Quick note on LSAK and GRPN
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇
Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.
$SHLS & $ARRY Merger / Short Report Review
Western Union Scraps $500 Million International Money Express Takeover $WU $IMXI
$FRMI converts getting absolutely smoked... 10pts down since the election. Currently 20%+ YTM.
What's stopping $WSTL (former holding) from returning some cash to shareholders? They were doing so well on the buyback front in late 2024 and early 2025. At this rate, people will mistake it for a 🇯🇵 co, with $40M+ in net cash against a $65M market cap.
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IBIT · long IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.
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