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🚀 $CRM Salesforce announced Robin Washington will become President & Chief Operating and Financial Officer (COFO) on March 21, 2025.
💼 Washington has held key roles at Gilead Sciences, Hyperion, and PeopleSoft. She has served on Salesforce’s board since 2013 and is currently a director at Alphabet, Honeywell, and other companies.
🔄 COO Brian Millham to retire on May 1, 2025, after 25 years at Salesforce. He will transition into an advisory role.
- Amy Weaver, the current CFO, announced last year that she would be transitioning from Salesforce once a new CFO was named.
📈 Salesforce stock is up 86% in the last 5 years!
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🚀 $CRM Salesforce announced Robin Washington will become President & Chief Operating and Financial Officer (COFO) on March 21, 2025.
💼 Washington has held key roles at Gilead Sciences, Hyperion, and PeopleSoft. She has served on Salesforce’s board since 2013 and is currently a director at Alphabet, Honeywell, and other companies.
🔄 COO Brian Millham to retire on May 1, 2025, after 25 years at Salesforce. He will transition into an advisory role.
- Amy Weaver, the current CFO, announced last year that she would be transitioning from Salesforce once a new CFO was named.
📈 Salesforce stock is up 86% in the last 5 years!
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TPG $TPG to Acquire Altus Power $AMPS in a $2.2 Billion All-Cash Deal -
☀️Altus Power will be acquired by TPG through its TPG Rise Climate Transition Infrastructure strategy for $5 per share of its Class A common stock in an all-cash transaction. The deal represents a premium of 30.55% from the stock’s last close.
☀️TPG will be taking Altus Power private through this deal, which is expected to close in Q2 2025.
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TPG $TPG to Acquire Altus Power $AMPS in a $2.2 Billion All-Cash Deal -
☀️Altus Power will be acquired by TPG through its TPG Rise Climate Transition Infrastructure strategy for $5 per share of its Class A common stock in an all-cash transaction. The deal represents a premium of 30.55% from the stock’s last close.
☀️TPG will be taking Altus Power private through this deal, which is expected to close in Q2 2025.
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📢 $BDX BD Announces Strategic Separation
BD (Becton, Dickinson and Company) plans to separate its Biosciences and Diagnostic Solutions business from the rest of BD.
🔍 The separation decision follows a comprehensive business portfolio evaluation launched in early 2024.
🏥 New BD - Pure-Play MedTech
After the separation, New BD will focus on high-growth markets with four key segments:
• Medical Essentials
• Connected Care
• BioPharma Systems
• Interventional
📊 New BD Financial Outlook:
• Expected FY24 revenue: ~$17.8 billion.
• Addressable market: Over $70 billion, growing at ~5%.
• Over 90% recurring revenue, supporting robust cash flow & margin enhancement.
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📢 $BDX BD Announces Strategic Separation
BD (Becton, Dickinson and Company) plans to separate its Biosciences and Diagnostic Solutions business from the rest of BD.
🔍 The separation decision follows a comprehensive business portfolio evaluation launched in early 2024.
🏥 New BD - Pure-Play MedTech
After the separation, New BD will focus on high-growth markets with four key segments:
• Medical Essentials
• Connected Care
• BioPharma Systems
• Interventional
📊 New BD Financial Outlook:
• Expected FY24 revenue: ~$17.8 billion.
• Addressable market: Over $70 billion, growing at ~5%.
• Over 90% recurring revenue, supporting robust cash flow & margin enhancement.
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Dimitry Nakhla | Babylon Capital®
Amazon Will Report Q4 Earnings Today 🗓️
📈Revenue Estimate: $187.23B | +10% YoY
📈EPS Estimate: $1.48 | +48% YoY
What to watch for 👇🏽
1️⃣In $AMZN last report, AWS grew 19.1% YoY, reaching a $110B annualized run rate
2️⃣Ads revenue grew 18.8% YoY, reaching $14.33B in Q3 2024 https://t.co/3hZUle6wV8
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Amazon Will Report Q4 Earnings Today 🗓️
📈Revenue Estimate: $187.23B | +10% YoY
📈EPS Estimate: $1.48 | +48% YoY
What to watch for 👇🏽
1️⃣In $AMZN last report, AWS grew 19.1% YoY, reaching a $110B annualized run rate
2️⃣Ads revenue grew 18.8% YoY, reaching $14.33B in Q3 2024 https://t.co/3hZUle6wV8
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Stock Analysis Compilation
Deep Sail Capital on Shelly Group $SLYG BU
Thesis: Shelly Group is strengthening its position in the smart home market through innovative software integration, strategic expansion, and a commitment to sustainability, all while achieving significant revenue growth and a favorable valuation.
(Extract from their Q4 letter)
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Deep Sail Capital on Shelly Group $SLYG BU
Thesis: Shelly Group is strengthening its position in the smart home market through innovative software integration, strategic expansion, and a commitment to sustainability, all while achieving significant revenue growth and a favorable valuation.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.
This is the first insider purchase we have seen at the company in over 3 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.
This is the first insider purchase we have seen at the company in over 3 years.
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InsideArbitrage
The acquisition of Revance Therapeutics $RVNC by Crown Laboratories was completed on February 6, 2025.
It took 178 days for the deal to be completed.
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The acquisition of Revance Therapeutics $RVNC by Crown Laboratories was completed on February 6, 2025.
It took 178 days for the deal to be completed.
Crown Laboratories and Revance Therapeutics announced that the tender offer to purchase all of Revance's outstanding shares at $3.65 per share expired on February 4, 2025.
The companies expect to consummate the acquisition on February 6, 2025. tweet
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Beacon $BECN Board Unanimously Rejects QXO’s $QXO Unsolicited Tender Offer -
✴️The Board determined that the Offer significantly undervalued the Company.
✴️The Board recommends that shareholders not tender into the offer.
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Beacon $BECN Board Unanimously Rejects QXO’s $QXO Unsolicited Tender Offer -
✴️The Board determined that the Offer significantly undervalued the Company.
✴️The Board recommends that shareholders not tender into the offer.
Beacon’s $BECN Board has implemented a stockholder rights agreement in response to QXO’s $QXO buyout offer -
✴️On February 7, 2025, each shareholder will receive one preferred share purchase right per Beacon share they own.
✴️These rights are initially inactive but become active if someone acquires 15% or more of Beacon’s stock without approval.
✴️If triggered, shareholders can buy more Beacon shares at a 50% discount. If Beacon is later sold in a merger to an unapproved buyer, shareholders can purchase the acquiring company’s stock at a 50% discount.
✴️The plan expires on January 26, 2026, or earlier if redeemed, exchanged, or a Board-approved merger occurs. tweet