⁠InsideArbitrage
Immedica Pharma to Acquire Marinus Pharmaceuticals $MRNS in Cash Deal Worth $151 Million -
🧬Immedica, through a subsidiary, will initiate a tender offer to acquire all the outstanding shares of Marinus common stock for a cash purchase price of $0.55 per share.
🧬The offer represents a premium of 48.65% from the stock’s last close.
🧬The deal is expected to close in Q1 2025.
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⁠Ahmad Jivraj
This day in stock market history (December 30, 1999) 🧵
1/The NASDAQ hits an all-time high of 4,069.31 in the final days of the millennium, fueled by dot-com mania. What followed was one of the most spectacular crashes in market history. A cautionary tale of irrational exuberance...
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⁠InsideArbitrage
Avid Bioservices $CDMO announced the expiration of the waiting period under the HSR Act for the acquisition of Avid by GHO Capital Partners and Ampersand.

The transaction is expected to close in the first quarter of 2025.
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⁠Quiver Quantitative
JUST IN: Representative Marjorie Taylor Greene bought Facebook stock, $META, on Christmas Eve. https://t.co/pwgbkBUjnk
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⁠Stock Analysis Compilation
Madison Funds on Keysight Technologies $KEYS US

Thesis: Keysight is positioned to benefit from increasing digitization through its mission-critical technologies for telecommunications and semiconductors

(Extract from their Q3 letter) https://t.co/ATUMqh8ftr
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⁠App Economy Insights
📺 US TV Time November 2024:

Streaming 41.6% (+5.5pp Y/Y).

• YouTube 10.8% (+1.8pp Y/Y).
• Netflix 7.7% (+0.3pp Y/Y).
• Prime Video 3.7% (+0.3pp Y/Y).
• Hulu 2.7% (flat Y/Y).
• Disney+ 1.9% (flat Y/Y).

Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/SRIYXiwvBz
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⁠InsideArbitrage
Casago Announces Acquisition of Vacasa $VCSA in An All-Cash Transaction :
🏨 As per the terms; the premier vacation rental management company Casago will acquire all the outstanding shares of Vacasa at $5.02 per share, subject to adjustment as set forth in the merger agreement.
🏨The acquisition price represents a 31.76% premium over Vacasa's last close as on December 27, 2024.
🏨The transaction is expected to be completed towards the end of the first quarter or the early part of the second quarter of 2025.
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⁠Dimitry Nakhla | Babylon Capital®
5 Quality Stocks To Consider For 2025 💸

1. $INTU 📊
•NTM P/E: 32.37x
•Forward 3-year EPS CAGR Est: 17.0%

2. $ASML 🖨️
•NTM P/E: 29.61x
•Forward 3-year EPS CAGR Est: 19.9%

3. $GOOG ☁️
•NTM P/E: 22.58x
•Forward 3-year EPS CAGR Est: 15.3%

4. $ZTS 🐶
•NTM P/E: 26.75x
•Forward 3-year EPS CAGR Est: 10.3%

5. $TMO 🔬
•NTM P/E: 23.13x
•Forward 3-year EPS CAGR Est: 13.2%
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⁠InsideArbitrage
Online ticket marketplace Vivid Seats $SEAT is exploring a sale, after receiving takeover interest - Bloomberg

Vivid Seats is working with an adviser to gauge interest from potential suitors and has attracted takeover interest from private equity firms.
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⁠Investing visuals
Who do you think has more potential: Amazon $AMZN or MercadoLibre $MELI? https://t.co/TZjfwM0AO2
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