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J. M. Smucker Wants To Eat Twinkies – InsideArbitrage Friday Wrap

  • September 15, 2023


Our list of curated tweets for the current week

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Special Situations

Hostess "died" in 2012, got sold and taken public for $2.3b in 2017 and $TWNK is now being sold to $SJM for $5.6b.

“Sometimes we want peanut butter, sometimes we want a banana, sometimes we want something sweet,”

Interesting merger between $WRK $SMFTF.. stock + cash

Smurfit Kappa Group Plc only has about a two-thirds chance of actually closing on its planned purchase of US competitor WestRock Co.

$AVTA - Avantax jumps after agreement to be sold to Cetera for $26 a share

Never, ever, bet against Vince McMahon.

European regulator won't require notification for Activision/Microsoft

Dr. Jonathan Milner, the founder and one of the largest investors in Abcam with ownership of 6.14%, today announces his decision to vote against the proposed acquisition of Abcam by Danaher

In addition to this, Milner formally requests the $ABCM Abcam Board of Directors to convene a General Meeting (“EGM”) with the purpose of replacing the Company’s Board, including the current CEO, CFO and Chairman.

Months of FTC trial prepwork just rendered moot.

$hznp September 12, 2023 and further to December 12, 2023 (as may be so extended, if the only condition remaining to be satisfied (other than those conditions that by their nature cannot be satisfied until the completion of the Acquisition) relates to regulatory approvals

US oil and gas producer CrownRock to explore $10 bln-plus sale

National Carwash Solutions explores $3 billion sale

$NM just released an updated 13D filing with the NSM proposal.

$AVGO Director Kian Low buys $9.59 million worth of shares, marking his first ever insider purchase of Broadcom.

There’s been a lot going on in the spin-off world.

Rumors that $DIS might sell @ABC @ABCNetwork to @NXST

$K Kellogg Board approves pending separation of Kellogg company into Kellanova and WK Kellogg Co

$OFIX terminates CEO Keith Valentine, CFO John Bostjancic, and CLO Patrick Keran effective immediately

$SBUX Starbucks said former Chief Executive Howard Schultz would step down from the coffee chain’s board of directors, effective Wednesday

HireRight Holdings authorizes additional $25 mln share repurchase program

We have a robust share repurchase program

I followed merger arb sits my whole career but rarely play them.



Paul LaMonica ARM Tweet

Top US software companies, such as Adobe, Salesforce and Zoom, have for now ruled out charging extra for the use of generative AI

Mobileye SuperVision vs. Tesla

Why $NVDA might have some legs to continue this run.

TSMC will team up with Nvidia, Broadcom to co-develop silicon photonics to boost data transmission speeds for #AI

I’ve spoken to several AI founders in the past month.

In 2011, Jensen Huang held this incredible 60-minute lecture at Stanford.

Google $GOOGL is reportedly nearing the release of Gemini AI its rival to OpenAI's ChatGPT-4

Bill Gross just said he has 40% of his personal assets in oil and gas MLPs.

Shockingly milk was not defeated by a faux white liquid

Power of being vertically integrated for both lab-grown diamonds and mined one's $SIG

The U.S. Economy

After 2 months of core CPI inflation at or below 2017-2019 levels, we have a number that popped higher.

Meanwhile the overall distribution of 3-month price changes continues to look good.