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Inside Arbitrage Friday Wrap – Large Companies Deliver Mixed Bag Of Earnings

  • July 29, 2022

FRIDAY WRAP

Our list of curated tweets for the current week

Special Situations

The probability of an M&A deal break is inversely correlated to the size

JetBlue Airways Corporation $JBLU to acquire Spirit Airlines $SAVE for $33.50/ share in cash

Labcorp $LH plans to spin off its unit focused on clinical drug trials, according to people familiar with the matter

Twitter

While I am still bullishly inclined, this abomination of a 2Q earnings report from $TWTR has made me reconsider my position substantially.

really interesting video that essentially is about why twitter's stock is trading so below $54.20

Shareholders will vote on @elonmusk 's acquisition of $TWTR on Sept 13

The funny part is that Elon will be voting FOR the Twitter deal he doesn't want

Investing

The takeaway from this earnings season so far

While REITs have fallen as the Federal Reserve quickly raises interest rates, some sectors like hotels and self-storage have greater ability to withstand the headwinds.

In case you missed the $MSFT accounting change (not a good look, Microsoft) I am referring to.

On the other hand, 6 years for servers is nothing compared to the 160 years that the data center REIT’s claim is the depreciable life of their assets

If you are a long-term investor, owning shares in a good company is a much larger determinant of your investment performance than whether the shares were cheap when you bought them.

We've long felt that the only value of stock forecasters is to make fortunetellers look good.

You usually only hear business stories from people who are trying to promote themselves.

Is Big Tech signaling a pending collapse in the office market

$AMZN FCF figures are horrendous and doesn't look like it will improve much in the coming Qs.

Intel will be free cash flow negative for years to come.

we seem to have entered an economic downturn that will have a broad impact on the digital advertising business

Good article on $WCN by @CompoundingCap1 .

@Helium , often cited as one of the best examples of a Web3 use case, has received $365M of investment led by @a16z .

Wanted to wait for the 10Q on $TSLA before commenting on the qtr

Interesting EV tax credit details in the new Manchin deal

U.S. HOUSE DEMOCRATS PLAN TO ANNOUNCE A PROPOSAL NEXT MONTH TO BAN LAWMAKERS, THEIR SPOUSES AND SENIOR STAFF FROM TRADING STOCKS

Global Events

The $100 Trillion Global Economy in One Chart

The Swiss National Bank (central bank) reported a first half loss of 95.2 billion Swiss francs ($100.08 billion) on Friday

The region’s largest sovereign wealth funds have been involved in at least $28.6 billion worth of acquisitions outside the Middle East and Africa this year

Country Garden sells new stock at a 13% discount and will use some of the proceeds to pay down debt.

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