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[@dkbilson](/creator/twitter/dkbilson)
"Interesting that CSX and NSC were both up XXX% today and CSX is trading up on this news. Plausible that one deal begets another similar to 2015 free-for-all in health insurance. via @WSJ"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1945962047218286663) 2025-07-17 21:41:20 UTC 1641 followers, XXX engagements


"Didn't stumble on Glenview's 7/11 13G at $GTM til this AM. Glad I did because for one big reason . Glenview = Larry Robbins Zoominfo CEO = Henry Schuck Title of this AM's 9th and final item . "I Now Pronounce You Schuck and Larry""  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1945580997073908110) 2025-07-16 20:27:11 UTC 1639 followers, XXX engagements


"FYI . the nomination window at Lamb Weston closed Saturday so if you see a "Jana Nominates X" story tonight or tomorrow morning this is the reason why. $LW"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1939448693385543864) 2025-06-29 22:19:36 UTC 1641 followers, 1648 engagements


"Today in Milestone Birthdays Clueless turns XX and The Legend of Billie Jean turns XX. The latter was unremarkable outside this late career banger from Pat B"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1946565396238082057) 2025-07-19 13:38:50 UTC 1641 followers, XXX engagements


"Happy Clorox Day It was on this day in 2011 that Carl Icahn launched the most ridiculous tender offer in history. The marine who ran Clorox at the time didn't even flinch Today's note makes the point that the activists at $KVUE have already made it farther than Icahn"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1945116501490450846) 2025-07-15 13:41:27 UTC 1639 followers, XXX engagements


"Handed out 1st half awards today . Brad Jacobs was "Most Interesting Person" of 1H QXO-BECN deal of the half KKR's $HSIC move wins it our PE MVP "Rudy Award" goes to Takahiro Mori "Mama Bear" award = Grizzly Croatti @ $UNF Activist of 1H = Mantle Ridge for Seifi purge"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1939687727898726739) 2025-06-30 14:09:26 UTC 1639 followers, XXX engagements


"The Century Club has just announced that its gift shop will be selling Coach handbags. This comes after Tapestry's stock crossed $XXX for the first time ever. $TPR has more than doubled since its guardian angel -- Lina Khan -- pulled it from the flaming wreckage of $CPRI"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1944781946225152100) 2025-07-14 15:32:02 UTC 1639 followers, XXX engagements


"Chubb and Arch is what we had in mind. $ACGL has been out in Bozeman. Evan's G650 flew to Omaha last week. 10-1 he was there to run this by his X% holder. $CB $ACGL"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1944752410355749217) 2025-07-14 13:34:41 UTC 1641 followers, 47.7K engagements


"Waters . $XXX to $XXX on BDX purchase Shareholder approval needed. Getting to that point where a gadfly will see an opportunity to speak up. $WAT"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1945150342083068118) 2025-07-15 15:55:55 UTC 1641 followers, XXX engagements


"Let's just say we'll have a lot to say about this in an hour. Mostly inside baseball stuff. $UNP $CSX $UNP"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1945825282373402970) 2025-07-17 12:37:53 UTC 1641 followers, 2139 engagements


"Dow Jones has some "500" questions to answer. 1st who gets this seat. Next who gets the one $HES is sitting in. And finally what happens to the $PARA seat after that drug deal closes"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1944783437543477475) 2025-07-14 15:37:58 UTC 1642 followers, 1778 engagements


"Two points we made an hour ago . Our Biz Jet Tracker gives $NSC the edge of $CSX. UNP in Atlanta this week. But . MS advised NSC on CP approach in 2015 and did defense on '24 Ancora proxy fight. Were NSC in deep talks with UNP we think it would be working for NSC"  
![@dkbilson Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::79045082.png) [@dkbilson](/creator/x/dkbilson) on [X](/post/tweet/1945851780165722165) 2025-07-17 14:23:11 UTC 1641 followers, 1014 engagements