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Stock Analysis Compilation
Pender Fund on Calian Group $CGY CN
Thesis: Calian’s diversified operations and strategic capital allocation offer strong long-term growth potential amid short-term headwinds
(Extract from their Q3 letter) https://t.co/VP6FIgrAbo
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Pender Fund on Calian Group $CGY CN
Thesis: Calian’s diversified operations and strategic capital allocation offer strong long-term growth potential amid short-term headwinds
(Extract from their Q3 letter) https://t.co/VP6FIgrAbo
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Ahmad Jivraj
Great investment ideas are rare.
Warren Buffett's legendary investment success came from fewer than 20 key investments throughout his career.
Successful investing does not require constantly finding and acting on new opportunities.
So don't chase every apparent opportunity; instead, wait (really wait) for exceptional ones.
Easier said than done though....
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Great investment ideas are rare.
Warren Buffett's legendary investment success came from fewer than 20 key investments throughout his career.
Successful investing does not require constantly finding and acting on new opportunities.
So don't chase every apparent opportunity; instead, wait (really wait) for exceptional ones.
Easier said than done though....
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Dimitry Nakhla | Babylon Capital®
$NVO is down -42% from its highs 📉
10-Year Rev CAGR: 10.8%
10-Year FCF CAGR: 11.8%
10-Year EPS CAGR: 14.8%
10-Year Stock CAGR: 17.3%
5-Year Rev CAGR: 17.5%
5-Year FCF CAGR: 18.7%
5-Year EPS CAGR: 22.8%
5-Year Stock CAGR: 29.6%
NTM FCF Yield: 3.4% 💵
NTM P/E: 23.06💵 https://t.co/MuLzW9qnNG
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$NVO is down -42% from its highs 📉
10-Year Rev CAGR: 10.8%
10-Year FCF CAGR: 11.8%
10-Year EPS CAGR: 14.8%
10-Year Stock CAGR: 17.3%
5-Year Rev CAGR: 17.5%
5-Year FCF CAGR: 18.7%
5-Year EPS CAGR: 22.8%
5-Year Stock CAGR: 29.6%
NTM FCF Yield: 3.4% 💵
NTM P/E: 23.06💵 https://t.co/MuLzW9qnNG
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InsideArbitrage
Nordstrom $JWN Acquired by Nordstrom Family and Liverpool in a $6.25 Billion Cash Deal -
🛍️Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold, representing a discount of 1.14% from the stock’s last close.
🛍️The founding family had offered to acquire the company in September for $23 per share in cash. Reports of the family looking to take the retailer private had been making rounds since March. The company had formed a special committee in February to evaluate the proposal.
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Nordstrom $JWN Acquired by Nordstrom Family and Liverpool in a $6.25 Billion Cash Deal -
🛍️Nordstrom common shareholders will receive $24.25 in cash for each share of Nordstrom common stock they hold, representing a discount of 1.14% from the stock’s last close.
🛍️The founding family had offered to acquire the company in September for $23 per share in cash. Reports of the family looking to take the retailer private had been making rounds since March. The company had formed a special committee in February to evaluate the proposal.
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InsideArbitrage
RT @ReutersLegal: EU antitrust regulators are set to approve US chip design software company Synopsys' $35 billion acquisition of Ansys based on the former's pledge to sell two assets, people with direct knowledge of the matter said https://t.co/XZYajXtD1d https://t.co/ZJ1IiVBLQ1
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RT @ReutersLegal: EU antitrust regulators are set to approve US chip design software company Synopsys' $35 billion acquisition of Ansys based on the former's pledge to sell two assets, people with direct knowledge of the matter said https://t.co/XZYajXtD1d https://t.co/ZJ1IiVBLQ1
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Offshore
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Stock Analysis Compilation
Royce Invest on PAR Technology $PAR US
Thesis: PAR Technology’s innovative payment solutions and SaaS model, backed by growth outside the U.S., position it for strong market share gains
(Extract from their article) https://t.co/CqiI6jOn0K
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Royce Invest on PAR Technology $PAR US
Thesis: PAR Technology’s innovative payment solutions and SaaS model, backed by growth outside the U.S., position it for strong market share gains
(Extract from their article) https://t.co/CqiI6jOn0K
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InsideArbitrage
Singular Genomics Systems $OMIC to be Taken Private by Deerfield in an All-Cash Deal :
🧬As per the terms of the merger agreement, an affiliate of Deerfield Management Company, L.P will acquire Singular Genomics for $20.00 per share in cash, representing a premium of 2.30% from the stock’s last close.
