⁠InsideArbitrage
📢📢 $BALL shares rise (2.93% - after hrs) as the aluminium packaging company's Board approves a quarterly dividend and a new multi-year $4 billion share repurchase authorization that equals ~24% of its current market cap! The repurchase plan replaces all previous authorizations

📉2024 Vs 2023 repurchases: The company’s share repurchases totaled $1.06 billion during the nine months ended September 30, 2024, compared to $3 million of repurchases during the same period of 2023

🗓️ Q4 Earnings: Ball to Announce Fourth Quarter Earnings on February 4, 2025
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⁠InsideArbitrage
$NOW ServiceNow ( ⏬8.37% - after hrs) reports Q4 and Full-Year 2024 Financial Results; Board of Directors Authorizes Additional $3B for Share Repurchase Program

The Board stated that the buyback aims to offset dilution, as reflected in the graph below 👇👇 https://t.co/VluMR05C63
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⁠Dimitry Nakhla | Babylon Capital®
Wow 🤯 … have to share these few pages from “What I Learned About Investing From Darwin” 📖

Take a moment to absorb this. Trust me, it’s worth reading multiple times to fully grasp the concept

The text emphasizes that learning to avoid bad investments (reducing Type I errors) is more critical than finding good ones, suggesting that skepticism in investment decisions might be more valuable than optimism

This underlines the strategy of being a great investor by being a great rejector, focusing on minimizing bad investments to enhance overall investment success
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⁠Capital Employed
A fresh batch of Q4 2024 fund letters have just been added including letters from the likes of...

@Dan_Roller
@JonCukierwar
@HiddenGemsInves
@kingdomcapadv

and many more. 80 now in total 👇

https://t.co/Dndl7wcMwK https://t.co/A9EMld7g8r
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⁠InsideArbitrage
🚨 $COUR Coursera appoints Gregory Hart as President & CEO, effective Feb 3, 2025.

- He replaces Jeffrey Maggioncalda, who is retiring.

📉 Jeffrey Maggioncalda served as Coursera’s President & CEO for 7 years and 8 months, during which the stock declined -78.71%

📌 Gregory Hart's Background: Former COO & CPO at Compass

💰 Compensation:
Base Salary: $590K
Annual Bonus: 100% of salary (prorated for 2025)
Equity Grants: ~$38M in RSUs & stock options (time-based & performance-based).
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⁠InsideArbitrage
$SCL Stepan Company announced that General Counsel David G. Kabbes will retire effective March 14, 2025.

The company has begun an internal and external search for his successor.

SCL stock has declined by 31% over the past year.
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⁠Hidden Value Gems
Not really saying much new, rebuilding relationships with dealers, meeting Trump this year...Lets see what they say during #Exor investor day next month.

$STLA

via @FT https://t.co/zQzl0yCi6l
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