Vynt

Financial Platform

[Vynt @vynt_financial]

Follow all recent M&A and other kinds of special situation in Vynt!

https://t.co/nS1Tkanq5T

[Vynt @vynt_financial]

It is accretive or dilutive acquisition of $ROKU from $FOXA?

We see a Fox is buying Roku for ~$23.7B ($96 cash + 0.9693 FOXA shares = $160/share headline). The gross spread sits at 5.68% — decent but not a layup.

Financing is locked, votes are locked. The only thing standing between arbs and their carry is the DOJ.

👇🧵

[Vynt @vynt_financial]

Bottoms-up close prob 76% vs. market-implied 74% — a thin but positive edge (+2.51% EV).

The strategic rationale is real (Fox escapes big-tech distribution dependency), but the pure financials are ugly: deal ROIC of 4.21% vs. ~8% WACC, 18-year payback.

This is a platform bet disguised as an acquisition. Watch the HSR filing in July — that's when the real game begins.

[Vynt @vynt_financial]

Read the Expensify tender-offer trail on Vynt: https://t.co/uSUfjlbSTh

[Vynt @vynt_financial]

$EXFY filed an SC TO-I/A this morning for a Dutch auction tender that closed last night. Preliminary result: 6,140,642 shares at $1.20, total cost ~$7.37M, about 6.9% of Class A common stock outstanding.

[Vynt @vynt_financial]

Public beta is open. Read the Expensify tender-offer trail on Vynt here: https://t.co/uSUfjlbSTh

[Vynt @vynt_financial]

That’s why we built Vynt — the AI-native financial research platform.

Instant filing search + source-backed AI analysis + ready-to-use valuation workflows (including DCF and three-statement projections) — all grounded in actual 10-Ks/10-Qs with full citations.

No black boxes. Just powerful, transparent modeling on Microsoft, Meta, Alphabet… and 10,000+ other companies.

Ready to build your own models like the pros?

👉 Try Vynt free → https://t.co/ZOdKFpszLs

[Vynt @vynt_financial]

Big Tech just dropped monster Q1 2026 earnings — and AI is the clear winner.

Microsoft, Meta & Alphabet all beat expectations with accelerating growth in cloud, advertising, and AI infrastructure. Here’s the breakdown + why it matters for serious investors 👇

[Vynt @vynt_financial]

Raw earnings tell you what happened.

To understand what happens next, you need to model it yourself:

• Build a proper DCF• Project full three-statement models (income statement → balance sheet → cash flow)
• Stress-test growth, margins, capex, and AI spend assumptions

That’s exactly what serious investors do.