Inside Arbitrage Friday Wrap – Another Twist In The Twitter Saga

FRIDAY WRAP

Our list of curated tweets for the current week

Special Situations

Twitter

A guy named Mudge filed a whistleblower suit against $TWTR


writing about a Twitter “whistleblower”


10 page letter decision from Chancellor McCormick in Twitter v. Musk


The Delaware judge just called Elon Musk's discovery demands "absurdly broad"


Rio Tinto sweetens buyout offer for Turquoise Hill Resources $TRQ


Former Ulta Beauty $ULTA CEO Mary Dillon Named New CEO Of Foot Locker


Wall Street advisers are investigating ways to help companies avoid paying extra taxes on repurchasing their shares


Celanese gains on speculation chemical company could be a Buffett takeover target


Investing

Julian Robertson passed this morning, but his influence will live indefinitely.


Buffett in 1996: "There’s an enormous difference in the talent of American business managers.


This is not oil, a meme stock or even a scam.


Along with a large slice of FinTwit, I've been spending a lot of time reading & thinking about Fed policy in the 1970s.


Had a long position in $UHAL but decided to exit recently because of portfolio cleanup


I had no idea about another significant scandal in Signet's distant history


Goldman Sachs has lost $4 billion on Marcus in the last 4 years


Snowflake quarter


Workday 2Q'23 Earnings Results vs. Consensus


the trade is to short the $AMC common stock at the current $10


Another terrific Q from Williams Sonoma


RESEARCH MODULE: ON PRIMARY RESEARCH


Global Events

Europe is facing a diesel shortfall of around 1.5 million barrels a day


JPMorgan is consulting with big investors about adding India to its widely followed GBI-EM GD bond index.


Monster thread from Michael Kao here.

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