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Inside Arbitrage Friday Wrap – Large Number of Rumored Deals

  • December 2, 2022


Our list of curated tweets for the current week


Special Situations

Seeing a lot of speculation about Microsoft's acquisition of Activision Blizzard

David Faber on CNBC "I don't think Politico's story about the FTC and Microsoft and Activision is correct"

Atlas Air Worldwide $AAWW shareholders voted to approve the company's $4.4 bil pending acquisition by the investment group led by Apollo Global Management

General Electric, L3Harris among suitors vying for Aerojet

GSK is a potential buyout candidate for Novartis - Intron Health

Medical technology acquisition, $BSX offering $10 cash per share for $APEN

EQT is in talks to acquire Radius Global Infrastructure

Germany’s Brenntag is exploring a potential acquisition of rival Univar Solutions

Interesting how poorly $SPNE is trading today in light of the $OFIX indication of interest

General Electric set the terms for the spinoff of its healthcare division

Workday, Inc. $WDAY approves $500 million share repurchase program

$WDAY - Workday Earnings Breakdown

Air Transport Services $ATSG leadership approves new $150M share repurchase plan

US Foods $USFD names new CEO, David Flitman

Charles N. Reeves Purchases 24,858 Shares of MidWestOne Financial Group, Inc. $MOFG Stock

Special situation in US-traded stock headquartered in Israel $NNDM


A pin lies in wait for every bubble. When the two eventually meet, a new wave of investors learns some very old lessons

If you’re looking for gifts this holiday season, here are my suggestions for the books every investor should own.

Netflix logged five programs that streamed more than 1B minutes each in Nielsen's most recently weekly streaming ratings

Lots of anger directed at Netflix in the interviews with nearly a dozen producers

I'll admit I almost fell out of chair after looking at Meta's Opex per average headcount in 2021

Breakdown of layoffs by sector shows growing share of tech over past few months

I worked in MBS trading and securitization into the GFC.

St. Louis Fed President James Bullard to @grobb2000 : "Markets are underpricing a little bit the risk that the FOMC will have to be more aggressive rather than less aggressive in order to contain the very substantial inflation that we have in the U.S.”

How will the markets play out in 2023?