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FTC vs. Microsoft Court Hearing Mega Thread – InsideArbitrage Friday Wrap

  • June 30, 2023

FRIDAY WRAP

Our list of curated tweets for the current week

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Special Situations

Florian Mueller on ATVI Hearing

Bobby Kotick just confirmed that if the court proceeds and grants the Preliminary Injunction the Activision board will walk from the deal.

If the $SGTX CVR from its $LLY merger pays out, shareholders will receive a total of $126.56 per share

Big shakeup in healthcare mergers! Amedisys $AMED drops Option Care Health $OPCH and teams up with UnitedHealth Group $UNH.

$AMED agrees to $UNH offer of $3.3B all-cash buyout ($101/share) - $1 more than previous offer.

$KLR .... Yes, this is all about patience. I think Tata buying it today is a great move.

Egon Durban tells the @FT Silver Lake is focused on making a just few "all-in" bets every year, a sign the tech PE giant is increasing the ambition of its dealmaking bets.

Circor sticks with sale to KKR despite higher Arcline bid

Circor(CIR)___KKR bumps bid to $56 from $51 and adds ‘ticking fee’

Spread is widening based on loose speculation of any potential for a delay in FDA approval for ACP.

$NATI shareholders approve #merger with Emerson

 

The Qatari group is increasingly confident it's won the bidding war for Manchester United Pic

Very interesting situation happening with $LL.

Brookfield Nears Deal to Buy Insurer American Equity

$CSV "today announced that its Board of Directors has initiated a process to explore potential strategic alternatives, possibly including a sale

M&A attorneys’ workloads are poised to multiply following a new proposal by federal antitrust enforcers that promises to increase compliance to-do lists for merging companies.

HireRight Board of Directors Authorizes Additional $25 Million Share Repurchase Program

Chico's announces new $100M share repurchase program

Imperial Oil beats by CC$0.25, misses on revs; increases dividend, increases share repurchase program

Genesco Announces $50 Million Increase to Its Share Repurchase Authorization

PulteGroup has been busy with share buybacks

Investing

Berkshire Hathaway said on Wednesday it has acquired more shares of Occidental Petroleum Corp, boosting its stake in the oil company to above 25%.

Buffett made this comment in 2012, but why? The answer is simple, not well understood and relevant today.

There is a company called American Homes 4 Rent $AMH that did exactly this and at around the same time as well.

15 visuals every investor should memorize

Based on the 2020 SPAC investor deck, $RIDE management projected generating $3.5 billion in revenue for this year.

Micron shares rose after hours Wednesday after the memory-chip maker's chief executive called the bottom on the sector.

US #Earnings #Yield:

The Q2 earnings season kicks off in two weeks.

The U.S. Economy

US economic growth in first quarter revised higher to forecast-beating 2%

2023 Federal Reserve Stress Test Results

After peaks of #inflation, as the #economy slows, so do #earnings. The #market is betting this time will be different.

 

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