion worth of new deals announced through November [--] 2025) but also the relatively low number of deals that failed. Only five deals failed this year while [---] deals completed successfully. This compares with [--] deal failures in each of the last two years. Not only did we see lower deal failures this year the reasons these deals failed are also very different. More than half the deals that"
X Link 2025-12-05T16:51Z 12.4K followers, [---] engagements
"Good coverage of Vail Resorts $MTN by @AnberryNYC and John Crotteau on @brewmarkets today following the 9% jump in the stock today. CEO Robert Katz and CFO Angela Korsch said: "We are reiterating our previous guidance range of $201 million to $276 million in net income and resort reported EBITDA of $842 million to $898 million for fiscal year 2026." While this is encouraging and the company is geographically diversified due to its spree of acquisitions Lake Tahoe has hardly received any snow this winter. I am still intrigued but continue to watch from the sidelines. The market really likes"
X Link 2025-12-12T00:00Z 12.4K followers, [----] engagements
"Used to see insider buying at Burke & Herbert $BHRB very frequently this year as seen in the chart below. Excellent return on equity (for a regional bank) and the stock is down 5% today on this $LNKB acquisition news. Burke & Herbert Financial Services $BHRB to Acquire LINKBANCORP $LNKB in a $458.02 Million All-Stock Deal - 🏦Burke & Herbert will acquire LINK in an all-stock transaction valued at $9.38 per share of LINK common stock representing a 10.09% premium from the stocks last close. https://t.co/Ljc0yOYANx Burke & Herbert Financial Services $BHRB to Acquire LINKBANCORP $LNKB in a"
X Link 2025-12-19T16:56Z 12.4K followers, [----] engagements
"2026 has barely started and we already have the first potential deal failure of the year. This failure was widely expected as large shareholders of implantable lenses company STAAR Surgical $STAA including Broadwood Partners voted against the $30.75 all cash deal by Alcon $ALC. The companies will likely officially terminate the deal soon after this shareholder rejection. The stock is down nearly 12% today to $21.09 but still trades above the pre-deal price of $18.49. To put things in perspective STAAR is down 73% over the last five years. There were only four deal failures last year and half"
X Link 2026-01-06T17:24Z 12.4K followers, [----] engagements
"This is exactly the right take about institutional buying of single family homes. They are more likely to step in to buy during periods when regular homeowners are reluctant to do so like American Homes [--] Rent $AMH did after the Great Recession and are unlikely to bid up prices in a bubble as it is not an emotional buying decision for them. Moreover they have been adding to supply by partnering to build new single family homes when inventory is limited as we have seen the last few years. To clear up confusion: "Institutional" investors represent 3% of single-family RENTALS but closer to 0.5%"
X Link 2026-01-08T16:40Z 12.4K followers, 19.6K engagements
"The acquisition of Smithfield Foods $SFD by Shuanghui International was announced on May [--] [----] in a week where five other deals were also announced. The deal closed by September of that year despite some grumbling about a U.S. company and the world's largest pork producer being owned by a Chinese company. A group of [--] senators wrote to the Treasury Secretary asking that both the FDA and USDA review the deal. CFIUS (Committee on Foreign Investment in the United States) was involved and took an additional [--] days to review that deal before it was finally approved in September [----]. Unlike"
X Link 2026-01-21T23:28Z 12.4K followers, [----] engagements
"Yes the environment today has completely changed and it depends on who the cross-border party is. Trump killed the Lattice Semiconductor $LSCC deal during his first term in [----] but last year asked for a second CFIUS review for the Nippon - U.S. Steel deal. It was the first time in fifteen years I had seen a second CFIUS review. Since you have been tracking this longer than I have have you come across situations with a second CFIUS review https://twitter.com/i/web/status/2014380254379573380 https://twitter.com/i/web/status/2014380254379573380"
X Link 2026-01-22T16:50Z 12.4K followers, [---] engagements
"Regarding the $IONQ - $SKYT deal collars are very common in stock deals and in some ways the lack of a collar in CoreWeave's $CRWV acquisition of Core Scientific $CORZ killed that deal. The IONQ/SKYT deal is actually hysterical. Fake company gets high enough market cap to buy real company. But real company is in the meeting and at some point says listen we dont love your stock all that much and you know its gonna be down 90% at some point and fake The IONQ/SKYT deal is actually hysterical. Fake company gets high enough market cap to buy real company. But real company is in the meeting and at"
X Link 2026-01-26T19:58Z 12.4K followers, [----] engagements
"One of these GOATs was certainly right about $IBM The other one happened to be about [--] years early "An investor should never let someone else's opinion drive their decision in stocks" - Stan Druckenmiller on a key lesson to learn from Warren Buffett (it's not to blindly follow him) https://t.co/sU2ULbC5Xe "An investor should never let someone else's opinion drive their decision in stocks" - Stan Druckenmiller on a key lesson to learn from Warren Buffett (it's not to blindly follow him) https://t.co/sU2ULbC5Xe"
X Link 2026-01-29T19:33Z 12.4K followers, [----] engagements
"Ben we have been following Andreessen Horowitz's insider purchases of Navan $NAVN at InsideArbitrage and the free fall in the stock price the last few weeks. I wrote the following about the company last weekend and would love to talk to you for a few minutes if you can find the time in your busy schedule. https://twitter.com/i/web/status/2018740457531142654 https://twitter.com/i/web/status/2018740457531142654"
X Link 2026-02-03T17:36Z 12.4K followers, [---] engagements
"Just used Claude Opus [---] to create a [--] year three statement financial model for Navan $NAVN and a DCF model. I am just blown away with what it came up with. Stock closed at $10.85 yesterday. And you can easily adjust all its assumptions to your heart's content https://twitter.com/i/web/status/2020938458169221363 https://twitter.com/i/web/status/2020938458169221363"
