Potential 65% Gain on CCRN After Failed Buyout
Absolute banger pitch from Long Cast on $CCRN 65% return if you timed the entry right after the previous buyout fell through. Stock being bought at $13.25/share. Previous offer was $19/share. Room for an overbid? Maybe.
RBI Clears Kotak Mahindra’s 9.99% Stake in Federal Bank
The RBI has approved Kotak Mahindra Bank Limited to acquire an aggregate holding of up to 9.99% of the paid-up share capital or voting rights of Federal Bank Limited. Federal Bank received the intimation from the RBI on May 06,...
Cliffwater Borrows $8.5M, Shows No Distress
Not only is Cliffwater one of the largest private credit fund providers, it is also a private credit borrower. As of Q1, Cliffwater (the GP) has an $8.5 million first lien loan valued at 99. Despite the recent negative media headlines,...
SpaceX's IPO Value Would Rank Second Ever, Outpacing Dot‑Com Era
"In inflation-adjusted terms, @SpaceX alone would rank as the second-largest IPO in history, just behind @saudi_aramco . All three together would exceed the entire dot-com IPO wave of 1995–2000. They will be at least half the value, inflation-adjusted, of...
J.M. Smucker Hires Goldman Sachs, May Divest Hostess
Axios Pro scoop from @Ryanbarwick: JM Smucker hired Goldman Sachs to launch a review of its portfolio. Hostess to hit the block? $SJM https://t.co/bTz1wCRTv8
Hawkeye360 IPO Jumps to $34
Signals-intel satelite fleet operator @hawkeye360 listed at $26 on @NYSE IPO May 7, opened at $33.80 and closed at $34 with a market cap of $3.17B. https://t.co/DDXHxVbqYD
Enhanced Group Launches on NYSE as $ENHA
Tomorrow marks a historic milestone: Enhanced Group - mother company of @enhanced_games - begins trading on the NYSE under the ticker $ENHA 🚀
Open‑source SpaceX IPO Index‑Effect Simulator for Everyone
Ok @GestaltU coded up a simulator for the index-effects of the SpaceX IPO. All references and methodologies sourced. I love the internet. Disagree with my (or his) math? Just change your assumptions: https://t.co/Mt34elu0ZX
WSL Attracts Buyers Amid Olympic Boost and Digital Growth
Exclusive: The World Surf League could change hands. The WSL says it's seen "a significant amount of inbound interest." Talks are still early & could include smaller investments too. Olympic inclusion + digital media have given the sport new energy. https://t.co/rs5fUObUtC
Dangote to List Cement Empire on London Stock Exchange
Great scoop by @ak_mna and @davidpilling Africa’s richest man Aliko Dangote plans London listing of cement empire. He’s hired Citigroup, JPMorgan Chase and Standard Bank for the IPO, said people briefed about the matter https://t.co/yfFzBFQtpj via @ft
Pernod Ricard Resumes $32‑Share Bid for Brown‑Forman
BF/B $BF.B Pernod Ricard back in talks to acquire Brown-Forman for $32-share. Brown Forman working with Morgan Stanley Sazerac still involved. BETAVILLE
Angelini Pharma Acquires Catalyst, Boosts US Rare‑Disease Portfolio
Angelini Pharma buys Catalyst Pharmaceuticals and its rare disease drugs for $4.1B The deal will expand the Italian pharma company’s work in the U.S. https://t.co/BwO6uGKvrT
Looking for Australian Mid‑Market IB for F&B Deal
who is the best mid/small-market investment bank (in Australia), that would be best placed to advise/deliver on a transaction where: - the underlying sector is F&B/quick-serve restaurants - EBITDA is $5-7mm AUD a year - dual-track process where seller is both franchisor of...
Cohen May Be Steering eBay to Acquire GameStop
What if Ryan Cohen is a genius and his play here isn't to buy $Ebay, but to convince ebay to buy GameStop and make him the CEO? $gme
Timing, Valuation, and Structure Outweigh Strategic Fit in M&A
1/🧵Respectfully disagree with the framing here. The strategic logic of combining Tesla and SpaceX may be sound — but timing, valuation, and structure matter enormously in M&A. A few points worth considering:
Paramount's WBD Takeover Stalls; Epic Not yet Unfolding
Warner Bros. Discovery's deal to be acquired by Paramount is supposed to create a behemoth of a company that includes everything from CBS to the "Lord of the Rings" franchise. But as Aragorn said in that massive epic, today is...
