Executive Sudden Departures – Friday Wrap

  • January 5, 2024

FRIDAY WRAP

Our list of curated tweets for the current week

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Special Situations

Mergers & Acquisitions

Bank M and A Deals Had The Lowest Termination


due to the rising cost of debt. As such, we expect new deals will be focused on lower risk assets


APA buying Callon Petroleum ( CPE) via all stock deal


APA acquires CPE_David


APA was cheap but CPE was cheaper on a relative multiple basis


EchoStar Dish Deal Completed


market was right in assuming $PGTI would receive another offer


Thermo Fisher extends tender offer for Olink


$save is feeling a lot like $irbt


Potential Deals

Wyndham provides update re Choice Hotels deal


CEO takes TDCX private


It appears that the Paramount-Comcast deal will not lead to any channels going dark


Stock Buybacks

Alibaba Buybacks - Stats to Know


Crocs is buying back its shares


Collegium Pharmaceutical issues FY24 guidance, revs midpoint above consensus; authorizes new share repurchase


Spinoffs

$FLEX rockets to ATHs after completion of $NXT spinoff.


Management Changes

The past 6 months across all sectors, hundreds of c-suite execs majority being CFOs have resigned effective immediately.

 


Investing

The real story behind Charlie Mungers 30 times return in Belridge Oil


'Just Get It Done Charlie Munger To Doerthe Obert


What Stanley Druckenmiller taught Michael Mauboussin ( @mjmauboussin ) about position sizing


A dividend king is a company that has managed to increase dividends to shareholders for at least 50 years in a row.


TikTok aims to grow its US e-commerce business tenfold to as much as $17.5 billion this year


Airbnb $ABNB vs. Hotel ADRs, Growth vs. 2019


Cigna in Advanced Talks to Sell Medicare Business for $3B-$4B, Sources Say


Over 40% of Russell 2000 companies have negative earnings


stocks and bonds just fell the most to start a year since at least 2002


We think healthcare is setting up for a strong year


The U.S. Economy

Home Builders begin liquidating new home stock


Banks have been rapidly tightening lending standards


Hiring and quits rate fell in Nov JOLTS report.


Good illustration showing the direct correlation between wealth and electricity consumption