The Onion CEO Explains Infowars Takeover and Satire Business
🎙️ NEW POD: The Onion C.E.O. Ben Collins @oneunderscore__ on the company’s surprise Infowars takeover and the business of satire. Apple: https://t.co/wTBnzYvFz0 Spotify: https://t.co/u7zmENHTiL @PuckNews
Paramount‑Warner Merger Threatens Hollywood; Artists Sound Alarm
I like @RaheemKassam, but there's an obvious market power problem with Paramount buying Warner, which is why 4000+ artists and most of Hollywood opposes it. Netflix is a bit player in the dispute now. The populist right needs to see beyond...
Strategic Buyer Nears Mandatory Offer with 20% Upside
Mandatory offer incoming — 20% upside on the table. Strategic buyer just crossed the triggering threshold. A bid for the remaining minority stake is likely to come within months. Well-protected downside. https://t.co/kdWd6P5ec8
Sapporo Sells Stone Brewing to Firestone Walker, Duvel USA
M&A news: Sapporo is selling Stone Brewing to Firestone Walker + Duvel USA. Link to the story on @Brewbound in the comment below 👇 https://t.co/FNwtffMViK
Tenax and Air Industries Merge Into $210M Aerospace Platform
Tenax and Air Industries plan to merge, creating a $210mn aerospace and defense manufacturing platform. https://www.metalnomist.com/2026/04/tenax-aerospace-air-industries-merger.html
BRE Poised for Takeover by LYC or MP
$BRE is a strong potential takeover target for either $LYC or $MP, given that Mrs. Rhineheart is a shareholder in all three companies.
Onto's Rigaku Stake Raises Valuation Risk, Trim Suggested
Onto buys 27% of Rigaku for $710M, bolstering X‑ray/CD‑SAXS tie‑up; strong cash but 105x P/E flags valuation risk. Trading insight: trim ONTO on strength; watch execution. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
USA Rare Earths' Overvalued Deal Boosts
More thoughts on the USA RE/Serra Verde deal. USA Rare Earths is using its massively overvalued paper to buy Brazil's only operating REE mine which should supply 50% of the HREE produced outside China by 2027. But this also puts a...
April Sees Record 29% of Deals Using CVRs
An unprecedented 29% of public M&A deals in the U.S. and Canada announced in April feature a contingent value right as part of the deal consideration. The use of CVRs has never been so high. Below is the database of closed deals...
SpaceX‑Tesla Merger Looms Amid AI Software Revival
Could See a SpaceX-Tesla Merger Before the IPO: Ray Wang https://t.co/X8jPJmEC3Q @BloombergTV @constellationr’s @rwang0 discusses the current AI landscape, why software is the ‘next piece to comeback,’ and the possibility of a SpaceX-Tesla merger.
Corporate M&A Strategy: Exploit Admin
New full-cycle corporate approach to M&A — wait until the antitrust admin is out of office and then bribe the next admin: https://t.co/FpMfphr3vx
The Onion to Acquire Infowars, Turn It Into Self‑Parody
The Onion Says It Has a Deal to Take Over Alex Jones’ Infowars, Plans to Relaunch It as Parody of Itself https://t.co/Pfn8DMMOGx via @variety
QXO's $17B TopBuild Deal Offers 5.9% Arbitrage Yield
➡️ M&A Deal Sheet ⬅️ TopBuild Corp. $BLD to be acquired by QXO, Inc. $QXO for $227.25 cash per share + 11.11x shares, 23.1% premium, $17.0 billion, 14.7x EBITDA (2027E) Trading at a 5.9% arbitrage yield and an implied 92% odds of...
The Onion to Rebrand Infowars as Comedy Site
SCOOP with @NYTLiz: The Onion has a new plan to take over Infowars. It has entered into an agreement to license the Infowars brand and plans to operate it as a comedy site. A Texas judge must approve the deal. https://t.co/YYPmqDHvnv
LLY's Second in Vivo CAR‑T Deal via Kelonia Buyout
Kelonia turns #ASH25 late-breaker into buyout, with $LLY's second move into in vivo Car-T. Via @ApexOnco -> https://t.co/NPhdnuhPu3 $AZN $GILD
Inside the $3.25B Eli Lilly Acquisition: Memo and Deck
Read the memo and slide deck that led to th creation of the company Eli Lilly bought for $3.25 billion today https://t.co/cNoTs7M4YM
Arbitrage 1% SSI Merger Spread, Free CVR Optionality
New CVR play just dropped on SSI. Arb the 1% merger spread over the next 60 days and keep the CVR optionality for free. https://t.co/42wEktiVwN
From $125k Loan to $12B Franchise Empire
Jersey Mike’s founder Peter Cancro sold majority of sub chain to Blackstone for $8B in 2024. In 2025, Wingstop's former CEO took top job and has filed to go public. Details on Cancro skipping college and turning $125k loan into...
