A Capital
@ACapitalLP
Followers
7K
Following
3K
Statuses
73
Event-Driven Investing X List Spins/Splits, Legal/Regulatory, Merger Arb, Liquidations, Value+Catalyst, Activism, Distressed/Reorg
0
1
5
Thoughts on $WMT or $UBER potentially taking out $CART as an M&A target?
Needham rates $CART buy with PT of $56 With M&A activity on the horizon for 2025, I can’t wait for $UBER to acquire $CART They already have some backend integration up and running with Uber eats powering restaurant delivery on instacart The merger makes too much sense. If this does happen, $DASH will be the only credible threat to Uber in the restaurant and grocery delivery business. Margins for this business are higher than rides and we can see it in their respective earnings I think it will be $LYFT vs $UBER story again but this time with $DASH and we know who gradually won the first affair
1
1
2
@LAEQTY Fair point, but wildfires are cyclical and always a risk. If the state steps in with a more predictable long-term liability setup or caps future contributions (even with another $4-5bn re-up), the overhang could fade.
1
0
1
$EIX and whether it acted prudently will be a key factor in determining if the Wildfire Fund is replenished solely by $EIX or shared across all California IOUs. An imprudent ruling could shield $PCG from additional contributions and shift the burden to $EIX.
0
0
2
I used to dismiss trade journals or research repositories, but they’re invaluable. Too often, investors let thesis drift set in and cling to their original conviction. The inability to take a quick L leads to bigger losses. Maturity is absorbing new info and pivoting, even when it contradicts prior work.
0
0
6
Recently started a new professional chapter alongside some of the most brilliant, transparent, and humble investing minds I’ve ever met (still not completely sure how I snuck in). Excited for what’s ahead.
1
0
14
The best investment research I ever did was in grad school, with no sell-side coverage or expert networks. I had to get scrappy, squeeze value from every bit of info, and be intentional with my time. When you’re getting 300+ emails a day, you’re not learning-you’re just skimming.
5
1
117
RT @JulianKlymochko: The return of private equity has been speculated for years. With this week's flurry of LBOs, perhaps the time has come…
0
3
0
Anyone still following $WDC? What are thoughts on current valuation…
Good comments on how $WDC spin-off and RemainCo will be capitalized...
0
0
4
Best mid/large-cap event-driven ideas? $NWSA - Activism / Asset Sales $RKT.L - NEC Litigation / Asset Sales $FDX - Freight Spin-Off
1
0
4
RT @BainandCompany: Optimism is returning to merger & acquisition (M&A) activity—52% of dealmakers sustained or increased M&A activity in 2…
0
3
0
