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Michael Burry vs. David Tepper – InsideArbitrage Friday Wrap

  • August 18, 2023

FRIDAY WRAP

Our list of curated tweets for the current week

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Special Situations

HF Sinclair - $DINO - is buying the rest of Holly Energy Partners - $HEP - in cash and stock deal.

Deals ..deals.. or “papa bear hug “

ArcelorMittal weighs possible bid for US Steel

India's JSW Steel considers 75% interest in Teck's coal business

Franchise Group gains as holders vote to approve sale to consortium

Silver Lake to explore sale of tax-free shopping firm Global Blue

https://twitter.com/jfineman/status/1691827339561152945

Seadrill Announces Second Quarter 2023 Results and $250 Million Share Repurchase Authorization

Integra entered into an accelerated share repurchase agreement with Wells Fargo Bank, N.A. to repurchase $125

Chegg authorizes an increase of $200 mln to its share repurchase program

$WING Buying Back Shares at 12X sales. yeah, that's real smart!

$AZO was made to gobble up its own shares. This is since it introduced a share repurchase program in 1998

InsideArbitrage August 2023 Mid-Month Update – J&J $JNJ and Kenvue $KVUE Spilt-Off

Investing

I own 937 books on investing and somehow I still have iRobot, Kohl’s, and HanesBrands in my portfolio. Investing is hard.

michael burry buying index puts is the most bullish signal i’ve seen in a while

Most bullish 13F filing i've seen yet

Google Cloud Platform going after Snowflake

The number of people with at least $1 million in their 401(k) accounts has grown about 25% so far this year

$TGT Target saw a 120% increase in theft.

Red flag in Target Q is abrupt traffic fall: off a cliff, -5% having been flat for past year.

Best short right now is $ACHR

Billionaire investor Dan Loeb believes studying this one company is worth more than a 2-year MBA.

$TDG longs cheer this stuff.

The second trillion worth of balance sheet reduction is likely to have more of an impact

Earnings

Home Depot (I'm long $HD) beats on GAAP EPS of $4.65 vs $4.45 and beats on revenue of $42.92B vs $42.23B.

Another solid set of results from $DOLE this morning as it reported Q2 results

Adyen $ADYEY is significantly down today (-28%) after reporting H1 earnings.

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