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If ur not buying TWX ur insane
| marvelous sneaky criminal center | 11/15/17 |
| marvelous sneaky criminal center | 11/16/17 |
| Fragrant filthpig | 11/16/17 |
| marvelous sneaky criminal center | 11/16/17 |
| 180 hyperactive party of the first part | 11/16/17 |
| Fragrant filthpig | 11/16/17 |
| 180 hyperactive party of the first part | 11/16/17 |
| Jet-lagged comical library | 11/16/17 |
| marvelous sneaky criminal center | 11/16/17 |
| Fragrant filthpig | 11/16/17 |
| marvelous sneaky criminal center | 11/16/17 |
| marvelous sneaky criminal center | 11/17/17 |
| marvelous sneaky criminal center | 11/21/17 |
| marvelous sneaky criminal center | 11/21/17 |
| Beady-eyed station | 11/21/17 |
| mentally impaired curious ceo feces | 11/21/17 |
| marvelous sneaky criminal center | 11/21/17 |
| mentally impaired curious ceo feces | 11/21/17 |
| marvelous sneaky criminal center | 11/21/17 |
| haunting provocative stag film prole | 11/21/17 |
| Irradiated weed whacker | 11/24/17 |
| Violent milk | 11/21/17 |
| mentally impaired curious ceo feces | 11/21/17 |
| Spectacular Spot | 11/21/17 |
| Spectacular Spot | 11/21/17 |
| Beady-eyed station | 11/21/17 |
| Burgundy locale personal credit line | 11/24/17 |
| marvelous sneaky criminal center | 11/21/17 |
| Stirring home dysfunction | 11/21/17 |
| marvelous sneaky criminal center | 11/21/17 |
| haunting provocative stag film prole | 11/21/17 |
| 180 hyperactive party of the first part | 11/21/17 |
| Violent milk | 11/21/17 |
| marvelous sneaky criminal center | 11/21/17 |
| Violent milk | 11/21/17 |
| spruce foreskin | 11/21/17 |
| Violent milk | 11/21/17 |
| spruce foreskin | 11/21/17 |
| Violent milk | 11/21/17 |
| spruce foreskin | 11/24/17 |
| Violent milk | 11/27/17 |
| marvelous sneaky criminal center | 11/29/17 |
| spruce foreskin | 11/29/17 |
| marvelous sneaky criminal center | 11/29/17 |
| marvelous sneaky criminal center | 12/04/17 |
| Violent milk | 12/04/17 |
| marvelous sneaky criminal center | 12/04/17 |
| 180 hyperactive party of the first part | 12/04/17 |
| marvelous sneaky criminal center | 02/01/18 |
| Irradiated weed whacker | 02/02/18 |
| marvelous sneaky criminal center | 02/02/18 |
| Irradiated weed whacker | 02/02/18 |
| marvelous sneaky criminal center | 02/02/18 |
| Irradiated weed whacker | 02/20/18 |
| Lascivious vermilion market corn cake | 02/20/18 |
| Irradiated weed whacker | 02/20/18 |
| Harsh Nursing Home Love Of Her Life | 02/20/18 |
| marvelous sneaky criminal center | 02/20/18 |
| Harsh Nursing Home Love Of Her Life | 02/20/18 |
| marvelous sneaky criminal center | 02/21/18 |
| Lascivious vermilion market corn cake | 02/21/18 |
| Harsh Nursing Home Love Of Her Life | 06/12/18 |
| Lascivious vermilion market corn cake | 02/20/18 |
| Lascivious vermilion market corn cake | 02/21/18 |
| Violent milk | 02/21/18 |
| marvelous sneaky criminal center | 02/21/18 |
| Violent milk | 02/21/18 |
| marvelous sneaky criminal center | 03/15/18 |
| Lascivious vermilion market corn cake | 03/19/18 |
| Lascivious vermilion market corn cake | 03/19/18 |
| chartreuse razzle-dazzle site electric furnace | 03/19/18 |
| Lascivious vermilion market corn cake | 03/19/18 |
| 180 hyperactive party of the first part | 03/19/18 |
| marvelous sneaky criminal center | 03/19/18 |
| Violent milk | 03/19/18 |
| Irradiated weed whacker | 03/20/18 |
| marvelous sneaky criminal center | 03/20/18 |
| Irradiated weed whacker | 03/24/18 |
| Bull Headed Mischievous Hell | 03/24/18 |
| Lascivious vermilion market corn cake | 03/23/18 |
| marvelous sneaky criminal center | 03/23/18 |
| Lascivious vermilion market corn cake | 03/23/18 |
| marvelous sneaky criminal center | 04/11/18 |
| marvelous sneaky criminal center | 04/11/18 |
| Lascivious vermilion market corn cake | 04/17/18 |
| Lascivious vermilion market corn cake | 04/26/18 |
| Lascivious vermilion market corn cake | 04/26/18 |
| marvelous sneaky criminal center | 04/26/18 |
| Lascivious vermilion market corn cake | 04/26/18 |
| marvelous sneaky criminal center | 04/26/18 |
| Lascivious vermilion market corn cake | 04/26/18 |
| marvelous sneaky criminal center | 04/26/18 |
| Lascivious vermilion market corn cake | 04/26/18 |
| marvelous sneaky criminal center | 04/26/18 |
| Irradiated weed whacker | 06/13/18 |
| 180 hyperactive party of the first part | 04/26/18 |
| Lascivious vermilion market corn cake | 04/26/18 |
| 180 hyperactive party of the first part | 04/26/18 |
| Harsh Nursing Home Love Of Her Life | 05/09/18 |
| haunting provocative stag film prole | 05/09/18 |
| Rambunctious crimson giraffe kitchen | 05/09/18 |
| haunting provocative stag film prole | 06/04/18 |
| Irradiated weed whacker | 06/11/18 |
| haunting provocative stag film prole | 06/12/18 |
| Irradiated weed whacker | 06/12/18 |
| at-the-ready pit friendly grandma | 06/12/18 |
| Rusted sexy half-breed tanning salon | 06/12/18 |
| Yapping aphrodisiac internal respiration | 06/12/18 |
| marvelous sneaky criminal center | 06/12/18 |
| Harsh Nursing Home Love Of Her Life | 06/12/18 |
| Sepia parlor doctorate | 06/12/18 |
| Yapping aphrodisiac internal respiration | 06/13/18 |
| Irradiated weed whacker | 06/13/18 |
| Lascivious vermilion market corn cake | 06/13/18 |
| marvelous sneaky criminal center | 06/13/18 |
| Lascivious vermilion market corn cake | 06/13/18 |
| Irradiated weed whacker | 06/13/18 |
| Lascivious vermilion market corn cake | 06/13/18 |
| Irradiated weed whacker | 06/13/18 |
| Harsh Nursing Home Love Of Her Life | 06/13/18 |
| marvelous sneaky criminal center | 06/13/18 |
| Lascivious vermilion market corn cake | 06/13/18 |
| marvelous sneaky criminal center | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: marvelous sneaky criminal center 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: marvelous sneaky criminal center 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: Fragrant filthpig 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: marvelous sneaky criminal center 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: 180 hyperactive party of the first part 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: Fragrant filthpig 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: 180 hyperactive party of the first part 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: Jet-lagged comical library 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: marvelous sneaky criminal center 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: Fragrant filthpig 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: marvelous sneaky criminal center 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: marvelous sneaky criminal center 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: marvelous sneaky criminal center 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: marvelous sneaky criminal center 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: Beady-eyed station 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: mentally impaired curious ceo feces 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: marvelous sneaky criminal center 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: mentally impaired curious ceo feces 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: marvelous sneaky criminal center 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: haunting provocative stag film prole 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: Irradiated weed whacker 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: Violent milk 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: mentally impaired curious ceo feces 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: Spectacular Spot 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: Spectacular Spot 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: Beady-eyed station 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: Burgundy locale personal credit line 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: marvelous sneaky criminal center 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: Stirring home dysfunction 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: marvelous sneaky criminal center 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: haunting provocative stag film prole 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: 180 hyperactive party of the first part PREACH