Zaslav's Warner Bros Deal Boosts Him, Hurts Hollywood
David Zaslav spoke to me for a @nytopinion piece about how things turned out with buying Warner Bros - with Hollywood for the worse, him for the better. https://t.co/WAh0svnSZ0
Buy $350K Business, Earn $158K Cash Flow
The U.S. small business market did $7.95 billion in transactions last year. Median sale price: $350,000 Median cash flow: $158,950 Median revenue: $703,000 Buy a business doing $158K in cash flow for $350K is what the numbers say. With 10% down and SBA financing, that's...
Four Major Deals Showcase Hefty Premiums Across Sectors
Today's M&A notes $BLD to be acquired by $QXO for $227.25 cash per share + 11.11x shares, 23.1% premium, $17.0 billion $SILA to be acquired by $OWL for $30.38 cash per share, 19.0% premium, $2.4 billion $RUP.to to be acquired by $AEM for...
LLY Acquires Kelonia for $3.25bn After ASH25 Insights
It's official: $LLY buying Kelonia for $3.25bn + milestones. @ByMadeleineA take on the #ASH25 dataset that triggered this move: https://t.co/nVUNlq7YlO
From $20T to Nearly $40T: Growth Accelerates
I though things might get interesting when we tagged $20 Trillion, we are now closing in on $40 Trillion.......
Brad Jacobs' QXO to Buy TopBuild for $17B
AND THERE IT IS Billionaire Brad Jacobs’ rapidly expanding building materials juggernaut QXO to acquire TopBuild for $17 billion My latest for ResiClub: https://t.co/50zdmgx9X9
CVD Equipment Nears Liquidation, Cash Hits 80% Market Cap
Not officially a liquidation, but getting close (I think). CVD Equipment $CVV agreed to sell its Stainless Design Concepts division for $16.9m, o/w $15m after taxes and fees. This will bring total net cash on the b/s at ~80% of...
Crop Input Giants Accelerate Biologicals Growth, Report Shows
Every major crop input company now has a biologicals strategy. The question is how are they progressing and what specifically are they doing? I just published an updated report that tracks the biologicals and specialty nutrition strategies, revenues, acquisitions, partnerships, pipelines,...
Insiders Bet on Ag Growth at 6x EV/EBITDA
Lots happening at Ag Growth $AFN The shares dropped quite a bit on poor results and the dividend cut. The CFO recently resigned. Shreholder Plantro is publicly pushing the company to launch a full sale process, arguing the company’s latest earnings...
VSNT Eyeing STRZ Despite Divergent Growth Forecasts
$STRZ Stock ripping lately... CEO incentive comp is old news (Nov 2025) Hmm... VSNT likely acquirer here... they want non-linear revenue streams and STRZ gets 70% of revenue from digital sell-side penciling ~3% EBITDA growth '26-28 for STRZ vs. 12% decline at VSNT https://t.co/kOTAwW2Pc3
Poll Gauges Odds of Bret Taylor’s Sierra Sale to OpenAI
what odds would you put of Bret Taylor selling Sierra to OpenAI + taking CEO with Sam moving to BoD? a) 0% b) 1-20% c) 20-60% d) 60-99%
Wasserman Sale Draws Top Suitors After Epstein Emails
New, with @LaurenSHirsch: Suitors including UTA, Permira, Patrick Whitesell and a bidding group including Reddit co-founder Alexis Ohanian + Avail co-founder Chris Giliberti are circling Wasserman, which went up for sale amid the Epstein emails: https://t.co/7vC0VDGkvn
AA Drops United Merger Talks as Wells Hints New Deal
JUST IN: American Airlines ends merger discussions with United while Wells Fargo hints at a new potential deal.
Two Founders Sparked $10 B Google‑Facebook Bidding War
These 2 guys accidentally started the biggest bidding war in tech history. In 2009, Google and Facebook were willing to do ANYTHING to snatch their app's 450 Million users. So when Google offered them $10 BILLION... Facebook pulled off a move no one...