X Link 2026-02-09T19:10Z 12.4K followers, [----] engagements
"@Arbtrader69 This was with a simple prompt and no programming. I just gave it two inputs (the discount/WACC rate and the terminal rate). I wanted to give it a revenue growth rate and how I would like to see that decelerate over time but decided to see what it would do without that input"
X Link 2026-02-09T21:10Z 12.4K followers, [---] engagements
"Indeed and we have a simple DCF tool on InsideArbitrage as well. This part that surprises me is the kind of assumptions it is automatically making (quite reasonable) and the various interface iterations. In the first iteration for $NAVN it gave me a table to adjust various assumptions. The second time for $WDAY it gave me sliders to move to tweak the assumptions and included sensitivity analysis. A third time it decided to change the way the sensitivity analysis was displayed. On one company it generated a Gartner style magic quadrant to identify which companies were leaders within the"
X Link 2026-02-10T03:52Z 12.4K followers, [---] engagements
"A third insider of Gartner $IT decides to buy shares. This time it is the Senior Vice President of Global Sales"
X Link 2026-02-10T18:39Z 12.4K followers, [----] engagements
"@ProfPaulNary Completely agree with you that not including money to cover the break fee if $WBD walked away from the $NFLX deal made the Paramount offer seem less serious"
X Link 2026-02-10T22:05Z 12.4K followers, [---] engagements
"@kris__7777 https://investor.lyft.com/news-events/press-releases/detail/89/lyft-and-waymo-launch-partnership-to-expand-autonomous-mobility-to-nashville https://investor.lyft.com/news-events/press-releases/detail/89/lyft-and-waymo-launch-partnership-to-expand-autonomous-mobility-to-nashville"
X Link 2026-02-10T22:10Z 12.4K followers, [---] engagements
"@Tejas_Investing"
X Link 2026-02-11T00:36Z 12.4K followers, [---] engagements
"This is a must read article this morning both for people in tech and especially those outside it. ". a test of whether humanity is mature enough to handle what it's creating" https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T16:58Z 12.4K followers, [----] engagements
"@DavidBrail @ProfPaulNary What I have seen in other bids that ended up as superior offers was a clear indication that the breakup fee would be paid by the new suitor. Given the size of the break fee ($2.8 billion) from $WBD to $NFLX being explicitly was important"
X Link 2026-02-11T22:16Z 12.4K followers, [---] engagements
"Crescent Financial Bancshares Inc. and ECB Bancorp Inc. to Merge $ECBE $CRFN http://t.co/zQHafYYj http://bit.ly/S2gFMf http://bit.ly/S2gFMf"
X Link 2012-09-25T16:08Z 12.4K followers, [--] engagements
"Caribou Enters into Merger Agreement to be Acquired by Joh. A. Benckiser for $16.00 Per Share in Cash $CBOU http://t.co/aswGZfzL http://bit.ly/SETmi1 http://bit.ly/SETmi1"
X Link 2012-12-17T18:58Z 12.4K followers, [--] engagements
"New Post: Merger Arbitrage Mondays http://t.co/VPwYBLiN $CBOU $CLWR $ARB $ALTE $KCG $FMCN $NYX $ROMA $ELOQ $WWAY $ASCA $FCFC $SHP http://bit.ly/ZusILY http://bit.ly/ZusILY"
X Link 2012-12-24T08:53Z 12.4K followers, [--] engagements
"Zoran Corporation Completes the Acquisition of Microtune Inc. $TUNE $ZRAN http://bit.ly/hgfaYk"
X Link 2010-12-01T19:00Z 12.4K followers, [--] engagements
"PR Newswire owner Cision $CISN explores sale https://reut.rs/2Xzk6UJ https://reut.rs/2Xzk6UJ"
X Link 2019-03-04T20:06Z 12.4K followers, [--] engagements
"Wieland Group and Global Brass and Copper $BRSS announce definitive merger agreement https://bit.ly/2YZB9Qx https://bit.ly/2YZB9Qx"
X Link 2019-04-10T15:19Z 12.4K followers, [--] engagements
"Bell Microproducts $BELM +28% Announces Agreement to be Acquired by Avnet $$ http://bit.ly/aoK9dh (via @StockJunction)"
X Link 2010-03-29T17:56Z 12.4K followers, [--] engagements
"Valley National Bancorp $VLY to Acquire Oritani Financial Corp. $ORIT in Capital Accretive Transaction https://bit.ly/2FLKoMv https://bit.ly/2FLKoMv"
X Link 2019-06-26T14:27Z 12.3K followers, [--] engagements
"Merger Arbitrage Mondays Ebix Acquires Yatra Online New Deals: $CRZO $CART $UBNK $YTRA https://bit.ly/2OaXPfy https://bit.ly/2OaXPfy"
X Link 2019-07-22T12:19Z 12.4K followers, [--] engagements
"Merger Arbitrage Mondays Exact Sciences Corporation acquires Genomic Health New Deals: $GHDX $OHAI $NCI https://bit.ly/2LZMnRR https://bit.ly/2LZMnRR"
X Link 2019-08-05T10:17Z 12.4K followers, [--] engagements
"ConnectOne Bancorp $CNOB signs definitive agreement to acquire Bancorp of New Jersey $BKJ https://yhoo.it/2KAaQeB https://yhoo.it/2KAaQeB"
X Link 2019-08-16T13:23Z 12.4K followers, [--] engagements
"Merger Arbitrage Mondays DryShips Goes Private In A Management Buyout New Deals: $DRYS $NYNY $PVTL $CBLK https://bit.ly/2L9fcIQ https://bit.ly/2L9fcIQ"
X Link 2019-08-26T06:51Z 12.4K followers, [--] engagements
"Merger Arbitrage Mondays Regulatory Issues Sink The Fidelity National Financial and Stewart Information Services Deal New Deals: $UCFC $FCSC https://bit.ly/2mdonyV https://bit.ly/2mdonyV"
X Link 2019-09-16T07:35Z 12.3K followers, [--] engagements
"Merger Arbitrage Mondays Pacific Biosciences Drops After U.K.s Competition and Markets Authority Raises Concerns New Deals: $IPHS $CISN $PBBI $LPT https://bit.ly/2PrzRvo https://bit.ly/2PrzRvo"
X Link 2019-10-28T07:59Z 12.4K followers, [--] engagements
"Merger Arbitrage Mondays M&A Activity Increases For The Fourth Week In A Row New Deals: $WMGI $IBKC $PEGI $AYR $WLH $SAUC https://bit.ly/36QHGB3 https://bit.ly/36QHGB3"
X Link 2019-11-11T07:01Z 12.3K followers, [--] engagements
"Merger Arbitrage Mondays Hexcel Corporation and Woodward combine in a merger of equals New Deals: $HABT $DERM $HXL https://bit.ly/2FG8S9o https://bit.ly/2FG8S9o"
X Link 2020-01-13T07:13Z 12.3K followers, [--] engagements
"Merger Arbitrage Mondays Comtech Telecommunications acquires Gilat Satellite Networks in a cash plus stock deal New Deals: $CSFL $DLPH $GILT $SMRT https://bit.ly/37U7exn https://bit.ly/37U7exn"
X Link 2020-02-03T12:30Z 12.3K followers, [--] engagements
"Merger Arbitrage Mondays Morgan Stanley acquires E-Trade Financial Corporation New Deals: $LM $RESI $IOTS $ETFC $AVX https://bit.ly/3a0tYwo https://bit.ly/3a0tYwo"
X Link 2020-02-24T07:35Z 12.4K followers, [--] engagements
"Merger Arbitrage Mondays Spreads Widen For Deals In The Retail and Hospitality Industries New Deals: $CORV $TTPH $TERP https://bit.ly/399j5Yg https://bit.ly/399j5Yg"
X Link 2020-03-23T06:34Z 12.4K followers, [--] engagements
