Offshore
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Hidden Value Gems
Unexpected trajectory if you zoom out - no real decline in alcohol consumption?
h/t Troy Asset Management
https://t.co/EwBq94Vh2D https://t.co/DO70EjTag6
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Unexpected trajectory if you zoom out - no real decline in alcohol consumption?
h/t Troy Asset Management
https://t.co/EwBq94Vh2D https://t.co/DO70EjTag6
Missed this news on $DGE.L - apparently considering the sale / IPO of Guinness (est. $10bn) and its 34% interest in Moet Hennessy (JV with LVMH).
With so much pessimism over this sector, looks like it is worth doing more work on the name/sector... https://t.co/4do6oLWiYR tweet
Offshore
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Quiver Quantitative
Representative Tim Burchett just said:
"Congress shouldn’t own individual stocks."
Burchett is one of the few members of Congress without any individual stocks in his portfolio.
His page on Quiver is pretty empty: https://t.co/NK8UYwD4KE
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Representative Tim Burchett just said:
"Congress shouldn’t own individual stocks."
Burchett is one of the few members of Congress without any individual stocks in his portfolio.
His page on Quiver is pretty empty: https://t.co/NK8UYwD4KE
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Offshore
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InsideArbitrage
Barnes Group Inc. $B announced the completion of it's acquisition by funds managed by affiliates of Apollo Global Management $APO. It took 111 days for this deal to complete. https://t.co/AYdCWzAxrD
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Barnes Group Inc. $B announced the completion of it's acquisition by funds managed by affiliates of Apollo Global Management $APO. It took 111 days for this deal to complete. https://t.co/AYdCWzAxrD
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Dimitry Nakhla | Babylon Capital®
A turbulent day in the stock market, yet Visa $V & Mastercard $MA keep doing their thing 💸 https://t.co/1trdOPt9qI
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A turbulent day in the stock market, yet Visa $V & Mastercard $MA keep doing their thing 💸 https://t.co/1trdOPt9qI
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Offshore
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Stock Analysis Compilation
Upslope Capital Management on Charles River $CRL US
Thesis: Charles River’s strong market position and improving fundamentals suggest potential upside as the biotech cycle turns
(Extract from their Q4 letter) https://t.co/wYxsOVrleC
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Upslope Capital Management on Charles River $CRL US
Thesis: Charles River’s strong market position and improving fundamentals suggest potential upside as the biotech cycle turns
(Extract from their Q4 letter) https://t.co/wYxsOVrleC
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Offshore
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InsideArbitrage
Israel Acquisitions Corp. $ISRL and Gadfin Ltd; an Israeli technology company specializing in all-weather, long range, heavy-duty, drone delivery for essential cargo, announced the entry into a definitive business combination agreement for an equity value USD 200 million. https://t.co/oB9jZ3ARcZ
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Israel Acquisitions Corp. $ISRL and Gadfin Ltd; an Israeli technology company specializing in all-weather, long range, heavy-duty, drone delivery for essential cargo, announced the entry into a definitive business combination agreement for an equity value USD 200 million. https://t.co/oB9jZ3ARcZ
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Offshore
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Investing visuals
After a massive run, semi’s like $NVDA, $ASML, $AVGO are on sale today following the DeepSeek news.
Opportunity or healthy correction?🤔 https://t.co/6lj8OxIGKh
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After a massive run, semi’s like $NVDA, $ASML, $AVGO are on sale today following the DeepSeek news.
Opportunity or healthy correction?🤔 https://t.co/6lj8OxIGKh
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Offshore
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InsideArbitrage
QXO $QXO Launches Hostile Tender Offer to Acquire Beacon Roofing $BECN for $11 Billion in Cash -
✴️QXO will commence a tender offer to acquire all outstanding shares of Beacon for $124.25 per share, representing a 4.92% premium from the stock’s last close.
✴️QXO plans to complete the acquisition promptly after the tender offer expires in 20 business days, on February 24, 2025.
https://t.co/HXmmy0WylJ
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QXO $QXO Launches Hostile Tender Offer to Acquire Beacon Roofing $BECN for $11 Billion in Cash -
✴️QXO will commence a tender offer to acquire all outstanding shares of Beacon for $124.25 per share, representing a 4.92% premium from the stock’s last close.
✴️QXO plans to complete the acquisition promptly after the tender offer expires in 20 business days, on February 24, 2025.
https://t.co/HXmmy0WylJ
Building-Products Distributor QXO $QXO Launching Hostile Bid for Beacon $BECN - WSJ
✴️QXO is preparing to take its all-cash offer to acquire Beacon Roofing Supply directly to shareholders after being rebuffed several times.
✴️QXO is planning to launch a hostile bid for Beacon as soon as Monday.
✴️It will offer to buy all shares outstanding of Beacon for $124.25 per share, the same price it previously proposed. That would value Beacon at $7.7 billion, or roughly $11 billion including debt. tweet
Offshore
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Startup Archive
Sam Altman on the importance of momentum and why burnout doesn’t come from working too hard
“I was told, and I thought for a long time, that you get burned out from working too hard. At least in my own experience, what I’ve found is that burnout actually comes from failing and things not working.”
Sam continues:
“Momentum is really energizing. The lack of momentum is super draining. And I find that I have infinite energy to work on things that I find interesting and that are working, and almost none to work on things that I either don’t find interesting or aren’t working.”
He offers the following advice to startup founders:
“I think you see a lot of founders try something and fail, and they assume that they just can’t work hard enough or don’t have enough energy or passion or whatever. And that’s actually not true. It’s just that that thing didn’t work. And what you should do is shut that company down, go on vacation, and try again.”
He concludes:
“When you look at really successful people and say, How do they get all those things done? It’s that they have the benefit of momentum. And momentum is energizing.”
Video source: @ycombinator (2016)
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Sam Altman on the importance of momentum and why burnout doesn’t come from working too hard
“I was told, and I thought for a long time, that you get burned out from working too hard. At least in my own experience, what I’ve found is that burnout actually comes from failing and things not working.”
Sam continues:
“Momentum is really energizing. The lack of momentum is super draining. And I find that I have infinite energy to work on things that I find interesting and that are working, and almost none to work on things that I either don’t find interesting or aren’t working.”
He offers the following advice to startup founders:
“I think you see a lot of founders try something and fail, and they assume that they just can’t work hard enough or don’t have enough energy or passion or whatever. And that’s actually not true. It’s just that that thing didn’t work. And what you should do is shut that company down, go on vacation, and try again.”
He concludes:
“When you look at really successful people and say, How do they get all those things done? It’s that they have the benefit of momentum. And momentum is energizing.”
Video source: @ycombinator (2016)
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