# ![@Off_The_Tape Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::714546353976819712.png) @Off_The_Tape Rick Bandazian Jr.

Rick Bandazian Jr. posts on X about acquisition, $wbd, $nflx, $psky the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::714546353976819712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::714546353976819712/c:line/m:interactions.svg)

- [--] Week [-----] -61%
- [--] Month [------] +306%
- [--] Months [-------] +903%
- [--] Year [-------] +434%

### Mentions: [--] [#](/creator/twitter::714546353976819712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::714546353976819712/c:line/m:posts_active.svg)

- [--] Week [--] +24%
- [--] Month [---] +7.20%
- [--] Months [---] +274%
- [--] Year [---] +118%

### Followers: [---] [#](/creator/twitter::714546353976819712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::714546353976819712/c:line/m:followers.svg)

- [--] Week [---] +0.94%
- [--] Month [---] +15%
- [--] Months [---] +70%
- [--] Year [---] +88%

### CreatorRank: [-------] [#](/creator/twitter::714546353976819712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::714546353976819712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68% [finance](/list/finance)  57% [cryptocurrencies](/list/cryptocurrencies)  18% [technology brands](/list/technology-brands)  18% [exchanges](/list/exchanges)  #4139 [agencies](/list/agencies)  4% [currencies](/list/currencies)  3% [fashion brands](/list/fashion-brands)  3% [financial services](/list/financial-services)  2% [celebrities](/list/celebrities)  2%

**Social topic influence**
[acquisition](/topic/acquisition) #1321, [$wbd](/topic/$wbd) #37, [$nflx](/topic/$nflx) #368, [$psky](/topic/$psky) #31, [$axta](/topic/$axta) 7%, [$cmcsa](/topic/$cmcsa) 6%, [$nvda](/topic/$nvda) 6%, [$amzn](/topic/$amzn) 6%, [$teck](/topic/$teck) 6%, [$avdl](/topic/$avdl) 5%

**Top accounts mentioned or mentioned by**
[@offthetape](/creator/undefined) [@joeyjaws](/creator/undefined) [@laurenthomas](/creator/undefined) [@financelancelot](/creator/undefined) [@researchnewsletters1p171384804](/creator/undefined) [@alphamind101](/creator/undefined)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Axalta Coating Systems Ltd. (AXTA)](/topic/$axta) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Teck Resources Limited (TECK)](/topic/$teck) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [BlackLine, Inc. Common Stock (BL)](/topic/$bl) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Abivax SA (ABVX)](/topic/$abvx) [Soho House & Co Inc (SHCO)](/topic/$shco) [Alkermes Inc. plc (ALKS)](/topic/$alks) [BHP Group Limited (BHP)](/topic/$bhp) [Realio Network (RIO)](/topic/$rio) [Repare Therapeutics Inc. (RPTX)](/topic/$rptx) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Eli Lilly and Company (LLY)](/topic/$lly) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Pinnacle Financial Partners In (PNFP)](/topic/$pnfp) [Synovus Financial Corp. (SNV)](/topic/$snv) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Diageo plc (DEO)](/topic/$deo) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [ArchLoot (AL)](/topic/$al) [Kenvue Inc. (KVUE)](/topic/$kvue) [Microsoft Corp. (MSFT)](/topic/microsoft) [Hologic, Inc. (HOLX)](/topic/$holx) [Confluent, Inc. (CFLT)](/topic/$cflt) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Smart Share Global Limited (EM)](/topic/$em) [Omnicom Group Inc. (OMC)](/topic/$omc) [UNIPOLY (UNP)](/topic/$unp) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Elme Communities (ELME)](/topic/$elme) [Union Pacific Corporation (UNP)](/topic/union-pacific) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [SATS (Ordinals) (SATS)](/topic/$sats) [Crown Castle Inc (CCI)](/topic/$cci) [Alibaba Group (BABA)](/topic/$baba) [Humana Inc (HUM)](/topic/$hum) [Sleepless AI (AI)](/topic/$ai) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [MP Materials Corp. (MP)](/topic/$mp) [Braemar Hotels & Resorts Inc. Common Stock (BHR)](/topic/$bhr) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Dayforce, Inc. (DAY)](/topic/$day) [WORTHINGTON INDUSTRIES, INC. COMMON SHARES (WOR)](/topic/$wor) [Qorvo Inc (QRVO)](/topic/$qrvo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CSGP NEW YORK Jan 27(Reuters) - With its first activist campaign in three years hedge fund Third Point will try to force CoStar Group CSGP.O the owner of and to change board directors and restructure operations according to a document and two people familiar with the matter. http://Homes.com http://Apartments.com http://Homes.com http://Apartments.com"  
[X Link](https://x.com/Off_The_Tape/status/2016134736641454397)  2026-01-27T13:02Z [---] followers, [---] engagements


"Event-Driven: not much other than $TXN [--] $SLAB deal and $CSGP D.E. Shaw (wsj) $SLAB: $231 cash close "1h '27". Hard to judge proper level on these "long fuse" arbs w/ possible need for SAMR figured it could trade a little higher than here but it's "not wrong" here no position. $CSGP (Wall Street Journal @laurenthomas ) -- Hedge fund D.E. Shaw is planning to push for a board shake-up and other big changes at CoStar. On the lookout for the letter $DAY and $ISPO halted #Mergers #Acquisitions #EventDriven https://twitter.com/i/web/status/2019038062483849350"  
[X Link](https://x.com/Off_The_Tape/status/2019038062483849350)  2026-02-04T13:19Z [---] followers, [---] engagements


"FX: USD positioning has re-entered the Lower Quartile signaling Risk-On. EUR AUD CAD remain at max Upper Extreme JPY is Lower Extreme. https://www.linkedin.com/posts/rick-bandazian-jr_offsides-macro-weekly-positioning-deck-2826-activity-7426327207309967360-0x18utm_source=share&utm_medium=member_desktop&rcm=ACoAADb_LRkBEYgU7FzuSMOnbKdE20g-3HihYzI https://www.linkedin.com/posts/rick-bandazian-jr_offsides-macro-weekly-positioning-deck-2826-activity-7426327207309967360-0x18utm_source=share&utm_medium=member_desktop&rcm=ACoAADb_LRkBEYgU7FzuSMOnbKdE20g-3HihYzI"  
[X Link](https://x.com/Off_The_Tape/status/2020874266632176013)  2026-02-09T14:55Z [---] followers, [---] engagements


"Event-Driven News: $GES $CVGW $PLYM $NSC $UNP $PRO $KORE $PNFP $SNV $MIAX $WBD $PSKY $NFLX $CMCSA $ELME $GHLD $VRNT GES: "is expected to close in the fourth quarter of fiscal year [----] subject to specified conditions including standard regulatory approvals certain of which remain pending" *Calavo Growers Which Received a Takeover Proposal in June Says Special Transactions Committee's Review Process Remains Ongoing Plymouth Industrial REIT Inc. : SCHEDULE 13D/A " . Sixth Street Partners LLC an affiliate of the Reporting Persons on behalf of certain of its affiliated funds or investment"  
[X Link](https://x.com/Off_The_Tape/status/1993654942138077693)  2025-11-26T12:15Z [---] followers, [----] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $CDTX $MRK #Softbank $CWAN $ABVX $WBD $NFLX $PSKY $APO $ARKk $ARKb $ARKw $ARKf $ARK+whatever-letter-u-want off the tape: $CDTX $MRK gets hsr Tender Offer expires 1/6 *SOFTBANK EYES CASHING OUT SOME OF DIDI GLOBAL HOLDINGS: RTRS *SOFTBANK MAY TAP UNDRAWN MARGIN LOANS FOR OPENAI FUNDING: RTRS *CLEARWATER: STOCKHOLDERS WILL RECEIVE $24.55 PER SHARE IN CASH ABVX La Lettre writes that a delegation from Eli Lilly visited the French Treasury in early December NETFLIX PART-REFINANCES $59B BRIDGE LOAN FOR WARNER BROS. BID Koc Holding to Buy 48m"  
[X Link](https://x.com/Off_The_Tape/status/2003066007628242949)  2025-12-22T11:32Z [---] followers, [---] engagements


