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InsideArbitrage
Arch Resources $ARCH and CONSOL Energy $CEIX announced that their shareholders have approved all proposals related to the pending merger of the two companies. The transaction is expected to close on January 14, 2025. Post-completion, the combined company will be renamed "Core Natural Resources, Inc." and its common stock is expected to begin trading on the NYSE under the symbol "CNR" on January 15, 2025.
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Arch Resources $ARCH and CONSOL Energy $CEIX announced that their shareholders have approved all proposals related to the pending merger of the two companies. The transaction is expected to close on January 14, 2025. Post-completion, the combined company will be renamed "Core Natural Resources, Inc." and its common stock is expected to begin trading on the NYSE under the symbol "CNR" on January 15, 2025.
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Quiver Quantitative
RT @QuiverCongress: The House is about to vote on the Illegitimate Court Counteraction Act.
It would impose sanctions on ICC officials who investigate, arrest, detain, or prosecute any protected person of the US and its allies.
Here's a summary of the bill text: https://t.co/lIfDDvYTcT
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RT @QuiverCongress: The House is about to vote on the Illegitimate Court Counteraction Act.
It would impose sanctions on ICC officials who investigate, arrest, detain, or prosecute any protected person of the US and its allies.
Here's a summary of the bill text: https://t.co/lIfDDvYTcT
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Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepBrandonGill just introduced the “REMAIN in Mexico Act”.
It would re-instate Trump’s “Migrant Protection Protocols”.
Follow here for updates. https://t.co/XASDo1wZ5k
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RT @QuiverCongress: JUST IN: @RepBrandonGill just introduced the “REMAIN in Mexico Act”.
It would re-instate Trump’s “Migrant Protection Protocols”.
Follow here for updates. https://t.co/XASDo1wZ5k
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Hidden Value Gems
RT @HiddenValueGems: Something I have started considering and was wondering what smart people were doing.
Are you thinking of relocating to save on costs & taxes, improve lifestyle and other reasons?
- Yes
- No
- I have just relocated
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RT @HiddenValueGems: Something I have started considering and was wondering what smart people were doing.
Are you thinking of relocating to save on costs & taxes, improve lifestyle and other reasons?
- Yes
- No
- I have just relocated
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Stock Analysis Compilation
Baron Asset Fund on Welltower $WELL US
Thesis: Welltower Inc. is well-positioned to capitalize on robust growth opportunities in the senior housing industry, with potential for earnings to more than double over the next five years due to favorable demographics and strategic management initiatives.
(Extract from their Q3 letter)
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Baron Asset Fund on Welltower $WELL US
Thesis: Welltower Inc. is well-positioned to capitalize on robust growth opportunities in the senior housing industry, with potential for earnings to more than double over the next five years due to favorable demographics and strategic management initiatives.
(Extract from their Q3 letter)
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Startup Archive
21 year old Mark Zuckerberg explains why he isn’t worried about competition from Google
When asked if he was worried about Google eventually competing against Facebook in a 2005 guest lecture at Harvard, a 21 year old Mark Zuckerberg gave the following reply:
“I think that one of the cool things about this time in technology is that individuals are leveraged and able to do way more than they had really ever been able to do before… Instead of worrying about who’s the big player and what Google is going to do next? You can just get a lot of stuff done.”
He points out that Facebook was able to scale to 300,000 users and 400 million page views per day with just 50 people and servers that cost only $100 per month. Meanwhile Google was doing 250 million page views a day with hundreds of thousands of machines and 5,000 employees.
Mark argues:
“The most important thing is to have smart people. As technology becomes more generic and less expensive, the leverage point becomes the people.”
Mark believed that if he could recruit more intelligent people, Google’s resource advantage wouldn’t matter. He also believed Facebook’s small size was an advantage:
“When you’re a small company, then you can be really nimble and get a lot of stuff done, and there’s relatively little bureaucracy. So if you have smart people who can take advantage of that to build cool things, then that’s a [big advantage].”
Video source: @cs50 (2005)
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21 year old Mark Zuckerberg explains why he isn’t worried about competition from Google
When asked if he was worried about Google eventually competing against Facebook in a 2005 guest lecture at Harvard, a 21 year old Mark Zuckerberg gave the following reply:
“I think that one of the cool things about this time in technology is that individuals are leveraged and able to do way more than they had really ever been able to do before… Instead of worrying about who’s the big player and what Google is going to do next? You can just get a lot of stuff done.”
He points out that Facebook was able to scale to 300,000 users and 400 million page views per day with just 50 people and servers that cost only $100 per month. Meanwhile Google was doing 250 million page views a day with hundreds of thousands of machines and 5,000 employees.
Mark argues:
“The most important thing is to have smart people. As technology becomes more generic and less expensive, the leverage point becomes the people.”
Mark believed that if he could recruit more intelligent people, Google’s resource advantage wouldn’t matter. He also believed Facebook’s small size was an advantage:
“When you’re a small company, then you can be really nimble and get a lot of stuff done, and there’s relatively little bureaucracy. So if you have smart people who can take advantage of that to build cool things, then that’s a [big advantage].”
Video source: @cs50 (2005)
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App Economy Insights
RT @EconomyApp: 🎮 Could Tencent buy Ubisoft?
Bloomberg reported that the Chinese giant may pursue a buyout or take the company private.
The stock is nearly 90% off its 2021 high.
Who else could step in? 👇
https://t.co/hyCc7Jx3NW
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RT @EconomyApp: 🎮 Could Tencent buy Ubisoft?
Bloomberg reported that the Chinese giant may pursue a buyout or take the company private.
The stock is nearly 90% off its 2021 high.
Who else could step in? 👇
https://t.co/hyCc7Jx3NW
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InsideArbitrage
🚨 $LUV Leadership changes at Southwest Airlines
Two longtime executives, Tammy Romo, Chief Financial Officer, and Linda Rutherford, Chief Administration Officer, are retiring on April 1, 2025, after more than three decades with the airline.
- Tammy joined Southwest Airlines in 1991 and became Chief Financial Officer in 2012.
- Linda joined Southwest in 1992 as a Public Relations Coordinator and worked her way up to become Chief Administration Officer.
- Southwest will begin a search for Romo's replacement.
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🚨 $LUV Leadership changes at Southwest Airlines
Two longtime executives, Tammy Romo, Chief Financial Officer, and Linda Rutherford, Chief Administration Officer, are retiring on April 1, 2025, after more than three decades with the airline.
- Tammy joined Southwest Airlines in 1991 and became Chief Financial Officer in 2012.
- Linda joined Southwest in 1992 as a Public Relations Coordinator and worked her way up to become Chief Administration Officer.
- Southwest will begin a search for Romo's replacement.
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Investing visuals
Duolingo $DUOL A.K.A. "The Money Bird": its paying user growth over time is top notch👌 https://t.co/MeMU4H6aI9
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Duolingo $DUOL A.K.A. "The Money Bird": its paying user growth over time is top notch👌 https://t.co/MeMU4H6aI9
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Stock Analysis Compilation
Baron Real Estate Fund on Vornado Realty Trust $VNO US
Thesis: Vornado Realty Trust is poised for growth due to its well-located portfolio and improving office market fundamentals in New York City.
(Extract from their Q3 letter) https://t.co/JM4TLAjzMc
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Baron Real Estate Fund on Vornado Realty Trust $VNO US
Thesis: Vornado Realty Trust is poised for growth due to its well-located portfolio and improving office market fundamentals in New York City.
(Extract from their Q3 letter) https://t.co/JM4TLAjzMc
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