�𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Stock Analysis Compilation
Platinium AM on Rentokil $RTO LN

Thesis: Rentokil is a global leader in pest control with a stable business model and potential for growth through acquisitions, despite current market concerns.

(Extract from their Q4 letter) https://t.co/Pv7KlcU7mB
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⁠Quiver Quantitative
Nancy Pelosi vs. The Market.

Track politicians' portfolios on Quiver. https://t.co/LQvRxax7GD
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⁠InsideArbitrage
Bain Capital submitted a non-binding proposal to the Board of Surgery Partners $SGRY on January 27, to buy all outstanding shares for $25.75 per share in cash.

Bain-Backed Surgery Partners $SGRY Is Exploring Potential Sale - Bloomberg
📢The Brentwood, Tennessee-based operator of surgical facilities is working with a financial adviser to gauge buyer interest.
📢Surgery Partners could appeal to strategic buyers or private equity firms. - InsideArbitrage
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⁠Quiver Quantitative
BREAKING: Representative Marjorie Taylor Greene just disclosed dozens of new stock trades.

She bought up to:

- $15K of Bitcoin
- $60K of Tesla
- $15K of Facebook
- $60K of Amazon
- $45K of Johnson & Johnson

Full trades list up on Quiver, lots of other interesting moves. https://t.co/7cH618BX2p
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⁠InsideArbitrage
🚢Shipping company $USEA United Maritime Corporation - Announces Sale of its Oldest Capesize and Extension of Share Repurchase Plan

⚓️ The company’s Board has authorised the extension of its existing $3 million share repurchase plan for a further 12-month period ending December 31, 2025. As of today, approximately $1.9 million remains available for repurchase

⚓️ CEO: “We are pleased to announce the well-timed sale of our oldest Capesize bulker, the 21-year-old Gloriuship, at a sizeable premium over her scrap value, taking advantage of the favourable valuation environment in this sector. The net sale proceeds after the repayment of the existing indebtedness will enhance the Company’s cash reserves by approximately $7 million, while the sale will have a positive impact on the average age of United’s fleet"
“Regarding our existing share repurchase plan, we have completed approximately $1.1 million of buybacks so far. Its extension amidst today’s volatile capital markets conditions is intended to permit opportunities to deliver accretion for our shareholders"
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⁠App Economy Insights
$SOFI SoFi hit 10M members.

After doubling in 6 months, the stock just dropped 10%.

📉 What happened? Is the growth story still intact?
https://t.co/LrIk4xx1FC
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⁠InsideArbitrage
RT @jacksonhinklle: 🚨🇺🇸🇹🇼 BREAKING: TRUMP to impose 25-100% TARIFFS on TAIWAN-MADE semiconductor chips. https://t.co/7xHWLuvwJo
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⁠InsideArbitrage
Brighthouse Financial $BHF is seeking to sell itself, with some of the most prominent private capital managers expected to make bids for the US provider of life insurance and annuities, the Financial Times reports.

Brighthouse is working with bankers at Goldman Sachs and Wells Fargo to consider offers for the whole company or separately to raise minority equity.
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⁠Investing visuals
Interested in buying the dip after the semi sell-off?

Here's a breakdown of $NVDA, $ASML, $AVGO & $TSM, ranked by market cap loss 🧵👇

#1 - $NVDA: closed at -17%, erasing $600 bln market cap https://t.co/iHecEMo3jV
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⁠Startup Archive
RT @tom_maks: Very underrated.

If you product is really valuable, most people don't convert not because they don't need your product, but because they don't understand the value your product provides to them.

Alex Schultz explains how Facebook resurrects churned users

Alex is asked by a founder in the audience how Facebook resurrects churned users, to which he responds:

“I think there’s a big question about why people leave. Generally folks over-index on the idea that people don’t like the product and leave. Usually what happens though is they don’t actually get to the point where they see the value in the product.”

As Alex explains, most Facebook users churn because they didn’t find their friends. So their resurrection strategy is all about getting them to that magic moment of finding their friends.

“The best thing we can do is have their friends send friend requests so we can notify them, they come back, see more and more friends, and get a a fuller newsfeed and have a great experience…. That’s really the main reason people don’t ramp up on Facebook. And realistically, most of the leaving Facebook is not leaving, it’s not ramping up. And so what we do is optimize on getting them to the magic moment when they’re on the site. If they’re not on the site, get someone else to send them a friend request. Notify them of that. When they come back, get them more friends. It’s very focused and we’ve stayed that way for 8 years, and it’s really worked.”

Video source: @khoslaventures (2015) - Startup Archive
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