"$SHCO Now Soho House and its controlling shareholder billionaire Ron Burkle are scrambling to find other financial options. Goldman Sachs Asset Management which is a shareholder in Soho House is rolling over some of the shares as part of the privatization sale. But it could roll over additional shares that the firm planned to cash out to help cover the funding shortage https://twitter.com/i/web/status/2009345067736035636 https://twitter.com/i/web/status/2009345067736035636"  
[X Link](https://x.com/Off_The_Tape/status/2009345067736035636)  2026-01-08T19:22Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $AVDL $ALKS $SATS $CCI $RVMD $MRK $LHX $RIO $BHP $DEO $VNET $BL *Avadel Pharmaceuticals Hldrs Approve Proposed Acquisition by Alkermes *Crown Castle Says Dish Wireless Defaulted on Its Payment Obligations to Crown Castle *MERCK SEES OPPORTUNITY FOR MULTI TENS OF BILLION DOLLAR DEALS *DEPARTMENT OF DEFENSE TO INVEST $1B IN L3HARRIS MISSILE UNIT Rio Tinto Taps Evercores Robey JPMorgan on Glencore Pursuit Diageo Is Said to Weigh Options for China Assets Including Sale Vnet Founder Is Said to Pair with Game Developer to Raise Stake *ENGAGED"  
[X Link](https://x.com/Off_The_Tape/status/2011047119394689101)  2026-01-13T12:06Z [---] followers, [----] engagements


"$KELYa $KELYb After inquiring w/ the co it sounds like discussions remain ongoing w/ the Board Trust and Hunt. from 1/13: "most of you don't make it this far down ." 13d from 1/12: #Mergers #Acquisitions #EventDriven https://www.sec.gov/Archives/edgar/data/55135/000117494726000034/xslSCHEDULE_13D_X01/primary_doc.xml https://x.com/Off_The_Tape/status/2011047119394689101s=20 Event-Driven News: #Mergers #Acquisitions #EventDriven $AVDL $ALKS $SATS $CCI $RVMD $MRK $LHX $RIO $BHP $DEO $VNET $BL *Avadel Pharmaceuticals Hldrs Approve Proposed Acquisition by Alkermes *Crown Castle Says Dish Wireless"  
[X Link](https://x.com/Off_The_Tape/status/2013666956541374760)  2026-01-20T17:36Z [---] followers, [----] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $CLX $COF $PLYM $GES $FRGE $ATXS $NVDA $BABA *CLOROX TO BUY GOJO INDUSTRIES FOR $2.25B IN CASH *CAPITAL ONE TO BUY BREX FOR $5.15B WITH 50% CASH & 50% STOCK *First Brands Lenders Balk at Second Lifeline Explore Liquidation -- WSJ *Plymouth Industrial REIT Stockholders Approve Acquisition by Makarora PLYM *Plymouth Industrial REIT Expects Deal to Close on or About Jan. [--] PLYM *News On Guess Inc. (GES) Now Under ABG.XX Forge Global Announces Stockholder Approval of Merger *Astria Therapeutics Inc. (ATXS) Halted due to additional"  
[X Link](https://x.com/Off_The_Tape/status/2014670006391320770)  2026-01-23T12:02Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $ELME $XOM $CWAN $CRML $LVO $PODC $RVMD $MRK $DBRG $AL $WPP $SKYT $IONQ $ETN $LDOS $ONL $USAR Elme Communities Provides Update On Liquidation Activities Exxons XTO Energy Seeks Buyers for Some Assets in Texas: Rtrs *CLEARWATER ANALYTICS SAYS 'GO-SHOP' EXPIRED WITHOUT ANY OFFERS Critical Metals Corp. European Lithium L: SCHEDULE 13D/A (selling) Podcastone Inc. Liveone Inc.: SCHEDULE 13D/A . *Merck No Longer in Talks to Acquire Revolution Medicines Sources Say -- WSJ *SOFTBANK IS SAID TO HALT TALKS TO BUY US DATACENTER FIRM SWITCH *CVC TO"  
[X Link](https://x.com/Off_The_Tape/status/2015758587348279413)  2026-01-26T12:07Z [---] followers, [---] engagements


"$GTLS $BKR arb housekeeping: close "mid yr" "q2" #Mergers #Acquisitions #EventDriven"  
[X Link](https://x.com/Off_The_Tape/status/2015801754168766635)  2026-01-26T14:59Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $UNH $HUM $CVS $FSFG $PLYM $WBD $PSKY $NFLX not much Event news so far mostly housekeeping but this is on radar re RIO and Glencore: "Merger talks between Rio Tinto and Glencore have been strained by the problem of how to account for the multi-billion dollar civil penalties that Glencore may be forced to pay if its successfully sued over historic bribery and corruption claims." - AFR *WHITE HOUSE PLANS FLAT RATES FOR MEDICARE INSURERS IN 2027: WSJ UnitedHealth Forecasts [----] Sales Dip as It Shrinks Business *FIRST SAVINGS FINANCIAL GROUP"  
[X Link](https://x.com/Off_The_Tape/status/2016127731449127295)  2026-01-27T12:34Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven #Softbank #OpenAI $AI $AMZN $NVDA #Tether $STEL $PB $DVAX #Oil $USO $KVUE #FedLOL *SoftBank In Talks to Invest Up to $30 Quadrillion More In OpenAI Sources Say -- WSJ *Repare Therapeutics Inc. (RPTX) Halted due to additional information requested by NASDAQ *Applied Therapeutics Inc. (APLT) Halted due to additional information requested by NASDAQ in Talks to Merge with Startup Automation Anywhere *WELLS FARGO UNIT CUTS TIES WITH ISS: WSJ *ELLIOTT WEIGHS COUNTER-OFFER TO TOYOTA INDUST. BUYOUT: NIKKEI Amazon to Cut [-----] Jobs Trimming"  
[X Link](https://x.com/Off_The_Tape/status/2016486390179963129)  2026-01-28T12:19Z [---] followers, [---] engagements


"$INMD $SPLP the key question is whether calcalist got duped the other day about a "$1.1b deal coming" and it was just this weak "bid" for 51% @ $18 . "Steel has offered to buy 51% of the Israel-based company for $18 per share said the people""  
[X Link](https://x.com/Off_The_Tape/status/2016632252009009234)  2026-01-28T21:59Z [---] followers, [---] engagements


"$LAC $MP $USAR Jan [--] (Reuters) - The Trump administration is stepping back from plans to guarantee a minimum price for U.S. critical minerals projects a tacit acknowledgment of a lack of congressional funding and the complexity of setting market pricing multiple sources told Reuters. https://twitter.com/i/web/status/2016643451186753701 https://twitter.com/i/web/status/2016643451186753701"  
[X Link](https://x.com/Off_The_Tape/status/2016643451186753701)  2026-01-28T22:44Z [---] followers, 68.1K engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $ALKT $INMD $LAC $MP $USAR $BL $LE $LLY $VSEC $IP $NVDA $META $WBD $MSFT $AMZN $BABA $CVX b4 the close yest: *FINTECH COMPANY ALKAMI IS SAID TO TAP ADVISER TO EXPLORE SALE *STEEL PARTNERS CONFIRMS OFFER OF $18/SHR FOR 51% OF INMODE INMD: LAC: BL: *SAP: NEW SHARE BUYBACK PROGRAM WITH VOLUME OF UP TO 10B *SAP SHARES FALL AS CLOUD BACKLOG GROWTH DISAPPOINTS Lands' End Inc. Lampert Edward S: SCHEDULE 13D/A (eddie will be tendering) Drugmaker Eli Lilly LLY.N is partnering with Repertoire Immune Medicines in a deal worth up to $1.93 billion to"  
[X Link](https://x.com/Off_The_Tape/status/2016841423086055722)  2026-01-29T11:50Z [---] followers, [---] engagements


