⁠Quiver Quantitative
RT @InsiderRadar: We caught a massive insider purchase at $FPH last quarter.

In their first earnings report since that purchase, they reported record net income, and the stock is up 40% today. https://t.co/WHaEcq4jM9

🚨 Massive New Insider Purchase

A director at $FPH, Sam Levinson, just reported the purchase of ~$10M of the company's stock.

This is the first insider purchase at the company in over 3 years, and comes less than a week after Levinson was appointed director. https://t.co/o3PTQE7GvH - Insider Radar
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⁠Stock Analysis Compilation
Merion Road Capital on Alphabet $GOOG US

Thesis: Alphabet is well-positioned for future growth with its strong business fundamentals, advancements in AI and cloud services, and potential in autonomous driving and quantum computing.

(Extract from their Q4 letter) https://t.co/evUFiNyiyy
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator @HawleyMO is calling insurers who denied claims from Hurricanes Helene and Milton to testify in front of the Senate. https://t.co/kmpMloCiJC
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AkhenOsiris
Zuckerberg actually meant $60-65M of capex this year, with an 'M' for millions, not billions.

They will collaborate with DeepSeek to form DeepLlama, forging forward on the open source path.

Now all you 🐒 get out your pencils and figure out the spike in FCF this year and beyond.

(yes, this is a shitpost)
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AkhenOsiris
@DanielTNiles is in the market for a bridge in SF

If you really believe that it's possible to train a SOTA LLM for less than $5.5M, then I have a bridge in San Francisco that I'd like to sell you. - Bojan Tunguz
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AkhenOsiris
Did I miss something from you @dalibali2 ?

China outperformance day!
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AkhenOsiris
If DeepSeek can give a swift kick in the ass for the China complex, I'm all for it!
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⁠Quiver Quantitative
BREAKING: We just received data on the portfolio of Howard Lutnick, Trump's pick for Secretary of Commerce.

He has up to $5M of stock in Rumble, $RUM.

Also has up to $5M of stock in Roivant, the pharma company founded by Vivek Ramaswamy.
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AkhenOsiris
If you DeepSeekers end up DeepSixing the markets, can you take the megas down 20% pls?

They deserve to get smoked! (as the FCF comes back to life)

Thanks
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⁠InsideArbitrage
Beacon Roofing Supply $BECN has started soliciting interest from potential buyers as it looks to fend off an $11 billion takeover bid from rival QXO $QXO, Bloomberg reports.

Beacon is seeking to gauge interest from strategic and private equity suitors after QXO’s unsolicited approach was revealed this month.

QXO $QXO proposed to acquire Beacon Roofing Supply $BECN for $124.25 per share in cash.
🏗️The proposal implies a total transaction value of approximately $11 billion.
🏗️The offer was submitted to the company in a letter on November 11, 2024.

"We believe Beacon shareholders have a right to evaluate our proposal, despite the attempt by Beacon’s Board of Directors to withhold it from them,” said Brad Jacobs, CEO of QXO. - InsideArbitrage
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⁠InsideArbitrage
Aptean Acquires Logility Supply Chain Solutions $LGTY for $442.75 Million -
✴️Aptean will acquire all of Logility’s outstanding common stock for $14.30 per share, representing a premium of 26.33% from the stock’s last close.
✴️In December, 2717 Partners, a shareholder of Logility, urged the company’s Board to explore strategic alternatives, including the possibility of a sale. At the time of this call for action, Logility’s stock was trading at $10.99 per share.
✴️The deal is anticipated to close in Q2 2025.
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⁠InsideArbitrage
The InsideArbitrage Friday Wrap is out!

"CEOs On The Ground Are Giddy"

👉Full Article link in the final tweet.

🧵1/11 https://t.co/ORcbLeY0Cz
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