Dimitry Nakhla | Babylon Capital®
The MOST important trait to have as an investor:
Temperament.
Specifically: emotional stability, patience, discipline, objectivity & the ability to think independently 🧘🏽♂️
Without it, the stock market & its daily volatility will CONTROL you, rather than the other way around 🏪
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The MOST important trait to have as an investor:
Temperament.
Specifically: emotional stability, patience, discipline, objectivity & the ability to think independently 🧘🏽♂️
Without it, the stock market & its daily volatility will CONTROL you, rather than the other way around 🏪
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InsideArbitrage
Eagle 1 Merger Sub, Inc., a wholly owned subsidiary of Stryker Corporation $SYK, commenced the tender offer to acquire Inari Medical $NARI, for $80.00 per share. The offer will expire on February 18, 2025.
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Eagle 1 Merger Sub, Inc., a wholly owned subsidiary of Stryker Corporation $SYK, commenced the tender offer to acquire Inari Medical $NARI, for $80.00 per share. The offer will expire on February 18, 2025.
Stryker $SYK Acquires Inari Medical $NARI in an All-Cash Deal Worth $4.9 Billion :
🩺Under the terms of the agreement, Stryker will commence a tender offer for all outstanding shares of Inari’s common stock for $80 per share in cash, representing a premium of 60.74% from the stock’s last close.
🩺The deal is expected to close by the end of the first quarter of 2025. tweet
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Offshore
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InsideArbitrage
FTC Approves Final Order in Chevron $CVX -Hess $HES Deal.
🛢️Under the final consent order, Chevron is prohibited from nominating Hess CEO John Hess to the Chevron Board.
🛢️Chevron is prohibited from allowing John Hess to serve in an advisory or consulting capacity to Chevron or the Chevron Board.
🛢️Chevron is allowed to consult with John Hess only for the discussions with (a) Guyanese government officials about Hess’s oil-related and health ministry-related activities in Guyana, and (b) the Salk Institute’s Harnessing Plants Initiative.
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FTC Approves Final Order in Chevron $CVX -Hess $HES Deal.
🛢️Under the final consent order, Chevron is prohibited from nominating Hess CEO John Hess to the Chevron Board.
🛢️Chevron is prohibited from allowing John Hess to serve in an advisory or consulting capacity to Chevron or the Chevron Board.
🛢️Chevron is allowed to consult with John Hess only for the discussions with (a) Guyanese government officials about Hess’s oil-related and health ministry-related activities in Guyana, and (b) the Salk Institute’s Harnessing Plants Initiative.
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Offshore
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InsideArbitrage
RT @Reuters: Rio Tinto to form new lithium unit after Arcadium buy, memo says https://t.co/BvwiNYVuT3 https://t.co/BJCTukubSP
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RT @Reuters: Rio Tinto to form new lithium unit after Arcadium buy, memo says https://t.co/BvwiNYVuT3 https://t.co/BJCTukubSP
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Offshore
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Stock Analysis Compilation
Protean Funds on Intea $ITEA SS
Thesis: Intea is a unique real estate investment opportunity, offering high-quality, stable properties with lower risk and significant growth potential, particularly in the correction of the Swedish penal system.
(Extract from their Q4 letter) https://t.co/unnwwJeLeg
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Protean Funds on Intea $ITEA SS
Thesis: Intea is a unique real estate investment opportunity, offering high-quality, stable properties with lower risk and significant growth potential, particularly in the correction of the Swedish penal system.
(Extract from their Q4 letter) https://t.co/unnwwJeLeg
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Offshore
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Stock Analysis Compilation
Night Watch on Marex $MRX LN
Thesis: Marex is a counter-cyclical investment benefiting from volatility, with a strong growth track record and attractive valuation despite recent gains.
(Extract from their Q4 letter) https://t.co/w4e1XoJWXP
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Night Watch on Marex $MRX LN
Thesis: Marex is a counter-cyclical investment benefiting from volatility, with a strong growth track record and attractive valuation despite recent gains.
