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When the Investigator Gets Investigated – InsideArbitrage Friday Wrap

  • June 2, 2023

FRIDAY WRAP

Our list of curated tweets for the current week

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Special Situations

The $ATVI / $MSFT merger has been cleared by regulators in nearly 40 countries, representing approximately 2 billion people

ATVI/MSFT appeal of CMA scheduled to start July 24 - likely to last 6 days

The House Oversight Committee is opening an investigation into Lina Khan, ratcheting up the fight between the GOP and the FTC chair

We are committed to ensuring our combination with Spirit preserves ultra low-cost carrier access in New York.

Aerojet certifies compliance with FTC on L3 Harris deal

$CS (-1.2% pre) Credit Suisse bankers leaving by the hundreds every week

On news that $SSYS received an unsolicited bid from 3D systems $DDD, I was reminded that 3D printing was the bubble theme of its day.

Francisco Partners, TPG end talks to buy New Relic $NEWR

A merger between Viterra and Bunge to create a $25 billion agricultural trading behemoth has the support of two of Canada’s biggest pension fund managers

$TMO 2023 investor day on historical M&A performance (new info to me)

My favorite spinoff was Biohaven $BHVN, which is up a stunning 185% since the parent was acquired by Pfizer $PFE.

Avis Budget — The car rental’s shares gained after Deutsche Bank upgraded shares to buy!

@AsburyAutoGroup has authorized a $250 million share repurchase plan on May 26.

Golar LNG Limited announces a $150M Share Repurchase Program

Investing

Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta and Tesla now account for about 29 per cent of the market capitalisation of the S&P 500 and 60 per cent of the Nasdaq 100.

Microsoft Signs A.I. Deal With #Nvidia-Backed Startup

ChatGPT could rocket Microsoft's valuation another $300 billion after Nvidia's massive gains

The investment banking business tied to Silicon Valley Bank is preparing a management buyout with backing from Seth Klarman’s hedge fund, Baupost Group.

Why don't you just buy $SQ (on a support line) without the brain damage that comes with thinking $PYPL will find survive the checkout-button-wars?

“Pulling an Adobe”

In 2017, I interviewed with Elizabeth Holmes to be Head of Finance at Theranos.

Excellent post about where we are with shale oil, Russia and Saudi Arabia.

Lithium Production

Seems potentially bullish for commercial real estate, that there are still big companies pulling back workers into the office.

Earnings

Zscaler Earnings ( $ZS )

Salesforce shares drop on slowest revenue growth in more than 10 years

The U. S. Economy

The U.S. debt-ceiling bill makes some of the most far-reaching changes to the country’s landmark environmental law in decades, potentially accelerating new renewable-energy investment

$ZIP CEO on hiring trends in SMBs: "January was down 15% year-over-year.

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