A Weekly Update on Special Situations
Dexcom $DXCM denied previous reporting that it was in active takeover talks with Insulet $PODD.

Kohl’s $KSS reportedly received bids from Sycamore Partners and Franchise Group $FRG. Reports that negotiations could drag on for weeks amid challenging macro backdrop. [Kohl's now in exclusive discussions with Franchise Group).

Afya $AFYA 40% shareholder Bertelsmann SE disclosed in 13D that it plans to purchase $129mm additional shares.

Overstock $OSTK investor Simcoe Capital disclosed a 6% stake in 13D filing.

Tabula Rasa HealthCare $TRHC investor Indaba Capital disclosed a 20% stake and intention to engage with management in 13D filing.

WisdomTree $WETF entered into a cooperation agreement with Lion Point and ETFS Capital.

XPO Logistics $XPO filed a Form 10 registration statement for the planned spin-off of its brokered transportation platform.

Frontier $ULCC added reverse termination fee to Spirit Airways $SAVE deal.

Qualcomm $QCOM reportedly interested in acquiring a stake in Softbank’s Arm.
A Weekly Update on Special Situations
Blue Apron $APRN investor Joe Sanberg asked if he should try to take the company private.

Kohl’s $KSS Simon Property Group and Hudson's Bay reportedly backed out of sale process; other bidders lowering their initial bids.

Wendy’s $WEN 19% shareholder Trian disclosed in 13D filing that it is exploring an acquisition of the company.

Insulet $PODD draws takeover interest from Dexcom $DXCM.

Emerson Electric $EMR considering a sale of its waste-disposal business.

Valvoline $VVV approached by Saudi Aramco about a takeover of its lubricants business.

Innoviva $INVA to acquire Entasis Therapeutics $ETTX.

Broadcom $AVGO to acquire VMware $VMW.
Josh Kohn-Lindquist's avatar
$17.2m follower assets
5 Thursday Additions and 2 New Positions
I added to my core 34 position in $GLBE but also made secondary purchases in $COIN and $W since the markets have throttled them.

I also started new watchlist positions in $IDXX and $DXCM.

Last but not least, I bought some $DOCN and $LTCH for my daughter's account. Technically, DigitalOcean is one of my core 34 holdings, but it was for her account today.

Over time, I will continue adding to Global-e Online as its position needs to grow. Coinbase and Wayfair may get one more tiny purchasing round, but much farther down the road.

Idexx Labs and Dexcom fascinate me, so I just wanted to remember them.
Who performs the best over the next decade?
50%Coinbase
13%Wayfair
27%Idexx Labs
9%Dexcom
22 VotesPoll ended on: 05/22/22
Upcoming Earnings Calendar (Feb 7th - 11th)
Hey guys!

A key week is ahead of us! Here's what I'm interested in:

  • $APPS - One of my largest holdings. I'd like an update on the progress of single-tap and the tests they were running with Meta $FB. I'm also interested in seeing how their device footprint is expanding after their latest deals.
  • $DIS - They've invested heavily on Marvel and Star Wars series for Disney+, so let's see if this translates to lower churn and higher growth.
  • $NET - Really interesting stock but the valuation seems too high. Let's see if there's a good opportunity to enter post-earnings.

Good luck!

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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Big Week Ahead! (Oct 25-29 Earnings Calendar)
Next week will probably be the most interesting week for the stock market this quarter. The largest companies in the world are all reporting and we'll get a lot of very valuable insights.

Here's what I'm interested in:
  • More context on the slowdown in ad spending from $FB $GOOG and $TWTR. Let's see if these companies are experiencing similar issues to the ones $SNAP mentioned yesterday.
  • Comments on the global supply chain issues from $KMB $MMM $GLW $LOGI and others.
  • A general update from $AMD $TDOC $SHOP and$AMZN.
  • Perspectives on the energy market from $XOM $CVX

Comment below what earnings call you're looking forward to!

Remember you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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