"$HST BDT & MSD Partners is close to acquiring a Four Seasons resort in Orlando from Host Hotels & Resorts Inc. in a rare deal for a hotel located on a Walt Disney Co. property. The investment firm would pay more than $1 billion to acquire two Four Seasons resorts - bberg"  
[X Link](https://x.com/Off_The_Tape/status/2016971337646936213)  2026-01-29T20:26Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $$NNDM $ORMP $TSLA #Spacex #Xai $GME $FXI $GPRK $TECK #Dbag BERTELSMANN IS SAID TO CONSIDER BUYING CONCORD MUSIC SALE COULD BE VALUED AS HIGH AS $7 BILLION Nano Dimension Ltd. Oramed Pharmaceuti: SCHEDULE 13D . *News On Civitas Resources Inc. (CIVI) Now Under SM *ELON MUSKS SPACEX IS SAID TO CONSIDER MERGER WITH TESLA OR XAI *GameStop CEO Ryan Cohen: Eyeing Major Public Company Acquisition -- WSJ US Has Investigated Claims That WhatsApp Chats Arent Private (if u didn't already realize this pls reach out i have an awesome "5&50" product"  
[X Link](https://x.com/Off_The_Tape/status/2017204886639726736)  2026-01-30T11:54Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven *SPACEX IS SAID TO BE IN ADVANCED TALKS TO COMBINE WITH XAI *ORACLE SAYS EXPECTS TO RAISE $45B TO $50B GROSS CASH IN [----] Trump Launches $12 Billion Minerals Stockpile to Counter China *VISTA ANNOUNCES DEAL TO BUY EQUINOR'S ASSETS IN VACA MUERTA *InMode Is Currently Evaluating Potential Strategic Alternatives INMD *Disney CEO Iger Plans to Leave Role Before Contract Expires Sources Say -- WSJ *THOMA BRAVO EXPLORES SALE OF SOFTWARE FIRM IMPRIVATA: REUTERS *Negotiations Over $100B OpenAI Nvidia Deal Stall Sources Say -- WSJ *NEW GOLD GETS"  
[X Link](https://x.com/Off_The_Tape/status/2018296263439953949)  2026-02-02T12:11Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven #Spacex #Xai $BARK $BHR #OpenAI $NVDA $DEO $DAY $WBD $NFLX $PSKY $AES $CTRA $DVN $NNDM $APLT $RNA $AXTA $LUV #Pedo #Witch *ELON MUSK'S SPACEX CONFIRMS MERGER WITH XAI IN COMPANY MEMO *BARK RETAINS MOELIS & CO. LLC AS FINANCIAL ADVISOR TO SPECIAL COMMITTEE *Braemar Hotels & Resorts Not Declared Common Dividend Policy for [----] in Light of Ongoing Co Sale Process BHR OpenAI Unsatisfied With Speed of Nvidia Hardware: Reuters Diageo Sale of Royal Challengers Cricket Team Could Land $2 Billion *Dayforce Expects Sale to Thoma Bravo to Close in"  
[X Link](https://x.com/Off_The_Tape/status/2018649673041330346)  2026-02-03T11:36Z [---] followers, [---] engagements


"$CSGP https://mma.prnewswire.com/media/2876653/D__E__Shaw_Group_Perspectives_on_CoStar_Feb_2026_vF.pdfp=original https://mma.prnewswire.com/media/2876653/D__E__Shaw_Group_Perspectives_on_CoStar_Feb_2026_vF.pdfp=original"  
[X Link](https://x.com/Off_The_Tape/status/2019048638337708124)  2026-02-04T14:01Z [---] followers, [---] engagements


"Event-Driven News: working on a website where i'm going to house most of my even-driven posts standby #Mergers #Acquisitions #EventDriven $MPX $MCFT $RVMD $QGEN $SITM $QIPT $WBD $NFLX $PSKY $FMC $WOR @joeyjaws $B MasterCraft Boat Holdings Inc. and Marine Products Corporation to Combine Revolution Medicines to Participate in Guggenheim Securities Emerging Outlook: Biotech Summit [----] QIAGEN Exceeds Q4 [----] Outlook Driven by Growth Pillars *SITIME TO BUY RENESAS TIMING UNIT FOR $1.5B CASH 4.13M SHARES Quipt Home Medical Corp.: DEFM14A 2026/02/04 (vote 3/3) *TRUMP SAYS HE'LL STAY OUT OF"  
[X Link](https://x.com/Off_The_Tape/status/2019383257968627906)  2026-02-05T12:11Z [---] followers, [---] engagements


"Macro: some questions about positioning related to GBP on the back of the BOE just now. The GBP trade ran its course after being Offsides Short in late Nov now Neutral positioning. Here's what the chart looks like: https://twitter.com/i/web/status/2019385418370744681 https://twitter.com/i/web/status/2019385418370744681"  
[X Link](https://x.com/Off_The_Tape/status/2019385418370744681)  2026-02-05T12:19Z [---] followers, [---] engagements


"$VRE letter: https://www.sec.gov/Archives/edgar/data/924901/000090266426000727/p26-0433exhibit99_1.htm https://www.sec.gov/Archives/edgar/data/924901/000090266426000727/p26-0433exhibit99_1.htm"  
[X Link](https://x.com/anyuser/status/2019527214392639643)  2026-02-05T21:43Z [---] followers, [---] engagements


"$QRVO $SWKS 2nd request"  
[X Link](https://x.com/anyuser/status/2019733058329677961)  2026-02-06T11:21Z [---] followers, [---] engagements


"$HOLX "The merger is expected to close in March or April""  
[X Link](https://x.com/anyuser/status/2019758676127502705)  2026-02-06T13:02Z [---] followers, [---] engagements


"$CTLP Cantaloupe and [---] Retail Markets will continue to cooperate with the FTC staff in its review of the Merger "  
[X Link](https://x.com/Off_The_Tape/status/2019880131670753377)  2026-02-06T21:05Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $HIMS $NVO $SRI $NEXN $VECO $ACLS $TGNA $NXST $MBIN $THS $GBIO $CFLT $IBM $ATKR $CNA $NEM $B $LLY $WTRG $MATW $WBS working on a website where i'm going to house most of my even-driven posts standby Stoneridge Inc 22nw Fund Lp: SCHEDULE 13D *NEXXEN INTERNATIONAL RECEIVED TAKEOVER INTEREST: SKY Veeco Stockholders Approve Merger with Axcelis Axcelis Stockholders Approve Merger with Veeco *TRUMP BACKS NEXSTAR-TEGNA DEAL *FCC CHAIRMAN CARR ON X AGREES W/ TRUMP ON NEXSTAR-TEGNA DEAL Paramount Guns for Quick US Antitrust Review of Warner Bros."  
[X Link](https://x.com/Off_The_Tape/status/2020830804138479762)  2026-02-09T12:03Z [---] followers, [---] engagements


"METALS: Both Gold and Silver are now in Lower Extreme positioning. Copper and Palladium both remain most at risk in further pullbacks Posting this week's full macro positioning deck here. This will live on my website coming soon: . https://www.linkedin.com/posts/rick-bandazian-jr_offsides-macro-weekly-positioning-deck-2826-activity-7426327207309967360-0x18/utm_source=share&utm_medium=member_desktop&rcm=ACoAADb_LRkBEYgU7FzuSMOnbKdE20g-3HihYzI"  
[X Link](https://x.com/Off_The_Tape/status/2020833283026870310)  2026-02-09T12:12Z [---] followers, [---] engagements


