Dalius - Special Situation Investments
Good take from Julian on $TWTR situation.
Terminating an agreement on the material adverse effect (MAE) clause is nearly impossible - only happened once and will not be repeated here. https://t.co/BtRr5VyJrU
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Good take from Julian on $TWTR situation.
Terminating an agreement on the material adverse effect (MAE) clause is nearly impossible - only happened once and will not be repeated here. https://t.co/BtRr5VyJrU
Elon Musk moved to terminate the $TWTR merger agreement, claiming that Twitter breached the agreement by failing to operate in ordinary course in addition to suffering a material adverse effect (MAE)
What happens now?
A 🧵👇
/1 - Julian Klymochko.ethtweet
Twitter
Elon Musk moved to terminate the $TWTR merger agreement, claiming that Twitter breached the agreement by failing to operate in ordinary course in addition to suffering a material adverse effect (MAE)
What happens now?
A 🧵👇
/1
What happens now?
A 🧵👇
/1
Special Situations 🌐 Newsletter (Jay Singh III)
1/ Why Elon could be in for a tough slog $TWTR $TSLA:
Delaware courts, where the dispute is set to be litigated, have set a high bar for acquirers being allowed to simply abandon their deals. "Misrepresentation of spam accounts" may not be a material adverse effect (MAE)...
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1/ Why Elon could be in for a tough slog $TWTR $TSLA:
Delaware courts, where the dispute is set to be litigated, have set a high bar for acquirers being allowed to simply abandon their deals. "Misrepresentation of spam accounts" may not be a material adverse effect (MAE)...
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Offshore
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Jitendra Chawla, CFA
To anyone who has read even a bit of financial history, this was always a pack of cards, ready to collapse anytime.
But to some others, this was opportunity to make money without risk - for themselves!
Crypto’s domino effect is widening....
https://t.co/eyYHcvB72l
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To anyone who has read even a bit of financial history, this was always a pack of cards, ready to collapse anytime.
But to some others, this was opportunity to make money without risk - for themselves!
Crypto’s domino effect is widening....
https://t.co/eyYHcvB72l
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Ramneek
RT @contrarianEPS: wall street obsession with quarterly nos even if they have been worst predictors.
src: The Number, Alex Berenson https://t.co/DE6HoohzCB
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RT @contrarianEPS: wall street obsession with quarterly nos even if they have been worst predictors.
src: The Number, Alex Berenson https://t.co/DE6HoohzCB
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Twitter
wall street obsession with quarterly nos even if they have been worst predictors.
src: The Number, Alex Berenson
src: The Number, Alex Berenson
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
The Nasdaq $QQQ's five (5) day winning streak is the longest consecutive rally of the year 2022. But if you want to call this low value bump a rally, be my guest! More like a countertrend rally... https://t.co/gqbJZif3z5
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The Nasdaq $QQQ's five (5) day winning streak is the longest consecutive rally of the year 2022. But if you want to call this low value bump a rally, be my guest! More like a countertrend rally... https://t.co/gqbJZif3z5
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
$PSX refiner valuation model includes commodity price deck + crack spreads you can sensitize to see 2023e/2024e sum-of-the-parts (SOTP) valuation, historical financials, projections, comps, and sensitivity analysis.
Free to Silver and Gold subscribers!
https://t.co/dJL2ZyVYpa
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$PSX refiner valuation model includes commodity price deck + crack spreads you can sensitize to see 2023e/2024e sum-of-the-parts (SOTP) valuation, historical financials, projections, comps, and sensitivity analysis.
Free to Silver and Gold subscribers!
https://t.co/dJL2ZyVYpa
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Offshore
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Five Minute Macro
BoJo is like the love child of Donald Trump and Paddington Bear...America will lap him up. https://t.co/iwWkvCbMOc
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BoJo is like the love child of Donald Trump and Paddington Bear...America will lap him up. https://t.co/iwWkvCbMOc
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Offshore
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Bread Crumbs Research
The Instrumental Presentation NCR’s CEO Used As Toilet Paper $ncr
https://t.co/pHU8RGhniO
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The Instrumental Presentation NCR’s CEO Used As Toilet Paper $ncr
https://t.co/pHU8RGhniO
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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $RCII, $NEWR and $YTRA
$RCII pitch:
– Lease-to-own business at 7x normalized/conservative earnings.
– Sells through own B&M stores as well as partner’s stores/websites (VTLO).
– Conservative assumptions indicate 50-100% upside.
...👇
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New investment ideas from VIC 👇
Incl: $RCII, $NEWR and $YTRA
$RCII pitch:
– Lease-to-own business at 7x normalized/conservative earnings.
– Sells through own B&M stores as well as partner’s stores/websites (VTLO).
– Conservative assumptions indicate 50-100% upside.
...👇
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