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InsideArbitrage
Nissan may call off its merger talks with Honda $HMC - Reuters
Nissan's board is due to meet soon to discuss calling off the merger talks after Honda sounded it out about becoming a subsidiary.
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Nissan may call off its merger talks with Honda $HMC - Reuters
Nissan's board is due to meet soon to discuss calling off the merger talks after Honda sounded it out about becoming a subsidiary.
Nissan and Honda $HMC sign memorandum of understanding to consider business integration -
🚗The MOU is to start discussions and considerations toward a business integration between the two companies through the establishment of a joint holding company.
🚗Smaller Mitsubishi Motors, in which Nissan is a top shareholder, was also considering joining the MOU.
🚗Nissan and Honda aim to become a world-class mobility company with sales revenue exceeding 30 trillion yen and operating profit of more than 3 trillion yen.
🚗The companies aim to wrap up talks around June 2025 and then set up a holding company by August 2026. tweet
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Hidden Value Gems
An interesting stock idea $LB by @HorizonKinetics
Land Bridge is a large land owner in Texas (similar to $TPL). At $5.9bn mkt cap you pay c. $21,000 per acre. Each acre could theoretically generate over $40,000 of annual revenue.
A good starting point for doing more research on this name.
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An interesting stock idea $LB by @HorizonKinetics
Land Bridge is a large land owner in Texas (similar to $TPL). At $5.9bn mkt cap you pay c. $21,000 per acre. Each acre could theoretically generate over $40,000 of annual revenue.
A good starting point for doing more research on this name.
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Hidden Value Gems
Would have never guessed, although 2000 was a special year for the growth/US stocks…still so unexpected.
The narratives of today have nothing to do with what wins in the term.
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Would have never guessed, although 2000 was a special year for the growth/US stocks…still so unexpected.
The narratives of today have nothing to do with what wins in the term.
In the below chart I've included distributions (in most cases these are eaten up by taxes and fees).
Gold still winning.
Also, hello JSE... https://t.co/z07sF7TuOd tweet
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InsideArbitrage
$EQNR Equinor reports revenue beat for Q4 ; raised its quarterly dividend by 5.7%
🔹Non-GAAP EPS of $0.63, revenue of $27.65B beats by $1.94B
🔹Announced share buy-back of up to $5 billion for 2025 (~7.5% of its current market cap)
🔹Expected total capital distribution for 2025 of up to $9 billion
🔹FCF expected - $23 billion for 2025-2027
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$EQNR Equinor reports revenue beat for Q4 ; raised its quarterly dividend by 5.7%
🔹Non-GAAP EPS of $0.63, revenue of $27.65B beats by $1.94B
🔹Announced share buy-back of up to $5 billion for 2025 (~7.5% of its current market cap)
🔹Expected total capital distribution for 2025 of up to $9 billion
🔹FCF expected - $23 billion for 2025-2027
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Startup Archive
Bill Gurley on work-life balance
“There’s this great dichotomy because we’ve all gotten so excited about the notion of work-life balance… When we study great athletes or musicians or chess players or painters, like if a ballet dancer works 80 hours per week on her craft, we all think that’s glorious. Michael Jordan practices more than anyone else. But when you apply it to the work environment, all of a sudden it’s heretical and you don’t believe in work-life balance.”
Bill believes that if you want to do truly great work, you have to be just as dedicated as a great athlete.
“If you want to be at the top of your game, you have to decide whether you want to make that tradeoff or not. You don’t have to. There are plenty of jobs on this planet where you can work 9-to-5. And you may care way more about your family life or personal life, and that’s fine too. But to think you’re going to excel and not grind? Good luck.”
Vide o source: @UTexasMcCombs (2025)
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Bill Gurley on work-life balance
“There’s this great dichotomy because we’ve all gotten so excited about the notion of work-life balance… When we study great athletes or musicians or chess players or painters, like if a ballet dancer works 80 hours per week on her craft, we all think that’s glorious. Michael Jordan practices more than anyone else. But when you apply it to the work environment, all of a sudden it’s heretical and you don’t believe in work-life balance.”
Bill believes that if you want to do truly great work, you have to be just as dedicated as a great athlete.
“If you want to be at the top of your game, you have to decide whether you want to make that tradeoff or not. You don’t have to. There are plenty of jobs on this planet where you can work 9-to-5. And you may care way more about your family life or personal life, and that’s fine too. But to think you’re going to excel and not grind? Good luck.”
Vide o source: @UTexasMcCombs (2025)
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InsideArbitrage
Crown Laboratories and Revance Therapeutics announced that the tender offer to purchase all of Revance's outstanding shares at $3.65 per share expired on February 4, 2025.
The companies expect to consummate the acquisition on February 6, 2025.
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Crown Laboratories and Revance Therapeutics announced that the tender offer to purchase all of Revance's outstanding shares at $3.65 per share expired on February 4, 2025.
The companies expect to consummate the acquisition on February 6, 2025.
Teoxane Withdraws Bid for Revance $RVNC -
✴️Teoxane announced that, despite its efforts to secure financing since submitting its proposal to Revance, it is unable to obtain committed financing within the timeline of Crown’s revised offer.
✴️Consequently, Teoxane is withdrawing its proposal effective immediately and will tender all its Revance shares into Crown’s revised offer. tweet
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Dimitry Nakhla | Babylon Capital®
Novo Nordisk $NVO Reports a Strong Q4✅
✅Rev*: $12.26B vs $11.34B (est) | +28% YoY
✅EPS*: $0.91 vs $0.83 (est) | +28% YoY
*In USD
**Full Year results below (in DKK) 👇🏽 https://t.co/HpH9orVsHK
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Novo Nordisk $NVO Reports a Strong Q4✅
✅Rev*: $12.26B vs $11.34B (est) | +28% YoY
✅EPS*: $0.91 vs $0.83 (est) | +28% YoY
*In USD
**Full Year results below (in DKK) 👇🏽 https://t.co/HpH9orVsHK
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Stock Analysis Compilation
Focus CM on Burford Capital $BUR LN
Thesis: Burford Capital is a global litigation finance company showing strong operational growth and potential for recovery in stock valuation despite recent legal challenges and a significant ongoing case against Argentina.
(Extract from their Q4 letter)
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Focus CM on Burford Capital $BUR LN
Thesis: Burford Capital is a global litigation finance company showing strong operational growth and potential for recovery in stock valuation despite recent legal challenges and a significant ongoing case against Argentina.
(Extract from their Q4 letter)
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Investing visuals
$AMD is down -10% after after weaker-than-expected data center revenue.
Big picture: data center revenue is up 650% over the past 4 years👌 https://t.co/YjdU9hDifE
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$AMD is down -10% after after weaker-than-expected data center revenue.
Big picture: data center revenue is up 650% over the past 4 years👌 https://t.co/YjdU9hDifE
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