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If ur not buying TWX ur insane
| motley mediation cruise ship | 11/15/17 |
| motley mediation cruise ship | 11/16/17 |
| Talking Chartreuse Masturbator Senate | 11/16/17 |
| motley mediation cruise ship | 11/16/17 |
| violet university round eye | 11/16/17 |
| Talking Chartreuse Masturbator Senate | 11/16/17 |
| violet university round eye | 11/16/17 |
| angry dashing gunner | 11/16/17 |
| motley mediation cruise ship | 11/16/17 |
| Talking Chartreuse Masturbator Senate | 11/16/17 |
| motley mediation cruise ship | 11/16/17 |
| motley mediation cruise ship | 11/17/17 |
| motley mediation cruise ship | 11/21/17 |
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| cream generalized bond | 11/21/17 |
| concupiscible crackhouse famous landscape painting | 11/21/17 |
| motley mediation cruise ship | 11/21/17 |
| concupiscible crackhouse famous landscape painting | 11/21/17 |
| motley mediation cruise ship | 11/21/17 |
| kink-friendly bawdyhouse pervert | 11/21/17 |
| Lascivious sexy trust fund dilemma | 11/24/17 |
| wine stimulating stage messiness | 11/21/17 |
| concupiscible crackhouse famous landscape painting | 11/21/17 |
| scarlet wrinkle | 11/21/17 |
| scarlet wrinkle | 11/21/17 |
| cream generalized bond | 11/21/17 |
| trip infuriating idea he suggested | 11/24/17 |
| motley mediation cruise ship | 11/21/17 |
| Sickened Heady Parlor | 11/21/17 |
| motley mediation cruise ship | 11/21/17 |
| kink-friendly bawdyhouse pervert | 11/21/17 |
| violet university round eye | 11/21/17 |
| wine stimulating stage messiness | 11/21/17 |
| motley mediation cruise ship | 11/21/17 |
| wine stimulating stage messiness | 11/21/17 |
| Silver temple | 11/21/17 |
| wine stimulating stage messiness | 11/21/17 |
| Silver temple | 11/21/17 |
| wine stimulating stage messiness | 11/21/17 |
| Silver temple | 11/24/17 |
| wine stimulating stage messiness | 11/27/17 |
| motley mediation cruise ship | 11/29/17 |
| Silver temple | 11/29/17 |
| motley mediation cruise ship | 11/29/17 |
| motley mediation cruise ship | 12/04/17 |
| wine stimulating stage messiness | 12/04/17 |
| motley mediation cruise ship | 12/04/17 |
| violet university round eye | 12/04/17 |
| motley mediation cruise ship | 02/01/18 |
| Lascivious sexy trust fund dilemma | 02/02/18 |
| motley mediation cruise ship | 02/02/18 |
| Lascivious sexy trust fund dilemma | 02/02/18 |
| motley mediation cruise ship | 02/02/18 |
| Lascivious sexy trust fund dilemma | 02/20/18 |
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| Lascivious sexy trust fund dilemma | 02/20/18 |
| honey-headed crusty stain trailer park | 02/20/18 |
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| honey-headed crusty stain trailer park | 06/12/18 |
| Rambunctious Arrogant Station | 02/20/18 |
| Rambunctious Arrogant Station | 02/21/18 |
| wine stimulating stage messiness | 02/21/18 |
| motley mediation cruise ship | 02/21/18 |
| wine stimulating stage messiness | 02/21/18 |
| motley mediation cruise ship | 03/15/18 |
| Rambunctious Arrogant Station | 03/19/18 |
| Rambunctious Arrogant Station | 03/19/18 |
| 180 drunken theater crotch | 03/19/18 |
| Rambunctious Arrogant Station | 03/19/18 |
| violet university round eye | 03/19/18 |
| motley mediation cruise ship | 03/19/18 |
| wine stimulating stage messiness | 03/19/18 |
| Lascivious sexy trust fund dilemma | 03/20/18 |
| motley mediation cruise ship | 03/20/18 |
| Lascivious sexy trust fund dilemma | 03/24/18 |
| Maniacal piazza ape | 03/24/18 |
| Rambunctious Arrogant Station | 03/23/18 |
| motley mediation cruise ship | 03/23/18 |
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| motley mediation cruise ship | 04/11/18 |
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| Rambunctious Arrogant Station | 04/26/18 |
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| motley mediation cruise ship | 04/26/18 |
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| motley mediation cruise ship | 04/26/18 |
| Rambunctious Arrogant Station | 04/26/18 |
| motley mediation cruise ship | 04/26/18 |
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| Lascivious sexy trust fund dilemma | 06/13/18 |
| violet university round eye | 04/26/18 |
| Rambunctious Arrogant Station | 04/26/18 |
| violet university round eye | 04/26/18 |
| honey-headed crusty stain trailer park | 05/09/18 |
| kink-friendly bawdyhouse pervert | 05/09/18 |
| Alcoholic internet-worthy garrison fat ankles | 05/09/18 |
| kink-friendly bawdyhouse pervert | 06/04/18 |
| Lascivious sexy trust fund dilemma | 06/11/18 |
| kink-friendly bawdyhouse pervert | 06/12/18 |
| Lascivious sexy trust fund dilemma | 06/12/18 |
| offensive big idiot | 06/12/18 |
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| motley mediation cruise ship | 06/12/18 |
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| aggressive meetinghouse | 06/12/18 |
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| Lascivious sexy trust fund dilemma | 06/13/18 |
| Rambunctious Arrogant Station | 06/13/18 |
| motley mediation cruise ship | 06/13/18 |
| Rambunctious Arrogant Station | 06/13/18 |
| Lascivious sexy trust fund dilemma | 06/13/18 |
| Rambunctious Arrogant Station | 06/13/18 |
| Lascivious sexy trust fund dilemma | 06/13/18 |
| honey-headed crusty stain trailer park | 06/13/18 |
| motley mediation cruise ship | 06/13/18 |
| Rambunctious Arrogant Station | 06/13/18 |
| motley mediation cruise ship | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: motley mediation cruise ship 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: motley mediation cruise ship FRIENDLY REMINDER (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699879) |
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Date: November 16th, 2017 10:34 AM Author: Talking Chartreuse Masturbator Senate this is still a good buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699884) |
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Date: November 16th, 2017 10:36 AM Author: motley mediation cruise ship 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) |
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Date: November 16th, 2017 10:34 AM Author: violet university round eye 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) |
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Date: November 16th, 2017 10:35 AM Author: Talking Chartreuse Masturbator Senate do you ENDORSE this buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699892) |
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Date: November 16th, 2017 10:36 AM Author: violet university round eye 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 |
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Date: November 16th, 2017 10:38 AM Author: angry dashing gunner Thank (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699914) |
