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Stock Analysis Compilation
Montaka on KKR $KKR US
Thesis: Blackstone and KKR are poised to significantly benefit from structural growth in Asian wealth, rising global private wealth allocations to alternatives, and increasing partnerships with insurers, alongside an expected acceleration in monetizations in 2025 that will enhance their profits and fundraising capabilities.
(Extract from their Q4 letter)
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Montaka on KKR $KKR US
Thesis: Blackstone and KKR are poised to significantly benefit from structural growth in Asian wealth, rising global private wealth allocations to alternatives, and increasing partnerships with insurers, alongside an expected acceleration in monetizations in 2025 that will enhance their profits and fundraising capabilities.
(Extract from their Q4 letter)
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InsideArbitrage
The acquisition of Gatos Silver $GATO by First Majestic Silver $AG was completed on January 16, 2025. It took 133 days for the deal to be completed. https://t.co/AO3sE3Eh3A
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The acquisition of Gatos Silver $GATO by First Majestic Silver $AG was completed on January 16, 2025. It took 133 days for the deal to be completed. https://t.co/AO3sE3Eh3A
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InsideArbitrage
🎯The InsideArbitrage C-Suite Transitions is out!
$ULTA Ulta Beauty is in the Eye of the Beholder – C-Suite Transitions
1/7 https://t.co/8FG4NIVkWY
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🎯The InsideArbitrage C-Suite Transitions is out!
$ULTA Ulta Beauty is in the Eye of the Beholder – C-Suite Transitions
1/7 https://t.co/8FG4NIVkWY
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Investing visuals
Adobe $ADBE is trading near its lowest valuation in a decade. If it stays ahead of the competition, it could be a compelling long-term play.
Here's $ADBE at a glance👇 https://t.co/G2SBCkfvc7
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Adobe $ADBE is trading near its lowest valuation in a decade. If it stays ahead of the competition, it could be a compelling long-term play.
Here's $ADBE at a glance👇 https://t.co/G2SBCkfvc7
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InsideArbitrage
Chinese game-centric live streaming platform - $DOYU DouYu International Holdings Limited shares rise (⏫26.12%) as it announces the appointment of Co-CEO and a special cash dividend
🎮 A special cash dividend of $9.94 per ordinary share/ADS will be paid on February 20, 2025 with an Ex-div date of February 7, 2025
🎮 The Board appointed Ms. Simin Ren as the Company’s Co-CEO effective as of today, following the transition under the leadership of the interim management committee since November 2023. With this appointment, the interim management committee has been dissolved
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Chinese game-centric live streaming platform - $DOYU DouYu International Holdings Limited shares rise (⏫26.12%) as it announces the appointment of Co-CEO and a special cash dividend
🎮 A special cash dividend of $9.94 per ordinary share/ADS will be paid on February 20, 2025 with an Ex-div date of February 7, 2025
🎮 The Board appointed Ms. Simin Ren as the Company’s Co-CEO effective as of today, following the transition under the leadership of the interim management committee since November 2023. With this appointment, the interim management committee has been dissolved
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Quiver Quantitative
Update: https://t.co/CNqYKThtph
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Update: https://t.co/CNqYKThtph
BREAKING: Lockheed Martin, $LMT, has unfollowed @elonmusk, per @BigTechAlert.
A casualty of DOGE? https://t.co/vUMo7nHeev tweet
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Quiver Quantitative
Representative Josh Gottheimer has disclosed a purchase of Goldman Sachs stock, $GS.
Gottheimer sits on the House Financial Services Committee. https://t.co/7AAoZUsUnk
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Representative Josh Gottheimer has disclosed a purchase of Goldman Sachs stock, $GS.
Gottheimer sits on the House Financial Services Committee. https://t.co/7AAoZUsUnk
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Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepRussFulcher has introduced legislation to exclude overtime pay from income tax.
Follow here for updates. https://t.co/Lt8u687ygw
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RT @QuiverCongress: JUST IN: @RepRussFulcher has introduced legislation to exclude overtime pay from income tax.
Follow here for updates. https://t.co/Lt8u687ygw
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