Starlink Pricing Tomorrow, but Not the Expected Service
Starlink will price tomorrow to officially IPO on Friday. Unfortunately, it is not the Starlink that most were hoping for. https://t.co/bU2RJ3QXQp
From Island Roots to Building His Own Empire
Had a pre-call with a podcast guest. He comes from a very tiny island, worked for a private equity firm, then went to HBS and met his cofounder. So far they've done over 3 acquisitions. We record, hopefully in person, in early...
Pre‑IPO Investors Rush Secondary Placement, Questioning Timing
#TBTG secondary placing..by pre IPO investors https://t.co/6SwtreIygb …not really sure why they couldn’t wait another 20 days https://t.co/O7EucFGYXK
Retail Investors Secure 13 Lots in OnEMI IPO
OnEMI Technology IPO (Kissht) Allotment Out .. Link for Check👇 https://ipostatus.kfintech.com 13 lots Retail Application got 356-357 shares as i mentioned in video. https://youtu.be/J5769vjRdPY #stockmarket #ipo #ipoalert
RDS Mining Injects $20M to Fund O'Brien Gold Drilling
A C$20M bought-deal financing from @RDSMining is a serious cash injection for the O’Brien story and will include more deep drilling. As JV puts it, this additional capital buys more shots on goal—or more aptly, shots on #gold. Overweight position:...
Awaiting Merger Terms Before Tesla Shareholders Decide
Let's see - whether there is a merger - at what conditions - and what Tesla shareholders then vote for All these questions will be addressed when we know more.
Public Acquires Investing Education Startup in Fintech M&A
Love to see it: More big fintech M&A from @Public, acquiring an investing education startup. https://t.co/ea217OjQp0
Skipping Low-Rate Debt Terming Proved Costly
And NO terming out the debt when rates were low was NOT a good idea
India’s Cautious Stance Overlooks Decades of Foreign‑owned Success
In an article today in Bloomberg the journalists talk about how Shriram Finance deal is a test deal for India because of (among others) "India's guarded embrace of foreign capital" Who will tell these guys about presence of very high (even...
Tesla's $2B Lucid Purchase Likely Terrible Amid $1B Quarterly Losses
At a market cap of just $2 billion, should $TSLA buy Lucid for shits n gigs? Probably a terrible idea considering they’re losing $1 billion a quarter, but interesting to consider.
Can This Deal Actually Happen? Find Out
We dig into whether this deal is possible on today's episode of @profgmarkets — check it out here: http://bit.ly/4tm3Xzz
Spanx Loan Devaluation Signals Trouble for Blackstone Stake
It appears that shapewear company Spanx is now in distress, as its private credit loan was just marked down to 70 cents on the dollar. As a reminder, Blackstone acquired a majority stake in the company in 2021 at a...
QRA's Pause Fuels Asset Rallies, Inflates Debt
The last time the QRA mattered we pivoted from short to long when Janet decided to stop increasing coupon issuance. Every QRA since has left issuance unchanged. Tomorrow will be no different. It's suppressed bond yields from going...
UMB Financial Reaffirms M&A Plans; Blue Owl Declines Offer
In Play Today: UMB Financial $UMBF reiterates future M&A requirements; Blue Owl rejects buyout offer | S&P Global Market Intelligence https://t.co/qDTqHhJTSr
Half‑stock, Half‑cash Acquisition Offer
“So, is this 1/2 stock and 1/2 cash acquisition offer in the room with us right now?” https://t.co/H1JATPZDZp
Mega IPOs Push New Billionaires Toward US Asset Purchases
the equity supply/demand picture could definitely be complicated by the behemoth IPOs this year. but then i ask, what do newly minted multimillionaires and billionaires do with a flood of liquidity? marginal propensity to consume nearly topped out… i think they...
