Posts
ma do we have chicken or what?
eBay's full letter to GameStop CEO Ryan Cohen
Dear Mr. Cohen, The Board, with the support of its independent advisors, has thoroughly reviewed your proposal and has determined to reject it. We have concluded that your proposal is neither credible nor attractive. We have taken into account such factors as 1) eBay's standalone prospects, 2) the uncertainty regarding …
$WEN buyout news 🗞️ Deeply undervalued.
Wendy’s Company $WEN in focus: activist investor Trian (Nelson Peltz) explores funding for a potential take-private deal Talks with external investors—including Middle East capital—signal renewed interest in acquiring the company amid weak stock performance 📉 Peltz (16% stake) has long argued Wendy’s is undervalued, and this move could unlock value …
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
Cerebras , emerging as a competitor to NVDA , Wafer Scale Engines (WSE-3) uses the entire wafer as a Chip only produced by TSM . Already signed a Compute deal worth $20B with OpenAI . Fewer system , Is profitable , uses less power & less cooling to operate . …
EBay Rejects GameStop’s $56 Billion Takeover as Not Credible
16k bet on options call $SM. Bought last week.
a part of my portfolio going on SM Energy
Rift Helium AIM:RIFT
I've been looking at this one for a couple weeks and thought I'd summarise my notes since I haven't seen much chat about it on here. Not financial advice (obviously!). Interested to hear your thoughts. **State of play** Rift Helium IPO'd on AIM in mid-April at 10p, raised £8.1m. Market …
Upstart is an immensely deep value and high growing AI Credit infrastructure Platform
Upstart is a fully automated AI company with immensely deep value and profitable revenue growth I last made an AMD post 3 months ago on ValueInvesting before AMD went parabolic, highlighting that AMD has a .7 peg ratio, stating AMD was the best value and growth stock, since then AMD …
Futures all down, all oil and gas up. Tomorrow is looking red.
I'll be at the mexican place for TACO tuesday