"Merger Arbitrage Mondays Cypress Semiconductor Receives Regulatory Approval In China New Deals: $SDI $ASFI https://bit.ly/3en8Ovt https://bit.ly/3en8Ovt"
X Link 2020-04-13T07:46Z 12.4K followers, [--] engagements
"Merger Arbitrage Mondays Three New Deals Four Completions And One Failed Deal New Deals: $QES $STML $PTLA https://bit.ly/2YSZCta https://bit.ly/2YSZCta"
X Link 2020-05-11T09:06Z 12.4K followers, [--] engagements
"The CFO and an EVP of The Vector Group (odd name for a cigarette company that also dabbles in real estate) also got in on the action: $VGR https://www.insidearbitrage.com/insider-transactions/symbol=VGR https://www.insidearbitrage.com/insider-transactions/symbol=VGR"
X Link 2020-09-15T02:46Z 12.4K followers, [--] engagements
"Sardar Biglari buys more of Biglari Holdings indirectly through the Lion Fund. I was shocked to see how the stock lost more than 75% of its value in the last couple of years (unless there was a stock split I missed): $BH https://www.insidearbitrage.com/insider-transactions/symbol=BH https://www.insidearbitrage.com/insider-transactions/symbol=BH"
X Link 2020-09-15T05:00Z 12.4K followers, [--] engagements
"Conmed Healthcare Terminates Pending Acquisition By Ayelet $CONM http://t.co/BN4Dj393 http://on.wsj.com/uTgGWg http://on.wsj.com/uTgGWg"
X Link 2011-11-16T13:43Z 12.4K followers, [--] engagements
"New Post: Merger Arbitrage Mondays - November [--] [----] http://t.co/FYWaa9EL $BXG $VPF $YHOO http://bit.ly/tvkaeH http://bit.ly/tvkaeH"
X Link 2011-11-21T15:09Z 12.3K followers, [--] engagements
"Insider Weekends: Insider Buying In New IPOs Buys: $DNUT $HCHC $PLL $SIVB $EXLS Sells: $FB $OKTA $ZNGA $U $BGNE https://bit.ly/3yO0XAa https://bit.ly/3yO0XAa"
X Link 2021-07-12T01:25Z 12.3K followers, [--] engagements
"Vanguard Natural Resources LLC Completes Merger of Encore Energy Partners LP $VNR $ENP http://t.co/BkKtpnbY http://yhoo.it/sheKhE http://yhoo.it/sheKhE"
X Link 2011-12-01T19:00Z 12.3K followers, [--] engagements
"As defined in the merger agreement: if Take-Twos 20-day volume weighted average price (VWAP) ending on the third trading day prior to closing is in a range from $156.50 to $181.88 the exchange ratio would be adjusted to deliver total consideration value of . 20/n"
X Link 2022-04-26T23:06Z 12.3K followers, [--] engagements
"I was able to do this with Microsofts [----] acquisition of LinkedIn which offered a good spread even after protecting the downside through put options. 11/n"
X Link 2022-04-28T18:34Z 12.4K followers, [--] engagements
"How far out of the money the put option needs to be is determined by how much risk the investor wants to take and the expiration date will depend on when the deal is expected to close. 12/n"
X Link 2022-04-28T18:34Z 12.4K followers, [--] engagements
"The premium paid for the put option reduces the spread that can be captured and there is the possibility that the deal gets delayed and the put options expire worthless. 13/n"
X Link 2022-04-28T18:35Z 12.4K followers, [--] engagements
"@SRS91839430 No that does not make sense. Yes there is a supply/demand component but think about the amount of capital Berkshire has already put into Activision and the fact that the deal is simple enough that enough non-arb folks might get interested"
X Link 2022-05-05T15:41Z 12.4K followers, [--] engagements
"@SRS91839430 It this was the case then we should have seen similar very large spreads on other big deals like $TWTR ($44 billion) and $CTXS ($16.5 billion)"
X Link 2022-05-05T15:42Z 12.4K followers, [--] engagements
"We enjoyed doing a few threads to cover the merger arbitrage strategy when the Twitter $TWTR acquisition was announced and figured we would do one for another strategy we track on Inside Arbitrage: stock buybacks. 🧵👇 1/n"
X Link 2022-05-23T22:55Z 12.4K followers, [--] engagements
"This assumes that advertising budgets are not cut and hence pie gets reallocated which is not the case. All channels will feel the impact. Some more than others. $SNAP $TWTR $FB"
X Link 2022-05-24T05:06Z 12.4K followers, [--] engagements
"@puppyeh1 @JulianKlymochko It says real in the profile. 😂 Reminds me of @DanielSLoeb1 when he was not verified and had a smaller following. Or the fact there were folks that didnt realize @WallStCynic is Jim Chanos"
X Link 2022-11-29T02:43Z 12.4K followers, [--] engagements
"@puppyeh1 @JulianKlymochko @DanielSLoeb1 @WallStCynic Surprised he picked VMWare. $VMW and $ACI are the two deals with large spreads besides the Chinese deals I have stayed away from. The spreads appears to be headed in the right direction for $VMW"
X Link 2022-11-29T02:46Z 12.4K followers, [--] engagements
"@compound248 @dalibali2 @JerryCap @InnocenceCapit1 After a break of over [--] years since his last purchase Leighton is buying $AKAM again"
X Link 2023-01-08T02:49Z 12.3K followers, [---] engagements
"The InsideArbitrage Friday Wrap is out Inside Arbitrage Friday Wrap An Encouraging Consumer Price Index (CPI) Report 🧵 1/3 https://www.insidearbitrage.com/2023/01/inside-arbitrage-friday-wrap-an-encouraging-consumer-price-index-cpi-report/ https://www.insidearbitrage.com/2023/01/inside-arbitrage-friday-wrap-an-encouraging-consumer-price-index-cpi-report/"
X Link 2023-01-14T08:41Z 12.4K followers, [----] engagements
"@KeepinI63215860 @Scorpionblue13 @ArbStocktipster @MergerArb99 Wrote about $OSH for our March Special Situations newsletter last night. Hard for regulators to make a case against a vertical merger and especially in a fragmented market like healthcare services. It was also the reason I was in $ONEM that closed recently"
X Link 2023-03-01T18:22Z 12.4K followers, [--] engagements
"That was shockingly quick. We went from "could there be a bank run" yesterday afternoon to game over for $SIVB this morning. FDIC has taken control of Silicon Valley Bank. I don't think I have seen anything like what is happening to Silicon Valley Bank since the 2008-2009 financial crisis. If this report is true then it feels like a bank run has already started. $SIVB https://t.co/8zqcipdSDw I don't think I have seen anything like what is happening to Silicon Valley Bank since the 2008-2009 financial crisis. If this report is true then it feels like a bank run has already started. $SIVB"
X Link 2023-03-10T17:16Z 12.4K followers, [----] engagements
"How can they go any slower They have been dragging their feet on deals forever. $TSEM $ATVI CHINESE REGULATORS RECENTLY HAVE SLOWED DOWN THEIR MERGER REVIEWS OF A NUMBER OF PROPOSED ACQUISITIONS BY U.S. COMPANIES - WSJ CHINESE REGULATORS RECENTLY HAVE SLOWED DOWN THEIR MERGER REVIEWS OF A NUMBER OF PROPOSED ACQUISITIONS BY U.S. COMPANIES - WSJ"