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Date: November 16th, 2017 10:51 AM Author: motley mediation cruise ship u fuckin fagets are missin out (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700013) |
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Date: November 16th, 2017 10:51 AM Author: Talking Chartreuse Masturbator Senate I bought 10 shares of TWX. We will see what unfolds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700015) |
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Date: November 16th, 2017 10:55 AM Author: motley mediation cruise ship 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) |
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Date: November 17th, 2017 1:07 PM Author: motley mediation cruise ship 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) |
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Date: November 21st, 2017 10:59 AM Author: motley mediation cruise ship 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) |
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Date: November 21st, 2017 11:01 AM Author: motley mediation cruise ship Judge is a GWB appointee! Wave it in boys! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739091) |
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Date: November 21st, 2017 11:02 AM Author: cream generalized bond How can I buy stocks on coinbase (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739095) |
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Date: November 21st, 2017 11:03 AM Author: concupiscible crackhouse famous landscape painting didn't even go down with yesterday's news (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739105) |
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Date: November 21st, 2017 11:06 AM Author: motley mediation cruise ship 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) |
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Date: November 21st, 2017 11:09 AM Author: concupiscible crackhouse famous landscape painting is it too late to buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739127) |
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Date: November 21st, 2017 11:11 AM Author: motley mediation cruise ship 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) |
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Date: November 21st, 2017 11:03 AM Author: kink-friendly bawdyhouse pervert In for $1000. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739107) |
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Date: November 24th, 2017 6:54 AM Author: Lascivious sexy trust fund dilemma same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34760892) |
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Date: November 21st, 2017 11:09 AM Author: wine stimulating stage messiness 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) |
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Date: November 21st, 2017 11:12 AM Author: concupiscible crackhouse famous landscape painting same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739158) |
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Date: November 21st, 2017 11:22 AM Author: scarlet wrinkle Same reasoning, same amount. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739240) |
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Date: November 21st, 2017 11:18 AM Author: scarlet wrinkle 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) |
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Date: November 21st, 2017 11:21 AM Author: cream generalized bond What does exeunt say (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739227) |
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Date: November 24th, 2017 8:52 AM Author: trip infuriating idea he suggested Buy index funds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34761064) |
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Date: November 21st, 2017 11:26 AM Author: motley mediation cruise ship 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. |
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Date: November 21st, 2017 11:27 AM Author: Sickened Heady Parlor 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) |
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Date: November 21st, 2017 11:56 AM Author: motley mediation cruise ship 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) |
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Date: November 21st, 2017 12:00 PM Author: kink-friendly bawdyhouse pervert Antitrust is voodoo magic. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739539) |
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Date: November 21st, 2017 8:46 PM Author: violet university round eye PREACH
XO should be handicapping the odds on this like masterd00ds |
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Date: November 21st, 2017 1:05 PM Author: wine stimulating stage messiness CNBC just said they changed the judge (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739990) |
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Date: November 21st, 2017 1:20 PM Author: motley mediation cruise ship 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) |
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Date: November 21st, 2017 1:21 PM Author: wine stimulating stage messiness oh okay nice (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740131) |
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Date: November 21st, 2017 1:09 PM Author: Silver temple copped $3,000 for fun. my condolences to all of you. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740015) |
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Date: November 21st, 2017 1:10 PM Author: wine stimulating stage messiness did you sellcuck? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740028) |
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Date: November 21st, 2017 1:21 PM Author: Silver temple 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) |
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Date: November 21st, 2017 1:22 PM Author: wine stimulating stage messiness oh gotcha, 180. we can all move into a communal poorhouse (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740146) |
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Date: November 24th, 2017 8:46 PM Author: Silver temple (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34764731) |
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Date: November 27th, 2017 1:37 PM Author: wine stimulating stage messiness welp (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34781898) |
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Date: November 29th, 2017 3:46 PM Author: motley mediation cruise ship What's the problem brother (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799548) |