"Event-Driven (deal recap + news): $CCO mubadala $2.43 cash. This was an event sit on my list since October ("Mubadala Capital Is Said to Explore Buying Clear Channel Outdoor). Cash merger will require HSR cfiUS etc. Closing est "by end Q3". Fair value for me is $2.35+ish (assuming no value for the shop). The Go-Shop is likely worthless but this is a very leveraged co so small changes in px barely affect the EV. Not much else on the tape so far besides $DVAX done $HI about to close and $AIV firmed up amounts/timing on some distributions. If you made it this far you are my hero. Pls"  
[X Link](https://x.com/Off_The_Tape/status/2021193355527405614)  2026-02-10T12:03Z [---] followers, [---] engagements


"$INMD conf call: "has had no contact w Steel Partners ." (steel bid $18 for 51% in late Jan)"  
[X Link](https://x.com/Off_The_Tape/status/2021220985240785117)  2026-02-10T13:53Z [---] followers, [---] engagements


"Gold: risk-reversal near 1-mo lows w/ positioning in Lower Extreme:"  
[X Link](https://x.com/Off_The_Tape/status/2022239118223151313)  2026-02-13T09:19Z [---] followers, [---] engagements


"OPEC+ IS LEANING TOWARDS RESUMING OIL OUTPUT HIKES FROM APRIL SOURCES SAY OPEC+ HAS NOT YET MADE DECISION AND TALKS WILL CONTINUE AHEAD OF MARCH [--] MEETING SOURCES SAY https://x.com/Off_The_Tape/status/2020895965754876242s=20 ENERGY: The "easy money" in the Crude Oil trade may have played itself out after being in Lower Extreme territory now approaching the Upper Quartile https://t.co/KpiSCj3RCH https://x.com/Off_The_Tape/status/2020895965754876242s=20 ENERGY: The "easy money" in the Crude Oil trade may have played itself out after being in Lower Extreme territory now approaching the Upper"  
[X Link](https://x.com/Off_The_Tape/status/2022276369497911568)  2026-02-13T11:47Z [---] followers, [---] engagements


"Bonds set up for us last week. New deck out this weekend: https://offthetape.substack.com/ https://x.com/Off_The_Tape/status/2020854770764812645s=20 RATES: The long end of the curve is now in the Lower Quartile signaling Risk-On *HASSETT: SHOULD EXPECT SLIGHTLY LOWER JOBS NUMBERS Posting this week's full macro positioning deck here. This will live on my website coming soon: https://t.co/tOsh4QPMS3 https://t.co/R10NCa0lEa https://offthetape.substack.com/ https://x.com/Off_The_Tape/status/2020854770764812645s=20 RATES: The long end of the curve is now in the Lower Quartile signaling Risk-On"  
[X Link](https://x.com/Off_The_Tape/status/2022358377373012182)  2026-02-13T17:13Z [---] followers, [---] engagements


"Posting this week's full macro positioning deck here. This will live on my website coming soon. EQUITIES: Notional weighted equities positioning has exited the upper quartile. There has been a battle near this level during the churning/rotation from 6900-7000 since late October. Most notably Nasdaq has now pulled back to near the lower quartile from Upper Extremes in early Dec. The Russell remains in Upper Extreme territory. RATES: The long end of the curve is now in the Lower Quartile signaling Risk-On FX: USD positioning has re-entered the Lower Quartile signaling Risk-On.EUR AUD CAD remain"  
[X Link](https://x.com/Off_The_Tape/status/2020562287736901761)  2026-02-08T18:16Z [---] followers, [---] engagements


"RATES: The long end of the curve is now in the Lower Quartile signaling Risk-On *HASSETT: SHOULD EXPECT SLIGHTLY LOWER JOBS NUMBERS Posting this week's full macro positioning deck here. This will live on my website coming soon: https://www.linkedin.com/posts/rick-bandazian-jr_offsides-macro-weekly-positioning-deck-2826-activity-7426327207309967360-0x18/utm_source=share&utm_medium=member_desktop&rcm=ACoAADb_LRkBEYgU7FzuSMOnbKdE20g-3HihYzI"  
[X Link](https://x.com/Off_The_Tape/status/2020854770764812645)  2026-02-09T13:38Z [---] followers, [---] engagements


"ENERGY: The "easy money" in the Crude Oil trade may have played itself out after being in Lower Extreme territory now approaching the Upper Quartile"  
[X Link](https://x.com/Off_The_Tape/status/2020895965754876242)  2026-02-09T16:21Z [---] followers, [---] engagements


"SOFTS: This asset-class as a whole is now in the Lower Extreme. Stunning week-over-week selling see charts. Best set-ups in Sugar Cocoa and Coffee"  
[X Link](https://x.com/Off_The_Tape/status/2020896434682314765)  2026-02-09T16:23Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $QXO $AVDL $AN $WTRG $AWK $UDMY $WBD $NFLX $PSKY $LSEGY $CYBR QXO to Buy Kodiak Building Partners for $2.25 Billion: - $2.0 billion of cash and [----] million shares - from Court Square Capital Partner - highly accretive to [----] earnings - with QXO retaining the right to repurchase these shares at $40 per share *AVADEL'S LAST DAY ON NASDAQ WILL BE FEB. [--] Autonation Inc. Cascade Investment: SCHEDULE 13D American Water and Essential Utilities Shareholders Approve Merger-Related Proposals at Special Shareholder Meetings Udemy Inc.: 8-K"  
[X Link](https://x.com/Off_The_Tape/status/2021552223335940434)  2026-02-11T11:49Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $TPH $HUM $KVUE $KMB $BILL #BearShit Sumitomo Forestry Announces Strategic Combination with Tri Pointe Homes to Create a Leading U.S. Homebuilder (#GoldenShare into the midterms . jk) Humana Is Said to Near $1 Billion Deal for Floridas MaxHealth (private) *Olympic Steel Inc. (ZEUS) Halted due to additional information requested by NASDAQ *Synchronoss Technologies Inc. (SNCR) Halted due to additional information requested by NASDAQ *KIMBERLY-CLARK SAYS FTC WAITING PERIOD FOR KENVUE DEAL IS OVER (intraday yesterday) BILL to Participate in"  
[X Link](https://x.com/Off_The_Tape/status/2022277179027931136)  2026-02-13T11:50Z [---] followers, [---] engagements


"BCOM ex-metals: After pulling the data on BCOM (all) BCOMpr (precious) and BCOMin (industrial metals) AND a lot of back & forth w/ GPT (to tweak the weighting changes year-over-year) here's what the chart looks like. I didn't scrub the data but it directionally feels correct. Ex-metals BCOM still stuck in a range. New deck out this weekend Offsides Macro https://offthetape.substack.com/ https://offthetape.substack.com/"  
[X Link](https://x.com/Off_The_Tape/status/2022290859371188481)  2026-02-13T12:44Z [---] followers, [---] engagements


"Nasdaq vs Russell: full deck out this weekend"  
[X Link](https://x.com/Off_The_Tape/status/2022411226383581220)  2026-02-13T20:43Z [---] followers, [---] engagements


"$AIV Aimco to Seek Shareholder Approval to Adopt Plan of Sale and Liquidation Estimates Liquidating Distributions of Between $5.75 and $7.10 Per Share"  
[X Link](https://x.com/Off_The_Tape/status/1988000923226972406)  2025-11-10T21:48Z [---] followers, [---] engagements


