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Inside Arbitrage Friday Wrap – Another Twist In The Twitter Saga

  • August 26, 2022


Our list of curated tweets for the current week

Special Situations


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


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


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.