OpenAI Targets $1 Trillion IPO, Wall Street Reacts
For years, no one asked OpenAI the difficult questions. Now they're reportedly eyeing a $1 trillion IPO, and Wall Street is about to make up for lost time. 👉 More in my latest newsletter: https://bit.ly/4f2vqD1
AI Models Reveal Nonlinear Momentum Drives IPO Pricing
🔬 Research links: AI trading models, nonlinear momentum effects, and what drives IPO pricing. https://t.co/dyI05TwnpR chart: https://t.co/llxAXcYOie https://t.co/kGJY7p4xeA
UK 30‑Year Yield Hits Highest Level Since 1998
UK bond selloff pushes 30-year yield to the highest since 1998 https://t.co/CNMg8iGy9M via @highisland https://t.co/jvM4S0LRPZ
Lattice to Buy AMI for $1.65B, Targeting $200M 2026 Revenue
News: @latticesemi announced its agreement to acquire @ami_bios, aka American Megatrands, for $1.65b ($1b cash, $650m stock). AMI is expected to revenue $200m in 2026. Official PR: https://t.co/UUXittYx9j The whole Megatrends vs Megatrands debacle from @Patrick1Kennedy: https://t.co/n6IiHQsGg0
CVC Sells Hermes to Loomis for $433M
CVC exits cash logistics specialist Hermes in $433m sale to Loomis Read more here: https://t.co/k0F0CruFmu https://t.co/OdEex5wVol
William Blair Acquires Top Sports M&A Firm Inner Circle Sports
NEWS: Inner Circle Sports, which has likely done more sports ownership M&A transactions in the past two decades than any other firm in the country, is being purchased by Chicago investment bank William Blair. More at @Sportico 👇 https://t.co/0lYjQ12hcL
OnEMI IPO: Retail Oversubscribed, Skip BHNI, Apply 13 Lots
OnEMI Technology IPO Qib : 11.58 time (2150 crore) subscription application wise. retail : 0.3 times shni : 1.55 times bhni : 0.98 times jinko apply krna hh. unke liye suggestion avoid bhni in this. and apply 13 lots retial is best retail category confirm allotment for mutliple...
Full Asset Acquisitions Avoid Margin Drag of Royalties
Seedy is not long enough $ABVX, however I’m old enough to remember when $ABBV spent $21B to buy half of ibrutinib.
Vodafone Buys Remaining 49% For
#VOD paying CK Hutchison £4.3bn to acquire the 49% of VodafoneThree it didn't already own, and to now have 100% ownership. Will increase debt by 0.4 times Net Debt to Adjusted Earnings.
Vodafone UK Acquires Three, Ending Its Independence
Three is no longer the magic number as Vodafone UK buys it out. End of the road: https://t.co/8ULJaHmhdC
CK Hutchison Sells 49% VodafoneThree Stake for £4.3bn
CK Hutchison has agreed to sell its 49% stake in VodafoneThree to majority shareholder Vodafone for £4.3 billion (HK$45.494 billion), subject to regulatory approval. HKEX Announcement: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0505/2026050500405.pdf
Announces Bid to Acquire eBay, Refuses Questions
I’d like to announce I am bidding to acquire eBay I will take no further questions about the matter.
GameStop's eBay Bid Driven by CEO's Market‑cap Incentives
Why is GameStop trying to buy Ebay? A company over 4x the size. As always, follow the incentives... It's a lot easier for a CEO to be in the money on his ginormous options package if it's based mostly on market cap. https://t.co/1xDawEaAzI
Zero‑cash Acquisition Using Full Vendor Note and Holiday
the vanilla pop structure: – boring business found off market – vendor carries 100% as note – payment holiday: 9 months – DSCR above 1.5x – personal capital: $0
Small Firms Can Justifiably Acquire Larger Ones via Debt‑equity Deals
I get why people want to hate on this douchebag. But imho it's totally reasonable for a small company to buy a much much larger company with debt and equity issuance. Anyone with even a few years of...
Speculative SEC Dive Predicts Gamestop‑eBay Half‑Cash Deal
flipping through every SEC filing ever from Gamestop ($10B market cap) and eBay ($50B) to understand how Gamestop will acquire eBay in a “1/2 cash, 1/2 stock” deal https://t.co/2BaDu49z0J
Potential $57B eBay Offer: Cash, Stock, and Mushrooms
I may personally up the $EBAY offer to $57B Cash and Stock Where will i get the cash and stock? You will have to read the press release after I do some magic mushrooms later
Omer Adam's Data Center Secures Massive Deal with Crusoe
Billion-Dollar Baby: Omer Adam's Data Center Company Strikes Massive Deal With American Cloud Infrastructure Giant Crusoe - Forbes Israel https://t.co/HkhT9kTc7C