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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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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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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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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
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@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 Tunguztweet
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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.
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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. tweet
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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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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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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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Startup Archive
Jeff Bezos’s two pieces of advice for aspiring entrepreneurs
“The advice that I would give entrepreneurs is don't chase the hot new thing. It's so hard to catch something that everybody already knows is hot. Instead, position yourself and wait for the wave to come to you.”
The best way to position yourself, Jeff argues, is to pursue something that captures your curiosity. When Amazon startup, Jeff always asks himself if the founder is a “missionary” or a “mercenary.”
“I don't like mercenaries, and I don't like mercenary cultures. The missionary is building the product, building the service, because they love the customer, because they love the product, because they love the service. The mercenary is building the product or the service so that they can flip the company and make money.”
One of the great paradoxes of entrepreneurship is that the missionaries usually end up making more money than the mercenaries anyways.
After you’ve picked something you’re passionate about, Jeff’s second piece of advice is:
“Start with the customer and work backwards… Those two things will take you an awfully long way.”
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Jeff Bezos’s two pieces of advice for aspiring entrepreneurs
“The advice that I would give entrepreneurs is don't chase the hot new thing. It's so hard to catch something that everybody already knows is hot. Instead, position yourself and wait for the wave to come to you.”
The best way to position yourself, Jeff argues, is to pursue something that captures your curiosity. When Amazon startup, Jeff always asks himself if the founder is a “missionary” or a “mercenary.”
“I don't like mercenaries, and I don't like mercenary cultures. The missionary is building the product, building the service, because they love the customer, because they love the product, because they love the service. The mercenary is building the product or the service so that they can flip the company and make money.”
One of the great paradoxes of entrepreneurship is that the missionaries usually end up making more money than the mercenaries anyways.
After you’ve picked something you’re passionate about, Jeff’s second piece of advice is:
“Start with the customer and work backwards… Those two things will take you an awfully long way.”
tweet