A Weekly Update on Special Situations
  • Continental Resources $CLR received an unsolicited take-private proposal from its controlling shareholder.

  • NCR $NCR said it was deciding between a sale of the entire company or splitting into two.
"The conversations with potential suitors have been extremely constructive."
– Michael Nelson, NCR Corp – VP of IR & Treasurer – at RBC Capital Markets Financial Technology Conference

  • Mereo BioPharma $MREO reportedly draws takeover interest from AstraZeneca $AZN.

  • Paya Holdings $PAYA reportedly exploring a sale amid takeover interest.

  • Seagen $SGEN reportedly in takeover talks with buyers including Merck $MRK.

  • FedEx $FDX announced a 50% dividend hike and a cooperation agreement with D.E. Shaw regarding board composition.

  • Radius Health $RDUS 15% shareholder Rubric Capital sent a letter backing activist investor’s board slate.

  • Templeton Global $GIM activist Saba Capital commented on Templeton’s attempt to invalidate shareholder vote at AGM.

  • Bausch Health $BHC suspended the planned IPO of its Solta skin-care business.

Thanks for reading! Until next week.
Upcoming Earnings Calendar (Feb 14th - 18th)
Hey guys! Here's the upcoming earnings calendar! Three of my holdings report next week.

  • $ABNB - The stock has held up pretty well during the market sell-off. The valuation is still high, but with re-openings the company could see a big boost this year.
  • $TTD - They've said Apple IDFA is a non-issue, so their growth should be great. A key indicator of ad spend.
  • $ROKU - The stock is down almost 64% from ATH, but the fundamentals keep improving. I expect great results from the company, with ARPU growing and margins expanding.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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Upcoming Earnings Calendar! (Nov 1-5)
Hey guys! Here's next week's earnings calendar! Several very interesting companies set to report earnings. Here's the one's I'm most excited about and why:

  • $APPS: any sign of iOS ad dollars shifting to android (Digital Turbine's revenues are mostly from android).
  • $Z: an update on the real estate market and iBuying
  • $LYFT and $UBER: is mobility in the US back to pre-pandemic levels?
  • $COIN metrics on the NFT market.
  • $PENN and $DKNG update on the mobile sports betting market.
  • $ATVI number of Call of Duty Warzone players. The last reported number was 100MM.
  • $CRSR: comments on the supply chain issues they're experiencing.
  • $MELI: update on the Brazilian e-commerce market. Relevant for $SE's expansion.
Comment below which earnings report you are looking forward to the most!
Friendly reminder: you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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