"Event-Driven News: $SRDX Surmodics Announces U.S. District Court Denies Request for Preliminary Injunction to Block Proposed Acquisition by GTCR @Off_The_Tape 11/10/2025 16:48:50 $AIV Aimco to Seek Shareholder Approval to Adopt Plan of Sale and Liquidation Estimates Liquidating Distributions of Between $5.75 and $7.10 Per Share $SLVM Sylvamo Adopts Limited-Duration Shareowner Rights Plan $AI (b4 bell yest): EXPLORES A POTENTIAL SALE OTHER OPTIONS: REUTERS $AL gets #hsr $PCRX Pacira Biosciences Inc. Doma Perpetual Cap: SCHEDULE 13D/A should immediately hire bankers and conduct a formal sales"  
[X Link](https://x.com/Off_The_Tape/status/1988212978458431730)  2025-11-11T11:51Z [---] followers, [---] engagements


"Event-Driven Calendar: $AWK $HSII $JMIA $DRIO $MTSR $ATEX $SOHO $SAP (early tomorrow re $BL) #Mergers #Acquisitions #EventDriven"  
[X Link](https://x.com/Off_The_Tape/status/1988952468269723789)  2025-11-13T12:49Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $RVMD $ABBV $ABVX $MATW $VTYX $LLY $WSR #Oil $TECK *ABBVIE SAYS IT'S NOT IN TALKS TO BUY REVOLUTION MEDICINES 01/08/2026 02:33:05WSJ AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines (note the timestamp here something smells maybe this is still a live sit with abbv or another bidder .) *ABIVAX PROVIDES [----] CORPORATE OUTLOOK Matthews International Announces Closing of Sales of European Packaging and Tooling Businesses *LILLY TO BUY VENTYX BIOSCIENCES FOR $14.00/SHR *MCB REAL ESTATE REQUESTS RESPONSE FROM"  
[X Link](https://x.com/Off_The_Tape/status/2009232476271444301)  2026-01-08T11:55Z [---] followers, [----] engagements


"$SHCO On January [--] [----] MCR informed Yucaipa that it will not be able to fund its Closing Commitment in full at or prior to the currently anticipated Closing date. However Yucaipa and the Special Committee of the Board of Directors of the Company "  
[X Link](https://x.com/Off_The_Tape/status/2009234630155882598)  2026-01-08T12:04Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $PEN $BSX $ABVX $CVGW $AVO $SHCO $WBD $NFLX $PSKY $RIO $BHP $AL $OCUL $SNY $AMZN Boston Scientific announces agreement to acquire Penumbra Inc. (cash & stock election) Abivax S.A. Sofinnova Crossove: SCHEDULE 13D/A (selling .) Mission Produce Announces Agreement to Acquire Calavo Growers Expanding North American Avocado Business and Diversi Soho House Sets $200m in Alternative Commitments to Fund Merger *Paramount : Dennis Cinelli Will Join as Chief Fincl Officer Effective Jan [--] PSKY Rio Tinto and BHP explore collaboration to mine up to"  
[X Link](https://x.com/Off_The_Tape/status/2011774260520407236)  2026-01-15T12:15Z [---] followers, [----] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $MATW $FYBR $VZ $QXO $WOR $DENN #MostInterestingManInTheWorld #DosEquis Matthews International Announces Agreement with Barington Capital Verizon and Frontier Receive All Required Regulatory Approvals to Complete Transaction QXO Announces Fourth Quarter Summarized Preliminary Financial Information QXO Announces Common Stock Offering *QXO PRICES OFFERING OF 31.65M SHARES AT $23.80/SHR (they have telegraphed a deal is coming qxo is a roll-up) Worthington Steel to Acquire Klckner for 11/Share in Cash *TRADING HALTED:(DENN) Trading Halted;"  
[X Link](https://x.com/Off_The_Tape/status/2012135905113296973)  2026-01-16T12:12Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $DHIL $SARO $FYBR $RPTX $NSC $UNP $KVUE $OGN $RAPT $LULU $ABVX $MATW $EM $LEG $SGI DHIL go-shop expired no one cared . *StandardAero to Replace Frontier Communications Parent Which Is Being Sold in S&P MidCap [---] on Jan. [--] *REPARE HOLDERS APPROVE ACQUISITION BY XENOTHERAPEUTICS *REGULATOR: UNION PACIFIC NORFOLK SOUTHERN APP INCOMPLETE: WSJ No Link Between Acetaminophen in Pregnancy and Autism a New Study Finds (kvue) *Frontier Communications Parent Inc. (FYBR) Halted due to additional information requested by NASDAQ *UK TO ANNOUNCE"  
[X Link](https://x.com/Off_The_Tape/status/2013578761476665625)  2026-01-20T11:46Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven @joeyjaws $NATH $SFD TECK $KHC $CFLT $NVDA $NFLX Smithfield Foods to Acquire Iconic Hot Dog Brand Nathans Famous Teck Announces [----] Production and Sales Update and Reaffirms Outlook Canfor Pulp announces expiration of "Go-Shop" Period with no alternative acquisition proposal received Kraft Heinz Drops After Flagging Potential Berkshire Stake Sale *BRAZIL REGULATOR APPROVES CONFLUENT ACQUISITION BY IBM Nvidia CEO Plans China Visit After Beijing Restricts H200 Purchase Thoma Bravo is eyeing software deals calling the recent AI-driven"  
[X Link](https://x.com/Off_The_Tape/status/2013942843144823290)  2026-01-21T11:52Z [---] followers, [---] engagements


"Anthropic: The fundraising deal which is close to being finalised would value the company at $350bn"  
[X Link](https://x.com/Off_The_Tape/status/2016221888326812051)  2026-01-27T18:48Z [---] followers, [---] engagements


"$HD is cutting jobs and requiring corporate staff to work from the office five days a week as the worlds largest home-improvement retailer contends with a slowdown in business caused by the frozen housing market . earnings 2/24 (last guidance was 12/9) "  
[X Link](https://x.com/Off_The_Tape/status/2016613366404468992)  2026-01-28T20:44Z [---] followers, [---] engagements


"$ORCL On the equity side Oracle plans to raise approximately half of its [----] funding through a combination of equity-linked and common equity issuances. This is expected to include an initial issuance of mandatory convertible preferred securities representing a modest portion of the overall equity funding as well as a newly authorized at-the-market equity program of up to $20 billion. https://twitter.com/i/web/status/2018099332919222470 https://twitter.com/i/web/status/2018099332919222470"  
[X Link](https://x.com/Off_The_Tape/status/2018099332919222470)  2026-02-01T23:09Z [---] followers, [---] engagements


"$MSTR my favorite:"  
[X Link](https://x.com/Off_The_Tape/status/2019523391238336676)  2026-02-05T21:27Z [---] followers, [----] engagements


"event so far: $GAN "5/27" $LSEA 13d $INTC asset noise $QIPT $3.10 $EDNB EC simpl $X noise"  
[X Link](https://x.com/Off_The_Tape/status/1924746737857560903)  2025-05-20T08:39Z [---] followers, [---] engagements


"$HOLX On September [--] [----] Hologic Inc. (the Company) and Stephen P. MacMillan the Companys Chairman President and Chief Executive Officer entered into an amendment to Mr. MacMillans amended and restated employment agreement "  
[X Link](https://x.com/Off_The_Tape/status/1969131164012097808)  2025-09-19T20:07Z [---] followers, [---] engagements


"Event-Driven Observation(s): $CVGW #Mergers #Acquisitions #EventDriven CVGW: " . As previously announced . formed a Special Transactions Committee to review strategic alternatives . The review process remains ongoing and may or may not result in a transaction. In the event the strategic review process does not result in the announcement of a definitive agreement for a transaction the Board of Directors will consider initiating actions to enhance shareholder value through a return of capital to investors such as a share repurchase or a special dividend ." I think CVGW is telling us there's"  
[X Link](https://x.com/Off_The_Tape/status/1999573554237415720)  2025-12-12T20:14Z [---] followers, [---] engagements