X Link 2023-04-04T21:30Z 12.4K followers, [----] engagements
"@Goldridge_Cap @LifeOfB15785865 Brian is right and that explains the big spread on $IRBT. We saw the same thing when Google acquired Fitbit. That deal took forever to close. I wrote about $ONEM in August when the spread on both deals was about the same and ended up investing in One Medical"
X Link 2023-04-13T04:31Z 12.3K followers, [---] engagements
"@Goldridge_Cap @LifeOfB15785865 And then @FrankMoneymake1 covered $IRBT for us in January 2023:"
X Link 2023-04-13T04:34Z 12.3K followers, [---] engagements
"He continued to add to Howard Hughes $HHC after the end of the quarter. Bill Ackman wants a horse in the AI race https://t.co/NKTi5ex054 Bill Ackman wants a horse in the AI race https://t.co/NKTi5ex054"
X Link 2023-05-15T20:44Z 12.4K followers, [----] engagements
"Another recent spinoff with outstanding performance was Jefferies Financial's spinoff of Vitesse Energy $VTS as $JEF focuses on its investment banking business and sheds operating businesses. $VTS is up 61% since 1/17/2023 at a time when energy stocks are struggling"
X Link 2023-06-01T17:28Z 12.4K followers, [---] engagements
"Another interesting thing about $GEF is that the CFO keeps selling class A shares and buys the same amount of more expensive class B shares including as recently as yesterday. Class A shares don't have voting rights but class B shares do. $GEF still exists today. Its the same exact company. And its still in pretty much the same business. They used to just make barrels. Now they make all kinds of different drums containers etc. Thats not a very big change for a company to make over [--] years or so. $GEF still exists today. Its the same exact company. And its still in pretty much the same"
X Link 2023-07-06T16:20Z 12.4K followers, [----] engagements
"@ljp0101 Good point. The weirdest dual class stuff I have recently seen in terms of pricing is $FCNCA and $FCNCB. The B shares of First Citizens have [--] votes compared to the A shares yet were trading at a large discount last month"
X Link 2023-07-06T16:47Z 12.3K followers, [----] engagements
"Merger Monday coming in hot this morning. Five new all cash mergers announced including two multi-billion dollar deals: $SOVO $VRTV $TRHC $FRGI and $SQNS"
X Link 2023-08-07T15:59Z 12.4K followers, [----] engagements
"The InsideArbitrage Friday Wrap is out Tapestry $TPR + Capri $CPRI Creates a Luxury Powerhouse 🧵1/7"
X Link 2023-08-11T19:48Z 12.4K followers, [----] engagements
"Featuring curated tweets on [--]. Special Situations by @laurenthomas @AsifSuria @_SeanDavid @InsideArbitrage @thesheetztweetz @Breakingviews @herbgreenberg @OpenOutcrier @robwilliamsNY @jonathanmaze $CPRI $TPR $SOVO $VRTV $TRHC $FRGI $SQNS $DISH $SATS $SQNS 2/7"
X Link 2023-08-11T19:48Z 12.4K followers, [---] engagements
"Special Situations (contd.) @DividendTalks @charliebilello @TheTCTMagazine @il_matematico @StockMKTNewz and @reutersdeals $LOW $AAPL $NNDM $EQ $LH $NDAQ $TSLA $MAQCU 4/7"
X Link 2023-08-11T19:48Z 10.7K followers, [---] engagements
"Interesting footnote from a form [--] filed last night. $SLND went public earlier this year through a SPAC business combination"
X Link 2023-08-18T16:27Z 12.4K followers, [----] engagements
"ZelnickMedia to buy Alloy for $126.5 mln $ALOY http://bit.ly/9mtJMs"
X Link 2010-06-24T15:51Z 12.3K followers, [--] engagements
"Helpful when looking at companies like $MHK and $FND Great find Brandon Stuffed in the footnotes of their 10-Ks some may not know that $HD & $LOW actually report their flooring department sales annually While their fiscal yr ends do lag $FND by a month we can still derive good insights from their results A few highlights https://t.co/w8ElcxVWgC Stuffed in the footnotes of their 10-Ks some may not know that $HD & $LOW actually report their flooring department sales annually While their fiscal yr ends do lag $FND by a month we can still derive good insights from their results A few highlights"
X Link 2023-08-29T02:24Z 12.4K followers, [----] engagements
"3. Earnings by @StockMKTNewz @schaeffers @PatrickMoorhead @danielnewmanUV @jessefelder @TheTranscript_ @Retail_Guru @brendanschema @EquiCompound $DJI $CRM $DELL $AVGO $VMW $DG $DLTR $WMT $TGT $LOW $TJX $XLY $XRT $MMM $LOW $FND 5/6"
X Link 2023-09-02T03:20Z 12.3K followers, [---] engagements
"4. The economy by @MichaelAArouet @wabuffo @JeffWeniger @WSJ @NewsLambert @agnostoxxx and @Ajay_Bagga $WSJ 6/6"
X Link 2023-09-02T03:20Z 12.3K followers, [---] engagements
"@joshua_t_white @marcuslemonis Figured you meant Frank's purchases and it makes a lot of sense considering the large stake the Holding family already has. The price difference between the two classes is shocking. $FCNCA $FCNCB"
X Link 2023-10-06T17:58Z 12.3K followers, [---] engagements
"@joshua_t_white @marcuslemonis You have a couple of additional examples now. The Greif dual class structure is interesting. Class B shares get a higher dividend compared to class A. No wonder the CFO used to sell the class A shares and simultaneously buy class B shares. $GEF https://x.com/AsifSuria/status/1339784094926786560 Good Greif. CFO of industrial packaging company Greif purchases [----] shares of class B shares $GEF.B at an average price of $49.36: https://t.co/4qhRIIMaI7 https://x.com/AsifSuria/status/1339784094926786560 Good Greif. CFO of industrial packaging company Greif purchases"
X Link 2023-10-06T18:26Z 12.4K followers, [---] engagements
"Interesting to see Portec Rail Products $PRPX jump 2.4% yesterday on [--] times average volume. Will the deal close soon http://bit.ly/cwkbQy"
X Link 2010-06-26T20:21Z 12.3K followers, [--] engagements
"The InsideArbitrage Friday Wrap is out China a Wild Card in VMWare Deal 🧵1/5"
X Link 2023-10-20T18:38Z 12.4K followers, [----] engagements
"Really enjoyed @jeremygiffon's interview with @patrick_oshag A couple of questions I would loved on the podcast: [--]. What prompted Jeremy to leave $TINY and branch out on his own [--]. The big decline in Tiny's earnings and the 50% drop in its stock price after the merger with WeCommerce Special Situations Investing in Private Markets https://t.co/jdWzlOnQKr https://t.co/v8feOfk0v0 Special Situations Investing in Private Markets https://t.co/jdWzlOnQKr https://t.co/v8feOfk0v0"
X Link 2023-10-24T19:50Z 12.3K followers, [----] engagements
