11-04-2025, 07:22 PM
From the Daily Update:
I think Kenvue's existance was as short as Scaramucci's position at the White House.
Obviously, someone thinks there's still some juice to squeeze. I have to admit, JNJ had assembled quite a consumer product portfolio before spinning it off.
Any thoughts?
Quote:Kimberly-Clark Takeover Offers $48 Billion of Pain Relief to Tylenol-Maker Kenvue
Brian Boyle
Tue, November 4, 2025 at 6:30 AM EST
At least Kimberly-Clark will have unlimited access to free Tylenol.
The toiletries giant announced an agreement Monday to acquire Kenvue for $48.7 billion in stock and cash. It’s a big bet on the Tylenol-maker, whose shares had plummeted some 30% in the days since a bombshell White House allegation in September linking use of the popular pain reliever by pregnant women to autism.
I think Kenvue's existance was as short as Scaramucci's position at the White House.
Obviously, someone thinks there's still some juice to squeeze. I have to admit, JNJ had assembled quite a consumer product portfolio before spinning it off.
Any thoughts?
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan