Inside Arbitrage Friday Wrap – Housing Headed For A Hard Landing

  • November 25, 2022

FRIDAY WRAP

Our list of curated tweets for the current week

 

Special Situations

Vista is exploring an acquisition of Coupa Software in what could be the next take-private


Microsoft's takeover bid for video game publisher Activision Blizzard could face another hurdle.


Hope to add $atvi on this dip.

I like $atvi on a stand alone case.


iRobot ticks lower as tech watchdog urges U.K. to investigate Amazon deal


Zendesk $ZEN completes the transaction with Hellman & Freideman/Permira


Broadcom, VMware merger under scrutiny by British regulator over competition concerns


Cristiano Ronaldo costs himself £16million as he leaves Man United by mutual consent with no compensation, following his explosive interview with Piers Morgan.


Manchester United $MANU Announces Process to Explore Strategic Alternatives


$MRK gets an epigenetics bolt-on with $IMGO.


$IMGO ran as a lean virtual biotech until its pre-IPO round.


Iger back to turn $DIS around.


Returning Disney boss Robert Iger championed Disney+ but needs to steer the streaming business toward profitability without cannibalizing the company’s units


Nelson Peltz's activist firm Trian earlier this month bought >$800 million worth of Disney stock after the company’s dismal earnings report


When you own stocks (investor) as opposed to just renting stocks (trader) share repurchase increases your individual market share of terminal value per share.


High level overview of $ADSK Q3’23


$GOOS (+3.0% pre) Canada Goose Launches Share Repurchase Program


Azenta Announces $500 Million Accelerated Share Repurchase Agreement


A $TSLA buyback now would be the most bearish of all signals and a significant fillip to the bear case.


$FBHS Board of Directors approved the previously announced separation of its cabinets business, MasterBrand


Investing

The average investor underperforms the market


CME Group CEO to SBF last March


Housing

https://twitter.com/qcapital2020/status/1595248323090415616


Canada house prices to tumble 17.5% peak to trough, say analysts


26% cancellation rate for home builders in October.