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InsideArbitrage
Davidson Kempner Proposes to Acquire Vacasa $VCSA -
🏨Davidson Kempner has proposed acquiring all outstanding shares of Vacasa at $5.25 per share in cash.
🏨The firm has engaged Moelis & Co. as its financial advisor and Dechert as its legal counsel for the proposal. The non-binding offer is not subject to any financing condition.
🏨"(Vacasa's) strategic review resulted in the acceptance by the Board of an inadequate and conditional offer by Casago that undervalues Vacasa," Davidson Kempner said in a letter.
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Davidson Kempner Proposes to Acquire Vacasa $VCSA -
🏨Davidson Kempner has proposed acquiring all outstanding shares of Vacasa at $5.25 per share in cash.
🏨The firm has engaged Moelis & Co. as its financial advisor and Dechert as its legal counsel for the proposal. The non-binding offer is not subject to any financing condition.
🏨"(Vacasa's) strategic review resulted in the acceptance by the Board of an inadequate and conditional offer by Casago that undervalues Vacasa," Davidson Kempner said in a letter.
Casago Announces Acquisition of Vacasa $VCSA in An All-Cash Transaction :
🏨 As per the terms; the premier vacation rental management company Casago will acquire all the outstanding shares of Vacasa at $5.02 per share, subject to adjustment as set forth in the merger agreement.
🏨The acquisition price represents a 31.76% premium over Vacasa's last close as on December 27, 2024.
🏨The transaction is expected to be completed towards the end of the first quarter or the early part of the second quarter of 2025. tweet
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InsideArbitrage
$PYPL PayPal delivered solid Q4 and 2024 results; begins 2025 with strong foundation for continued transformation and new $15 billion share repurchase authorization: Equals ~17% of its current market cap!
✴️Targets $6 billion worth of share repurchases in 2025
✴️The new repurchase authorization is in addition to the company’s June 2022 $15B stock repurchase program, which had $4.86 billion remaining as of December 31, 2024
✴️Returned $1.2 billion to stockholders by repurchasing approximately 15 million shares of common stock in 4Q'24
✴️Regular repurchases - reducing shares outstanding by ~14% over the last 3 years
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$PYPL PayPal delivered solid Q4 and 2024 results; begins 2025 with strong foundation for continued transformation and new $15 billion share repurchase authorization: Equals ~17% of its current market cap!
✴️Targets $6 billion worth of share repurchases in 2025
✴️The new repurchase authorization is in addition to the company’s June 2022 $15B stock repurchase program, which had $4.86 billion remaining as of December 31, 2024
✴️Returned $1.2 billion to stockholders by repurchasing approximately 15 million shares of common stock in 4Q'24
✴️Regular repurchases - reducing shares outstanding by ~14% over the last 3 years
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Stock Analysis Compilation
Alluvial Capital on McBride $MCB LN
Thesis: McBride is a British private label soaps and detergents manufacturer that has improved its margins and reduced debt, making its shares a bargain below GBP 200 despite economic challenges.
(Extract from their Q4 letter) https://t.co/82ImU4UZkK
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Alluvial Capital on McBride $MCB LN
Thesis: McBride is a British private label soaps and detergents manufacturer that has improved its margins and reduced debt, making its shares a bargain below GBP 200 despite economic challenges.
(Extract from their Q4 letter) https://t.co/82ImU4UZkK
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InsideArbitrage
The acquisition of Brightcove $BCOV by Bending Spoons was completed on February 4, 2025. It took 71 days for the deal to be completed. https://t.co/XIPSERgj7z
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The acquisition of Brightcove $BCOV by Bending Spoons was completed on February 4, 2025. It took 71 days for the deal to be completed. https://t.co/XIPSERgj7z
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App Economy Insights
$META Meta crushed earnings.
💰 Revenue +21%.
📈 EPS +50%.
🐳 Now, DeepSeek might help cut costs.
How? Let’s break it down.
https://t.co/egwdjHjqsw
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$META Meta crushed earnings.
💰 Revenue +21%.
📈 EPS +50%.
🐳 Now, DeepSeek might help cut costs.
How? Let’s break it down.
https://t.co/egwdjHjqsw
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Quiver Quantitative
Wow.
Before the election, we released portfolios of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 150% since we posted this: https://t.co/4dSbLxtVa6
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Wow.
Before the election, we released portfolios of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 150% since we posted this: https://t.co/4dSbLxtVa6
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Startup Archive
RT @foundertribune: "Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e
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RT @foundertribune: "Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e
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Startup Archive
“You’ve probably heard of Emeril Lagasse, Mario Batali, Bobby Flay...
They’re great chefs, but there are a lot of great chefs out there. So why do you know these few better than others?
Because they share everything they know.”
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“You’ve probably heard of Emeril Lagasse, Mario Batali, Bobby Flay...
They’re great chefs, but there are a lot of great chefs out there. So why do you know these few better than others?
Because they share everything they know.”
"Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e tweet
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InsideArbitrage
$REGN Regeneron Pharmaceuticals beats top-line and bottom-line estimates; Declares its first-ever dividend of $0.88, announces $3 billion share buyback (~4% of its current market cap) - Brings total share repurchase capacity to ~$4.5 Billion
CFO: "2024 was another year of top- and bottom-line growth for Regeneron. This strong financial performance, coupled with the strength of our balance sheet, allows us to initiate a quarterly cash dividend program as well as increase our current share repurchase capacity to approximately $4.5 billion"
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$REGN Regeneron Pharmaceuticals beats top-line and bottom-line estimates; Declares its first-ever dividend of $0.88, announces $3 billion share buyback (~4% of its current market cap) - Brings total share repurchase capacity to ~$4.5 Billion
CFO: "2024 was another year of top- and bottom-line growth for Regeneron. This strong financial performance, coupled with the strength of our balance sheet, allows us to initiate a quarterly cash dividend program as well as increase our current share repurchase capacity to approximately $4.5 billion"
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