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Inside Arbitrage Friday Wrap – Kroger Wants Fellow Grocer Albertsons

  • October 14, 2022

FRIDAY WRAP

Our list of curated tweets for the current week

 

Special Situations

KnowBe4 jumps 12% after Vista Equity agrees to buy for $4.6B

Kroger $KR and Albertsons Companies $ACI Announce Definitive Merger Agreement

$GRIN to be acquired by TMI

Twitter claims Musk is being investigated by US authorities

This a pretty wild thing to say publicly

When Elon buys $TWTR and cuts costs by 50%

#DOJ loses another merger challenge.

Peabody Energy, the largest US coal producer, and Coronado are in talks to merge

Shares of $QGEN gained 3.2%, while shares of $BIO were down 8.4% yesterday. The share price movement was followed by a WSJ news report that said both companies could potentially merge in a deal worth $10B approximately.

Insiders have certainly stepped up their purchases and we will see more of it as earnings related quiet periods end later this month and going into November.

AutoZone Authorizes Additional Stock Repurchase

$MPW another 1/2 billion US$ stock repurchase auth

Investing

This seems to be a fact many inexperienced investors are missing.

friendly reminder that the Fed minutes were as of Sept 22.

Fed funds showing a peak rate of 4.85% by Mar2023.

Our systems estimate that CPI will increase 0.36% versus the prior month

The Atlanta Fed's sticky-price consumer price index increased 8.5% (on an annualized basis) in September

The CPI report was not as bad as initial reactions suggest.

Chart of the year 2022?

The average 30-year fixed mortgage rate climbs to 7.2%.

What was once thought to be unthinkable is now a reality: Netflix with ads is here.

The price point suggests $NFLX subs next 12 months are going to rise exponentially and could be significantly above street estimates by 2024.

The number of original episodes released in Q3 2022

As US stocks tested YTD lows yesterday, the pace of net selling from hedge funds accelerated with the overall Prime book seeing the largest notional net selling since mid-September

Here is a thread about unintended consequences

Today Shipyard and Cedar Creek filed a 13D disclosing an 11% holding in $ROYTL

$TSRI Great quarter! Earned after tax .22/share in fiscal Q1.

Stocks On the Radar Top Three Stocks to look at right now!

Another super-strong Q at $LVMH

Global Events

News on contagion from UK Pension Funds’ blow up last week.

Jamie Dimon says to expect more market blowups as leverage hidden in financial system unwinds

 

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