"@TidefallCapital $CNNE at one point. Good sum-of-the-parts story but not sure what would make the discount close. Will consider getting back in at some point if there is a catalyst. There was insider buying in $HPP and $PDM earlier this year but no one wants to touch office REITs"
X Link 2023-10-28T20:36Z 12.4K followers, [----] engagements
"Strong Merger Monday today with four new deals announced including two multi-billion REIT deals. [--]. Realty Income is acquiring Spirit Realty in an all stock deal worth $9.3 billion and is expected to close in Q1 [----]. $O $SRC It looks like Spirit will continue to pay its regular and preferred dividends and hence spread on the deal is tiny at less than 1%. [--]. Healthpeak Properties is acquiring Physicians Realty Trust in a $4.63 billion all stock deal. Expected to close in H1 [----]. $PEAK $DOC Spread is negative in this case because of $DOC's large dividend (yield 8.39%)."
X Link 2023-10-30T17:46Z 12.4K followers, [----] engagements
"A 17.3% spread on the Capri - Tapestry merger is the strangest thing I have seen in the arb world in a while. Is the FTC concerned that consumers might suddenly have to start paying more for their Jimmy Choos or heaven forbid that Versace $1175 travel cup $CPRI $TPR"
X Link 2023-11-07T18:10Z 12.4K followers, 25K engagements
"@Astoria_Capital Not really. We are currently tracking [--] active deals after removing "special conditions" deals and 81% of them have a spread of less than 5%. Was long $ATVI but there were significant risks in that deal. Agree with you on Horizon Therapeutics"
X Link 2023-11-07T18:43Z 12.4K followers, [---] engagements
"New addition to watchlist: Four Corners Property Trust $FCPT A retail REIT which was a Darden $DRI spin-off from eight years ago. Quick notes:"
X Link 2023-11-09T16:30Z 12.4K followers, [---] engagements
"@IntrinsicInv @dunkrugering Indeed. Part of my writeup on $EMR from last weekend:"
X Link 2023-11-30T18:22Z 12.4K followers, [---] engagements
"@SanketKarve2 @LionelHutz_Esq @SJOldValueGuy @ftd007 @Grizzly_Adams11 @JulianKlymochko @puppyeh1 @ChrisDeMuthJr @AndrewRangeley That is likely true to the average arb fund with a broadly diversified portfolio. This group is curated because they tend to run concentrated (50% in top 10) and I see them usually go out on the risk spectrum (ATVI HZNP VMW from recent deals and $CPRI now)"
X Link 2023-11-30T18:37Z 12.4K followers, [---] engagements
"Bell Microproducts $BELM Shareholders Approve Merger with Avnet $AVT http://bit.ly/9u9WRM"
X Link 2010-06-29T12:51Z 12.4K followers, [--] engagements
"Hospira to close $145M Javelin deal this week $JAV http://yhoo.it/aMDhte"
X Link 2010-06-29T19:17Z 12.4K followers, [--] engagements
"Boeing Co. said Wednesday it would purchase combat-systems provider Argon ST for $775 million in cash $BA $STST http://bit.ly/a9w3rM"
X Link 2010-06-30T14:44Z 12.4K followers, [--] engagements
"This all stock deal is trading at a nearly 6% spread. In other words you get to pick up $FSUN at a 6% discount. Not a recommendation to buy $HMST After doing the work on this $fsun $hmst deal. This is a home run for everyone. $fsun can sell in [--] years for 2x+ of what they could fetch today. Very little risk fsun should go straight to $50. Thats math not an opinion. I'm back in the homey $hmst https://t.co/UZ8M8uNBhC After doing the work on this $fsun $hmst deal. This is a home run for everyone. $fsun can sell in [--] years for 2x+ of what they could fetch today. Very little risk fsun should go"
X Link 2024-01-17T20:47Z 12.3K followers, [----] engagements
"@TraceyRyniec @hmeisler Yup the Indian market following a 9% drop in one of their large banks. Listed here as the ADS $HBN"
X Link 2024-01-17T22:53Z 12.3K followers, [--] engagements
"The demise of merger arbitrage has been greatly exaggerated. Investors who were skeptical of Spirit $SAVE and JetBlue $JBLU winning their lawsuit against the DOJ were doing victory laps last week and extrapolated that failure broadly to the merger arbitrage strategy"
X Link 2024-01-23T20:06Z 12.4K followers, [----] engagements
"For every Spirit Airlines there are several others that worked out great including Activision Blizzard and Twitter and more recently Horizon Therapeutics and Seagen. There were also failures like First Horizon (at one point the spread was less than 1%) TEGNA and PNM Resources. $FHN $TGNA $PNM https://twitter.com/i/web/status/1749886570558345593 https://twitter.com/i/web/status/1749886570558345593"
X Link 2024-01-23T20:07Z 12.4K followers, [---] engagements
"@MarioGabelli Another example is $FCNCB trading at a big discount to $FCNCA despite more voting rights for $FCNCB. https://x.com/AsifSuria/status/1676996268739149824 @ljp0101 Good point. The weirdest dual class stuff I have recently seen in terms of pricing is $FCNCA and $FCNCB. The B shares of First Citizens have [--] votes compared to the A shares yet were trading at a large discount last month. https://x.com/AsifSuria/status/1676996268739149824 @ljp0101 Good point. The weirdest dual class stuff I have recently seen in terms of pricing is $FCNCA and $FCNCB. The B shares of First Citizens have"
X Link 2024-02-01T21:48Z 12.3K followers, [----] engagements
"The massive energy deals we have seen in recent months including: Chevron's $CVX $60 billion acquisition of Hess $HES Exxon's $XOM $64.5 billion acquisition of Pioneer Natural Resources $PXD Diamondback Energy's $FANG $26 billion acquisition of Endeavor Energy Resources Occidental's $OXY $12 billion acquisition of CrownRock and the latest deal where Chord Energy $CHRD is merging with Enerplus $ERF in a $11 billion deal are coming from a position of strength and is very unlike the activity we saw from [----] to [----]. It is no wonder Harold Hamm wanted to take Continental Resources $CLF private"
X Link 2024-02-23T20:18Z 12.4K followers, 37.2K engagements
"$GE's last spinoff Vernova (GE Power) will begin trading on April [--] [----] as $GEV Record date for spinoff is March [--]. One GEV share for every four GE shares. GE up another 60% from this tweet below. More Culp magic. Was looking at a one year performance heat map of the S&P [---] yesterday and guess what really stood out $GE with a gain of over 40%. Compares with a loss of 45% for $TSLA and 31% for $AMZN Culp slowly working his magic at $GE https://t.co/mfDDxnekJZ Was looking at a one year performance heat map of the S&P [---] yesterday and guess what really stood out $GE with a gain of over 40%."
