Inside Arbitrage Friday Wrap – Buybacks In Focus

  • September 2, 2022

FRIDAY WRAP

Our list of curated tweets for the current week

 

Special Situations

As of the quarter ending April 30, 2022, AZO has bought back over 90% of its stock


FTC Chair Lina Khan is setting down the marker that the commission can block acquisitions


IronSource sets shareholder vote on Unity deal for Oct. 3


Synopsys $SNPS Approves Increased Stock Authorization of Up to $1.5 Billion


Found this nice post on share buybacks on @JoinCommonstock $TXN


https://twitter.com/InsideArbitrage/status/1565372366221283328


$SBUX names Laxman Narasimhan as new CEO, starting in April.


Investing

Let’s say you just found out about an investment idea.


Berkshire this year has sold 8% of its stake in BYD.


In 1956, Warren Buffett started buying shares of Dempster Mill


I was speaking with a junior analyst today about earnings set ups.


Jan Barta, a partner with Czech investment firm Pale Fire Capital now owns 5.2% of $DOLE in a personal capacity


Terry Smith is one of the best Quality Investors in the world achieving an annual return of 15.5% (!) since 2010.


Full employment & price stability and then getting inflation completely wrong & thinking you don't owe anyone an explanation.


Global Events

Unprotected by the energy price cap, British small businesses are facing electricity price increases of 200%, 300%, and even 500%.


All of this happened in China this week.


Hard to comprehend the scale of the flood disaster in Pakistan