"Event-Driven News: #Mergers #Acquisitions #EventDriven $ONTF $BBAI $OMI $BFIN $BIDU $SNV $PNFP On24 Inc. Lynrock Lake Lp: SCHEDULE 13D/A (voting agreement) *BIGBEARAI FINALIZES $250M ACQUISITION OF ASK SAGE (private) *Owens & Minor: Transaction Completes Transformation Into Pure Play Leader in Home-Based Care Market OMI *BankFinancial Corp. (BFIN) Halted due to additional information requested by NASDAQ Baidu Announces Proposed Spin-off and Separate Listing of Kunlunxin Pinnacle and Synovus Complete Merger to Become Regional Bank Growth Champion"  
[X Link](https://x.com/Off_The_Tape/status/2007059840200327553)  2026-01-02T12:02Z [---] followers, [---] engagements


"$HES A contract arbitration panel that could block or green-light the $53 billion sale of Hess Corp HES.N to Chevron CVX.N remains incomplete three months after the case was filed stalling a decision on whether Exxon Mobil XOM.N has a right of first refusal over Hess' Guyana ops"  
[X Link](https://x.com/Off_The_Tape/status/1803904491433136143)  2024-06-20T21:35Z [---] followers, [---] engagements


"$RCM R1 RCM Special Committee Provides Update on Evaluation of Strategic Alternatives Sets Final Bid Deadline of July [--] 2024"  
[X Link](https://x.com/Off_The_Tape/status/1816081397523656889)  2024-07-24T12:02Z [---] followers, [---] engagements


"$OMIC (microcap slow down) already a bid here @ $10 from DeerField Singular Genomics Systems Inc Tang Capital Manag: SC 13D: We are prepared to offer $12.00 per share in cash to acquire"  
[X Link](https://x.com/Off_The_Tape/status/1836502790941667438)  2024-09-18T20:29Z [---] followers, [---] engagements


"$VZIO "merger effective""  
[X Link](https://x.com/Off_The_Tape/status/1863938728084832480)  2024-12-03T13:29Z [---] followers, [---] engagements


"event so far: $PNFP [--] $SNV $BGFV Party A $1.60 USM spec div STM [--] NXPI assets VERV hlt TGI closed PARA #PlsStop"  
[X Link](https://x.com/Off_The_Tape/status/1948692654310429084)  2025-07-25T10:31Z [---] followers, [---] engagements


"event so far: $BASE hsr $SPR cma $BGFV "Party A" $1.60 still there $BHF eps ehh $SRDX "had been sched for 8/21" $RPTX "SA" $SHCO "$9" still active "  
[X Link](https://x.com/Off_The_Tape/status/1953786051375272304)  2025-08-08T11:51Z [---] followers, [---] engagements


"$KLG "9/26""  
[X Link](https://x.com/Off_The_Tape/status/1969137014957035891)  2025-09-19T20:30Z [---] followers, [---] engagements


"$BGFV On September20 [----] Party A submitted to the Company an updated proposal to acquire all of the outstanding Shares of the Company for a purchase price of $1.60 per Share "  
[X Link](https://x.com/Off_The_Tape/status/1970432127809233252)  2025-09-23T10:16Z [---] followers, [---] engagements


"$IAS from 8/22 (not me): 9/24: IAS to be Acquired by Novacap for $1.9 Billion https://substack.com/@researchnewsletters1/p-171384804 https://substack.com/@researchnewsletters1/p-171384804"  
[X Link](https://x.com/Off_The_Tape/status/1971238673686679884)  2025-09-25T15:41Z [---] followers, [---] engagements


"$LVTX LAVA Therapeutics to Move Extraordinary General Meeting to Early November [----] Additional time enables LAVA Therapeutics to address potential liabilities and confirm net cash to be delivered to Shareholders . uh oh "  
[X Link](https://x.com/Off_The_Tape/status/1972983795910644167)  2025-09-30T11:16Z [---] followers, [---] engagements


"event: $alks [--] $avdl $trml gets hsr $bhf eps 11/7 $lway 13d noms $cvac exh offer exp 12/3 $fmnb [--] $mbcn $imxi backgr contacted [---] parties $ipg "by end nov" $mlnk "10/24" $teck eps $nflx $wbd "no interest in legacy media networks" $pbpb TO exp 2nit #event #arb"  
[X Link](https://x.com/Off_The_Tape/status/1980974087661838777)  2025-10-22T12:26Z [---] followers, [---] engagements


"event: $NIC [--] $MOFG (notes below) $MLNK hlt $PZZA "no rating" @ bac (rtrs: "apo $64") $EM gets samr (hillhouse still here) $MTAL closed $MRUS data presentation 10a $WBD/$PSKY continued noise $STAA #PlsStop ex-div: $TXNM $RYN #CPI 830a ---------- NIC [--] MOFG: ratio [------] divs 2x2 (+28c) fin voteS "1h" spread fv $1-1.25ish ---------- "fun fact" of the day: Jane Street Citadel Securities and their fellow upstarts now command a fifth of global trading revenue with their market share poised to hit 30% by the end of the decade . https://twitter.com/i/web/status/1981692781010489497"  
[X Link](https://x.com/Off_The_Tape/status/1981692781010489497)  2025-10-24T12:02Z [---] followers, [---] engagements


"Quick Event-Driven report-card: spreads settling in as expected my models are working today $JAMF $12.83 vs my est of "$12.80-85" $ZEUS $RYI vwap so far 95c vs my est of "$1ish" $CSGS vwap $78.90 vs my est of "low $79's". i didn't account earlier for the long-fuse on Money Transmitter licenses but the dividends are are offsetting that timing. new closing placeholder here is late July #Mergers #Acquisitions #EventDriven Fed @ 14:00 Mag7 eps 16:00+: $MSFT $GOOG $META https://twitter.com/i/web/status/1983533111624323458 https://twitter.com/i/web/status/1983533111624323458"  
[X Link](https://x.com/Off_The_Tape/status/1983533111624323458)  2025-10-29T13:55Z [---] followers, [---] engagements


"Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys Corporation to be Acquired by TriArtisan Capital Advisors $6.25 (best chicken-fingers out there) $KORE Kore Group Holdings Inc. Searchlight Iv Kor: SCHEDULE 13D/A $5 $LION *STEVE COHEN'S POINT72 REPORTS 5.1% LIONSGATE STAKE (13g) $HSIC *KKR GETS RIGHT TO INCREASE HSIC STOCK OWNERSHIP UP TO 19.9% $CRGY *CRESCENT SAID TO SELL ASSETS TO AETHEL FOR MORE THAN $400 MLN $GT *GOODYEAR COMPLETES DIVESTITURE OF CHEMICAL BUSINESS $PRO Pros Holdings Inc.: DEFM14A 2025/11/03 hsr exp 11/24 vote 12/4 $STAA $ALC Alcon Releases Investor"  
[X Link](https://x.com/Off_The_Tape/status/1985673022104047949)  2025-11-04T11:38Z [---] followers, [----] engagements


"Event-Driven News: if u like this new format (and activity) pls sub/share. thx to all who have been doing so $WSR Whitestone REIT Confirms Proposal From MCB Real Estate $KORE KORE Announces Receipt Of Non-Binding Letter Relating To Acquisition Of Common Stock $KW Kennedy-Wilson Gets Buyout Proposal From CEO Fairfax Financial $10.25 $MNRO *IEP Owns Big Stake in Automotive Chain Monro Sources Say -- WSJ $SATS *IEP Has Position in EchoStar Sources Say -- WSJ $MTSR $NVO *NOVO SAYS FY CUT REFLECTS LOWERED GLP-1 GROWTH EXPECTATIONS $HCKT The Hackett Group Announces Intent to Launch Dutch Tender"  
[X Link](https://x.com/Off_The_Tape/status/1986040151840034933)  2025-11-05T11:57Z [---] followers, [----] engagements


