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Inside Arbitrage Friday Wrap – Executives And Builders Lose Confidence

  • August 19, 2022

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

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