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InsideArbitrage
Paychex $PAYX Announces Acquisition of Paycor $PYCR in an All-Cash Deal for $4.1 Billion :
👥As per the terms of the agreement, Paychex will acquire all the outstanding shares of Paycor at $22.50 per share in cash, representing a 1.57% discount over the stock’s last close.
👥The transaction is expected to close in the first half of 2025.
👥Bloomberg reported two days ago that Paychex is in advanced discussions to acquire Paycor. Following the news, Paycor’s shares surged 23%, rising from $18.54 per share.
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Paychex $PAYX Announces Acquisition of Paycor $PYCR in an All-Cash Deal for $4.1 Billion :
👥As per the terms of the agreement, Paychex will acquire all the outstanding shares of Paycor at $22.50 per share in cash, representing a 1.57% discount over the stock’s last close.
👥The transaction is expected to close in the first half of 2025.
👥Bloomberg reported two days ago that Paychex is in advanced discussions to acquire Paycor. Following the news, Paycor’s shares surged 23%, rising from $18.54 per share.
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Stock Analysis Compilation
Polen Capital on elf Beauty $ELF US
Thesis: Elf Beauty is poised for growth with its innovative, affordable products and expanding market presence—don't miss why this U.S. brand is set to soar 25% in EPS long term
(Extract from their Q3 letter) https://t.co/Mq2Fv4oYyL
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Polen Capital on elf Beauty $ELF US
Thesis: Elf Beauty is poised for growth with its innovative, affordable products and expanding market presence—don't miss why this U.S. brand is set to soar 25% in EPS long term
(Extract from their Q3 letter) https://t.co/Mq2Fv4oYyL
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App Economy Insights
☕️ Can Starbucks Be Saved? $SBUX
Let's review Brian Niccol's turnaround plan.
https://t.co/hj1QeSDDrZ
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☕️ Can Starbucks Be Saved? $SBUX
Let's review Brian Niccol's turnaround plan.
https://t.co/hj1QeSDDrZ
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Quiver Quantitative
Marjorie Taylor Greene started buying up $META stock back in November.
Possibly related to the new announcement from Zuck? https://t.co/tUL3wBfWIB
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Marjorie Taylor Greene started buying up $META stock back in November.
Possibly related to the new announcement from Zuck? https://t.co/tUL3wBfWIB
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InsideArbitrage
The acquisition of Cepton $CPTN by Koito Manufacturing was completed on January 7, 2025.
It took 162 days for the deal to be completed. https://t.co/67s7GDF0Sx
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The acquisition of Cepton $CPTN by Koito Manufacturing was completed on January 7, 2025.
It took 162 days for the deal to be completed. https://t.co/67s7GDF0Sx
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Offshore
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Startup Archive
Steve Blank explains the Lean Startup methodology
Steve Blank helped pioneer the Lean Startup Methodology. In the clip below, he explains that over the course of building eight companies, no business plan survived first contact with customers:
“Startups are not smaller versions of large companies. Large companies execute known business models. Startups search for unknown business models… And the mistake we were making as entrepreneurs was assuming that everything we wrote in [a business plan] somehow magically translated into facts, when all we had were a series of untested hypotheses.”
As Steve explains, the key for startups is to focus on risk reduction in the early stages by identifying your assumptions and treating them as hypotheses you need to test. The most common mistake very bright founders make is believing they understand the problem on day 1, and as a result, just going and building the solution. But Steve has learned from experience:
“As smart as you are, there is no way you’re smarter than the collective intelligence of your potential customers.”
To find product/market fit, you need to “get the heck outside”, talk to your customers, and test your hypotheses. Who are they? What are you building for them? What are their needs? What jobs do they want to get done? What are their pains? How are you going to make money?
“And by testing, I don’t just mean saying ‘here’s a product, do you want to buy it?’ That’s selling. I mean getting out and understanding deeply what are the customer problems, what are their needs, and what kind of solution might actually solve them?”
Alter your hypotheses with the insights from these conversations, and then test them again with your product. You want to build your product incrementally and iteratively—hence the term “Minimum Viable Product”—continually interacting with your customers to understand if you are on the right track.
Video source: @ECorner (2016)
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Steve Blank explains the Lean Startup methodology
Steve Blank helped pioneer the Lean Startup Methodology. In the clip below, he explains that over the course of building eight companies, no business plan survived first contact with customers:
“Startups are not smaller versions of large companies. Large companies execute known business models. Startups search for unknown business models… And the mistake we were making as entrepreneurs was assuming that everything we wrote in [a business plan] somehow magically translated into facts, when all we had were a series of untested hypotheses.”
As Steve explains, the key for startups is to focus on risk reduction in the early stages by identifying your assumptions and treating them as hypotheses you need to test. The most common mistake very bright founders make is believing they understand the problem on day 1, and as a result, just going and building the solution. But Steve has learned from experience:
“As smart as you are, there is no way you’re smarter than the collective intelligence of your potential customers.”
To find product/market fit, you need to “get the heck outside”, talk to your customers, and test your hypotheses. Who are they? What are you building for them? What are their needs? What jobs do they want to get done? What are their pains? How are you going to make money?
“And by testing, I don’t just mean saying ‘here’s a product, do you want to buy it?’ That’s selling. I mean getting out and understanding deeply what are the customer problems, what are their needs, and what kind of solution might actually solve them?”
Alter your hypotheses with the insights from these conversations, and then test them again with your product. You want to build your product incrementally and iteratively—hence the term “Minimum Viable Product”—continually interacting with your customers to understand if you are on the right track.
Video source: @ECorner (2016)
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Quiver Quantitative
RT @QuiverCongress: The House will be voting on the Laken Riley Act later today.
Representative @MikeCollinsGA just spoke in support of the bill.
@RepJayapal just spoke in opposition. https://t.co/WxRj7Z3Gxf
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RT @QuiverCongress: The House will be voting on the Laken Riley Act later today.
Representative @MikeCollinsGA just spoke in support of the bill.
@RepJayapal just spoke in opposition. https://t.co/WxRj7Z3Gxf
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Investing visuals
Mastercard $MA: A wide moat business for a reasonable price💎 https://t.co/VRvF2aQNdZ
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Mastercard $MA: A wide moat business for a reasonable price💎 https://t.co/VRvF2aQNdZ
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Quiver Quantitative
RT @QuiverCongress: BREAKING: Democratic Senator Gary Peters reportedly plans to support the Laken Riley Act.
Summary of the bill text is up on Quiver: https://t.co/8l9hxTRJUM
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RT @QuiverCongress: BREAKING: Democratic Senator Gary Peters reportedly plans to support the Laken Riley Act.
Summary of the bill text is up on Quiver: https://t.co/8l9hxTRJUM
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