Acquisitions Often Driven by Ego, Not Strategy
What if the OpenAI-buying-TBPN deal is not a signal of anything but just the egos involved, similar to CBS buying The Free Press? Because-they-can sometimes is the simplest, best and the real explanation.
Analyzing the Sysco‑Restaurant Depot Deal on Deeper Dive
I joined @jonathanmaze on his "Deeper Dive" podcast earlier this week to discuss the Sysco/Restaurant Depot deal. #restaurant #distribution #Sysco $SYY https://t.co/aJyWwsj04T
CEO Seeks FCC Meeting After $83M Acquisition, Announces Lay
D.C. Memo: Circle City's McCoy Requests @AGomezFCC Meeting to Discuss @wrtv Growth Plan; McCoy, president and CEO of Circle City Broadcasting, initiated a round of layoffs after paying $83 million to acquire ABC affiliate WRTV in Indianapolis with an...
OpenAI Buys Talk Show to Steer AI Narrative
OpenAI is moving beyond technology into storytelling. By acquiring a tech talk show, the company is positioning itself to shape how AI is explained, discussed and understood by the public. In the AI era, influence is not just built through products, but...
FiLMiC Pro's Decline After Bending Spoons Acquisition
Years ago, FiLMiC Pro was a casualty of being acquired by Bending Spoons. This video offers a more comprehensive look at what happened to a promising app after that acquisition. (And yeah, I do not like Bending Spoons’ way of...
METI Rules Force Companies to Negotiate with PE Activists
I wrote about this a couple of years ago. The METI Corporate Takeover Guidelines effectively oblige companies to engage with PE funds who approach. Activists and PE funds play Bad Cop Good Cop. Link in following tweet.
OpenAI, SpaceX Deals Echo Localized ZIRP Phenomenon
OpenAI buying a podcast for a few hundred million and SpaceX IPOing for a $2 trillion feels like a wierdly localized form of ZIRP. https://www.wired.com/story/openai-acquires-tbpn-buys-positive-news-coverage/
Financial Firms Buying Newsletters: Once Shocking, Now Routine
I still remember when we did this and everyone raised eyebrows at a financial company buying a newsletter. https://t.co/GWcbWdjTbU
Who Will Buy the Money‑Losing AI Company?
The interesting question isn't so much which media platform the AI company acquires ... the question is which important company acquires the money losing AI company? 🪆
Chinatalk Hikes Price After Lowball Offers.
chinatalk to date has gotten lowball offers from: deepseek tiktok smic huawei sorry folks but the price is going up
Anthropic Pays $400M for AI Biotech, Touts 38,500% IRR
Anthropic acquired an AI for biological research startup for just over $400 million. You can read the letter Dimension wrote to their LPs which boasts a 38,513% IRR https://t.co/wneesuT5u7
OpenAI's TBPN Acquisition Threatens Podcast Independence
OpenAI just bought TBPN 1) I doubt this is about the podcast itself as there is no reason for OpenAI to buy a tech podcast. In addition, the TBPN podcast will now face new headwinds as they officially lose their independence....
OpenAI's TBPN Acquisition Makes Strategic Sense, Not Madness
People keep telling me the OpenAi/TBPN deal is crazy and makes no sense and I think they're overthinking it. https://www.businessinsider.com/why-openai-bought-tbpn-2026-4
OpenAI's TBPN Acquisition Coincides with Google Shelving Gemma 4
OpenAI buying TBPN on the same day Google drops Gemma 4 says, well, quite a lot.
Ripple's Acquisition Targets Long‑standing SWIFT Partner G Treasury
You know that G Treasury, which was acquired by Ripple. G Treasury has been a SWIFT partner since 2014, which would explain potentially why Ripple would acquire them... $XRP https://t.co/PCCNn7NaAB
OpenAI Buys TBPN, Now Overseen by Chris Lehane
NEW: OpenAI acquires Silicon Valley's fave talk show, TBPN It will report to Chris Lehane, the man who invented the phrase ‘vast right-wing conspiracy’ as a tool to deflect press scrutiny of the Clinton White House. https://t.co/taCNZJgSMR via @techcrunch
Boliden Secures 60% of Expanding Duke Copper-Gold JV
Boliden Canada completes a $30M earn-in for 60% interest in @HDI_Amarc's DUKE #copper-#gold district, officially converting it into a 60/40 joint venture. This district is a prize: it keeps getting bigger and is still open. Stock is top buyout candidate:...
