⁠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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⁠InsideArbitrage
$RPRX Royalty Pharma shares rise 5% pre-market as the company announces transformative step in its evolution with the acquisition of its external manager and $3 billion share repurchase program - Equals 25% of its current market cap of $11.64 billion!
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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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⁠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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⁠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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⁠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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⁠Stock Analysis Compilation
Stock Analysis Compilation #71 is in your inbox 🔥
(link in bio)

40 stock pitches from the best hedge funds & newsletters : $ADBE $ALCO $AMZN $AMD $AXON $BRK/A $BOOT $CVNA $CLF $CROX $DFIN $ELV $MA $MEDP $MSTR $NFLX $PLTR $PINC $SNAP $STVN $TGEN $TMC $ULS and many more
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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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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Brian Fitzpatrick just introduced a bill to restrict congressional stock trading.

Cosponsored by @AOC (D), @CoryMillsFL (R), and @CongressmanRaja (D).

We have not seen any of them trade any stock while in office.

Follow here for updates. https://t.co/CE0Q4LA6rt
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⁠Investing visuals
It's a red day for the market today. Are you adding to some of your favorite names?😁 https://t.co/RslBD6rVUQ
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