"Event-Driven News 2: $CRL Charles River Laboratories Provides Update on Options $PRGO Perrigo Shares Sink Amid 3Q Net Sales Miss Strategic Review $SNDA Sonida to Buy CNL Healthcare Properties in Deal Valued at $1.8b (target is pinks) $CHR careful here micro micro cap *CHEER HOLDING INC.: CHEER HOLDING GETS TWO PRELIM NON-BINDING PROPOSALS TO BUY ALL OF SHARES $MNRO Monro Inc. Icahn Carl C: SCHEDULE 13D pretty generic 13d . $PFGC *Performance Food Group Raises [----] View To Sales $67.5B-$68.5B PFGC #Mergers #Acquisitions #EventDriven https://twitter.com/i/web/status/1986060973103272324"  
[X Link](https://x.com/Off_The_Tape/status/1986060973103272324)  2025-11-05T13:20Z [---] followers, [---] engagements


"Event-Driven News: $WBD $CMCSA $NFLX $AMZN b4 bell yest: *COMCAST HIRES GOLDMAN SACHSMORGAN STANLEY TO EVALUATE BID:RTRS $HSIC Henry Schein Inc Kkr Hawaii Aggrega: SCHEDULE 13D/A to increase the beneficial ownership limit from 14.9% to 19.9% $FLR $SMR Fluor and NuScale Announce Agreement Regarding Stake Monetization $STAA Staar Surgical Co Broadwood Partners: DFAN14A #PlsStop $BL *MORE BLACKLINE INVESTORS SAID TO PUSH COMPANY TO EXPLORE SALE BL: BlackLine lowers FY25 EPS view to $2.08-$2.13 from $2.13-$2.24 $GTLS $BKR Baker Hughes Co: 8-K 2025-11-06 HSR Act expired at 11:59 p.m. Eastern Time"  
[X Link](https://x.com/Off_The_Tape/status/1986764015536603320)  2025-11-07T11:53Z [---] followers, [----] engagements


"$PRTH #Mergers #Acquisitions #EventDriven https://www.sec.gov/Archives/edgar/data/1653558/000121390025107859/ea026471901ex99-1_priority.htm https://www.sec.gov/Archives/edgar/data/1653558/000121390025107859/ea026471901ex99-1_priority.htm"  
[X Link](https://x.com/Off_The_Tape/status/1987868175925400044)  2025-11-10T13:01Z [---] followers, [---] engagements


"Event-Driven News: $RPTX $SRDX $SSP $SBGI $CWAN $AVDL $ALKS $WALD $VVV $RKT $WPP $ZYME Repare Therapeutics Enters into Definitive Agreement to be Acquired by XenoTherapeutics Inc. Surmodics Announces FTC Does Not Intend to Appeal Denial of Injunction Order Preventing Closing Set to Expire Today srdx quick thoughts: *Sinclair and Scripps Have Discussed Potential Deal in Recent Months Sources Say -- WSJ *Sinclair Has Roughly 8% Stake in E.W. Scripps Sources Say -- WSJ ssp sbgi filing observation: *WARBURG PERMIRA ARE SAID IN TALKS TO BUY CLEARWATER ANALYTICS Avadel Board of Directors Declares"  
[X Link](https://x.com/Off_The_Tape/status/1990386792839737485)  2025-11-17T11:49Z [---] followers, [---] engagements


"Event-Driven Observation(s): $AXTA Akzo Nobel Nippon Paint #Mergers #Acquisitions #EventDriven Akzo Nobel Said to Near Combination With Rival Paintmaker Axalta - bloomberg - This is an old event-sit from [----] where both Akzo and Nippon Paint almost got the finish line with AXTA and it smoked arbs last minute - There is significant antitrust here each is mentioned in each other's filings as competitors (i have a 12mo placeholder for now I assume they will say "2h '26" closing IF) - I smell a stock component here. There are some net negative divs here if it's a stock deal (bloomberg article"  
[X Link](https://x.com/Off_The_Tape/status/1990588754050834830)  2025-11-18T01:11Z [---] followers, [----] engagements


"Event-Driven News: $AXTA $UNF $B $KLAR $HSII $COMM $SEE $WBD $PSKY $CMCSA $NFLX $MODG $AMZN $MSFT $OLMA Axalta Coating Systems LLC; Akzo Nobel N.V.: AkzoNobel and Axalta to Combine in All-Stock Merger of Equals. Big special-div here on Akzo side. My thoughts pre-announcement on antitrust/other important items in a post last night: Elliott builds stake in gold miner Barrick - ft Elliott Inks Deal to Buy Up to $6.5 Billion of Klarnas US Loans Sealed Air Deal Seen as 'Letdown' By Large Shareholders Jefferies Says . were expecting a take-out price of around $50 a share Unifirst Corp River Road"  
[X Link](https://x.com/Off_The_Tape/status/1990749334485233664)  2025-11-18T11:50Z [---] followers, [----] engagements


"Event-Driven News: reposting this after the $NET "fix" (some of u reached out asking thx) Event-Driven News: $AXTA $UNF $B $KLAR $HSII $COMM $SEE $WBD $PSKY $CMCSA $NFLX $MODG $AMZN $MSFT $OLMA Axalta Coating Systems LLC; Akzo Nobel N.V.: AkzoNobel and Axalta to Combine in All-Stock Merger of Equals. Big special-div here on Akzo side. My thoughts pre-announcement on antitrust/other important items in a post last night: Elliott builds stake in gold miner Barrick - ft Elliott Inks Deal to Buy Up to $6.5 Billion of Klarnas US Loans Sealed Air Deal Seen as 'Letdown' By Large Shareholders"  
[X Link](https://x.com/Off_The_Tape/status/1990804025298559415)  2025-11-18T15:27Z [---] followers, [---] engagements


"we have our first "NO" on $AXTA (artisan partners) "  
[X Link](https://x.com/Off_The_Tape/status/1991246449594491366)  2025-11-19T20:45Z [---] followers, [---] engagements


"$AXTA Akzo Nobel-Axalta Deal Wins Support of Activist Investor Cevian note on Cevian: https://x.com/Off_The_Tape/status/1990588754050834830 https://x.com/Off_The_Tape/status/1990588754050834830"  
[X Link](https://x.com/Off_The_Tape/status/1991514780180574305)  2025-11-20T14:31Z [---] followers, [---] engagements


"$AXTA [--] Yes [--] No's now .*Axalta Investor Shapiro Plans to Vote Against AkzoNobel Merger If Terms Don't Change #Mergers #Acquisitions #EventDriven https://x.com/Off_The_Tape/status/1991246449594491366 we have our first "NO" on $AXTA (artisan partners) . https://x.com/Off_The_Tape/status/1991246449594491366 we have our first "NO" on $AXTA (artisan partners) "  
[X Link](https://x.com/Off_The_Tape/status/1991923355671535849)  2025-11-21T17:35Z [---] followers, [---] engagements


