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InsideArbitrage
Sonim Technologies $SONM Forms Special Committee to Evaluate Strategic Alternatives -
🛜Mike Mulica will chair the committee, which includes Mulica and James Cassano.
🛜In consultation with its advisors, including Roth Capital Partners, the committee will carefully review strategic alternatives from several parties, including, but not limited to, Orbic North America.
🛜The committee will consider various strategic options, including business combinations such as mergers or acquisitions and other potential transactions, such as selling the company or a significant portion of its assets.
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Sonim Technologies $SONM Forms Special Committee to Evaluate Strategic Alternatives -
🛜Mike Mulica will chair the committee, which includes Mulica and James Cassano.
🛜In consultation with its advisors, including Roth Capital Partners, the committee will carefully review strategic alternatives from several parties, including, but not limited to, Orbic North America.
🛜The committee will consider various strategic options, including business combinations such as mergers or acquisitions and other potential transactions, such as selling the company or a significant portion of its assets.
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Quiver Quantitative
NEW: We just released a live feed that gives alerts on:
- Politicians' trading
- Government contracts
- Corporate lobbying
- Insider trading
- Hedge fund activity
- Company press releases
See below: https://t.co/MwovaXDshC
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NEW: We just released a live feed that gives alerts on:
- Politicians' trading
- Government contracts
- Corporate lobbying
- Insider trading
- Hedge fund activity
- Company press releases
See below: https://t.co/MwovaXDshC
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Dimitry Nakhla | Babylon Capital®
I’ve decided to begin accumulating shares of $NVO here at $79-$82 initial 3% position with a targeted ~5% allocation 🧬
Here’s why:
Despite recent negative sentiment and a sharp drop in share price, $NVO fundamentals remain strong 👇🏽
•Double-digit EPS growth
•History of strong returns on capital
•Innovation-led corporate culture
•Aggressive share buybacks
•Attractive valuation relative to growth
•AA- S&P Credit Rating
•$11.2B in cash & $7.7B in long-term debt
___
IF $NVO drops to $65 it’s a win-win as I get to build a full position with $NVO trading for 18x NTM EPS (which would be a rare multiple to pay for $NVO, a level not seen since 2018-2019 & well below its 10-Year average multiple of 25x)
Outsized returns in biotech often follow a familiar pattern: adverse news creates a buying opportunity, allowing investors to accumulate shares with a margin of safety when expectations have been significantly reduced. (e.g. $ABBV at $70 in 2019 & $VRTX at $200 in 2021)
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I’ve decided to begin accumulating shares of $NVO here at $79-$82 initial 3% position with a targeted ~5% allocation 🧬
Here’s why:
Despite recent negative sentiment and a sharp drop in share price, $NVO fundamentals remain strong 👇🏽
•Double-digit EPS growth
•History of strong returns on capital
•Innovation-led corporate culture
•Aggressive share buybacks
•Attractive valuation relative to growth
•AA- S&P Credit Rating
•$11.2B in cash & $7.7B in long-term debt
___
IF $NVO drops to $65 it’s a win-win as I get to build a full position with $NVO trading for 18x NTM EPS (which would be a rare multiple to pay for $NVO, a level not seen since 2018-2019 & well below its 10-Year average multiple of 25x)
Outsized returns in biotech often follow a familiar pattern: adverse news creates a buying opportunity, allowing investors to accumulate shares with a margin of safety when expectations have been significantly reduced. (e.g. $ABBV at $70 in 2019 & $VRTX at $200 in 2021)
Novo Nordisk $NVO stock is currently trading near its lowest valuation multiple in the past 5 years 🧬
Notably, the only time it was lower was during the pandemic-driven stock market sell-off in March 2020 https://t.co/RvvOxB7h1H tweet
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Investing visuals
$NU Mexico has reached 10 Million Customers, 5 years after launching its first product.
What their total customer growth looks like over the past years👇👌 https://t.co/hoVwJy6LGh
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$NU Mexico has reached 10 Million Customers, 5 years after launching its first product.
