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InsideArbitrage
Hyatt $H to Acquire Playa Hotels $PLYA for $2.6 Billion -
🏖️Hyatt will acquire all outstanding shares of Playa for $13.50 per share, representing a premium of 4.33% from the stock’s last close.
🏖️Hyatt, which currently owns 9.4% of Playa, expects to close the merger later this year.
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Hyatt $H to Acquire Playa Hotels $PLYA for $2.6 Billion -
🏖️Hyatt will acquire all outstanding shares of Playa for $13.50 per share, representing a premium of 4.33% from the stock’s last close.
🏖️Hyatt, which currently owns 9.4% of Playa, expects to close the merger later this year.
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Stock Analysis Compilation
Protean Funds on Essity $ESSITY SS
Thesis: Essity is a stronger company than the market recognizes, strategically exiting volatile sectors and focusing on high-margin products, with limited downside potential and an upcoming change in leadership.
(Extract from their Q4 letter) https://t.co/YG9NYLFqBZ
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Protean Funds on Essity $ESSITY SS
Thesis: Essity is a stronger company than the market recognizes, strategically exiting volatile sectors and focusing on high-margin products, with limited downside potential and an upcoming change in leadership.
(Extract from their Q4 letter) https://t.co/YG9NYLFqBZ
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Quiver Quantitative
BREAKING: Senator Dave McCormick just disclosed a sale of his whole ~$5M position in Rumble stock, $RUM. https://t.co/RP3xXsGbsy
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BREAKING: Senator Dave McCormick just disclosed a sale of his whole ~$5M position in Rumble stock, $RUM. https://t.co/RP3xXsGbsy
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Quiver Quantitative
RT @QuiverCongress: Representative Josh Gottheimer has proposed legislation to ban the use of DeepSeek by executive agencies.
Do you support this?
Poll below. https://t.co/LPrwISYmHJ
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RT @QuiverCongress: Representative Josh Gottheimer has proposed legislation to ban the use of DeepSeek by executive agencies.
Do you support this?
Poll below. https://t.co/LPrwISYmHJ
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Quiver Quantitative
JUST IN: Representative Chris Deluzio appears to be re-introducing a bill which would invest $200B in high-speed rail across the United States. https://t.co/X6vbBQR6uv
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JUST IN: Representative Chris Deluzio appears to be re-introducing a bill which would invest $200B in high-speed rail across the United States. https://t.co/X6vbBQR6uv
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Investing visuals
David $AMD vs Goliath $NVDA: an overview of how they stack up against each other👇 https://t.co/HJAaDaOezg
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David $AMD vs Goliath $NVDA: an overview of how they stack up against each other👇 https://t.co/HJAaDaOezg
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Stock Analysis Compilation
Aristotle Large Cap Growth on Amphenol $APH US
Thesis: Amphenol is poised for double-digit sales growth driven by increased demand for interconnect products in AI-enabled datacenters, supported by strong cash flow and diversified market exposure.
(Extract from their Q4 letter) https://t.co/eyXV9y1nYF
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Aristotle Large Cap Growth on Amphenol $APH US
Thesis: Amphenol is poised for double-digit sales growth driven by increased demand for interconnect products in AI-enabled datacenters, supported by strong cash flow and diversified market exposure.
(Extract from their Q4 letter) https://t.co/eyXV9y1nYF
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Quiver Quantitative
Viasat stock has now risen 63% since we posted this report: https://t.co/Jn4eXjW9YY
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Viasat stock has now risen 63% since we posted this report: https://t.co/Jn4eXjW9YY
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