"Event-Driven News: $TECK $BHP $IPG $OMC $GDOT $PFGC $USFD $WBD $PSKY $NFLX $CMCSA $GIFI $IESC $PINC $VMEO $NVO $LLY $BIIB *BHP GROUP IS SAID TO MAKE TAKEOVER APPROACH TO ANGLO AMERICAN .* ANGLO AMERICAN IS SAID TO REJECT BHP'S PROPOSAL . *BHP SAYS NO LONGER CONSIDERING COMBINATION WITH ANGLO AMERICAN *OMNICOM WINS UNCONDITIONAL EU APPROVAL FOR IPG DEAL (expected) Green Dot Corp. Announces Strategic Transactions with Smith Ventures and CommerceOne Financial Corp. (The implied value to shareholders of Green Dot is estimated to be approximately $14.23 $19.18 per share (including $8.11 per share"  
[X Link](https://x.com/Off_The_Tape/status/1992923838603038937)  2025-11-24T11:50Z [---] followers, [---] engagements


"not making a joke real: $BBBY Bed Bath & Beyond Enters into Merger Agreement to Acquire $TBHC The Brand House Collective " . said Marcus Lemonis ." #Mergers #Acquisitions #EventDriven #Simulation"  
[X Link](https://x.com/Off_The_Tape/status/1993073163987759394)  2025-11-24T21:44Z [---] followers, [---] engagements


"Event-Driven News: $IPG $OMC $PETS $FIS $SPNS $TECK $RIO $JEF $WBD $PSKY $CMCSA $NFLX #Mergers #Acquisitions #EventDriven Omnicom Completes Acquisition of Interpublic PetMed Express Extends Shareholder Rights Plan to Dec. [--] [----] UKs CMA Clears FIS-Total System Services Merger Asics Denies Report on Interest in Acquisition of Puma *EU CLEARS ACQUISITION OF SAPIENS BY ADVENT *DEUTSCHE BOERSE OFFERS TO BUY ALLFUNDS FOR [----] PER SHARE *OTTAWA CLEARS ANGLO'S TECK DEAL ON NATSEC GROUNDS: GLOBE *ANGLO-TECK DEAL STILL TO CLEAR ECONOMIC BENEFIT REVIEW: GLOBE SEC probes Jefferies over its First Brands"  
[X Link](https://x.com/Off_The_Tape/status/1994383367769313569)  2025-11-28T12:30Z [---] followers, [---] engagements


"$WBD $NFLX $PSKY [--] Dec [----] 07:00:00 AM - NETFLIX TO ACQUIRE WARNER BROS. FOLLOWING THE SEPARATION OF DISCOVERY GLOBAL FOR A TOTAL ENTERPRISE VALUE OF $82.7 BILLION (EQUITY VALUE OF $72.0 BILLION) [--] Dec [----] 07:00:08 AM - NETFLIX INC - NETFLIX TO MAINTAIN WARNER BROS.' CURRENT OPERATIONS [--] Dec [----] 07:00:10 AM - NETFLIX INC: NETFLIX TO MAINTAIN WARNER BROS.' CURRENT OPERATIONS [--] Dec [----] 07:00:12 AM - NETFLIX INC: CASH AND STOCK TRANSACTION IS VALUED AT $27.75 PER WBD SHARE https://twitter.com/i/web/status/1996912795200135181 https://twitter.com/i/web/status/1996912795200135181"  
[X Link](https://x.com/Off_The_Tape/status/1996912795200135181)  2025-12-05T12:01Z [---] followers, [---] engagements


"$PGRE "Sponsor A" "  
[X Link](https://x.com/Off_The_Tape/status/1998722961847808485)  2025-12-10T11:54Z [---] followers, [---] engagements


"$STAA $ALC To #STAARSurgical and #Alcon pls explain: "It also is noteworthy that the Companys proxy statement supplement fails to mention that the Company received an inbound expression of interest from a well-respected private equity firm with capital and specific expertise in the main geographies and the industry in which the Company operates" - #BroadwoodPartners PR #Mergers #Acquisitions #EventDriven THANK YOU FOR YOUR ATTENTION TO THIS MATTER ;-) https://twitter.com/i/web/status/1999089270347223352 https://twitter.com/i/web/status/1999089270347223352"  
[X Link](https://x.com/Off_The_Tape/status/1999089270347223352)  2025-12-11T12:09Z [---] followers, [---] engagements


"Event-Driven News: $DBRG $LULU $DXLG $WBD $PSKY $NFLX $KPLT $APLT $PNC $MRUS $BCRX $ATXS $AVGO #Oil $USO #Mergers #Acquisitions #EventDriven SoftBank Group Corp. is studying potential acquisitions including data center operator Switch Inc. . Its owners have sought a valuation of around $50 billion including debt for the data center operator . Its also been in advanced talks on a potential purchase of one of Switchs main private equity backers New York-listed investment firm DigitalBridge Group Inc. Bloomberg News reported last week . A consortium including DigitalBridge and Australian"  
[X Link](https://x.com/Off_The_Tape/status/1999451292188422411)  2025-12-12T12:08Z [---] followers, [----] engagements


"I had a fun convo w the gents @ AlphaMind podcast. we spoke about mindset psychology and the human experience of trading true prop @AlphaMind101 https://x.com/AlphaMind101/status/1907331840051978598 🎙New AlphaMind Podcast Episode🎙 Ep143 Rick Bandazian Jr: Mindset of a Sniper Trader We take a deep dive into the mindset and behaviors of an event-driven trader who has achieved remarkable success over the past [--] years. Discover how he captures fleeting opportunities https://x.com/AlphaMind101/status/1907331840051978598 🎙New AlphaMind Podcast Episode🎙 Ep143 Rick Bandazian Jr: Mindset of a"  
[X Link](https://x.com/Off_The_Tape/status/1907384563984171126)  2025-04-02T10:48Z [---] followers, [----] engagements


"$GMS $QXO (Bloomberg) -- QXO Inc. wont raise its $5 billion offer for building products distributor GMS Inc. after Home Depot Inc. reportedly made its own bid. A spokesman for QXO said Friday that $5 billion is the companys full offer"  
[X Link](https://x.com/Off_The_Tape/status/1936082699803938882)  2025-06-20T15:24Z [---] followers, [---] engagements


"$SPTN "9/22""  
[X Link](https://x.com/Off_The_Tape/status/1969010460759400924)  2025-09-19T12:07Z [---] followers, [---] engagements


"event: $IMXI gets hsr (still needs $ transm) $OMI asset sale $MEG.cn bump $TECK lol $DAY trow $CFLT rtrs "SA aft int" $ARIS prelim election results $TASK "reminder" $STAA broadwood #PlsStop "  
[X Link](https://x.com/Off_The_Tape/status/1975897373777002526)  2025-10-08T12:13Z [---] followers, [---] engagements


"Event-Driven News: $SEM $GNK $DSX $TRUE $EM $BBBY $TBHC $RNA $SNDK $IPG $OMC $VRNT $SPOT $PINC $NVDA $GOOG Select Medical Holdings Corporation Acknowledges Executive Chairman's Take-Private Proposal 11/24/2025 16:49:58 off the tape: $SEM "$16-16.20" 11/24/2025 16:53:41 off the tape: $TRUE (go-shop) As of the date of this proxy statement none of the . Smart Share Global Ltd Hillhouse Investme: SCHEDULE 13D/A ("The Reporting Persons believe that the Special Committee's determination is wrong and ill-made ." previous $1.77 bid) VRNT: HSR Waiting Period expired . anticipates that the closing of"  
[X Link](https://x.com/Off_The_Tape/status/1993287430149906615)  2025-11-25T11:55Z [---] followers, [---] engagements


"Event/Arb housekeeping: Ex-div: $FITB $KW $DBRG $BHR $ONL $FULT Delist notices: $CIO $CLCO $WOW #Mergers #Acquisitions #EventDriven"  
[X Link](https://x.com/Off_The_Tape/status/2006341594593861713)  2025-12-31T12:28Z [---] followers, [---] engagements


"$DHIL go-shop expired no one cared "  
[X Link](https://x.com/Off_The_Tape/status/2012289393696907709)  2026-01-16T22:22Z [---] followers, [---] engagements

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