Special Situations 🌐 Research Newsletter (Jay)
Just shared a new potential spec merger arb idea (no formal agreement yet), trading not too far from unaffected price. Based on precedents, an offer could be weeks away at a 25%+ premium if financing markets don't completely shut down.
https://t.co/r7f3PlxC5V
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Just shared a new potential spec merger arb idea (no formal agreement yet), trading not too far from unaffected price. Based on precedents, an offer could be weeks away at a 25%+ premium if financing markets don't completely shut down.
https://t.co/r7f3PlxC5V
tweet
Special Situations
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Special Situations 🌐 Research Newsletter (Jay)
Well, that was fast!
https://t.co/yMNS5vjKWr
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Well, that was fast!
https://t.co/yMNS5vjKWr
Slowly, the market will realize that collapsing service PMIs will mean much worse 3Q22 earnings than 2Q - Special Situations 🌐 Research Newsletter (Jay)tweet
Offshore
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Dr. Rhonda Patrick
Compounds found in the pigment of berries reduce cholesterol and triglycerides.
Anthocyanin supplementation decreased total cholesterol (⬇️24.06 mg/dL), LDL (⬇️22.10 mg/dL) and triglycerides (⬇️26.14 mg/dL) compared to placebo.
Meta-analysis of 6 trials.
https://t.co/XWWqmY0YtF
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Compounds found in the pigment of berries reduce cholesterol and triglycerides.
Anthocyanin supplementation decreased total cholesterol (⬇️24.06 mg/dL), LDL (⬇️22.10 mg/dL) and triglycerides (⬇️26.14 mg/dL) compared to placebo.
Meta-analysis of 6 trials.
https://t.co/XWWqmY0YtF
tweet
Special Situations 🌐 Research Newsletter (Jay)
Another CEO defection, almost 1,400 CEOs have quit over the last year $VWAGY:
Volkswagen AG CEO Herbert Diess will leave the group’s management board to be replaced with current Porsche CEO Oliver Blume.
Diess will vacate his post by Sept. 1, the co said Friday.
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Another CEO defection, almost 1,400 CEOs have quit over the last year $VWAGY:
Volkswagen AG CEO Herbert Diess will leave the group’s management board to be replaced with current Porsche CEO Oliver Blume.
Diess will vacate his post by Sept. 1, the co said Friday.
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Morning Brew ☕️
POV: You've lost all your money in crypto and you're hoping to make it back with this "pink sauce" lawsuit https://t.co/265jCjpIJs
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POV: You've lost all your money in crypto and you're hoping to make it back with this "pink sauce" lawsuit https://t.co/265jCjpIJs
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Ensemble Capital
RT @ValueStockGeek: Buying moaty businesses with growth prospects at a reasonable price will still be a sound investment strategy 100 years from now. That won't be arb'd out of existence like everything else in markets - where once some math nerd figures some trick out, it stops working in 2 years.
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RT @ValueStockGeek: Buying moaty businesses with growth prospects at a reasonable price will still be a sound investment strategy 100 years from now. That won't be arb'd out of existence like everything else in markets - where once some math nerd figures some trick out, it stops working in 2 years.
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Paras Chopra
RT @paraschopra: Getting offended at online comments from anonymous strangers is such a waste of life.
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RT @paraschopra: Getting offended at online comments from anonymous strangers is such a waste of life.
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Offshore
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Jim OShaughnessy
“Modern cognitive psychology is almost dominated by emphasis on irrationality in the formation of beliefs and expectations, and experiment after experiment has confirmed this.”
~David C. Krakauer https://t.co/VpzoybCAbr
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“Modern cognitive psychology is almost dominated by emphasis on irrationality in the formation of beliefs and expectations, and experiment after experiment has confirmed this.”
~David C. Krakauer https://t.co/VpzoybCAbr
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