⁠InsideArbitrage
RT @Retail_Guru: Wow! $UPS to see 50% cut in volume from $AMZN over next 18 months. 🥶 https://t.co/yVsbQ63tqJ
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⁠InsideArbitrage
📢 $CI Cigna shares tumble as Q4 earnings miss- quarterly EPS of $6.64, missing expectations by 15.10% ; 2025 outlook disappoints

Board approves an increase of $6 billion (7% of current market cap) in incremental share repurchase authorization, bringing total authorization to $10.3 billion

CEO: "While higher medical costs in our stop loss product impacted fourth quarter earnings, we are taking corrective actions to address these near-term pressures,"

Full Year 2024 Results

🔹 Revenue: $247.1B (+27% YoY)
🔹 Net Income: $3.4B ($12.12/share)
🔹 Adj. Income from Ops: $7.7B ($27.33/share)
🔹 2025 Outlook: At least $7.9B ($29.50/share)
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⁠Ahmad Jivraj
Do you doubt yourself when it comes to the stock market? Then read this 👇

1/18 Thread: Imposter Syndrome in the Stock Market...and How to Deal With It

Nothing screws over an investor more than self doubt.

It is easy to fall into a trap of thinking “there are so many institutions investing in the stock market today, so how can I possibly compete?” https://t.co/htFjBetzy9 - Ahmad Jivraj
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⁠Dimitry Nakhla | Babylon Capital®
Excellent all around earnings reports from $MA $TMO $ROP & $BX 💰

Source: Earnings Hub https://t.co/5aPaCzZjOK
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⁠InsideArbitrage
🏡 $PHM PulteGroup Announces Q4 2024 Financial Results;

🏠 Approves a $1.5 billion increase to the company’s share repurchase authorization, bringing the remaining authorization to $2.1 billion. This represents around 6.5% of its market cap at announcement

🏠 The Atlanta-based homebuilder leveraged targeted sales incentives to attract hesitant homebuyers as 30-year U.S. mortgage rates surpassed 7%, the highest since May 2024

🏠 CEO: “PulteGroup’s strong fourth quarter financial results completed a record-setting year. For the full year, PulteGroup generated nearly $18 billion in revenues and net income of $3.1 billion, while generating a return on equity of 27.5%*. These results allowed us to invest $5.3 billion into our business, return $1.4 billion to our shareholders through stock repurchases and dividends, and retire $310 million of senior notes"

Q4 2024 financial highlights:

Earnings Per Share (EPS): $4.43
Home Closings: Increased by 6% to 8,103 units
Home Sale Revenues: Rose 13% to $4.7 billion
Home Sale Gross Margin: 27.5%
Net New Orders: 6,167 homes valued at $3.5 billion
Backlog: 10,153 homes valued at $6.5 billion
Share Repurchases: $320 million worth of common shares bought back during the quarter
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⁠InsideArbitrage
RT @tobaccoinsider: Altria: Q4 2024 Results $mo
Beats both the top-line and bottom-line estimates

Revenue: $5.11Bn (exp. $5.04Bn)
EPS: $1.29 (exp. $1.28)

Follow our live write-up:
https://t.co/JTAuXeU8uA

Announces a new $1Bn share repurchase program https://t.co/2cvkHuuNAQ
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⁠Stock Analysis Compilation
Laughing Water Capital on Vistry Group PLC $VTY LN

Thesis: Vistry Group PLC is currently undervalued despite recent setbacks in its transition to a Partnerships model, with potential for significant earnings growth in the near future.

(Extract from their Q4 letter) https://t.co/XEAqQWGfpG
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⁠InsideArbitrage
Teoxane Withdraws Bid for Revance $RVNC -
✴️Teoxane announced that, despite its efforts to secure financing since submitting its proposal to Revance, it is unable to obtain committed financing within the timeline of Crown’s revised offer.
✴️Consequently, Teoxane is withdrawing its proposal effective immediately and will tender all its Revance shares into Crown’s revised offer.

Crown Laboratories and Revance Therapeutics $RVNC announced that on January 17, they amended the Merger Agreement.
✴️Revance’s stockholders will receive $3.65 per share of common stock.
✴️Crown will extend its existing tender offer for all of Revance’s outstanding Shares until February 4, 2025.
✴️The transaction is expected to close by February 6, 2025. - InsideArbitrage
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