A Weekly Update on Happenings in Special Situations
  • Bally’s $BALY rejected Standard General’s takeover proposal and announced a $300 - $500mm tender offer.

  • Spirit Airlines $SAVE rejected JetBlue’s $JBLU takeover proposal due to regulatory concerns and reiterated support for the merger with Frontier $ULCC.

  • Radius Global Infrastructure $RADI reportedly exploring strategic options including a sale.

  • Ubisoft $UBSFY founding family is considering a take-private in light of private equity interest.

  • Chesapeake Energy $CHK in discussions with activist Kimmeridge regarding changes to boost value.

  • Hasbro $HAS activist Ancora disclosed a 1% stake, backed the other activist (Alta Fox), called for a board refresh, and sale of eOne business.

  • Western Digital $WDC activist Elliott disclosed a 6% stake and proposed separation of its businesses, suggesting 100%+ upside.

  • Vista Outdoor $VSTO announced a plan to separate via a spin-off of its outdoor products segment.

  • Funko $FNKO 25% stake acquired by The Chernin Group, eBay $EBAY, Bob Iger, and Rich Paul.
Upcoming Earnings Calendar (Feb 28th - Mar 4th)
Hey guys! Here's the upcoming earnings calendar! Two of my holdings, $SE and $SOFI report next week, so I'll be paying significant attention to both. Other than that, I'm also interested in seeing what retailers like $TGT $BBY and $COST have to say about supply chain issues and inflation.

Good luck to everyone!

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.

MON:


TUE:


WED:


THU:


FRI:
post media
Eric Pelnik's avatar
$266.5m follower assets
Earnings this week
📞Which calls are you most excited about?

Monday, August 2nd
$ZI ZoomInfo Technologies

Tuesday, August 3rd
$APRN Blue Apron
$BHG Bright Health Group
$NKLA Nikola
$CWH Camping World
$PGR Progressive
$COUR Coursera
$CRSR Corsair Gaming
$SKLZ Skillz

Wednesday, August 4th
$LMND Lemonade
$MVIS Microvision
$WYNN Wynn Resorts
$ROKU Roku

Thursday, August 5th
$HEAR Turtle Beach
$MNST Monster Beverage
$CFLT Confluent
$CWK Cushman & Wakefield
$DOCN DigitalOcean
$EB Eventbrite
$FSR Fisker
$FNKO Funko
$FVRR Fiverr
$SPCE Virgin Galactic
$FROG JFrog
$MRNA Moderna
$SQ Square

Friday, August 6th
$TWST Twist Biosciences
$CRON Cronos Group
$DKNG DraftKings

Sources: Business Insider, Google Finance, Yahoo Finance
$SQ for me, one of my important investments, $ZI mainly because they are headquartered about a 5 minute walk from my apartment. Also because I've looked at this stock and wonder how well they will continue to do in the coming years.
View 3 more comments
Eric Pelnik's avatar
$266.5m follower assets
Earnings this week
📞 Which calls are you most excited about?

Monday, May 3rd
$APPF AppFolio
$CAR Avis Budget Group
$IRBT iRobot
$CHGG Chegg
$EL Estee Lauder
$ZI ZoomInfo Technologies
$MELI Mercadolibre

Tuesday, May 4th
$ATVI Activision Blizzard
$UAA Under Armour
$APO Apollo Global Management
$AKAM Akamai Technologies
$AYX Alteryx
$WMG Warner Music Group
$CVS CVS Health
$MPC Marathon Petroleum
$MCFE Mcafee Corp
$KKR KKR & Co
$TRI Thomson Reuters
$D Dominion Energy
$ESPR Esperion Therapeutics
$ZG Zillow Group
$SPCE Virgin Galactic
$MTCH Match Group
$LYFT Lyft
$PFE Pfizer
$UPWK Upwork
$SPT Sprout Social
$WYNN Wynn Resorts

Wednesday, May 5th
$TUP Tupperware Brands
$BKNG Booking Holdings
$SMG Scotts Miracle-Gro
$RDFN Redfin
$GM General Motors
$ELY Callaway Golf
$ETSY Etsy
$FSLY Fastly
$GDDY GoDaddy
$HUBS HubSpot
$PYPL PayPal
$TWLO Twilio
$ZNGA Zynga

Thursday, May 6th
$APRN Blue Apron
$TWST Twist Bioscience
$BYND Beyond Meat
$BL BlackLine
$MNST Monster Beverage
$BILL Bill.com
$CVNA Carvana
$NET Cloudflare
$DDOG Datadog
$DBX Dropbox
$EXPE Expedia
$EB Eventbrite
$FVRR Fiverr
$FNF Fidelity
$FNKO Funko
$GRPN Groupon
$GPRO GoPro
$MHK Mohawk
$W Wayfair
$SHAK Shake Shack
$PZZA Papa John's
$YELP Yelp
$MRNA Moderna
$VIAC ViacomCBS
$SQ Square
$PTON Peloton
$ROKU Roku
$FROG JFrog

Friday, May 7th
$CNK Cinemark
$DKNG Draftkings

Sources: Business Insider, Google Finance, and Yahoo Finance
Very excited for Peloton. Especially to see if they announce any new products and how their guidance over the next year looks
View 5 more comments
Eric Pelnik's avatar
$266.5m follower assets
Earnings this week
Which calls are you most interested in?

Monday, March 8th
$TACO Del Taco Restaurants
$SFIX Stitch Fix
$REV Revlon

Tuesday, March 9th
$HRB H&R Block
$MDB MongoDB
$DKS Dick's Sporting Goods

Wednesday, March 10th
$BBW Build-A-Bear Workshop
$ORCL Oracle
$AMC AMC Entertainment
$TUP Tupperware Brands
$VRA Vera Bradley
$CLDR Cloudera
$LC Lending Club
$SUMO Sumo Logic

Thursday, March 11th
$ULTA Ulta Beauty
$DOMO Domo
$DOCU DocuSign
$FNKO Funko
$ZUO Zuora
$MTN Vail Resorts

Friday, March 12th
None of interest

Sources: Business Insider, Google Finance, Yahoo Finance
Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.