XO should be handicapping the odds on this like masterd00ds |
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Date: November 21st, 2017 1:05 PM Author: Violent milk 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: marvelous sneaky criminal center 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: Violent milk 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: spruce foreskin 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: Violent milk 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: spruce foreskin 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: Violent milk 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: spruce foreskin (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: Violent milk 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: marvelous sneaky criminal center 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: spruce foreskin 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: marvelous sneaky criminal center 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: marvelous sneaky criminal center 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: Violent milk 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: marvelous sneaky criminal center 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: 180 hyperactive party of the first part 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: marvelous sneaky criminal center 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: Irradiated weed whacker 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: marvelous sneaky criminal center 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: Irradiated weed whacker 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: marvelous sneaky criminal center 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: Irradiated weed whacker 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: Lascivious vermilion market corn cake (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: Irradiated weed whacker (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: Harsh Nursing Home Love Of Her Life 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: marvelous sneaky criminal center 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: Harsh Nursing Home Love Of Her Life 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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: Harsh Nursing Home Love Of Her Life 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: Lascivious vermilion market corn cake (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: Lascivious vermilion market corn cake (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: Violent milk 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: marvelous sneaky criminal center 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: Violent milk 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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: Lascivious vermilion market corn cake (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: chartreuse razzle-dazzle site electric furnace 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: Lascivious vermilion market corn cake (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: 180 hyperactive party of the first part 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: marvelous sneaky criminal center 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: Violent milk 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: Irradiated weed whacker 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: marvelous sneaky criminal center 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: Irradiated weed whacker 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: Bull Headed Mischievous Hell Civ #?
Ty for the info. |
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Date: March 23rd, 2018 9:23 AM Author: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: Lascivious vermilion market corn cake (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: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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: Irradiated weed whacker 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: 180 hyperactive party of the first part 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: Lascivious vermilion market corn cake (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: 180 hyperactive party of the first part 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: Harsh Nursing Home Love Of Her Life 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: haunting provocative stag film prole :( (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: Rambunctious crimson giraffe kitchen 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: haunting provocative stag film prole 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: Irradiated weed whacker 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: haunting provocative stag film prole 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: Irradiated weed whacker 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: at-the-ready pit friendly grandma 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: Rusted sexy half-breed tanning salon 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: Yapping aphrodisiac internal respiration 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: marvelous sneaky criminal center 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: Harsh Nursing Home Love Of Her Life 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: Sepia parlor doctorate 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: Yapping aphrodisiac internal respiration 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: Irradiated weed whacker 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: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: Irradiated weed whacker 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: Lascivious vermilion market corn cake (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: Irradiated weed whacker 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: Harsh Nursing Home Love Of Her Life 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: marvelous sneaky criminal center 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: Lascivious vermilion market corn cake (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: marvelous sneaky criminal center 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) |