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The End is Near For Activision Blizzard – InsideArbitrage Friday Wrap

  • October 13, 2023


Our list of curated tweets for the current week

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Special Situations

Microsoft’s Activision Blizzard deal has been approved by UK regulators

More good news for Microsoft's acquisition of Activision-Blizzard

ExxonMobil confirms it's buying US shale company Pioneer in an all-stock transaction valued at $59.5 billion

National Western Life Group to merge with Prosperity Life Group in a $1.9b all-cash deal

Genetron Health Entered into Definitive Merger Agreement for Going Private Transaction

Kontron To Acquire Bsquare For $1.90 Per Share

Broadcom's purchase of VMware expected to get China approval soon

California AG says he may sue to stop Kroger from buying Albertsons

At Oct 12 iRobot $IRBT special meeting stockholders approved the amended #merger agreement with Amazon.

$nwli added some below 479.

$MANU Jim Ratcliffe Leads Race to Invest in Manchester United

Adding some $cpri. No insight into if HSR expired, did a pull and refile or got a second extension.

PGT Innovations rejects acquisition offer from Miter Brands at $33/share


On $DG management change


Apogee Enterprises increased the existing share repurchase authorization by 2 mln shares

Paypal $PYPL Share Repurchase Machine

Lockheed Martin Corporation $LMT authorized an additional $6 billion share repurchase program

Lamb Weston Holdings, Inc. this week unveiled its strategic growth plans, emphasizing sustainable profitability and innovation

$LW increases the company’s share repurchase authorization to $500M


Still thinking about that Todd Combs interview from earlier this week.

If you paid 20 times for a business that was compounding the economic value per share;

Birkenstock IPO’d today at a ~$8B valuation

Birkenstock’s shares opened trading 11% below their price in the company’s $1.48 billion initial public offering

Everyone ogling over openAI 1B revenue should remember the vast majority is from dad in Redmond.

Walmart customers taking GLP-1 drugs are spending more in total with Walmart, even as their food spend is down slightly.

The U.S. Economy

2nd month in a row of elevated core inflation (3.9% annual rate in Sep), following 2 good months