Inside Arbitrage Friday Wrap – Earnings Season Blues

  • November 4, 2022


Our list of curated tweets for the current week


Special Situations

$JNJ buying Abiomed for $16.6B

$ATCO took a couple of weeks longer than I thought but a deal has been formally reached at 15.50

Tegna stock drops on report on DOJ questions on Standard General deal

Washington state court temporarily blocks Albertsons' $4 bln dividend payout

Court Asks Rogers, Shaw, Competition Bureau To "Reflect" After Mediation Failed

On $TRQ / $RIO, Pentwater "does not support the proposed plan of arrangement"

$DD announced the termination of the announced agreement to acquire the outstanding shares of Rogers Corporation

$DD valued $ROG at $277 1 year ago - now it's at $128.

American Axle $AXL just spiked due to takeover speculation rumors


$NNDM I guess that $4 in cash got attractive to someone

Huge insider buying in $MBLY tonight

The Coca-Cola Company $KO Director Herbert A. Allen III Acquires 33,200 Shares

Zinterhofer Eric Louis Director of Charter Communications, Inc. $CHTR just acquired 27.2K shares for $10.17 million, growing their position by 138%

Monster Beverage reports EPS in-line, misses on revs; Board authorized $500 mln share repurchase program

ConocoPhillips hikes dividend by 11%

Marathon Petroleum CEO: "Market demand for our products remains strong & our Q3 results reflect our improving operational and commercial execution.

Shell will buy back $4 billion worth of shares and increase its dividend by 15%

Twitter departed the world of public companies just shy of its 9th birthday.

Only on Twitter can we watch a man worth $200 billion negotiate with a man worth $500 million about saving $12 a month.


CEO of Camden Property Trust (big apartment REIT) sharing candid thoughts on new home market during earnings call last Friday

We have in this thread curated the 15 most interesting parts from yesterday's $ABNB Q3 earnings call.

As noted previously, $ABNB's organic growth engine is very special.

$UBER Uber Q3 FY22

$CVS beats and raises.

Snapshot of the strong $SOFI quarter

$TWLO .... We are now in a world where 29% organic Y/Y growth is considered bad.

$TEAM Atlassian -25%

Warner Bros. Discovery $WBD 2Q22 earnings call thread

Starbucks said its sales hit a record in its most recent quarter

$STNG Q3 Earnings

The Fed

After the Federal Reserve delivered its fourth consecutive 0.75 percentage point rate rise on Wednesday, it soon became clear the US central bank’s battle against persistently high inflation was entering a new phase

Stocks dropped after the Federal Reserve again sharply raised interest rates and hinted at a possible slowdown in the pace of increases but indicated it still has work to do in its fight against inflation

“The FOMC raised our policy rate by 75 basis points,” Fed Chair Powell says.

This was the most hawkish conference of the year.



Mohnish Pabrai found out about Rick during his charity lunch with Buffett in 2007.

Global Events

U.S. and EU environmental policies are on a collision course over clean-energy subsidies

Lula has been elected, and Jair Bolsonaro is the first president in Brazilian history to lose a re-election campaign