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Stock Analysis Compilation
Polen Capital on Tetra Tech $TTEK US
Thesis: Tetra Tech's leadership in water infrastructure and environmental consulting positions it perfectly for today's rising demand—learn how it’s capitalizing on global challenges
(Extract from their Q3 letter) https://t.co/qHGaFrMHMh
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Polen Capital on Tetra Tech $TTEK US
Thesis: Tetra Tech's leadership in water infrastructure and environmental consulting positions it perfectly for today's rising demand—learn how it’s capitalizing on global challenges
(Extract from their Q3 letter) https://t.co/qHGaFrMHMh
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Startup Archive
RT @m_franceschetti: So good, so true
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RT @m_franceschetti: So good, so true
Hire for Drive by @pmarca https://t.co/J4GnBmfAZM tweet
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Artisan Partners on MGM China Holdings $2282 HK
Thesis: MGM China's robust gaming growth and disciplined margins highlight its strength amidst macro challenges—explore its cash flow-driven dividend potential
(Extract from their Q3 letter) https://t.co/ldrFjqYIoX
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Artisan Partners on MGM China Holdings $2282 HK
Thesis: MGM China's robust gaming growth and disciplined margins highlight its strength amidst macro challenges—explore its cash flow-driven dividend potential
(Extract from their Q3 letter) https://t.co/ldrFjqYIoX
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InsideArbitrage
Smart Share $EM Global Receives Buyout Proposal from Trustar Mobile Charging and Affiliates -
🔋The proposal offers to buy all outstanding shares, including ADS, for $0.625 per share or $1.25 per ADS.
🔋Trustar's affiliates include Smart Share's CEO Mars Guangyuan Cai, Director and President Peifeng Xu, Chief Marketing Officer Victor Yaoyu Zhang, and CFO Maria Yi Xin.
🔋The board has formed a Special Committee comprised of three independent directors—Conor Chia-hung Yang, Jiawei Gan, and Benny Yucong Xu—to evaluate and consider the proposal. Conor Chia-hung Yang will serve as Chair of the Special Committee.
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Smart Share $EM Global Receives Buyout Proposal from Trustar Mobile Charging and Affiliates -
🔋The proposal offers to buy all outstanding shares, including ADS, for $0.625 per share or $1.25 per ADS.
🔋Trustar's affiliates include Smart Share's CEO Mars Guangyuan Cai, Director and President Peifeng Xu, Chief Marketing Officer Victor Yaoyu Zhang, and CFO Maria Yi Xin.
🔋The board has formed a Special Committee comprised of three independent directors—Conor Chia-hung Yang, Jiawei Gan, and Benny Yucong Xu—to evaluate and consider the proposal. Conor Chia-hung Yang will serve as Chair of the Special Committee.
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InsideArbitrage
BM Technologies, Inc. $BMTX announced that their shareholders voted to approve it's acquisition by First Carolina Bank at the special meeting held on January 03, 2024. https://t.co/s3bsKpvD8E
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BM Technologies, Inc. $BMTX announced that their shareholders voted to approve it's acquisition by First Carolina Bank at the special meeting held on January 03, 2024. https://t.co/s3bsKpvD8E
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InsideArbitrage
$UBER enters into $1.5 billion accelerated share repurchase program with Bank of America
🏎️ This is part of its prior $7 billion share repurchase authorization which was announced in Feb last year
🏎️ During the three and nine months ended September 30, 2024, the company repurchased 5.3 million and 10.1 million shares of common stock, respectively, for $375 million and $701 million, respectively
🏎️As of September 30, 2024, $6.3 billion remained under its share repurchase program
CFO: "Our stock is undervalued relative to the strength of our business, and we plan to accelerate our buybacks under the existing authorization as a result. This ASR represents a value-enhancing deployment of capital, retiring over one percent of our market cap."
https://t.co/OGzKUFPY4x
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$UBER enters into $1.5 billion accelerated share repurchase program with Bank of America
🏎️ This is part of its prior $7 billion share repurchase authorization which was announced in Feb last year
🏎️ During the three and nine months ended September 30, 2024, the company repurchased 5.3 million and 10.1 million shares of common stock, respectively, for $375 million and $701 million, respectively
🏎️As of September 30, 2024, $6.3 billion remained under its share repurchase program
CFO: "Our stock is undervalued relative to the strength of our business, and we plan to accelerate our buybacks under the existing authorization as a result. This ASR represents a value-enhancing deployment of capital, retiring over one percent of our market cap."
https://t.co/OGzKUFPY4x
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Startup Archive
Elon Musk: “Technology does not automatically improve”
“People are mistaken when they think that technology just automatically improves. It does not automatically improve. It only improves if a lot of people work very hard to make it better. And actually it will I think—by itself—degrade.”
Elon continues:
“If you look at the progress in space, in 1969 we were able to send somebody to the moon. Then we had the Space Shuttle. The Space Shuttle could only take people to low-earth orbit. Then the Space Shuttle retired and the United States could take no one to orbit.”
This is why he believe SpacEx’s mission of making humans a space-faring civilization is so important. It’s not inevitable, and it will require a lot of talented people working really hard to make it happen.
“You look at great civilizations like ancient Egypt, and they were able to make the pyramids, and they forgot how to do that. And the Romans, they built these incredible aqueducts. They forgot how to do it.”
Video source: @TEDTalks (2017)
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Elon Musk: “Technology does not automatically improve”
“People are mistaken when they think that technology just automatically improves. It does not automatically improve. It only improves if a lot of people work very hard to make it better. And actually it will I think—by itself—degrade.”
Elon continues:
“If you look at the progress in space, in 1969 we were able to send somebody to the moon. Then we had the Space Shuttle. The Space Shuttle could only take people to low-earth orbit. Then the Space Shuttle retired and the United States could take no one to orbit.”
This is why he believe SpacEx’s mission of making humans a space-faring civilization is so important. It’s not inevitable, and it will require a lot of talented people working really hard to make it happen.
“You look at great civilizations like ancient Egypt, and they were able to make the pyramids, and they forgot how to do that. And the Romans, they built these incredible aqueducts. They forgot how to do it.”
Video source: @TEDTalks (2017)
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InsideArbitrage
U.S. Steel $X and Nippon Steel filed two lawsuits after President Biden blocked their merger -
✴️The first, a court petition filed in the United States Court of Appeals for the D.C. Circuit, claims that President Biden and CFIUS violated their rights by blocking the transaction without a proper national security review.
✴️In the second, U.S. Steel and Nippon Steel sued Cleveland-Cliffs $CLF, its CEO Lourenco Goncalves, and USW President David McCall in the United States District Court for the Western District of Pennsylvania, filing a Complaint and motion for a preliminary injunction, alleging illegal collusion and anticompetitive actions to monopolize the steel market.
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U.S. Steel $X and Nippon Steel filed two lawsuits after President Biden blocked their merger -
✴️The first, a court petition filed in the United States Court of Appeals for the D.C. Circuit, claims that President Biden and CFIUS violated their rights by blocking the transaction without a proper national security review.
✴️In the second, U.S. Steel and Nippon Steel sued Cleveland-Cliffs $CLF, its CEO Lourenco Goncalves, and USW President David McCall in the United States District Court for the Western District of Pennsylvania, filing a Complaint and motion for a preliminary injunction, alleging illegal collusion and anticompetitive actions to monopolize the steel market.
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Teoxane SA, a swiss medical aesthetics company has proposed to acquire Revance Therapeutics, Inc. $RVNC, for $3.60 per share in cash.
This offer, announced today, represents a 16% premium over the price set in Revance's amended agreement with Crown Laboratories, which was $3.10 per share.
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Teoxane SA, a swiss medical aesthetics company has proposed to acquire Revance Therapeutics, Inc. $RVNC, for $3.60 per share in cash.
This offer, announced today, represents a 16% premium over the price set in Revance's amended agreement with Crown Laboratories, which was $3.10 per share.
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