X Link 2024-03-01T17:56Z 12.4K followers, [----] engagements
"EMC Completes Tender Offer for Isilon Systems $EMC $ISLN http://bit.ly/h2FoNw"
X Link 2010-12-22T19:00Z 12.3K followers, [--] engagements
"@TomLoughrey_LFE That implies almost net neutral interest across cash held and debt serviced ($92 million in net interest income in 2023). Considering where crude oil prices are and all the consolidation in the space the last few months buybacks might be a more effective use of cash"
X Link 2024-03-12T19:05Z 12.4K followers, [---] engagements
"@TomLoughrey_LFE They announced a large buyback in late [----] (over 9% of market cap) but shares outstanding have not declined much since then. $EOG"
X Link 2024-03-12T19:06Z 12.4K followers, [---] engagements
"@NewLowObserver Thanks. Still a core holding and love how the company is executing. $FANG"
X Link 2024-03-16T18:59Z 12.4K followers, [---] engagements
"With the acquisition of Apartment Income REIT $AIRC by Blackstone $BX in a $10 billion deal for $39.12 per share in cash I wanted to look back and see how things turned out for investors after AIMCO $AIV spinoff of $AIRC in late [----]. Activist investor Land & Buildings @JonLitt was opposed to the spinoff. Considering the nearly 16% increase in price of AIRC since the spinoff and the 64% increase in price of the parent company AIMCO (not taking any dividends into account) the spinoff worked out great in the end for AIMCO investors"
X Link 2024-04-08T17:07Z 12.4K followers, [----] engagements
"The three that I am long right now are: [--]. The acquisition of Capri by Tapestry $CPRI with a 45% spread. [--]. The acquisition of First Financial Northwest $FFNW by Global Federal Credit Union with a 13.41% spread. [--]. The acquisition of Cerevel $CERE by AbbVie $ABBV with a spread of 7.55%. Spread are wide on all three because of potential regulatory issues. $CPRI already received a second request from the FTC and $CERE voluntarily pulled its HSR filing and refiled"
X Link 2024-04-14T00:19Z 12.4K followers, [----] engagements
"Avnet Inc. Completes the Acquisition of Bell Microproducts Inc. $AVT $BELM http://bit.ly/cXFYmr"
X Link 2010-07-06T17:53Z 12.4K followers, [--] engagements
"Hewlett Packard Enterprises ($HPE) $14.31 billion all cash acquisition of Juniper Networks ($JNPR) for $40 per share with its current spread of 15.71% (not including any dividend payments) was a new position for six out of the seven funds. One of them decided to hedge their position with put options. Expected closing early 2025"
X Link 2024-05-24T17:49Z 12.4K followers, [----] engagements
"Blackstones $BX $3.5 billion all cash acquisition of Tricon Residential was a new position for six funds. The deal closed earlier this month"
X Link 2024-05-24T17:50Z 12.4K followers, [---] engagements
"$LULU also announced a $1 billion increase to its buyback authorization in late May. Small sample size but I visited three different stores in three cities and all had more traffic than its competitors Athleta Alo and Vuori. Pricing was surprisingly similar across all four competitors and the energy/vibe of Vuori felt better. They had a board out front listing upcoming yoga classes in the store by local yoga instructors/businesses. No promotions at any of them even though I visited six stores in total around the July 4th holiday. $LULU's nascent shoe collection looked more appealing than"
X Link 2024-07-15T19:28Z 12.4K followers, [----] engagements
"Just published our fourth update about new merger arbitrage related positions at seven funds that tend to have concentrated positions in their portfolio. ➡Lots of pre-deal or rumored deal action in $HUBS $VSTO $IP $M $JWN and $PARA. ➡One even picked up the spin-off $LION"
X Link 2024-08-21T17:30Z 12.4K followers, [----] engagements
"A director of HEICO $HEI.A purchased shares this week according to a form [--] filed yesterday. The odd thing is that he was selling shares in January and is now buying after a 40% run up in the stock price this year. $HEI.A exists because $GE charges $50k for [--] drain plugs https://t.co/nBXg1109em $HEI.A exists because $GE charges $50k for [--] drain plugs https://t.co/nBXg1109em"
X Link 2024-09-06T17:16Z 12.4K followers, [----] engagements
"Pointed to the wrong sale (October 2023) in the last image. Updated/corrected image below for $HEI $HEI.A"
X Link 2024-09-06T17:23Z 12.4K followers, [----] engagements
"Decided to expand on this in a new brief article: $HEI $HEI.A https://www.insidearbitrage.com/2024/09/a-flip-flopper-at-heico/ https://www.insidearbitrage.com/2024/09/a-flip-flopper-at-heico/"
X Link 2024-09-09T18:22Z 12.4K followers, [---] engagements
"This $12 per share cash offer clearly appears to be a superior proposal for Territorial Bancorp $TBNK I looked at the merger agreement and the board of directors can change their recommendation pay the $3 million termination fee and accept the Blue Hill Advisors offer. What am I missing Blue Hill Advisors and Other Leading Bank Investors Reiterate Commitment to Superior Cash Offer for $TBNK Territorial Ba. https://t.co/8xUuVgyw3p Blue Hill Advisors and Other Leading Bank Investors Reiterate Commitment to Superior Cash Offer for $TBNK Territorial Ba. https://t.co/8xUuVgyw3p"
X Link 2024-09-18T16:53Z 12.3K followers, [----] engagements
"After Blue Hill increased their offer for Territorial Bancorp $TBNK to $12.50 per share in cash the board still rejected this enhanced offer. No wonder ISS is recommending that shareholders vote against the merger. https://www.prnewswire.com/news-releases/blue-hill-advisors-announces-iss-recommendation-against-territorial-bancorp-merger-with-hope-bancorp-302264695.html This $12 per share cash offer clearly appears to be a superior proposal for Territorial Bancorp $TBNK I looked at the merger agreement and the board of directors can change their recommendation pay the $3 million termination"
X Link 2024-10-02T19:42Z 12.3K followers, [----] engagements
