On today’s episode, we cover a packed week across private markets, U.S. dealmaking, and Canadian earnings.
We start with SpaceX and the growing anticipation around a potential IPO. We break down why the valuation, limited public float, and upcoming share unlocks could make this one of the most closely watched public listings whenever it eventually happens.
We also look at a busy start to the week for acquisitions, including Fox’s investment in Roku, Salesforce’s latest deal, and American Express making a move of its own.
Then we turn to earnings, with Dollarama posting a strong rebound quarter, Groupe Dynamite selling off sharply despite impressive growth numbers, and Adobe delivering solid results on the surface while investors focused on what may be ahead.
Plus, a quick preview of Monday’s episode, where we’ll be diving deeper into the recent short report on Gildan.
Tickers discussed: SPACE, FOXA, ROKU, CRM, AXP, DOL.TO, GRGD.TO, ADBE, GIL.TO
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