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Dimitry Nakhla | Babylon Capital®
Since hitting my target accumulation price, shares of MercadoLibre $MELI have rallied +15%
This is a bit unfortunate as I would’ve preferred for $MELI stock to continue declining & reach an even lower level so I could add another tranche of shares https://t.co/NggebbFgsC
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Since hitting my target accumulation price, shares of MercadoLibre $MELI have rallied +15%
This is a bit unfortunate as I would’ve preferred for $MELI stock to continue declining & reach an even lower level so I could add another tranche of shares https://t.co/NggebbFgsC
$MELI traded below my target accumulation price of $1,700 for less than 48 hours 🎯 https://t.co/QUeCkbQz0z tweet
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Capital Employed
Another batch of excellent Q4 2024 letters just added.
Including excellent letters from...
@Whit_Huguley
@dsmoak98
@HorizonKinetics
108 letters in total now.
This is a treasure trove of insights and potential ideas… 👇
https://t.co/Dndl7wcMwK https://t.co/7mQM7SnLeq
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Another batch of excellent Q4 2024 letters just added.
Including excellent letters from...
@Whit_Huguley
@dsmoak98
@HorizonKinetics
108 letters in total now.
This is a treasure trove of insights and potential ideas… 👇
https://t.co/Dndl7wcMwK https://t.co/7mQM7SnLeq
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InsideArbitrage
Staffing 360 $STAF held a special meeting of stockholders on February 3, 2025 -
The meeting was held to vote on two proposals: approving the Planned Merger with Atlantic International $ATLN and approving the option to adjourn the meeting.
The majority approved the Adjournment Proposal, and the meeting was then adjourned to February 10, 2025.
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Staffing 360 $STAF held a special meeting of stockholders on February 3, 2025 -
The meeting was held to vote on two proposals: approving the Planned Merger with Atlantic International $ATLN and approving the option to adjourn the meeting.
The majority approved the Adjournment Proposal, and the meeting was then adjourned to February 10, 2025.
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InsideArbitrage
RT @business: Nissan is seeking out a new partner as it prepares to end negotiations to form a joint holding company with Honda, people familiar with the matter said. https://t.co/xB23Vk3Jro
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RT @business: Nissan is seeking out a new partner as it prepares to end negotiations to form a joint holding company with Honda, people familiar with the matter said. https://t.co/xB23Vk3Jro
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InsideArbitrage
RT @Reuters: Nissan CEO Makoto Uchida met with his Honda counterpart Toshihiro Mibe to tell him he wants to scrap their memorandum of understanding to discuss a possible merger, one person with knowledge of the matter said https://t.co/QB5KzWD8Ec
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RT @Reuters: Nissan CEO Makoto Uchida met with his Honda counterpart Toshihiro Mibe to tell him he wants to scrap their memorandum of understanding to discuss a possible merger, one person with knowledge of the matter said https://t.co/QB5KzWD8Ec
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Hidden Value Gems
Makes me think whether #Kering really has a moat or just sells expensive (high-margin) stuff with a hit-or-miss approach.
Was on my Luxury Goods watchlist, but the difference with the ones like Richemont, LVMH and Hermes is huge. https://t.co/SWbPqQM2UJ
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Makes me think whether #Kering really has a moat or just sells expensive (high-margin) stuff with a hit-or-miss approach.
Was on my Luxury Goods watchlist, but the difference with the ones like Richemont, LVMH and Hermes is huge. https://t.co/SWbPqQM2UJ
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iinvested
4Q'24 Giverny Capital Asset Management on $MTB, $ASHTF, $IBP, $FISV, $FERG, $KNSL, $ALGN, $MEDP
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/MRoPHtJodn
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4Q'24 Giverny Capital Asset Management on $MTB, $ASHTF, $IBP, $FISV, $FERG, $KNSL, $ALGN, $MEDP
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/MRoPHtJodn
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InsideArbitrage
$HON Honeywell announced it will separate its Automation and Aerospace businesses into independent publicly traded companies, alongside the previously announced spin-off of Advanced Materials.
🧪The Advanced Materials spin-off is expected by the end of 2025 or early 2026.
✈️The Automation and Aerospace separation is targeted for the second half of 2026 and is expected to be tax-free for shareholders.
📉 Honeywell's stock dropped ~5% in pre-market trading, despite an initial gain, due to weak 2025 sales and profit forecasts.
Elliott Management, which took a $5 billion stake in Honeywell, pushed for a breakup due to underperforming stock returns.
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$HON Honeywell announced it will separate its Automation and Aerospace businesses into independent publicly traded companies, alongside the previously announced spin-off of Advanced Materials.
🧪The Advanced Materials spin-off is expected by the end of 2025 or early 2026.
✈️The Automation and Aerospace separation is targeted for the second half of 2026 and is expected to be tax-free for shareholders.
📉 Honeywell's stock dropped ~5% in pre-market trading, despite an initial gain, due to weak 2025 sales and profit forecasts.
Elliott Management, which took a $5 billion stake in Honeywell, pushed for a breakup due to underperforming stock returns.
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