"Out of the ones I have written about or purchased for my portfolio over the last two years Momentive Global $MNTV Pioneer Natural Resources $PXD and Bally's $BALY worked out. Docusign $DOCU and Nordstorms $JWN didn't work out. Docusign's price is thankfully once again above the rumor price. Pioneer unfortunately turned out to be an all stock deal. https://twitter.com/i/web/status/1844051355566223721 https://twitter.com/i/web/status/1844051355566223721"
X Link 2024-10-09T16:24Z 12.4K followers, [---] engagements
"Interesting to see Berkshire Hathaway sell their entire Floor & Decor position. Last quarter John Vincent @OneFamilysBlog wrote the following about Berkshire's $FND position: "The 0.14% of the portfolio FND position was established in Q3 [----] at prices between $104 and $131. Q1 [----] saw a 470% stake increase at prices between $81 and $130. There was a 17% selling this quarter at prices between $99 and $127. The stock is now at $103." $BRK.A $BRK.B Warren Buffett files his Q3 13F with new positions in $DPZ $POOL Top [--] Positions: [--]. $AAPL 26.24% [--]. $AXP 15.44% [--]. $BAC 11.88% [--]. $KO 10.79% 5."
X Link 2024-11-14T21:51Z 12.4K followers, [----] engagements
"Berkshire probably sold the position at breakeven or a small loss and moved on. I discussed their $FND purchase in an article titled "Berkshire Hathaway Paying Up For Quality: Floor & Decor" a couple of years ago:"
X Link 2024-11-14T21:53Z 12.4K followers, [---] engagements
"I concluded that $FND article as follows: "I have Floor & Decor on my watchlist as a business I would love to own when the time is right. Paying up for quality is a good heuristic but if you start doing it right when everyone else around you is repeating the same mantra and you do so at a time when the industry is facing headwinds the outcomes might not be what you expect unless you have a multi-decade holding period." Full article here: https://www.insidearbitrage.com/2022/04/berkshire-hathaway-paying-up-for-quality-floor-decor/"
X Link 2024-11-14T21:56Z 12.4K followers, [---] engagements
"With the exception of Chinese stocks like $PDD $BEKE $JD gambling companies like $LVS $WYNN and AI demand related power/utility companies like $NRG and $VST David Tepper was scaling back across the board. David Tepper: https://t.co/fmwpaQUpxy David Tepper: https://t.co/fmwpaQUpxy"
X Link 2024-11-15T00:08Z 12.4K followers, [----] engagements
"Companies that spin-off a division often find that either the spin-off or the parent eventually gets acquired. However I have never seen it happen as quickly as we just saw with Berry Global $BERY. Just this month $BERY spun off its health & hygiene division and merged it into Galtfelter in a tax efficient transaction called a Reverse Morris Trust to create a new company called Magnera $MAGN. And today Amcor $AMCR decided to acquire $BERY in an all stock deal at a premium of almost 10%"
X Link 2024-11-19T16:27Z 12.3K followers, [----] engagements
"@dkbilson @stockspinoffss Wow that was quick"
X Link 2024-11-19T18:16Z 12.3K followers, [---] engagements
"@StocksOddball @CorpusCol @Aureliusltd28 @VijarKohli @oddballstocks @colarion @Catahoula_Value @PhilTimyan @Ron284Ron This one has been a head scratcher for me especially considering class B shares of First Citizens have [--] votes compared to class A with one vote. Wrote this about Frank Holding Jr. switching from $FCNCA to $FCNCB in an Insider Weekends article in June 2023:"
X Link 2024-12-02T20:37Z 12.3K followers, [---] engagements
"Agreed that there isn't an arb opportunity with the A/B shares. The only ones where I have seen insiders sell one class to buy another are First Citizens $FCNCA $FCNCB and Greif where the CFO often sold class A shares $GEF to buy class B shares $GEF.B. In that case class B shares get 150% of the dividend of class A shares and have voting rights. https://twitter.com/i/web/status/1863979524326871396 https://twitter.com/i/web/status/1863979524326871396"
X Link 2024-12-03T16:12Z 12.3K followers, [---] engagements
"On a drive to the heart of Silicon Valley to have lunch with a few friends yesterday I got a chance to catch this podcast interview between @stockspinoffss and @gatorcapital and loved it. Especially liked the part about how Derek built his firm from the ground up and how his back was against the wall during the Great Recession in [----]. Picked up a few pointers on how to approach due diligence when looking at spinoffs. Rich Howe hosted me on his new podcast. We talked about some of the spin-offs I've invested in: $VRTS $JXN & $VOYA. https://t.co/6jbvrdaj0a Rich Howe hosted me on his new"
X Link 2024-12-09T20:49Z 12.4K followers, [----] engagements
"To round out the list of companies that announced large buybacks yesterday: ➡ Dropbox $DBX announced a $1.2 billion buyback representing 12.46% of market cap at announcement. 22% of shares outstanding repurchased over the last four years. IA Score of [--]. ➡ Kroger $KR announced a $7.5 billion buyback representing 16.89% of market cap at announcement after its merger with Albertsons fell apart. 7.51% of shares outstanding repurchased over the last four years. IA Score of [--]. ➡Albertsons $ACI announced a $2 billion buyback representing 18.94% of market cap at announcement after it sued $KR for"
X Link 2024-12-12T20:56Z 12.4K followers, [---] engagements
"➡ $ADM announced a $5.29 billion buyback representing 20.9% of its market cap at announcement. 14% of shares outstanding repurchased over the last four years. IA Score is low at [--]. ➡ To round out this list Olin $OLN announced the biggest buyback of them all with a $1.3 billion stock buyback representing 29.23% of shares outstanding. They repurchased 26% over the last four years. Scores lowest among this group with an IA Score of just [--]. https://twitter.com/i/web/status/1867314401939968126 https://twitter.com/i/web/status/1867314401939968126"
X Link 2024-12-12T21:03Z 12.4K followers, [----] engagements
"New Post: Merger Arbitrage Mondays http://t.co/AnU4eoRK $COMV $OPXT $ISTA $SCMF http://bit.ly/st1w3P http://bit.ly/st1w3P"
X Link 2012-04-02T13:14Z 12.3K followers, [--] engagements
