Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.
This is the first insider purchase we have seen at the company in over 3 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.
This is the first insider purchase we have seen at the company in over 3 years.
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InsideArbitrage
The acquisition of Revance Therapeutics $RVNC by Crown Laboratories was completed on February 6, 2025.
It took 178 days for the deal to be completed.
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The acquisition of Revance Therapeutics $RVNC by Crown Laboratories was completed on February 6, 2025.
It took 178 days for the deal to be completed.
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. tweet
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InsideArbitrage
Beacon $BECN Board Unanimously Rejects QXO’s $QXO Unsolicited Tender Offer -
✴️The Board determined that the Offer significantly undervalued the Company.
✴️The Board recommends that shareholders not tender into the offer.
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Beacon $BECN Board Unanimously Rejects QXO’s $QXO Unsolicited Tender Offer -
✴️The Board determined that the Offer significantly undervalued the Company.
✴️The Board recommends that shareholders not tender into the offer.
Beacon’s $BECN Board has implemented a stockholder rights agreement in response to QXO’s $QXO buyout offer -
✴️On February 7, 2025, each shareholder will receive one preferred share purchase right per Beacon share they own.
✴️These rights are initially inactive but become active if someone acquires 15% or more of Beacon’s stock without approval.
✴️If triggered, shareholders can buy more Beacon shares at a 50% discount. If Beacon is later sold in a merger to an unapproved buyer, shareholders can purchase the acquiring company’s stock at a 50% discount.
✴️The plan expires on January 26, 2026, or earlier if redeemed, exchanged, or a Board-approved merger occurs. tweet
InsideArbitrage
$LSPD Lightspeed Commerce reports Q3 FY2025 results - Total revenue of $280.1 million, up 17% YOY, Subscription revenue grew 9% YOY
✴️Board authorized share repurchase to return up to $400 million to shareholders (including the immediate execution of approximately $100 million under current authorization, plus an additional $300 million)
Additional $300 million share repurchase - Equals ~17% of its current market cap
✴️Result of Strategic Review: The Board of Directors has unanimously concluded that pursuing a comprehensive transformation plan as a public company is the most effective strategy to maximize value
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$LSPD Lightspeed Commerce reports Q3 FY2025 results - Total revenue of $280.1 million, up 17% YOY, Subscription revenue grew 9% YOY
✴️Board authorized share repurchase to return up to $400 million to shareholders (including the immediate execution of approximately $100 million under current authorization, plus an additional $300 million)
Additional $300 million share repurchase - Equals ~17% of its current market cap
✴️Result of Strategic Review: The Board of Directors has unanimously concluded that pursuing a comprehensive transformation plan as a public company is the most effective strategy to maximize value
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Stock Analysis Compilation
Aoris on Visa $V US
Thesis: Visa is the world’s largest payment services company that enhances consumer and business payments with convenience, speed, and security, positioning it for continued growth in usage.
(Extract from their Q4 letter) https://t.co/yh5evhbVMq
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Aoris on Visa $V US
Thesis: Visa is the world’s largest payment services company that enhances consumer and business payments with convenience, speed, and security, positioning it for continued growth in usage.
(Extract from their Q4 letter) https://t.co/yh5evhbVMq
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Quiver Quantitative
Representative Tim Burchett just said:
"I agree with @AOC. Members of Congress should not be allowed to trade individual stocks."
We have not seen Burchett or AOC buy any stocks while in Congress.
Neither of them have any individual stocks in their portfolios. https://t.co/dyJtanbiZK
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Representative Tim Burchett just said:
"I agree with @AOC. Members of Congress should not be allowed to trade individual stocks."
We have not seen Burchett or AOC buy any stocks while in Congress.
Neither of them have any individual stocks in their portfolios. https://t.co/dyJtanbiZK
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $OLN has just reported purchasing $203K of the company's stock, his first insider purchase since taking over as CEO last March.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $OLN has just reported purchasing $203K of the company's stock, his first insider purchase since taking over as CEO last March.
