Dalius - Special Sits
Just days left for the best non-Netflix drama: $LWAY finale.
Stock trades ~20% above Danone’s last offer with the NDA expiring Sept 15. Agreement can be extended by 7 days, but resolution is near.
Either a sale announcement or a clear path to a board overhaul. Lock in😅
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Just days left for the best non-Netflix drama: $LWAY finale.
Stock trades ~20% above Danone’s last offer with the NDA expiring Sept 15. Agreement can be extended by 7 days, but resolution is near.
Either a sale announcement or a clear path to a board overhaul. Lock in😅
My favorite corporate drama, $LWAY, has been developing quite well.
The stock has been ripping since my last update on the restarted sale talks with Danone, further supported by solid Q2 results. LWAY now trades almost 17% above Danone’s previous bid and 40% above the write-up levels on SSI.
Yesterday, I took half of my chips off the table and am holding the rest for the outcome of the ongoing negotiations. tweet
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Dalius - Special Sits (@InvestSpecial) on X
My favorite corporate drama, $LWAY, has been developing quite well.
The stock has been ripping since my last update on the restarted sale talks with Danone, further supported by solid Q2 results. LWAY now trades almost 17% above Danone’s previous bid and…
The stock has been ripping since my last update on the restarted sale talks with Danone, further supported by solid Q2 results. LWAY now trades almost 17% above Danone’s previous bid and…
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Dimitry Nakhla | Babylon Capital®
Copart has $4.79B in Cash & $0 LT Debt 💵
Factoring in its cash balance, $CPRT trades for ~25.65x NTM earnings
Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders https://t.co/rvWIaAr4bZ
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Copart has $4.79B in Cash & $0 LT Debt 💵
Factoring in its cash balance, $CPRT trades for ~25.65x NTM earnings
Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders https://t.co/rvWIaAr4bZ
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Simplifying Stocks, CPA
United $UAL now offers Inflight dating via hinge
Late cycle activity https://t.co/CRa5UTXYMN
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United $UAL now offers Inflight dating via hinge
Late cycle activity https://t.co/CRa5UTXYMN
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Yellowbrick Investing
$PERR.PA
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$PERR.PA
If you’re allocating around EU defence, nuclear maintenance, & critical-infra resiliency, one way to play it is to buy tier-one subcontractors who actually ship and service. Ones that show up with toolboxes, not press releases that rhyme with “moonshot” $PERR.PA fits that bill
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😈———-(📐 (@skewangles) on X
If you’re allocating around EU defence, nuclear maintenance, & critical-infra resiliency, one way to play it is to buy tier-one subcontractors who actually ship and service. Ones that show up with toolboxes, not press releases that rhyme with “moonshot” $PERR.PA…
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Gainify
RT @HeroDividend: Congrats to @gainify_io for crossing 10,000 followers🥳 https://t.co/wwc8g7Hebc
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RT @HeroDividend: Congrats to @gainify_io for crossing 10,000 followers🥳 https://t.co/wwc8g7Hebc
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Umesh
Brands can get creative with the nano-banana image-editing model.
With a ref image and text to image prompt, @Adobe Firefly Boards enables easy transformations of any logo.
Here's how 🧵
Sponsored by Adobe Firefly.
#AdobeFireflyAmbassadors #Ad #FireflyPartnerModels https://t.co/KX1y4UYjlx
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Brands can get creative with the nano-banana image-editing model.
With a ref image and text to image prompt, @Adobe Firefly Boards enables easy transformations of any logo.
Here's how 🧵
Sponsored by Adobe Firefly.
#AdobeFireflyAmbassadors #Ad #FireflyPartnerModels https://t.co/KX1y4UYjlx
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