"$AEL insiders get to cash out a little early. The cash plus stock $4.3 billion deal for $AEL by Brookfield Reinsurance trades at a 5.6% spread. Annualized returns are much better if it closes in Q1 [----] instead of the expected Q2 2024"
X Link 2024-12-28T16:32Z 12.4K followers, [----] engagements
"@UpslopeCapital I compared it to Cano Health in December [----]. Cano also went down 99%"
X Link 2025-01-16T21:40Z 12.4K followers, [---] engagements
"Interesting to see that @davidein sees value in Capri $CPRI after the acquisition by Tapestry $TPR failed. Momentum in the price post-failure: Here is David Einhorn's Q4 Letter https://t.co/2bXsFrDTJQ Here is David Einhorn's Q4 Letter https://t.co/2bXsFrDTJQ"
X Link 2025-01-22T22:13Z 12.4K followers, [----] engagements
"Tapestry couldnt get it done but Ford certainly did $TPR $CPRI $F"
X Link 2025-01-28T00:06Z 10.7K followers, [----] engagements
"After we received this wonderful shoutout from Turtle Capital last week we recorded the fifth episode of our podcast with renewed enthusiasm. We also considered renaming it "The Elliott Management Tracking Show" considering how frequently we are discussing the activist firm's actions. This week it is on account of Elliott's battle with Emerson Electric $EMR to get a higher price for Emersons $265 per share all cash acquisition of Aspen Technology $AZPN And because Honeywell finally decided to act on Elliott's proposed playbook of separating into multiple companies. $HON shoutout @AsifSuria"
X Link 2025-02-10T21:24Z 10.7K followers, [----] engagements
"Other events we discuss in this episode include: ➡United Rentals $URI decision to voluntarily pull and refile the HSR notification related to its acquisition of H&E Equipment Services $HEES ➡Several new M&A announcements including the $4.4 billion all cash acquisition of SolarWinds $SWI by Twin/River Capital for $18.50 per share ➡A potential deal for Playa Hotels & Resorts $PLYA by Hyatt Hotels $H (confirmed this morning) ➡Steel Connects $10.18 per share non-binding proposal to acquire DMC Global $BOOM ➡Mithaq Capital doubling down on its investment in Childrens Place $PLCE by participating"
X Link 2025-02-10T21:30Z 10.7K followers, [----] engagements
"I read the full employment agreement today and turns out there was nothing in his employment agreement that indicates the company would give him more stock just for buying some on the open market. Here is the relevant footnote from the Pinterest $PINS stock purchase by CEO William Ready that lets you know why he purchased $5 million worth of stock:"
X Link 2025-02-11T22:57Z 10.8K followers, [---] engagements
"@FastTradeKing @BrianLorraine1 $URI would have wanted the deal to go through as soon as possible and they wouldn't have refiled without communication with the regulators. So this superior offer for $HEES was indeed serendipitous"
X Link 2025-02-19T16:34Z 10.7K followers, [--] engagements
"Published our sixth update about new merger arbitrage related positions at six funds that tend to have concentrated positions. There are currently [--] active M&A situations in the U.S. ranging from highly risky deals like the $14.9 billion acquisition of United States Steel $X by Nippon Steel that is trading at a spread (potential profit) of nearly 44% to the acquisition of Endeavor Group $EDR by Silver Lake in a $13 billion deal which is trading at a negative spread of over 10%. Its quite rare that you see merger arbitrage deals with a negative spread especially when there are no special"
X Link 2025-02-19T20:20Z 10.7K followers, [---] engagements
"An excellent assessment of the Howard Hughes $HHH situation. Regarding the point about converting to a REIT structure I asked Howard Hughes this question and the response I received was that they would get classified as a diversified REIT and those generally tend to trade at a discount to pure play REITs. Long post: Why was I skeptical of Pershing Square/ @BillAckman plan for Howard Hughes Holdings Someone asked so I'll share my questions/notes similar to how we break things down in my MBA class. Keep in mind these are just strategy professor's nosy questions not meant to Long post: Why was I"
X Link 2025-02-20T18:41Z 10.7K followers, [----] engagements
"@buylowersellhih It is the same director at $BAH who has purchased thrice since November"
X Link 2025-03-07T03:33Z 12.4K followers, [--] engagements
"HeyDude Let's Get Some Jibbitz Speaking of bad strategic decision when it comes to acquisitions I was looking the earnings of Crocs $CROX last month. Every time I look at the company's earnings I am amazed by the amount of money the company generates from the sale of Jibbitz those little tchotchkes that kids and even some adults like to attach to their Crocs at $5 per pop or sometimes as high as $20 a pack. Crocs generated a quarter billion dollars of revenue just from Jibbitz in [----]. Overall Crocs brand sales grew 8% in [----] which would likely put Jibbitz sales somewhere between $250"
X Link 2025-03-07T17:17Z 12.4K followers, 10.7K engagements
"This is one of the reasons we added our quant IA Score to the list of buyback announcements to help us filter and get to the companies where a stock buyback actually makes sense. Was looking at Logitech $LOGI and Dingdong $DDL from the list last night. Warren Buffett: "I've been in boardrooms where they've discussed repurchase of shares and I've very seldom heard them talk about it in relation to what they regard the intrinsic value of the business to be." "The only reason to buy stock is to buy it for less than it's worth." https://t.co/ufHL6mVkoj Warren Buffett: "I've been in boardrooms"
X Link 2025-03-07T19:41Z 12.4K followers, [----] engagements
"@ArbStocktipster Yes they have held up well just like $MGRC $TGNA and $FHN post-failure. Even $ACI and $CPRI are up post-failure. Unfortunately lot of damage done between announcement and eventual failure in those cases"
X Link 2025-03-13T18:50Z 12.4K followers, [---] engagements
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