⁠iinvested
1Q'25 Heartland Opportunistic Value Equity on $DCI, $TDY, $JBHT

More fund letters here:
https://t.co/NM0463QOZj https://t.co/IblaQgj8Yb
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⁠Wall St Engine
SPAIN 🇪🇸 NEW TESLA $TSLA REGISTRATIONS FALL 16.6% Y/Y IN JAN-APRIL WHILE ELECTRIC CARS AS A WHOLE RISE 54% - ANFAC
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⁠Wall St Engine
SUNOCO LP TO BUY PARKLAND IN $9.1B CASH AND STOCK DEAL
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⁠Wall St Engine
"AI Spending Is the Only Certainty in Silicon Valley Right Now" https://t.co/ogCIvl9WOB
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⁠Wall St Engine
S&P 500 earnings are tracking 12.5% growth this quarter—double what was expected. https://t.co/fmDxBnfSJ5
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⁠Wall St Engine
Mentions of “recession” on S&P 500 earnings call has surged to the highest level since 2023. https://t.co/EMuMPnLPr5
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⁠Wall St Engine
PERSHING SQUARE INVESTS $900M IN $HHH, TAKES 47% STAKE

Bill Ackman's Pershing Square is investing $900 million to buy 9 million newly issued shares of Howard Hughes Holdings at $100/share—a 48% premium to Friday’s close. The move will shift HHH into a diversified holding company beyond real estate, with Bill Ackman named Executive Chairman and Ryan Israel as CIO. Pershing will cap its voting power at 40%, and its total look-through investment now stands at $1.2 billion.
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⁠Wall St Engine
NVIDIA $NVDA REPORTEDLY CONSIDERING ADDING BITCOIN TO ITS BALANCE SHEET
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⁠Wall St Engine
$ON | onsemi Q1'25 Earnings Highlights

🔹 Revenue: $1.45 B (Est. $1.41 B) 🟢
🔹 EPS: $0.55 (Est. $0.52) 🟢

Q2'25 Guidance
🔹 Revenue: $1.40 B – $1.50 B (Est. $1.412 B) 🟢
🔹 Diluted EPS: $0.48 – $0.58 (Est. $0.51) 🟢
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⁠Wall St Engine
JAPAN CHIP TRADER RESTAR GIRDS FOR TRUMP TARIFFS WITH OVERSEAS EXPANSION - NIKKEI
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⁠Wall St Engine
$AAPL LAUNCHES FOUR-PART BOND SALE
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⁠Wall St Engine
$SKX TO GO PRIVATE IN $6.5B DEAL

Skechers has agreed to be acquired by 3G Capital for $63 per share in cash, valuing the company at roughly $6.5 billion. The deal includes an alternative option of $57 in cash plus an equity unit in a new private holding company, though that’s limited to 20% of shares. The offer represents a 30% premium to Skechers’ 15-day average price.

CEO Robert Greenberg will stay on, and the company will remain headquartered in Manhattan Beach. Closing is expected in Q3 2025.
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⁠Investing visuals
$MSFT is now the most valuable company on earth and the only mag 7 name that is up YTD: https://t.co/yB9YP62sF1
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⁠Wall St Engine
BILL ACKMAN: DOESN'T THINK HARVARD WILL LOSE TAX-EXEMPT STATUS; SAYS IT'S TIME FOR CHANGE IN LEADERSHIP AT HARVARD
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