What their total customer growth looks like over the past years👇👌 https://t.co/hoVwJy6LGh
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Ed Markey just introduced legislation to ban fossil fuel lobbyists and execs from heading energy departments for a 10-year period.
Do you support this? https://t.co/mz8kcpyQXE
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RT @QuiverCongress: JUST IN: Senator Ed Markey just introduced legislation to ban fossil fuel lobbyists and execs from heading energy departments for a 10-year period.
Do you support this? https://t.co/mz8kcpyQXE
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Stock Analysis Compilation
Upslope Capital Management on VF Corp $VFC US
Thesis: V.F. Corp's new leadership and financial improvements signal early but promising signs of a turnaround
(Extract from their Q4 letter) https://t.co/SoTtsXA2q9
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Upslope Capital Management on VF Corp $VFC US
Thesis: V.F. Corp's new leadership and financial improvements signal early but promising signs of a turnaround
(Extract from their Q4 letter) https://t.co/SoTtsXA2q9
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Startup Archive
Sam Altman: “The good founders are people who have ideas all the time”
“You can give a founder an idea and they can start a company. The problem is they need to come up with new ideas for the company basically every week. You have to come up with crazy new ideas and big changes all the time.”
When Sam was at Y Combinator, they tried an experiment where they funded 20 teams of strong founders that didn’t have ideas but were otherwise really good. They all failed.
“What we learned is that the good founders are people who have ideas all the time. There’s an intelligence component to this. There’s a creativity component to this. There’s an ability to think independent thoughts component to this. But whatever you want to call this - this particular kind of intelligence that leads to seeing problems in different ways and thinking of ideas that don’t yet exist but should - you’ve got to have that in a founder.”
Video source: @ycombinator (2018)
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Sam Altman: “The good founders are people who have ideas all the time”
“You can give a founder an idea and they can start a company. The problem is they need to come up with new ideas for the company basically every week. You have to come up with crazy new ideas and big changes all the time.”
When Sam was at Y Combinator, they tried an experiment where they funded 20 teams of strong founders that didn’t have ideas but were otherwise really good. They all failed.
“What we learned is that the good founders are people who have ideas all the time. There’s an intelligence component to this. There’s a creativity component to this. There’s an ability to think independent thoughts component to this. But whatever you want to call this - this particular kind of intelligence that leads to seeing problems in different ways and thinking of ideas that don’t yet exist but should - you’ve got to have that in a founder.”
Video source: @ycombinator (2018)
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InsideArbitrage
📢 $MDT Medtronic has announced Thierry Pieton, Renault's finance chief, as its new CFO, effective March 3, 2025.
💰 Pieton’s base salary is set at $850K/year, with a target bonus of 110% of his salary and a $3 million cash bonus.
🏥 Pieton will succeed Gary Corona, who has been serving as Interim CFO. Gary Corona stepped in after the departure of Medtronic’s previous CFO, Karen Parkhill, in June 2024.
🔄 Parkhill’s departure occurred months after Medtronic, as part of a turnaround strategy, exited its unprofitable ventilator product line within its patient monitoring and respiratory interventions (PMRI) business.
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📢 $MDT Medtronic has announced Thierry Pieton, Renault's finance chief, as its new CFO, effective March 3, 2025.
💰 Pieton’s base salary is set at $850K/year, with a target bonus of 110% of his salary and a $3 million cash bonus.
🏥 Pieton will succeed Gary Corona, who has been serving as Interim CFO. Gary Corona stepped in after the departure of Medtronic’s previous CFO, Karen Parkhill, in June 2024.
🔄 Parkhill’s departure occurred months after Medtronic, as part of a turnaround strategy, exited its unprofitable ventilator product line within its patient monitoring and respiratory interventions (PMRI) business.
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Quiver Quantitative
We just received data on Robert F. Kennedy Jr.'s portfolio.
Here is a link to our findings:
https://t.co/3AgjwsNi8R https://t.co/oS28KksI4n
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We just received data on Robert F. Kennedy Jr.'s portfolio.
Here is a link to our findings:
https://t.co/3AgjwsNi8R https://t.co/oS28KksI4n
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