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Date: November 29th, 2017 3:46 PM Author: Silver temple 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) |
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Date: November 29th, 2017 3:56 PM Author: motley mediation cruise ship No it's making new highs! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799627) |
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Date: December 4th, 2017 10:00 AM Author: motley mediation cruise ship 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).
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Date: December 4th, 2017 10:02 AM Author: wine stimulating stage messiness I've only made fifty bucks I can't sellcuck yet! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835076) |
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Date: December 4th, 2017 10:03 AM Author: motley mediation cruise ship 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) |
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Date: December 4th, 2017 10:06 AM Author: violet university round eye 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) |
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Date: February 1st, 2018 9:31 AM Author: motley mediation cruise ship Are all u TWX holders LOVING LIFE atm? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35294682) |
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Date: February 2nd, 2018 12:01 PM Author: Lascivious sexy trust fund dilemma thank you for your good service (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304774) |
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Date: February 2nd, 2018 11:40 AM Author: motley mediation cruise ship noTWXers crying, losing hoap (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304591) |
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Date: February 2nd, 2018 12:01 PM Author: Lascivious sexy trust fund dilemma 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) |
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Date: February 2nd, 2018 3:35 PM Author: motley mediation cruise ship 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) |
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Date: February 20th, 2018 5:47 AM Author: Lascivious sexy trust fund dilemma 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 |
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Date: February 20th, 2018 6:09 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443387) |
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Date: February 20th, 2018 10:48 AM Author: Lascivious sexy trust fund dilemma (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444218) |
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Date: February 20th, 2018 8:57 AM Author: honey-headed crusty stain trailer park 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) |
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Date: February 20th, 2018 9:02 AM Author: motley mediation cruise ship 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) |
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Date: February 20th, 2018 4:08 PM Author: honey-headed crusty stain trailer park What happens now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35446560) |
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Date: February 21st, 2018 2:22 PM Author: motley mediation cruise ship 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. |
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Date: February 21st, 2018 2:24 PM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453361) |
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Date: June 12th, 2018 9:41 PM Author: honey-headed crusty stain trailer park I HELD I LOVE YOU (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234482) |
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Date: February 20th, 2018 10:58 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444299) |
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Date: February 21st, 2018 2:06 PM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453210) |
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Date: February 21st, 2018 2:22 PM Author: wine stimulating stage messiness is it up big or down (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453351) |
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Date: February 21st, 2018 2:23 PM Author: motley mediation cruise ship Up 50 bps. Still a $11 spread. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453353) |
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Date: February 21st, 2018 2:23 PM Author: wine stimulating stage messiness unnnnghhhhhhhh (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453357) |
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Date: March 15th, 2018 2:05 PM Author: motley mediation cruise ship 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 |
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Date: March 19th, 2018 9:49 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35636677) |
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Date: March 19th, 2018 10:59 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637104) |
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Date: March 19th, 2018 11:02 AM Author: 180 drunken theater crotch 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. |
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Date: March 19th, 2018 11:03 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637119) |
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Date: March 19th, 2018 11:04 AM Author: violet university round eye Arbs like this are market isolated (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637123) |
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Date: March 19th, 2018 11:05 AM Author: motley mediation cruise ship 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. |
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Date: March 19th, 2018 11:07 AM Author: wine stimulating stage messiness great call actually and it's going to the moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637134) |
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Date: March 20th, 2018 11:35 AM Author: Lascivious sexy trust fund dilemma when moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644755) |
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Date: March 20th, 2018 11:52 AM Author: motley mediation cruise ship 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) |
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Date: March 24th, 2018 12:31 PM Author: Lascivious sexy trust fund dilemma ty (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677308) |
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Date: March 24th, 2018 12:35 PM Author: Maniacal piazza ape Civ #?
