Offshore
Photo
Julian Goldie SEO
🚨 INSANE: I built a robot that makes videos while I sleep 😴
One long video = 100 shorts automatically! 🤯
It writes captions, adds music, AND posts everywhere!
TikTok is about to hate me for this hack 😂
Auto-pilot content is here! 🔥 https://t.co/jl6YRSOlmc
tweet
🚨 INSANE: I built a robot that makes videos while I sleep 😴
One long video = 100 shorts automatically! 🤯
It writes captions, adds music, AND posts everywhere!
TikTok is about to hate me for this hack 😂
Auto-pilot content is here! 🔥 https://t.co/jl6YRSOlmc
tweet
Offshore
Photo
Julian Goldie SEO
N8N Video Automation: How I Built a 1-Click Machine That Creates 100 Viral Shorts While I Sleep
tweet
N8N Video Automation: How I Built a 1-Click Machine That Creates 100 Viral Shorts While I Sleep
tweet
Offshore
Video
naiive
girls seeing the crypto guy they rejected 72 times post a picture of a Porsche and his new girlfriend https://t.co/4BJxhRP8zd
tweet
girls seeing the crypto guy they rejected 72 times post a picture of a Porsche and his new girlfriend https://t.co/4BJxhRP8zd
tweet
Offshore
Video
Aadit Sheth
These guys are turning a coding agent into general purpose AI teammates
tweet
These guys are turning a coding agent into general purpose AI teammates
The data analytics bottleneck is real. Questions stack up, context gets lost, and by the time you get an answer, you forgot why you even asked.
How to turn coding agents into 24/7 data analysts👇 https://t.co/LfQk2ngHri tweet
Dalius - Special Sits
Very interesting development at $TASK.
Think Investments (20% owner) has just filed a 13D along with a public letter opposing Blackstone’s bid. They argue that the fair value of the stock is closer to $25/share versus the current $16.5/share offer.
The activist also notes that the buyers have purposely excluded relevant precedent transactions, such as WNS’s acquisition by Capgemini at 12x EBITDA.
This is a serious challenge to the deal, as the transaction requires majority-of-minority approval. Management has yet to respond to the letter. The situation is starting to escalate, increasing the chances of an offer bump. That said, I don’t believe it lands anywhere near $25/share but $19/share at 8x EBITDA seems more and more likely.
tweet
Very interesting development at $TASK.
Think Investments (20% owner) has just filed a 13D along with a public letter opposing Blackstone’s bid. They argue that the fair value of the stock is closer to $25/share versus the current $16.5/share offer.
The activist also notes that the buyers have purposely excluded relevant precedent transactions, such as WNS’s acquisition by Capgemini at 12x EBITDA.
This is a serious challenge to the deal, as the transaction requires majority-of-minority approval. Management has yet to respond to the letter. The situation is starting to escalate, increasing the chances of an offer bump. That said, I don’t believe it lands anywhere near $25/share but $19/share at 8x EBITDA seems more and more likely.
Activist just released a public letter urging shareholders to vote against the $TASK deal unless the offer is raised to $19/share — about 15% above the current bid from Blackstone and the founders.
The letter also highlights how closed-off the entire acquisition process was, with the buyer group refusing to entertain competing offers. It further points to the suspicious timing of the deal announcement, which came just before Q1 results that management knew would beat Street estimates.
The situation remains fluid, but downside is limited by the existing bid. A modest bump seems possible before the deal closes, especially in light of strong Q2 results showing broad-based growth and cost improvements.
It is not clear how large the activist’s stake is, which limits pressure on the buyer. Still, given that approval from a majority of minority shareholders is required, there is a good chance of a bump. At $19/share, the upside is ~10% from current levels, versus less than 5% downside to the original bid. tweet
X (formerly Twitter)
Dalius - Special Sits (@InvestSpecial) on X
Activist just released a public letter urging shareholders to vote against the $TASK deal unless the offer is raised to $19/share — about 15% above the current bid from Blackstone and the founders.
The letter also highlights how closed-off the entire acquisition…
The letter also highlights how closed-off the entire acquisition…
Offshore
Photo
Evan
PepsiCo $PEP is increasing its stake in Celsius $CELH in a $585M deal that will boost distribution of some of the energy-drink maker’s popular beverages
PepsiCo is set to announce that it’s buying convertible preferred stock in Celsius that would boost its ownership to 11% - Bloomberg
tweet
PepsiCo $PEP is increasing its stake in Celsius $CELH in a $585M deal that will boost distribution of some of the energy-drink maker’s popular beverages
PepsiCo is set to announce that it’s buying convertible preferred stock in Celsius that would boost its ownership to 11% - Bloomberg
tweet
Offshore
Photo
Gainify
2Q’25 EARNINGS SEASON DELIVERING!
Nearly all of the S&P 500 is in, and the numbers speak loud:
→ Revenue: 391 beats / 99 misses (80% beat, +2.2% avg surprise)
→ EPS: 407 beats / 83 misses (83% beat, +10.1% avg surprise)
Solid results? https://t.co/YcPV2sFo0h
tweet
2Q’25 EARNINGS SEASON DELIVERING!
Nearly all of the S&P 500 is in, and the numbers speak loud:
→ Revenue: 391 beats / 99 misses (80% beat, +2.2% avg surprise)
→ EPS: 407 beats / 83 misses (83% beat, +10.1% avg surprise)
Solid results? https://t.co/YcPV2sFo0h
tweet