OpenAI Buys TBPN, Ends Its Advertising Arm
🚨 OpenAI acquires TBPN "TBPN under OpenAI will wind down its advertising business, which saw co-founders and hosts John Coogan and Jordi Hays read commercials aloud radio-host-style and don racing jackets emblazoned with sponsors’ logos." https://t.co/vXnrhPGD9j
Speculating Anthropic's Next Media Acquisition via Prediction Markets
is there a prediction market yet for what media outlet Anthropic is inevitably going to buy
AI Reads 10k Posts in Minutes, Writes Fast
TBPN gets bought. My AI picks up the news and writes about it fast: https://t.co/kiuZ7QXLzb You can't read 10,000 posts in 30 minutes. AI can.
One Viral Video Turned a $300 Prototype Into $2B Deal
Before he sold his VR headset to Meta for $2 BILLION... Palmer Luckey was just a teenager tinkering in his garage. Until one video of his goofy prototype caught the eye of a powerful person. Here's how a single post turned...
Activists, Including Kanen Wealth, Pressure XPOF for Sale
Another activist has joined the fight against $XPOF. Kanen Wealth (owns 4%) is pushing for a sale. The fight won’t be easy, despite activists now owning close to 23% of equity. The board is staggered, and insiders own 40%.
OTH Acquires Bellhart, Expands Hubs to Cut Costs
Macro: coastal marine services consolidate. Key: OTH buys Bellhart, adds 3 NC hubs to cut third‑party costs. Risk: low margins, approvals. Trade: buy OTH on weakness. 🚤 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Publicis Acquires 160over90, Linking WME Talent with Agency
Just in: French ad giant Publicis Groupe will acquire sports-marketing firm 160over90 from WME, unveils strategic partnership enabling collaboration between WME’s talent roster and Publicis
Spread Spike Likely Overreaction to Unexplained Market Shift
Spread has blown out to ~30% for no clear reason, with the stock back to pre-announcement levels. In just 6 weeks, sentiment flipped from pricing a bump (trading above the deal) to questioning close risk entirely. That is a sharp swing, and...
Amazon Targets Globalstar Amid Apple Stake Complications
Macro: LEO consolidation accelerates as Amazon eyes Globalstar (GSAT +12%). Key: Apple’s 20% stake complicates talks; SpaceX competitive pressure. Risk: deal uncertainty, regulatory review. Trade: buy on confirmed deal. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
B
$BILD.V is a “boring” flooring roll-up led by a CEO who understands capital allocation. While the housing sector is weak, co is acquiring assets at 1–2x EBITDA. In 2–3 years, it could be trading at a 13–15% FCF yield, with further roll-up...
Leader Scrambles Deal
The moron in chief tore up a deal that would have capped it under 4%
Amazon Eyes Globalstar Acquisition; 2028 Target Alerts Triggered
Wow, $AMZN in talks to buy $GSAT Been solid one all year, Jan 2028 calls hit my alerts 3/31 https://t.co/OvcOV5QTT1
Master the Game, Not the Grind: $200M Exit
my friend owned one radiology clinic then he acquired 23 more structured correctly zero personal capital exited the platform for $200M he didn't work harder he learned a different game
Bell Controls 70k Apartments, Owns Significant Portion
Big deal in apartment world. Bell manages 70k apartment units and owns a good sized chunk as well. https://t.co/OJW8Os8jr6
Quincy Jones Estate Sells MJ Catalog Rights to Investors
The Quincy Jones estate sold a large portion of his music rights to HarbourView Equity Partners, which included an interest in Michael Jackson’s albums: Off The Wall, Bad, and Thriller. Jackson’s catalog is believed to be one of the most valuable...