🧬The deal is expected to close in the first half of 2025.
🧬Singular Genomics had received an offer from Deerfield for $10 a share in September. The company was trading at $5.65 per share before the offer was made.
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Singular Genomics Systems $OMIC to be Taken Private by Deerfield in an All-Cash Deal :
🧬As per the terms of the merger agreement, an affiliate of Deerfield Management Company, L.P will acquire Singular Genomics for $20.00 per share in cash, representing a premium of 2.30% from the stock’s last close.
🧬The deal is expected to close in the first half of 2025.
🧬Singular Genomics had received an offer from Deerfield for $10 a share in September. The company was trading at $5.65 per share before the offer was made.
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InsideArbitrage
First Busey Corporation $BUSE and CrossFirst Bankshares, Inc. $CFB jointly announced that both the companies' shareholders have each voted to adopt and approve their merger at the special meetings of shareholders held on December 20, 2024. https://t.co/3zrh5Q0lRV
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First Busey Corporation $BUSE and CrossFirst Bankshares, Inc. $CFB jointly announced that both the companies' shareholders have each voted to adopt and approve their merger at the special meetings of shareholders held on December 20, 2024. https://t.co/3zrh5Q0lRV
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Offshore
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Startup Archive
Netflix founder Reed Hastings on why startups should offer severance packages
Severance packages are unusual for startups, but as Reed explains, Netflix has offered 3+ month severance packages since inception:
“It’s real money, but it’s worth it… You’re going to spend three months managing the person out anyways.”
The legal release you get in exchange for the severance package helps avoid employee lawsuits. And as Reed puts it:
“You can think of the severance payment as a bribe to your managers. It makes it easier for them to do the right thing for the company. Without [generous severance packages], managers put the employee on a performance improvement plan and then the two of them go through this excruciating dance that takes 2-4 months, and it’s just a lot worse.”
Generous severance packages are aligned with Netflix’s focus on increasing talent density over time and what they call “The Keeper Test”:
“If someone in your team announced they were leaving the company, would you fight to keep them, or would it be a relief to see them go, so that you could find a better person?”
Netflix pushes managers to ask themselves this question regularly to ensure they have the best talent.
This method may seem brutal, but it’s shared in full transparency during the hiring process. And generous severance packages make the transition easier for both parties.
Video source: @GreylockVC (2015)
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Netflix founder Reed Hastings on why startups should offer severance packages
Severance packages are unusual for startups, but as Reed explains, Netflix has offered 3+ month severance packages since inception:
“It’s real money, but it’s worth it… You’re going to spend three months managing the person out anyways.”
The legal release you get in exchange for the severance package helps avoid employee lawsuits. And as Reed puts it:
“You can think of the severance payment as a bribe to your managers. It makes it easier for them to do the right thing for the company. Without [generous severance packages], managers put the employee on a performance improvement plan and then the two of them go through this excruciating dance that takes 2-4 months, and it’s just a lot worse.”
Generous severance packages are aligned with Netflix’s focus on increasing talent density over time and what they call “The Keeper Test”:
“If someone in your team announced they were leaving the company, would you fight to keep them, or would it be a relief to see them go, so that you could find a better person?”
Netflix pushes managers to ask themselves this question regularly to ensure they have the best talent.
This method may seem brutal, but it’s shared in full transparency during the hiring process. And generous severance packages make the transition easier for both parties.
Video source: @GreylockVC (2015)
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Quiver Quantitative
RT @InsiderRadar: $FREY stock has risen another 22% this morning, and is now up over 55% since we reported this insider purchase last week https://t.co/1qu6dBD3EV
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RT @InsiderRadar: $FREY stock has risen another 22% this morning, and is now up over 55% since we reported this insider purchase last week https://t.co/1qu6dBD3EV
🚨BREAKING: New CFO Insider Purchase
The interim CFO of $FREY has reported the purchase of ~$900K of the company's stock, increasing his ownership stake by 421%.
The stock had fallen over 82% since its IPO in 2021. tweet