The most prestigious law school admissions discussion board in the world.
|
 |
 
|
If ur not buying TWX ur insane
| dashing crimson double fault macaca | 11/15/17 |
| dashing crimson double fault macaca | 11/16/17 |
| Spectacular library | 11/16/17 |
| dashing crimson double fault macaca | 11/16/17 |
| Self-absorbed Metal Theater Stage | 11/16/17 |
| Spectacular library | 11/16/17 |
| Self-absorbed Metal Theater Stage | 11/16/17 |
| free-loading nubile brunch | 11/16/17 |
| dashing crimson double fault macaca | 11/16/17 |
| Spectacular library | 11/16/17 |
| dashing crimson double fault macaca | 11/16/17 |
| dashing crimson double fault macaca | 11/17/17 |
| dashing crimson double fault macaca | 11/21/17 |
| dashing crimson double fault macaca | 11/21/17 |
| aqua stimulating stain | 11/21/17 |
| Odious opaque house faggotry | 11/21/17 |
| dashing crimson double fault macaca | 11/21/17 |
| Odious opaque house faggotry | 11/21/17 |
| dashing crimson double fault macaca | 11/21/17 |
| Drab Casino | 11/21/17 |
| thriller associate round eye | 11/24/17 |
| diverse locus mother | 11/21/17 |
| Odious opaque house faggotry | 11/21/17 |
| Shaky chrome telephone bawdyhouse | 11/21/17 |
| Shaky chrome telephone bawdyhouse | 11/21/17 |
| aqua stimulating stain | 11/21/17 |
| aggressive mood | 11/24/17 |
| dashing crimson double fault macaca | 11/21/17 |
| Nighttime Temple People Who Are Hurt | 11/21/17 |
| dashing crimson double fault macaca | 11/21/17 |
| Drab Casino | 11/21/17 |
| Self-absorbed Metal Theater Stage | 11/21/17 |
| diverse locus mother | 11/21/17 |
| dashing crimson double fault macaca | 11/21/17 |
| diverse locus mother | 11/21/17 |
| Frozen dysfunction | 11/21/17 |
| diverse locus mother | 11/21/17 |
| Frozen dysfunction | 11/21/17 |
| diverse locus mother | 11/21/17 |
| Frozen dysfunction | 11/24/17 |
| diverse locus mother | 11/27/17 |
| dashing crimson double fault macaca | 11/29/17 |
| Frozen dysfunction | 11/29/17 |
| dashing crimson double fault macaca | 11/29/17 |
| dashing crimson double fault macaca | 12/04/17 |
| diverse locus mother | 12/04/17 |
| dashing crimson double fault macaca | 12/04/17 |
| Self-absorbed Metal Theater Stage | 12/04/17 |
| dashing crimson double fault macaca | 02/01/18 |
| thriller associate round eye | 02/02/18 |
| dashing crimson double fault macaca | 02/02/18 |
| thriller associate round eye | 02/02/18 |
| dashing crimson double fault macaca | 02/02/18 |
| thriller associate round eye | 02/20/18 |
| Pink Out-of-control Messiness Cruise Ship | 02/20/18 |
| thriller associate round eye | 02/20/18 |
| Silver hairless son of senegal becky | 02/20/18 |
| dashing crimson double fault macaca | 02/20/18 |
| Silver hairless son of senegal becky | 02/20/18 |
| dashing crimson double fault macaca | 02/21/18 |
| Pink Out-of-control Messiness Cruise Ship | 02/21/18 |
| Silver hairless son of senegal becky | 06/12/18 |
| Pink Out-of-control Messiness Cruise Ship | 02/20/18 |
| Pink Out-of-control Messiness Cruise Ship | 02/21/18 |
| diverse locus mother | 02/21/18 |
| dashing crimson double fault macaca | 02/21/18 |
| diverse locus mother | 02/21/18 |
| dashing crimson double fault macaca | 03/15/18 |
| Pink Out-of-control Messiness Cruise Ship | 03/19/18 |
| Pink Out-of-control Messiness Cruise Ship | 03/19/18 |
| Carmine half-breed | 03/19/18 |
| Pink Out-of-control Messiness Cruise Ship | 03/19/18 |
| Self-absorbed Metal Theater Stage | 03/19/18 |
| dashing crimson double fault macaca | 03/19/18 |
| diverse locus mother | 03/19/18 |
| thriller associate round eye | 03/20/18 |
| dashing crimson double fault macaca | 03/20/18 |
| thriller associate round eye | 03/24/18 |
| maroon aromatic stage | 03/24/18 |
| Pink Out-of-control Messiness Cruise Ship | 03/23/18 |
| dashing crimson double fault macaca | 03/23/18 |
| Pink Out-of-control Messiness Cruise Ship | 03/23/18 |
| dashing crimson double fault macaca | 04/11/18 |