Independent Restaurants Urge FTC to Block Deal
Now, an association representing independent restaurants (the Independent Restaurant Coalition) has come out calling on the FTC to reject the deal. https://t.co/gHLxPAXYqC
Buy WMG on Pullbacks After Revelator Acquisition
Macro: music-tech consolidation; Key: WMG buys Revelator to bolster distribution, rights & analytics; Risk: integration execution/valuation mismatch; Insight: buy WMG on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
SpaceX Rumored to Acquire Globalstar at SatShow 2026
"Rumors that SpaceX will buy GlobalStar were the buzz at SatShow 2026 last week." https://t.co/YuUnHqkpoE “I think everyone’s convinced that there will be a sale of Globalstar,” @TMFAssociates , founder of the satellite research firm TMF Associates, told @malleven33
Nexstar, Tegna Say Merger Halt Irreversible Due to Past Actions
Nexstar and Tegna Claim They Can’t Fully Comply With Court Order Halting Merger Because Certain Actions ‘Cannot Be Undone’ https://t.co/t0tEGLpZam via @variety
Shark Tank's $700K Rejection Became $1B Sale
In 2013, Shark Tank rejected this “useless” doorbell. The company asked for $700K investment. The Sharks laughed. But 5 years later, Amazon bought the company for $1B... And Shaq invested $1M of his OWN money into the business. Here's the story...
AI Connector Could Have Revolutionized Pre‑Oracle NetSuite
I Used NetSuite Before Oracle Bought It. The New AI Connector Service Would Have Changed Everything. https://t.co/MvmEO5k2KP
Retail Boom Boosts OpenAI, SpaceX Amid M&A Surge
Today's newsletter: Retail revival for OpenAI and SpaceX, killer ships, and nearly a record Q1 for global M&A https://t.co/M0tmyoONui
Founder Keeps 49% of $1B Exit via Smart Build, Funding
Julian Hearn just sold Huel to Danone for €1bn. he walked away with £420m personally. that is 49% of the exit. most DTC founders who raise that much end up with 15%. two things made the difference: how he built the business, and...
Attorney General Warns Merger Harms; Data Shows Fees Already Rising
Colorado Attorney General @pweiser said: “This merger would put @NXSTMediaGroup in a position to raise the fees paid by cable and satellite companies and fire many trusted local reporters as part of consolidating the two local news operations. Because of...
Introducing Forward Deployed Martech: Real‑World Buyer Intelligence
Big announcement: chiefmartec has acquired Watchem, Bugg & Hyde, a boutique investigative services firm, to launch what I believe is the industry's first Forward Deployed Martech practice. Here's the thesis: Every martech vendor talks about "intent signals" and "buyer intelligence." But let's...
Paragon Launches Korsana Biosciences, Targeting Alzheimer's
Paragon launched its 7th company today -- Korsana Biosciences, merging into the $CYCN public shell. New ticker will be $KRSA. Lead drug candidate is a shuttled anti-amyloid beta antibody for Alzheimer's disease in early studies. https://t.co/RcJ8adMakm
European Lithium Adds Titanium Potential with Velta Acquisition
European Lithium’s Velta acquisition expands its critical minerals portfolio and adds new titanium production potential. https://www.metalnomist.com/2026/03/european-lithium-velta-acquisition.html
Remote Teams Can Depress Startup Acquisition Valuations
One impact of remote or partially remote teams - lower purchase price if startup goes for a smaller exit / M&A (or in some cases acquisition doesnt happen at all) Reason: fewer buyers want fully remote teams, or teams w key...
Cruz, Ruddy, Gomez Slam $6.7B Nexstar‑Tegna Merger
And @tedcruz & @ChrisRuddyNMX & @AGomezFCC have a problem with the @NXSTMediaGroup - @TEGNA merger at $6.7 billion. #pathetic
Record‑Breaking $10B+ Megadeals Kick Off Year
Megadeals are keeping the bankers and lawyers busy on Wall Street. It’s been the best start to the year ever for transactions valued at $10 billion or more. https://t.co/99uezBcTRB
Nvidia's Marvell Stake Hides Deeper Strategic Value
Nvidia’s investment in Marvell could be a lot more interesting than it looks. $NVDA $MRVL https://t.co/4t8pd9Sl2W
Claude Code Consolidates Multi‑agent and Memory Startups
Assuming this is real, it looks like Claude Code are basically absorbing Open Claw + Gas Town (or similar multi-agent orchestrator) + All the external memory startups. That would make sense in that their product strategy has mostly been to build...
SAP‑Reltio Merger Challenges Non‑SAP MDM Users
When MDM Gets Absorbed: What the SAP-Reltio Deal Means for Customers Who Aren't SAP Shops https://t.co/pLHhNYHSPA