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InsideArbitrage
Globus Medical $GMED Acquires Nevro $NVRO in an All-Cash Transaction for $250 Million :
⚕️As per the terms of the agreement, Globus Medical will acquire all shares of Nevro for $5.85 per share, representing a 16.53% premium from the stock’s last close.
⚕️The completion of the transaction is expected in the late second quarter of 2025.
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Globus Medical $GMED Acquires Nevro $NVRO in an All-Cash Transaction for $250 Million :
⚕️As per the terms of the agreement, Globus Medical will acquire all shares of Nevro for $5.85 per share, representing a 16.53% premium from the stock’s last close.
⚕️The completion of the transaction is expected in the late second quarter of 2025.
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InsideArbitrage
Online Payments Firm Paysafe $PSFE Weighs Sale After Getting Takeover Interest - Bloomberg
💰Paysafe is working with a financial adviser as it explores options.
💰Paysafe is also studying the potential disposal of non-core assets that could take place before the sale of the company.
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Online Payments Firm Paysafe $PSFE Weighs Sale After Getting Takeover Interest - Bloomberg
💰Paysafe is working with a financial adviser as it explores options.
💰Paysafe is also studying the potential disposal of non-core assets that could take place before the sale of the company.
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Startup Archive
Elon Musk: “Be useful… Stuff doesn’t need to change the world to be good.”
Sam Altman asks Elon what he would work on today if he was 22 and looking to have a big impact.
Elon responds:
“First of all, I think if somebody is doing something that is useful to the rest of society, I think that’s a good thing… Stuff doesn’t need to change the world to be good.”
In college, Elon thought the five most important things to work on were making life multi-planetary, accelerating the transition to sustainable energy, the internet, genetics, and AI. But he did not expect to be involved in all of those things.
“At the time in college, I thought helping with electrification of cars was how I would start out. And then I put [pursuing a PhD at Stanford] on hold to start an Internet company in 1995 because there does seem to be a time for particular technologies… and I wasn’t entirely certain the technology I’d be working on [in the PhD program] would actually succeed. You can get a doctorate on many things that ultimately do not have a practical bearing on the world. I really was just trying to be useful. That’s the optimization. What can I do that would actually be useful?”
When Sam asks what the best way for someone to be useful is, Elon responds:
“Whatever the thing is that you’re trying to create—what would be the utility delta compared to the current state of the art times how many people it would affect? So that’s why I think something that makes a big difference but affects a small or moderate number of people is great. As is something that makes even a small difference but affects a vast number of people… The area under the curve would actually be roughly similar for those two things.”
Video source: @ycombinator (2016)
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Elon Musk: “Be useful… Stuff doesn’t need to change the world to be good.”
Sam Altman asks Elon what he would work on today if he was 22 and looking to have a big impact.
Elon responds:
“First of all, I think if somebody is doing something that is useful to the rest of society, I think that’s a good thing… Stuff doesn’t need to change the world to be good.”
In college, Elon thought the five most important things to work on were making life multi-planetary, accelerating the transition to sustainable energy, the internet, genetics, and AI. But he did not expect to be involved in all of those things.
“At the time in college, I thought helping with electrification of cars was how I would start out. And then I put [pursuing a PhD at Stanford] on hold to start an Internet company in 1995 because there does seem to be a time for particular technologies… and I wasn’t entirely certain the technology I’d be working on [in the PhD program] would actually succeed. You can get a doctorate on many things that ultimately do not have a practical bearing on the world. I really was just trying to be useful. That’s the optimization. What can I do that would actually be useful?”
When Sam asks what the best way for someone to be useful is, Elon responds:
“Whatever the thing is that you’re trying to create—what would be the utility delta compared to the current state of the art times how many people it would affect? So that’s why I think something that makes a big difference but affects a small or moderate number of people is great. As is something that makes even a small difference but affects a vast number of people… The area under the curve would actually be roughly similar for those two things.”
Video source: @ycombinator (2016)
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