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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

 

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