$GDOT selling off past few days... Looks like deal will get delayed (again) from Q3 close to Q4 close Waiting on UT/AL/Fed approval... consent order likely making it longer than expected Perhaps some investors puking on delayed timeline + stub shares situation I'm still long
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326
Activist Starboard Value putting pressure on former spin-off $KNF Been a wild post-spin ride... $40 to $100+ back to $50 Starboard arguing KNF margins are half (!!) of peers and should close the gap by 2029 or sell the business
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Sounds like a sale + spin situation developing…
Exclusive: MGM Resorts is discussing making a bid to purchase Barry Diller’s People Incorporated, which owns a roughly 27% stake in MGM. on.wsj.com/4jnmZ7q
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16
4,692
AMRZ AGO CPS FLO OLN PNR ZTS prob some other stuff, but that's just a 30 second look
52 week lows are looking robust... i see 437 new lows trading on NYSE per WSJ
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3,555
52 week lows are looking robust... i see 437 new lows trading on NYSE per WSJ
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4,806
$PPLI withdraws bid for $MGM Shares of MGM down 11% today (essentially back to where they were before PPLI buyout proposal) Stock trades at less than 10x FCF and PPLI still owns ~27%
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1,905
$RAVE down 20%+ today... FY26 results looked good (sales + earnings growth at core franchise business) ...but dispute around CEO comp surfaced (likely driving sell-off)
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4,216
Just covered the $CTVA $VYLR spin-off... could be interesting, but not likely pre-spin... Going to unpack the THRM/MOD spin/RMT next week
On October 1st, Corteva (NYSE: $CTVA ) will spin its seed and genetics business, Vylor (NYSE: VYLR). Leveraging decades of R&D investment, Vylor provides farmers across the world with seeds containing advanced traits used to maximize crop yields and improve profitability. The company’s flagship Pioneer brand is the #1 corn and soybean seed brand in the US.
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1,517
$MDT $MMED exchange offer an interesting special sit… Own shares of MDT and swap for MMED at 7% discount Odd lot provision for 99 shares held too High enough share price to be worthwhile ($90+ MDT price works out to $600+ profit in a few weeks time)
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1,739
What's your favorite turnaround idea right now?
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26,212
$TPB starting to round trip here... way off its early 2026 highs haven't been following this since mid-2025, help me catch up on what's happening lately?
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2,936
Wrote about this one recently and own some $MNRO shares + calls... Would be surprised if this isn't sold within next 12 months...
Local oil change companies using vendors like Halron which get their supply from Shell are running out of OW-20 (includes Walmart / CostCo). Huge benefit to $MNRO who sources directly from Valvoline through an exclusive retail partnership. Soon places like TiresPlus, etc will have to implement massive price hikes that will drive market share for $MNRO. Really interesting situation especially since Ichan has economic interest of 33% in the company (16% share ownership / 16% swap agreement) and recently sold the inferior Pep Boys for a valuation that would price $MNRO at $25+. Now that Pep Boys has closed - wouldn't be surprised to see $MNRO get an offer very soon especially given their prime opportunity to take advantage of coming motor oil shortage.
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4,618
“Trinzic” is pretty lame
Decline of everything began when American Companies changed from Something Something Something & Sons to these disabled two syllable one word Californian monstrosities
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2,076
Imminent spin-off activity coming: • $CTVA → $VYLR set for Oct 1 • $MOD → $THRM (RMT) set for Oct 1 Behind that we have: • $KBR investor day Nov '26 → spin early '27 • $FLEX investor day Nov '26 → spin early '27 • $GPC investor day Dec '26 → spin early '27
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Colin King retweeted
August quick value write-ups... 1) $CALM -- cheap P/B mean reversion idea 2) $MNRO -- strategic review + activist + CEO incentive 3) $FOUR -- beaten down roll-up 4) $MKTW -- fundamental inflection point
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3,125
$ZD doing well lately, been thinking about closing out my position but wondering if something’s up… Hmm…
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2,156
Homes more expensive, inflation up, personal savings rate down Might be a little bumpy
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1,033
"stocks follow earnings" exhibit A:
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3,001
Exhibit B turning a corner (and announced getting bought out)
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