𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepBrianFitz has introduced legislation to create congressional term limits.

It would limit Representatives to 6 terms, and limit Senators to 2 terms.

Follow here for updates. https://t.co/Cba8E8l21d
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⁠App Economy Insights
$AMD reveals next-gen chips at CES:

💼 Dell Pro PCs: 1st with Ryzen AI PRO.
💻 Ryzen AI 300/200: AI for all budgets.
🖥️ Ryzen AI Max: 128GB memory, 50 TOPS.
🎮 Ryzen Z2 & 9950X3D: New gaming CPUS.

What caught your eye?
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⁠InsideArbitrage
Ansys $ANSS entered an agreement to sell its PowerArtist business to Keysight Technologies $KEYS -
✴️Ansys and Synopsys $SNPS determined that the sale of PowerArtist was necessary to obtain regulatory approval for Synopsys' acquisition of Ansys.
✴️Synopsys' acquisition of Ansys is pending regulatory approvals and is expected to close in the first half of 2025.
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⁠Quiver Quantitative
RT @QuiverCongress: NEW: @RepMikeLevin has introduced legislation to provide a tax credit for purchases of safe gun storage devices. https://t.co/SK1r7ZUzwv
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⁠InsideArbitrage
🚀 $ULTA Ulta Beauty announced that David C. Kimbell has stepped down as CEO and Board member, effective January 6, 2025.

Kecia L. Steelman, currently President and Chief Operating Officer, has been appointed as the new CEO. Kimbell will remain with the company as an advisor through June 28, 2025

Kecia Steelman has been with Ulta Beauty since 2014, holding key roles such as Chief Store Operations Officer and COO.

💼 Steelman’s compensation as CEO includes a base salary of $1.35 million

📈 David C. Kimbell, who served as CEO since 2021, led Ulta to achieve over $11 billion in annual revenue and a 55% return on equity.

Strong Financial Performance: Under Kimbell’s leadership, the company delivered strong financial performance, with current earnings per share at $25.04.
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⁠InsideArbitrage
Stryker $SYK Acquires Inari Medical $NARI in an All-Cash Deal Worth $4.9 Billion :
🩺Under the terms of the agreement, Stryker will commence a tender offer for all outstanding shares of Inari’s common stock for $80 per share in cash, representing a premium of 60.74% from the stock’s last close.
🩺The deal is expected to close by the end of the first quarter of 2025.
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⁠Hidden Value Gems
Food for thought from Ruchir Sharma via @FT

🧵 👇🏼

Ten trends to watch in 2025

1️⃣ Return of the contrarians
History shows that the global economy and markets move in cycles, not straight trend lines. Contrarian investing is rooted in these patterns.

1/11 https://t.co/wkMwOKI2Lp
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