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Dimitry Nakhla | Babylon Capital®
Less than 2 years ago, when $ELF traded at $104, I predicted a potential 30-40% downturn 📉
Since then, the stock trades -37% lower 🎯 https://t.co/ttf7scPOm4
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Less than 2 years ago, when $ELF traded at $104, I predicted a potential 30-40% downturn 📉
Since then, the stock trades -37% lower 🎯 https://t.co/ttf7scPOm4
On June 6, 2023 I stated: “I wouldn’t be surprised to see $ELF trade 30-40% lower if the fundamentals don’t substantially improve”
$ELF is now down -16% since
“In the short run, the stock market is a voting machine. But in the long run, it is a weighing machine” — Ben Graham 🗣️ https://t.co/CZcMcvJpa9 tweet
Offshore
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InsideArbitrage
Immedica Pharma completed the tender offer to purchase all outstanding shares of common stock of Marinus Pharmaceuticals $MRNS for $0.55 per share.
Immedica expects to complete the acquisition of Marinus on February 11, 2025.
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Immedica Pharma completed the tender offer to purchase all outstanding shares of common stock of Marinus Pharmaceuticals $MRNS for $0.55 per share.
Immedica expects to complete the acquisition of Marinus on February 11, 2025.
Immedica Pharma to Acquire Marinus Pharmaceuticals $MRNS in Cash Deal Worth $151 Million -
🧬Immedica, through a subsidiary, will initiate a tender offer to acquire all the outstanding shares of Marinus common stock for a cash purchase price of $0.55 per share.
🧬The offer represents a premium of 48.65% from the stock’s last close.
🧬The deal is expected to close in Q1 2025. tweet
Offshore
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Startup Archive
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025)
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Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025)
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Hidden Value Gems
Just received my copy of the @_inpractise book. Exciting reading ahead! https://t.co/K5o7l3USg0
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Just received my copy of the @_inpractise book. Exciting reading ahead! https://t.co/K5o7l3USg0
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Offshore
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InsideArbitrage
$PIPR announces a $150 million (~3% of its current market cap) share repurchase program following the recent special dividend announcement
Muted Share Repurchase Activity: No repurchases in 2023 & 2024 - Instead, has been diluting its shares outstanding by 6% over the last 2 years
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$PIPR announces a $150 million (~3% of its current market cap) share repurchase program following the recent special dividend announcement
Muted Share Repurchase Activity: No repurchases in 2023 & 2024 - Instead, has been diluting its shares outstanding by 6% over the last 2 years
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Offshore
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Dimitry Nakhla | Babylon Capital®
Occasionally, your window of opportunity to buy shares of excellent stocks is very small ⌛️
Being prepared & having price targets ready is key. Here are a few examples from my past suggestions:
$MELI <$1700<48<$255<48<$500<24<$82 | 1 week & + 10% since📈
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you can find these posts below 🧵
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Occasionally, your window of opportunity to buy shares of excellent stocks is very small ⌛️
Being prepared & having price targets ready is key. Here are a few examples from my past suggestions:
$MELI <$1700<48<$255<48<$500<24<$82 | 1 week & + 10% since📈
___
you can find these posts below 🧵
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Offshore
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InsideArbitrage
$POST Post Holdings announces a new $500 million share repurchase plan on Feb.4, effective Feb 10, 2025
✴️Represents ~8% of its market cap at announcement
✴️During Q1 FY2025, Post repurchased 1.6 million shares for $181.1 million at an average price of $114.39 per share.
✴️~$200.2 million remain under its existing $500 million share repurchase authorization, which will be cancelled effective February 9, 2025.
Parent Vs Spinoff: Clearly the spinoff ( $BRBR ) has significantly outperformed its parent
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$POST Post Holdings announces a new $500 million share repurchase plan on Feb.4, effective Feb 10, 2025
✴️Represents ~8% of its market cap at announcement
✴️During Q1 FY2025, Post repurchased 1.6 million shares for $181.1 million at an average price of $114.39 per share.
✴️~$200.2 million remain under its existing $500 million share repurchase authorization, which will be cancelled effective February 9, 2025.
Parent Vs Spinoff: Clearly the spinoff ( $BRBR ) has significantly outperformed its parent
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Offshore
Video
Startup Archive
RT @steipete: 💯
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RT @steipete: 💯
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet