The most prestigious law school admissions discussion board in the world.
|
 |
 
|
If ur not buying TWX ur insane
| multi-colored indirect expression | 11/15/17 |
| multi-colored indirect expression | 11/16/17 |
| Violent laughsome box office | 11/16/17 |
| multi-colored indirect expression | 11/16/17 |
| Grizzly potus institution | 11/16/17 |
| Violent laughsome box office | 11/16/17 |
| Grizzly potus institution | 11/16/17 |
| Comical Snowy Crackhouse Quadroon | 11/16/17 |
| multi-colored indirect expression | 11/16/17 |
| Violent laughsome box office | 11/16/17 |
| multi-colored indirect expression | 11/16/17 |
| multi-colored indirect expression | 11/17/17 |
| multi-colored indirect expression | 11/21/17 |
| multi-colored indirect expression | 11/21/17 |
| offensive degenerate address | 11/21/17 |
| poppy medicated rigpig antidepressant drug | 11/21/17 |
| multi-colored indirect expression | 11/21/17 |
| poppy medicated rigpig antidepressant drug | 11/21/17 |
| multi-colored indirect expression | 11/21/17 |
| dull galvanic parlor | 11/21/17 |
| Milky Bearded Kitty | 11/24/17 |
| mahogany cracking stag film | 11/21/17 |
| poppy medicated rigpig antidepressant drug | 11/21/17 |
| Flirting sinister senate | 11/21/17 |
| Flirting sinister senate | 11/21/17 |
| offensive degenerate address | 11/21/17 |
| Adventurous menage mood | 11/24/17 |
| multi-colored indirect expression | 11/21/17 |
| Sable nudist property | 11/21/17 |
| multi-colored indirect expression | 11/21/17 |
| dull galvanic parlor | 11/21/17 |
| Grizzly potus institution | 11/21/17 |
| mahogany cracking stag film | 11/21/17 |
| multi-colored indirect expression | 11/21/17 |
| mahogany cracking stag film | 11/21/17 |
| Histrionic Salmon Pocket Flask | 11/21/17 |
| mahogany cracking stag film | 11/21/17 |
| Histrionic Salmon Pocket Flask | 11/21/17 |
| mahogany cracking stag film | 11/21/17 |
| Histrionic Salmon Pocket Flask | 11/24/17 |
| mahogany cracking stag film | 11/27/17 |
| multi-colored indirect expression | 11/29/17 |
| Histrionic Salmon Pocket Flask | 11/29/17 |
| multi-colored indirect expression | 11/29/17 |
| multi-colored indirect expression | 12/04/17 |
| mahogany cracking stag film | 12/04/17 |
| multi-colored indirect expression | 12/04/17 |
| Grizzly potus institution | 12/04/17 |
| multi-colored indirect expression | 02/01/18 |
| Milky Bearded Kitty | 02/02/18 |
| multi-colored indirect expression | 02/02/18 |
| Milky Bearded Kitty | 02/02/18 |
| multi-colored indirect expression | 02/02/18 |
| Milky Bearded Kitty | 02/20/18 |
| nubile fragrant spot keepsake machete | 02/20/18 |
| Milky Bearded Kitty | 02/20/18 |
| smoky charismatic useless brakes tank | 02/20/18 |
| multi-colored indirect expression | 02/20/18 |
| smoky charismatic useless brakes tank | 02/20/18 |
| multi-colored indirect expression | 02/21/18 |
| nubile fragrant spot keepsake machete | 02/21/18 |
| smoky charismatic useless brakes tank | 06/12/18 |
| nubile fragrant spot keepsake machete | 02/20/18 |
| nubile fragrant spot keepsake machete | 02/21/18 |
| mahogany cracking stag film | 02/21/18 |
| multi-colored indirect expression | 02/21/18 |
| mahogany cracking stag film | 02/21/18 |
| multi-colored indirect expression | 03/15/18 |
| nubile fragrant spot keepsake machete | 03/19/18 |
| nubile fragrant spot keepsake machete | 03/19/18 |
| Motley awkward travel guidebook foreskin | 03/19/18 |
| nubile fragrant spot keepsake machete | 03/19/18 |
| Grizzly potus institution | 03/19/18 |
| multi-colored indirect expression | 03/19/18 |
| mahogany cracking stag film | 03/19/18 |
| Milky Bearded Kitty | 03/20/18 |
| multi-colored indirect expression | 03/20/18 |
| Milky Bearded Kitty | 03/24/18 |
| demanding meetinghouse | 03/24/18 |
| nubile fragrant spot keepsake machete | 03/23/18 |
| multi-colored indirect expression | 03/23/18 |
| nubile fragrant spot keepsake machete | 03/23/18 |
| multi-colored indirect expression | 04/11/18 |
| multi-colored indirect expression | 04/11/18 |
| nubile fragrant spot keepsake machete | 04/17/18 |
| nubile fragrant spot keepsake machete | 04/26/18 |
| nubile fragrant spot keepsake machete | 04/26/18 |
| multi-colored indirect expression | 04/26/18 |
| nubile fragrant spot keepsake machete | 04/26/18 |
| multi-colored indirect expression | 04/26/18 |
| nubile fragrant spot keepsake machete | 04/26/18 |
| multi-colored indirect expression | 04/26/18 |
| nubile fragrant spot keepsake machete | 04/26/18 |
| multi-colored indirect expression | 04/26/18 |
| Milky Bearded Kitty | 06/13/18 |
| Grizzly potus institution | 04/26/18 |
| nubile fragrant spot keepsake machete | 04/26/18 |
| Grizzly potus institution | 04/26/18 |
| smoky charismatic useless brakes tank | 05/09/18 |
| dull galvanic parlor | 05/09/18 |
| Turquoise Hairraiser Base | 05/09/18 |
| dull galvanic parlor | 06/04/18 |
| Milky Bearded Kitty | 06/11/18 |
| dull galvanic parlor | 06/12/18 |
| Milky Bearded Kitty | 06/12/18 |
| sexy pungent elastic band depressive | 06/12/18 |
| Lascivious friendly grandma | 06/12/18 |
| Contagious massive faggotry den | 06/12/18 |
| multi-colored indirect expression | 06/12/18 |
| smoky charismatic useless brakes tank | 06/12/18 |
| Spectacular Set | 06/12/18 |
| Contagious massive faggotry den | 06/13/18 |
| Milky Bearded Kitty | 06/13/18 |
| nubile fragrant spot keepsake machete | 06/13/18 |
| multi-colored indirect expression | 06/13/18 |
| nubile fragrant spot keepsake machete | 06/13/18 |
| Milky Bearded Kitty | 06/13/18 |
| nubile fragrant spot keepsake machete | 06/13/18 |
| Milky Bearded Kitty | 06/13/18 |
| smoky charismatic useless brakes tank | 06/13/18 |
| multi-colored indirect expression | 06/13/18 |
| nubile fragrant spot keepsake machete | 06/13/18 |
| multi-colored indirect expression | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: multi-colored indirect expression The Time Warner/AT&T merger will go through despite the tough stance the DOJ is taking right now. $15 upside from here. Will happen within a matter of months. CONVICTION BUY (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34693977) |
Date: November 16th, 2017 10:34 AM Author: multi-colored indirect expression FRIENDLY REMINDER (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699879) |
 |
Date: November 16th, 2017 10:34 AM Author: Violent laughsome box office this is still a good buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699884) |
|
Date: November 16th, 2017 10:36 AM Author: multi-colored indirect expression Deal spread is $15 based on the current price of T (stock portion changes depending on where T falls within a certain collar, but given the current price of T it's well outside of that collar and fixed at 1.437). CONVICTION BUY. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699899) |
|
Date: November 16th, 2017 10:34 AM Author: Grizzly potus institution It's a hell of a spread and you would be getting T at a GREAT price (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699882) |
|
Date: November 16th, 2017 10:35 AM Author: Violent laughsome box office do you ENDORSE this buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699892) |
|
Date: November 16th, 2017 10:36 AM Author: Grizzly potus institution I'm not the best at arbitrage operations - but I think this is a good risk. If you want the upside benefit you can buy straight T stock - almost a 6% yield.
I personally think that AT&T is doing the right thing to win in the long term right now |
|
Date: November 16th, 2017 10:38 AM Author: Comical Snowy Crackhouse Quadroon Thank (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699914) |
|
Date: November 16th, 2017 10:51 AM Author: multi-colored indirect expression u fuckin fagets are missin out (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700013) |
|
Date: November 16th, 2017 10:51 AM Author: Violent laughsome box office I bought 10 shares of TWX. We will see what unfolds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700015) |
|
Date: November 16th, 2017 10:55 AM Author: multi-colored indirect expression DOJ will likely sue to block the deal. TWX might spike down on that headline. But the DOJ will almost certainly lose if they make it to court. Most likely scenario is they settle with AT&T prior to the lawsuit ever seeing court. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700043) |
|
Date: November 17th, 2017 1:07 PM Author: multi-colored indirect expression Spread a little narrower! Let's hope AT&T settles with the DOJ so we can slam this bad boy shut! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34710049) |
|
Date: November 21st, 2017 10:59 AM Author: multi-colored indirect expression Lawsuit is officially out. Looks like a weak complaint by the DOJ. Any lawyers poast on this board? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739080) |
|
Date: November 21st, 2017 11:01 AM Author: multi-colored indirect expression Judge is a GWB appointee! Wave it in boys! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739091) |
|
Date: November 21st, 2017 11:02 AM Author: offensive degenerate address How can I buy stocks on coinbase (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739095) |
|
Date: November 21st, 2017 11:03 AM Author: poppy medicated rigpig antidepressant drug didn't even go down with yesterday's news (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739105) |
|
Date: November 21st, 2017 11:06 AM Author: multi-colored indirect expression It was well expected the DOJ would sue to block, and without seeing the complaint people were afraid they might have a strong case. Complaint looked on the weaker side when it was released. Still a binary event here with some deal risk, but most observers think the DOJ doesn't have much of a case here. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739119) |
|
Date: November 21st, 2017 11:09 AM Author: poppy medicated rigpig antidepressant drug is it too late to buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739127) |
|
Date: November 21st, 2017 11:11 AM Author: multi-colored indirect expression If the deal gets approved there's still over $13 upside from here. If the deal get blocked you're likely looking at $8-10 downside. But today's news definitely appears bullish for approval. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739154) |
|
Date: November 21st, 2017 11:03 AM Author: dull galvanic parlor In for $1000. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739107) |
|
Date: November 24th, 2017 6:54 AM Author: Milky Bearded Kitty same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34760892) |
|
Date: November 21st, 2017 11:09 AM Author: mahogany cracking stag film in for 3 grand. Not going to get Smuckers'd again by ignoring xo tips (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739126) |
|
Date: November 21st, 2017 11:12 AM Author: poppy medicated rigpig antidepressant drug same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739158) |
|
Date: November 21st, 2017 11:22 AM Author: Flirting sinister senate Same reasoning, same amount. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739240) |
|
Date: November 21st, 2017 11:18 AM Author: Flirting sinister senate Ok, I dropped a couple grand in there. We'll see what unfolds. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739206) |
|
Date: November 21st, 2017 11:21 AM Author: offensive degenerate address What does exeunt say (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739227) |
|
Date: November 24th, 2017 8:52 AM Author: Adventurous menage mood Buy index funds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34761064) |
|
Date: November 21st, 2017 11:26 AM Author: multi-colored indirect expression Note there are two risks here:
-The main risk is the judge sides with the DOJ and the merger gets blocked. This seems unlikely based on precedent, the strength of the complaint, and the assigned judge, but it could happen. The DOJ could produce smoking gun internal docs showing AT&T is looking to reduce competition with this merger or some such thing, and we could go back to pre-Bork antitrust precedent. If the deal breaks TWX probably trades in the low $80s.
-This is a cash-and-stock merger, so if AT&T goes down, the stock portion of the consideration will also go down. Right now the deal terms are 1.437 shares of T plus $53.75 cash, but the stock ratio will change if AT&T rallies significantly. If you want to hedge out the T risk, you could short T shares against the TWX buy. But T has gotten pummeled lately, so it's hard to see it getting smoked much more from here.
Bottom line, if you think this merger is going through, this spread is extremely juicy. But like anything else, it's not risk-free. |
|
Date: November 21st, 2017 11:27 AM Author: Sable nudist property my family has a FUCKTON of twx. I hope you guys are right. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739276) |
|
Date: November 21st, 2017 11:56 AM Author: multi-colored indirect expression btw this position should be a lawyer's wet dream, so any law dorks who care to take a look at this should be able to gain some insight here (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739521) |
|
Date: November 21st, 2017 12:00 PM Author: dull galvanic parlor Antitrust is voodoo magic. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739539) |
|
Date: November 21st, 2017 8:46 PM Author: Grizzly potus institution PREACH
XO should be handicapping the odds on this like masterd00ds |
|
Date: November 21st, 2017 1:05 PM Author: mahogany cracking stag film CNBC just said they changed the judge (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739990) |
|
Date: November 21st, 2017 1:20 PM Author: multi-colored indirect expression They did, from an Obama appointee (who had to recuse himself because his wife works for a law firm who represented T) to a GWB appointee. We were on top of this at the time. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740122) |
|
Date: November 21st, 2017 1:21 PM Author: mahogany cracking stag film oh okay nice (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740131) |
|
Date: November 21st, 2017 1:09 PM Author: Histrionic Salmon Pocket Flask copped $3,000 for fun. my condolences to all of you. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740015) |
|
Date: November 21st, 2017 1:10 PM Author: mahogany cracking stag film did you sellcuck? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740028) |
|
Date: November 21st, 2017 1:21 PM Author: Histrionic Salmon Pocket Flask no but i am investing cancer every time I pick stocks. last xo pick I ran with was Intrepid Potash. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740137) |
|
Date: November 21st, 2017 1:22 PM Author: mahogany cracking stag film oh gotcha, 180. we can all move into a communal poorhouse (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740146) |
|
Date: November 24th, 2017 8:46 PM Author: Histrionic Salmon Pocket Flask (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34764731) |
|
Date: November 27th, 2017 1:37 PM Author: mahogany cracking stag film welp (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34781898) |
|
Date: November 29th, 2017 3:46 PM Author: multi-colored indirect expression What's the problem brother (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799548) |
|
Date: November 29th, 2017 3:46 PM Author: Histrionic Salmon Pocket Flask did I destroy it? maybe I should buy some crypto and kill the entire market. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799553) |
|
Date: November 29th, 2017 3:56 PM Author: multi-colored indirect expression No it's making new highs! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799627) |
|
Date: December 4th, 2017 10:00 AM Author: multi-colored indirect expression Probably not a terrible spot to make a sale, but the arb spread is still super wide because T has been ripping. Will probably pull back a little bit from here (but lots of potential upside left if T wins/settles the lawsuit).
|
|
Date: December 4th, 2017 10:02 AM Author: mahogany cracking stag film I've only made fifty bucks I can't sellcuck yet! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835076) |
|
Date: December 4th, 2017 10:03 AM Author: multi-colored indirect expression Then hold tight brother. This is more of a "tactical trading call." (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835094) |
|
Date: December 4th, 2017 10:06 AM Author: Grizzly potus institution If you hold through the transaction the T shares you get have a very very solid yield (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835110) |
|
Date: February 1st, 2018 9:31 AM Author: multi-colored indirect expression Are all u TWX holders LOVING LIFE atm? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35294682) |
|
Date: February 2nd, 2018 12:01 PM Author: Milky Bearded Kitty thank you for your good service (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304774) |
|
Date: February 2nd, 2018 11:40 AM Author: multi-colored indirect expression noTWXers crying, losing hoap (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304591) |
|
Date: February 2nd, 2018 12:01 PM Author: Milky Bearded Kitty long term hold for you? or will you flip after the likely merger approval? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304769) |
|
Date: February 2nd, 2018 3:35 PM Author: multi-colored indirect expression This should close very quickly following approval, so you'll get cash and T shares. I have no real opinion on T shares, so I'll be out upon deal closure. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35307111) |
|
Date: February 20th, 2018 5:47 AM Author: Milky Bearded Kitty dem hedge funds are scooping up TWX stock per xo advice:
https://www.bloomberg.com/news/articles/2018-02-16/hedge-funds-pile-into-time-warner-in-bet-on-merger-prevailing |
|
Date: February 20th, 2018 6:09 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443387) |
|
Date: February 20th, 2018 10:48 AM Author: Milky Bearded Kitty (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444218) |
|
Date: February 20th, 2018 8:57 AM Author: smoky charismatic useless brakes tank Just bought 120 shares @ 95. You guys better not be fucking with me (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443651) |
|
Date: February 20th, 2018 9:02 AM Author: multi-colored indirect expression I liked it better sub-90 but the thesis is still there - would be very hard to justify blocking the deal given the strength in streaming services. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443663) |
|
Date: February 20th, 2018 4:08 PM Author: smoky charismatic useless brakes tank What happens now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35446560) |
|
Date: February 21st, 2018 2:22 PM Author: multi-colored indirect expression idk, Makan seems intent on fighting to the bitter end, but it's hard to see his path to success - AT&T just needs to pull up a chart of NFLX as their defense.
Some sell-side shops are saying TWX would trade above deal price if the deal broke (I don't agree), but improving fundamentals for the space can't hurt. Most likely outcome is still judge rules in favor of AT&T and the deal goes through. |
|
Date: February 21st, 2018 2:24 PM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453361) |
|
Date: June 12th, 2018 9:41 PM Author: smoky charismatic useless brakes tank I HELD I LOVE YOU (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234482) |
|
Date: February 20th, 2018 10:58 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444299) |
|
Date: February 21st, 2018 2:06 PM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453210) |
|
Date: February 21st, 2018 2:22 PM Author: mahogany cracking stag film is it up big or down (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453351) |
|
Date: February 21st, 2018 2:23 PM Author: multi-colored indirect expression Up 50 bps. Still a $11 spread. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453353) |
|
Date: February 21st, 2018 2:23 PM Author: mahogany cracking stag film unnnnghhhhhhhh (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453357) |
|
Date: March 15th, 2018 2:05 PM Author: multi-colored indirect expression The DOJ's case is shit and everyone knows it. Now the trial is getting delayed two days because people think a settlement is coming. It probably won't happen immediately but that doesn't change the fact that the DOJ has a pure and utter shit-tier case.
LJL at not owning this |
|
Date: March 19th, 2018 9:49 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35636677) |
|
Date: March 19th, 2018 10:59 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637104) |
|
Date: March 19th, 2018 11:02 AM Author: Motley awkward travel guidebook foreskin really shitty call so far, S&P is up 10% since OP. Basically no alpha.
My longs are up 20-40% since then, mostly industrial names. |
|
Date: March 19th, 2018 11:03 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637119) |
|
Date: March 19th, 2018 11:04 AM Author: Grizzly potus institution Arbs like this are market isolated (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637123) |
|
Date: March 19th, 2018 11:05 AM Author: multi-colored indirect expression lol jfc
10% is a GREAT return in 4 months,and there's still significant upside from here. You're also not wearing the downside risk of buying industrial or tech names or whatever the hell you have in your portfolio. |
|
Date: March 19th, 2018 11:07 AM Author: mahogany cracking stag film great call actually and it's going to the moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637134) |
|
Date: March 20th, 2018 11:35 AM Author: Milky Bearded Kitty when moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644755) |
|
Date: March 20th, 2018 11:52 AM Author: multi-colored indirect expression Judge Leon gave the trial a 6-8 week timetable. Possible they settle before then (good) or they win at trial (good) or they lose at trial (bad). First two outcomes are far more likely though. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644859) |
|
Date: March 24th, 2018 12:31 PM Author: Milky Bearded Kitty ty (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677308) |
|
Date: March 24th, 2018 12:35 PM Author: demanding meetinghouse Civ #?
Ty for the info. |
|
Date: March 23rd, 2018 9:23 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668718) |
|
Date: March 23rd, 2018 9:33 AM Author: multi-colored indirect expression DOJ is getting GAPED in litigation right now. Like, benzo-tier gaped. Thesis is looking better than ever. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668762) |
|
Date: March 23rd, 2018 9:35 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668770) |
|
Date: April 11th, 2018 10:22 AM Author: multi-colored indirect expression The DOJ's KEY WITNESS, one Carl "Faggot" Shapiro, is set to take the stand today. The thrust of his argument is based on the Nash equilibrium model, which is more theoretical than practical and can be easily tweaked depending on the real world assumptions one uses. Most market participants feel the DOJ has done a poor job convincing Judge Leon this merger will substantially reduce competition thus far.
We will see what unfolds! |
|
Date: April 11th, 2018 10:30 AM Author: multi-colored indirect expression Btw the main headwind to this trade lately has been T staying in the gutter (which was a risk outlined in the OP). The theoretical deal spread is now tighter than it's been in months. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35815142) |
|
Date: April 17th, 2018 5:38 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35857361) |
|
Date: April 26th, 2018 7:33 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923066) |
|
Date: April 26th, 2018 8:46 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923224) |
|
Date: April 26th, 2018 8:48 AM Author: multi-colored indirect expression Problem is T is getting clobbered on earnings today (risk outlined upthread - if you are short T you can hedge against this)
On the flip side:
“AT&T IS KILLING THEM”: THE D.O.J. SPURNED A POSSIBLE PEACE OFFERING OVER THE $86 BILLION AT&T-TIME WARNER MERGER—AND NOW THE TRIAL IS ENTERING THE ENDGAME
https://www.vanityfair.com/news/2018/04/att-time-warner-merger-doj-case
|
|
Date: April 26th, 2018 8:50 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923241) |
|
Date: April 26th, 2018 8:52 AM Author: multi-colored indirect expression Yes, no idea whether they'll try to squeeze T for more though (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923255) |
|
Date: April 26th, 2018 8:57 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923277) |
|
Date: April 26th, 2018 9:12 AM Author: multi-colored indirect expression The trial should be done by early next week, and from there the judge may take 4-6 weeks to write his opinion based on his previous comments. I expect we'll have a pretty good sense of how he'll rule before the opinion is published, but you're looking at like a June 1st-15th ruling. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923339) |
|
Date: April 26th, 2018 9:16 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923349) |
|
Date: April 26th, 2018 9:42 AM Author: multi-colored indirect expression Depends on your pain tolerance. At this point if the deal broke, TWX probably settles higher than the deal price, but it will take time and you'd have arb selling pressure in the short term. If you're looking for a quick profit, you just want the judge to rule in AT&T's favor and the deal to get done. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923499) |
|
Date: June 13th, 2018 1:46 PM Author: Milky Bearded Kitty When are you selling your TWX stock bro? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238426) |
|
Date: April 26th, 2018 11:29 AM Author: Grizzly potus institution I'm tempted to get long some AT&T here - Anyone know if theyre gonna win this case to buy TWX? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924107) |
|
Date: April 26th, 2018 11:31 AM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924117) |
|
Date: April 26th, 2018 11:34 AM Author: Grizzly potus institution ok very interesting - I think the DoJ does not have a case here.
If you buy the AT&T stock right and TWX cashflow helps the company like the CEO of AT&T says it will - I think AT&T is an extremely solid long term hold for many years |
|
Date: May 9th, 2018 11:58 AM Author: smoky charismatic useless brakes tank Fuck twx is at 91 today (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014864) |
|
Date: May 9th, 2018 12:16 PM Author: dull galvanic parlor :( (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014997) |
|
Date: May 9th, 2018 12:02 PM Author: Turquoise Hairraiser Base Is this also the nxpi merger arb masterman? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014897) |
|
Date: June 4th, 2018 3:30 PM Author: dull galvanic parlor Hovenkamp says TWX bros are fukt.
https://www.bizjournals.com/dallas/news/2018/05/29/u-s-government-more-likely-to-win-at-t-time-warner.html |
|
Date: June 11th, 2018 2:57 AM Author: Milky Bearded Kitty Ruling this week! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36221862) |
|
Date: June 12th, 2018 4:51 PM Author: dull galvanic parlor We maed it. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232560) |
|
Date: June 12th, 2018 4:52 PM Author: Milky Bearded Kitty YES WE CAN (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232566) |
|
Date: June 12th, 2018 4:54 PM Author: sexy pungent elastic band depressive 14% return from time op created this thread based on after hours price of $101.50 (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232578) |
|
Date: June 12th, 2018 9:48 PM Author: Lascivious friendly grandma 14% since 2016? doesn't seem worth tying up investmnet dollars for paltry sum (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234550) |
|
Date: June 12th, 2018 4:54 PM Author: Contagious massive faggotry den That would require risk, which is why xo didn't invest because they're risk adverse lawcucks. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232584) |
|
Date: June 12th, 2018 4:56 PM Author: multi-colored indirect expression lmao Makan u faggot (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232600) |
|
Date: June 12th, 2018 9:45 PM Author: smoky charismatic useless brakes tank how likely is it that TWX trades above 102 in the next couple days? i will probably sell then. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234518) |
|
Date: June 12th, 2018 10:38 PM Author: Spectacular Set Anyone know when the next ex dividend date for $T is? Solidly below 1yr and 5yr highs, and that dividend is juicy. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234906) |
|
Date: June 13th, 2018 9:16 AM Author: Contagious massive faggotry den http://www.dividend.com/dividend-stocks/technology/telecom-services-domestic/t-atandt/
the dividend is the only reason to own T. Just park your money there and cop dat der dividend. |
|
Date: June 13th, 2018 1:44 PM Author: Milky Bearded Kitty when are bros selling? Deal closes in 7 days (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238410) |
|
Date: June 13th, 2018 1:47 PM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238434) |
|
Date: June 13th, 2018 1:48 PM Author: multi-colored indirect expression Depends what your view on T is. Probably going to be selling pressure from arbs until 6/20, after which it will probably rally. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238439) |
|
Date: June 13th, 2018 1:49 PM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238453) |
|
Date: June 13th, 2018 4:12 PM Author: Milky Bearded Kitty I'd like to take my profits and run very soon. But don't know if I should expect another 5 to 10% bump or not within the next week or so (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239495) |
|
Date: June 13th, 2018 4:17 PM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239545) |
|
Date: June 13th, 2018 4:19 PM Author: Milky Bearded Kitty cr. Will sell now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239556) |
|
Date: June 13th, 2018 4:15 PM Author: smoky charismatic useless brakes tank I sold June 22 100 calls on my shares. No way the deal closes below 100, right? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239519) |
|
Date: June 13th, 2018 4:19 PM Author: multi-colored indirect expression The gross spread here is $2, which implies a close of ~$99.90. really depends where T goes from here. Arbs were clearly underhedged going into this, but T should bounce hard either soon before the deal closes or right after. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239561) |
|
Date: June 13th, 2018 4:21 PM Author: nubile fragrant spot keepsake machete (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239578) |
|
Date: June 13th, 2018 4:24 PM Author: multi-colored indirect expression T getting crushed obviously did not help. But not totally unforeseen given arb flows. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239601) |