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Pierre FerraguÊ
  • Pierre FerraguÊ
Pierre FerraguÊ
  • Pierre FerraguÊ
Michael Piccolo
  • Michael Piccolo

Daily Recap: CYBR/PANW, WBD/NFLX, QXO, GLDD, TGNA/NXST, LSEG, TDC, KHC...

Warner Bros. Discovery (WBD - $27.80) and Netflix Inc. (NFLX - $82.21)Activist Ancora ReleasesPresentation Regarding its Strong Opposition to the Currently Proposed Merger. Ancora Holdings Group, a nearly $11 billion firm with an ~$200 million economic interest in WBD, announced on February 11, 202

Michael Piccolo
  • Michael Piccolo

Daily Recap: CYBR/PANW, EWCZ, CCO, PLBY, UNF/CTAS, YEXT, SSP/SBGI, HZO...

European Wax Center, Inc. (EWCZ - $4.00)Announces $330 Million Take-Private All-Cash Acquisition; Offer Value $5.80/share; Expected Close Mid-2026. EWCZ announced on February 10, 2026, that it has entered into a definitive agreement to be taken private by General Atlantic, a leading global investor

Pierre FerraguÊ
  • Pierre FerraguÊ

The market has it backwards: Meta is the only hyperscaler overspending...

Microsoft, Google, and Amazon sold off after announcing large capex increases, while Meta rose ~10%. Our analysis suggests the market has this backwards. Please see the link for our take, summarised on a single slide.

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