Radcom's Strong Fundamentals Tested by Activist Push
Feels we might be in for some interesting times at Radcom $RDCM. Activists popping up left and right. Lynrock Lake is at ~20% and has been pushing for a strategic review (clearly a sale). Value Base (5.4%) looking to clean...
Padres Top MLB Control Deals at $3.9 B
Highest-priced MLB control sales: Padres: $3.9B (2026-pending) Mets: $2.42B (2020) Dodgers: $2.15B (2012) Orioles $1.73B (2024) Rays: $1.7B (2025) Mariners: $1.4B (2016) *Excludes White Sox 2025 path to control deal https://t.co/gX4ElV4w42
Court Blocks Nexstar's Tegna Integration with Injunction
As expected the court ordered a preliminary injunction preventing the integration @NXSTMediaGroup with ALREADY acquired Tegna. $NXST 👇👇👇
US Blocks Chinese LED Chipmaker’s Dutch Acquisition
Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition The specific national security concern not clear. What about " small yard, high fence"? LEDs? https://t.co/4JNTUcmAyP
Chelsea's Private Equity Takeover Sparks Losses, Fan Backlash
Big losses and grumbling fans: how Chelsea’s private equity revolution ran into trouble via @FT and @SamuelAgini https://t.co/N1jgbUiPka
Speculating SpaceX‑Tesla Merger, Intel Earnings Outlook
MyPOV: Could we see a @spacex @tesla merger before the IPO, What's up with @intel ahead of earnings and more with @romainebostick @kgreifeld on #TheClose @bloomberg @business https://t.co/9QkJTVmocy
Solar Specialist Expands with 27 New Projects After EnergySky Acquisition
Small solar and battery specialist adds another 27 projects as it buys up competitor #energysky -- via Renew Economy: https://t.co/WAMH24iKIV https://t.co/PbgmeESrQB
American Airlines Denies United Merger, Praises Trump Leadership
American Airlines says they’re not discussing or interested in merging with United, and they appreciate Trump’s leadership.
AA Rules Out United Merger, Keeps Deal Options Open
American Airlines Denies United Merger Talks — But Leaves Room For Other Deals - View from the Wing https://t.co/hZc2NQhXm9
BESS Attractiveness for M&A Explored at Energy Summit
VIDEO – Energy Storage Summit 2026: How attractive is BESS for M&A? #energysky -- via Energy Storage News: https://t.co/AAtsgcK6vP
Hollywood Fears Retaliation After Anti‑Paramount Letter
"The worry is that this letter, and people who signed it, end up becoming Larry Ellison’s blacklist." Brian Lowry's latest column for @get_status is about Hollywood's growing concerns with Paramount WBD deal—and how major figures are speaking out, even though they...
UCB to Acquire Neurona for $1.2B, Targeting Seizure Cell Therapy
UCB, betting on seizure cell therapy, to buy Neurona for up to $1.2B https://t.co/LxI1Omodan by @realJacobBell $UCB
Citi CEO Denies M&A Rumors, Calls for Calm
Citigroup $C CEO seeks to put kibosh on M&A rumors | S&P Global Market Intelligence https://t.co/UWexKWUrZu
NVRI to Return 80% Market Cap, Remaining Assets Cheap
Large capital distribution on $NVRI is around the corner. Co will return 76–87% of market cap by mid-2026 when the sale of its major asset closes. The two remaining businesses look cheap post-distribution. Full write-up below👇 https://t.co/xF03DsgxFg
Tesla, SpaceX Poised for 50/50 Merger of Equals
After further research and our discussions on the @cyberbulls with @TeslaLarry yesterday, I agree that this will very well be a Merger of Equals. BUT - in my opinion - it will not be at the then stock price, which is...
Apple's Satellite Link Changes Hands, Prepares for Leo Integration
Apple devices’ satellite link is under new ownership: "This lays the foundation for when Leo comes online to expand and deepen that relationship." @Computerworld https://t.co/hLhYdyuYxS
AMCApes Leader Backs Warner‑Paramount Merger, Sparks Theater Feud
The king of the #AMCApes has started a brawl with fellow movie theater owners by backing David Ellison’s plan to combine Warner Bros. and Paramount. They had it out in person yesterday in Las Vegas. Details ⬇️⬇️ https://t.co/6DmAIbWKUA
High‑Spread LSTA Merger Arb: Big Reward, 35% Risk
$LSTA merger arb for the brave👇 Spread just blew out to 48% on a cash offer. Tender postponed, buyer is hunting for financing at "better terms." Buyer previously licensed LSTA's drug. They know the asset. They want it. This is a definitive...