Inside Arbitrage Friday Wrap – Executives And Builders Lose Confidence

FRIDAY WRAP

Our list of curated tweets for the current week

Special Situations

arbitrage has had a risk-adjusted return 2x higher than global equities


Amazon's Back To Back Multi-Billion Dollar Acquisitions


What $IS $U going to do?


$U rejects $APP proposal and reaffirms commitment to close the $IS acquistion


Elliott Management has large stake in Cardinal Health and nominated five directors to its board


Home Depot announces $15 billion stock buyback.


Housing

Second Home Market: South Lake Tahoe in July


Adam Neumann raising $350M from a16z, their biggest check ever


It starts with home builders cutting prices and if the sales don't pick up, those cuts will slowly move into the resale market.


US homebuilder confidence fell in August


2 years ago, the 30-yr mortgage rate was 2.96% & the median existing home price in the US was $306k


Investing

$BRK tripled its position in $ALLY


Was doing a deep dive into Zillow and came across this little gem from their last conference call.


The Dangerous Assumption Embedded In Today’s P/E Ratios


No recession, eh?


Great investment philosophy from @ToddWenning


Secular trend in dining out


Bed Bath & Beyond craters late as $GME's Ryan Cohen exits


AMERCO (UHAL)

U-Haul $UHAL Investor Day Notes


$UHAL Investor Day Presentation


Had a long position in $UHAL but decided to exit recently


Global Events

European inflation hits 25 yr high


The fight against climate change is the latest source of tension between the world’s top greenhouse-gas emitters

Leave A Comment

You must be logged in to post a comment.