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InsideArbitrage
RT @business: Mars is borrowing the equivalent of $1 billion through privately-placed bonds, sources say, as it begins to repay bank loans it took out to help buy foodmaker Kellanova https://t.co/Aur9U4jQo2
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RT @business: Mars is borrowing the equivalent of $1 billion through privately-placed bonds, sources say, as it begins to repay bank loans it took out to help buy foodmaker Kellanova https://t.co/Aur9U4jQo2
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Startup Archive
Jensen Huang: “VCs don’t invest in business plans”
When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford:
“VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.”
He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun.
Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low.
“If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.”
But market size is secondary to people:
“You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.”
Video source: @StanfordOnline (2011)
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Jensen Huang: “VCs don’t invest in business plans”
When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford:
“VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.”
He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun.
Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low.
“If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.”
But market size is secondary to people:
“You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.”
Video source: @StanfordOnline (2011)
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InsideArbitrage
Quanterix $QTRX to Acquire Akoya Biosciences $AKYA in an All-Stock Deal for $286.34 Million -
🧬Akoya shareholders will receive 0.318 shares of Quanterix common stock for each share of Akoya common stock they own.
🧬Akoya is valued at about $3.73 per share, representing a premium of 40.23% from the stock’s last close.
🧬The deal is expected to close in Q2 2025.
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Quanterix $QTRX to Acquire Akoya Biosciences $AKYA in an All-Stock Deal for $286.34 Million -
🧬Akoya shareholders will receive 0.318 shares of Quanterix common stock for each share of Akoya common stock they own.
🧬Akoya is valued at about $3.73 per share, representing a premium of 40.23% from the stock’s last close.
🧬The deal is expected to close in Q2 2025.
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InsideArbitrage
Brightcove $BCOV announced that the HSR Waiting Period for its merger with Bending Spoons expired on January 8, 2025. https://t.co/lfptdXtozK
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Brightcove $BCOV announced that the HSR Waiting Period for its merger with Bending Spoons expired on January 8, 2025. https://t.co/lfptdXtozK
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Stock Analysis Compilation
Alluvial on Zegona Communications $ZEG LN
Thesis: Zegona Communications is a turnaround investment poised to transform Vodafone Spain into a profitable telecom powerhouse within the next 2-3 years.
(Extract from their Q3 letter) https://t.co/PDmx9kHXA6
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Alluvial on Zegona Communications $ZEG LN
Thesis: Zegona Communications is a turnaround investment poised to transform Vodafone Spain into a profitable telecom powerhouse within the next 2-3 years.
(Extract from their Q3 letter) https://t.co/PDmx9kHXA6
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Dimitry Nakhla | Babylon Capital®
Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵
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Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵
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InsideArbitrage
CNB Financial $CCNE Acquires ESSA Bancorp $ESSA in All-Stock $214 Million Deal -
💰ESSA shareholders will receive 0.8547 shares of CNB common stock, which values ESSA at about $21.10 per share, representing a 13.26% premium from the stock’s last close.
💰The new company is expected to have about $8 billion in total assets, $7 billion in total deposits, and $6 billion in total loans.
💰The deal is expected to be completed in Q3 2025.
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CNB Financial $CCNE Acquires ESSA Bancorp $ESSA in All-Stock $214 Million Deal -
💰ESSA shareholders will receive 0.8547 shares of CNB common stock, which values ESSA at about $21.10 per share, representing a 13.26% premium from the stock’s last close.
💰The new company is expected to have about $8 billion in total assets, $7 billion in total deposits, and $6 billion in total loans.
💰The deal is expected to be completed in Q3 2025.
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Investing visuals
5 quality companies that significantly trade below their median last-twelve-month price to gross profit*
A short 🧵👇
#1 - $AMD trading 36% below its 1 year median https://t.co/nUIEaL1xii
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5 quality companies that significantly trade below their median last-twelve-month price to gross profit*
A short 🧵👇
#1 - $AMD trading 36% below its 1 year median https://t.co/nUIEaL1xii
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Quiver Quantitative
BREAKING: Representative Guy Reschenthaler just disclosed purchases of Solana, Ripple, and Bitcoin.
He bought up to $45K of crypto in total.
His total net worth is just $345K, per our estimates, so this seems like a significant move.
Full trade list up on Quiver. https://t.co/68QwcBgauZ
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BREAKING: Representative Guy Reschenthaler just disclosed purchases of Solana, Ripple, and Bitcoin.
He bought up to $45K of crypto in total.
His total net worth is just $345K, per our estimates, so this seems like a significant move.
Full trade list up on Quiver. https://t.co/68QwcBgauZ
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