(Extract from their Q4 letter) https://t.co/w4e1XoJWXP
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Offshore
Video
Startup Archive
Peter Thiel on Elon Musk’s success: “Maybe the rest of us are too risk averse”
“When Elon was building both Tesla and SpaceX in the 2000s, people thought he was just really, really crazy — even those of us who’d worked with him at PayPal. There was this PayPal book that David Sacks and I thought of writing, and the Elon chapter was I think entitled something like ‘The Man Who Knew Nothing About Risk’ or something like this. There are all these crazy Elon stories I could tell.”
Thiel continues:
“If one of the two companies had succeeded, you would say, well, maybe he got really lucky. But when two out of two companies that people thought were completely harebrained in the 2000s, when they both succeed, you have to reassess it. Maybe the rest of us are somehow too risk averse or there’s something about risk he knows that we don’t.”
Video source: @AspenInstitute (2024)
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Peter Thiel on Elon Musk’s success: “Maybe the rest of us are too risk averse”
“When Elon was building both Tesla and SpaceX in the 2000s, people thought he was just really, really crazy — even those of us who’d worked with him at PayPal. There was this PayPal book that David Sacks and I thought of writing, and the Elon chapter was I think entitled something like ‘The Man Who Knew Nothing About Risk’ or something like this. There are all these crazy Elon stories I could tell.”
Thiel continues:
“If one of the two companies had succeeded, you would say, well, maybe he got really lucky. But when two out of two companies that people thought were completely harebrained in the 2000s, when they both succeed, you have to reassess it. Maybe the rest of us are somehow too risk averse or there’s something about risk he knows that we don’t.”
Video source: @AspenInstitute (2024)
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Hidden Value Gems
Looks so much like a Tulip mania they wrote about …maybe I just don’t get it…🤷🏻♂️
“To celebrate bitcoin topping $100,000, Saylor hosted a New Year’s Eve party for several hundred members of the crypto community at his waterfront, Miami-area estate, near his luxury yacht. A half-dozen dancers dressed in gold performed. Celebrities mingled with investing luminaries, including Bill Miller, the former Legg Mason fund manager; Peter Briger, chairman of Fortress Investment Group; and Mark Casey, a key portfolio manager at Capital Group. The event was livestreamed on YouTube to tens of thousands of bitcoin fanatics as Saylor, in a black blazer and a bitcoin T-shirt, presided.”
H/t @GZuckerman
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Looks so much like a Tulip mania they wrote about …maybe I just don’t get it…🤷🏻♂️
“To celebrate bitcoin topping $100,000, Saylor hosted a New Year’s Eve party for several hundred members of the crypto community at his waterfront, Miami-area estate, near his luxury yacht. A half-dozen dancers dressed in gold performed. Celebrities mingled with investing luminaries, including Bill Miller, the former Legg Mason fund manager; Peter Briger, chairman of Fortress Investment Group; and Mark Casey, a key portfolio manager at Capital Group. The event was livestreamed on YouTube to tens of thousands of bitcoin fanatics as Saylor, in a black blazer and a bitcoin T-shirt, presided.”
H/t @GZuckerman
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Offshore
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App Economy Insights
📊 This Week in Visuals:
⚙️ TSMC $TSM
💼 UnitedHealth $UNH
📈 BlackRock $BLK
https://t.co/YU4AQVZXdw
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📊 This Week in Visuals:
⚙️ TSMC $TSM
💼 UnitedHealth $UNH
📈 BlackRock $BLK
https://t.co/YU4AQVZXdw
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Offshore
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Stock Analysis Compilation
Black Bear value partners on Asbury Group $ABG US
Thesis: Asbury Group is a highly profitable automotive dealership operator leveraging a razor-razorblade model and an omni-channel sales approach, with potential for significant free-cash flow and stock buybacks.
(Extract from their Q4 letter)
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Black Bear value partners on Asbury Group $ABG US
Thesis: Asbury Group is a highly profitable automotive dealership operator leveraging a razor-razorblade model and an omni-channel sales approach, with potential for significant free-cash flow and stock buybacks.
(Extract from their Q4 letter)
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