Ty for the info. |
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Date: March 23rd, 2018 9:23 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668718) |
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Date: March 23rd, 2018 9:33 AM Author: motley mediation cruise ship 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) |
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Date: March 23rd, 2018 9:35 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668770) |
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Date: April 11th, 2018 10:22 AM Author: motley mediation cruise ship 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! |
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Date: April 11th, 2018 10:30 AM Author: motley mediation cruise ship 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) |
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Date: April 17th, 2018 5:38 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35857361) |
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Date: April 26th, 2018 7:33 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923066) |
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Date: April 26th, 2018 8:46 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923224) |
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Date: April 26th, 2018 8:48 AM Author: motley mediation cruise ship 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
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Date: April 26th, 2018 8:50 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923241) |
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Date: April 26th, 2018 8:52 AM Author: motley mediation cruise ship 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) |
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Date: April 26th, 2018 8:57 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923277) |
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Date: April 26th, 2018 9:12 AM Author: motley mediation cruise ship 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) |
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Date: April 26th, 2018 9:16 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923349) |
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Date: April 26th, 2018 9:42 AM Author: motley mediation cruise ship 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) |
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Date: June 13th, 2018 1:46 PM Author: Lascivious sexy trust fund dilemma When are you selling your TWX stock bro? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238426) |
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Date: April 26th, 2018 11:29 AM Author: violet university round eye 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) |
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Date: April 26th, 2018 11:31 AM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924117) |
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Date: April 26th, 2018 11:34 AM Author: violet university round eye 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 |
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Date: May 9th, 2018 11:58 AM Author: honey-headed crusty stain trailer park Fuck twx is at 91 today (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014864) |
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Date: May 9th, 2018 12:16 PM Author: kink-friendly bawdyhouse pervert :( (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014997) |
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Date: May 9th, 2018 12:02 PM Author: Alcoholic internet-worthy garrison fat ankles Is this also the nxpi merger arb masterman? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014897) |
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Date: June 4th, 2018 3:30 PM Author: kink-friendly bawdyhouse pervert 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 |
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Date: June 11th, 2018 2:57 AM Author: Lascivious sexy trust fund dilemma Ruling this week! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36221862) |
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Date: June 12th, 2018 4:51 PM Author: kink-friendly bawdyhouse pervert We maed it. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232560) |
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Date: June 12th, 2018 4:52 PM Author: Lascivious sexy trust fund dilemma YES WE CAN (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232566) |
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Date: June 12th, 2018 4:54 PM Author: offensive big idiot 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) |
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Date: June 12th, 2018 9:48 PM Author: indigo soggy space 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) |
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Date: June 12th, 2018 4:54 PM Author: spruce sick jap area 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) |
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Date: June 12th, 2018 4:56 PM Author: motley mediation cruise ship lmao Makan u faggot (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232600) |
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Date: June 12th, 2018 9:45 PM Author: honey-headed crusty stain trailer park 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) |
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Date: June 12th, 2018 10:38 PM Author: aggressive meetinghouse 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) |
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Date: June 13th, 2018 9:16 AM Author: spruce sick jap area 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. |
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Date: June 13th, 2018 1:44 PM Author: Lascivious sexy trust fund dilemma when are bros selling? Deal closes in 7 days (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238410) |
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Date: June 13th, 2018 1:47 PM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238434) |
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Date: June 13th, 2018 1:48 PM Author: motley mediation cruise ship 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) |
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Date: June 13th, 2018 1:49 PM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238453) |
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Date: June 13th, 2018 4:12 PM Author: Lascivious sexy trust fund dilemma 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) |
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Date: June 13th, 2018 4:17 PM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239545) |
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Date: June 13th, 2018 4:19 PM Author: Lascivious sexy trust fund dilemma cr. Will sell now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239556) |
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Date: June 13th, 2018 4:15 PM Author: honey-headed crusty stain trailer park 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) |
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Date: June 13th, 2018 4:19 PM Author: motley mediation cruise ship 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) |
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Date: June 13th, 2018 4:21 PM Author: Rambunctious Arrogant Station (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239578) |
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Date: June 13th, 2018 4:24 PM Author: motley mediation cruise ship 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) |