Inside Arbitrage Friday Wrap – Starboard Takes a Stake in Splunk and Salesforce

FRIDAY WRAP

Our list of curated tweets for the current week

 

Special Situations

The Continental Resources $CLR deal by founder Harold Hamm finally came through.


For the 25-year old with a global crude S/D model out to 2040, there is one thing you must understand


$SPLK Activist Investor Starboard Has a 5% Stake


Salesforce jumps on report activist Starboard has taken stake


$CVS stated it was not pursuing $CANO deal.


FTC chair Lina Khan called the Albertsons-Safeway merger a spectacular failure in 2017


Spirit Airlines shareholders voted to approve the airline’s merger with JetBlue Airways


US officials uncomfortable over @elonmusk threat to stop supplying Starlink to Ukraine & what they see as Russia-friendly stances.


Elon Musk on the TSLA earnings call


SurveyMonkey owner Momentive Global $MNTV weighs a sale of the company after getting takeover interest


We have stumbled across 2 companies whose capital allocation strategies have resulted in them becoming powerful stock buyback machines.


Investment

Lots of nuggets from Fisher. Read especially his answer to the q: "What’s the single most important lesson to be learned from your career as an investor?"


I vividly remember the one sentence of advice I should have heeded but ignored in Feb'2009, when the S&P 500 was at 750-800


RBLX out w/solid nums.


https://twitter.com/BrettArends/status/1582665402437419009


Global Events

Prime Minister Liz Truss of Britain relinquished her office after just 44 days of political and economic tumult, the shortest tenure in British history.


My son has lived through four chancellors, three home secretaries, two prime ministers and two monarchs.


Elon Musk said Beijing sought assurances that he would never provide satellite internet access through his company Starlink in China as he has in Ukraine.


He’s literally calling for a gradual devaluation of the ¥


Bubble warning for consumers in South Africa


It would be a major upset if a candidate from a small party won the contest for Nigeria’s presidency


The twists of energy geopolitics

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