| dashing crimson double fault macaca | 04/11/18 |
| Pink Out-of-control Messiness Cruise Ship | 04/17/18 |
| Pink Out-of-control Messiness Cruise Ship | 04/26/18 |
| Pink Out-of-control Messiness Cruise Ship | 04/26/18 |
| dashing crimson double fault macaca | 04/26/18 |
| Pink Out-of-control Messiness Cruise Ship | 04/26/18 |
| dashing crimson double fault macaca | 04/26/18 |
| Pink Out-of-control Messiness Cruise Ship | 04/26/18 |
| dashing crimson double fault macaca | 04/26/18 |
| Pink Out-of-control Messiness Cruise Ship | 04/26/18 |
| dashing crimson double fault macaca | 04/26/18 |
| thriller associate round eye | 06/13/18 |
| Self-absorbed Metal Theater Stage | 04/26/18 |
| Pink Out-of-control Messiness Cruise Ship | 04/26/18 |
| Self-absorbed Metal Theater Stage | 04/26/18 |
| Silver hairless son of senegal becky | 05/09/18 |
| Drab Casino | 05/09/18 |
| swashbuckling circlehead yarmulke | 05/09/18 |
| Drab Casino | 06/04/18 |
| thriller associate round eye | 06/11/18 |
| Drab Casino | 06/12/18 |
| thriller associate round eye | 06/12/18 |
| comical deer antler step-uncle's house | 06/12/18 |
| nofapping death wish box office | 06/12/18 |
| Blue harsh ladyboy | 06/12/18 |
| dashing crimson double fault macaca | 06/12/18 |
| Silver hairless son of senegal becky | 06/12/18 |
| Adventurous lemon chad | 06/12/18 |
| Blue harsh ladyboy | 06/13/18 |
| thriller associate round eye | 06/13/18 |
| Pink Out-of-control Messiness Cruise Ship | 06/13/18 |
| dashing crimson double fault macaca | 06/13/18 |
| Pink Out-of-control Messiness Cruise Ship | 06/13/18 |
| thriller associate round eye | 06/13/18 |
| Pink Out-of-control Messiness Cruise Ship | 06/13/18 |
| thriller associate round eye | 06/13/18 |
| Silver hairless son of senegal becky | 06/13/18 |
| dashing crimson double fault macaca | 06/13/18 |
| Pink Out-of-control Messiness Cruise Ship | 06/13/18 |
| dashing crimson double fault macaca | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: dashing crimson double fault macaca 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: dashing crimson double fault macaca FRIENDLY REMINDER (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699879) |
 |
Date: November 16th, 2017 10:34 AM Author: Spectacular library 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: dashing crimson double fault macaca 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: Self-absorbed Metal Theater Stage 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: Spectacular library 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: Self-absorbed Metal Theater Stage 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: free-loading nubile brunch Thank (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699914) |
|
Date: November 16th, 2017 10:51 AM Author: dashing crimson double fault macaca 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: Spectacular library 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: dashing crimson double fault macaca 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: dashing crimson double fault macaca 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: dashing crimson double fault macaca 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: dashing crimson double fault macaca 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: aqua stimulating stain 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: Odious opaque house faggotry 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: dashing crimson double fault macaca 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: Odious opaque house faggotry 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: dashing crimson double fault macaca 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: Drab Casino In for $1000. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739107) |
|
Date: November 24th, 2017 6:54 AM Author: thriller associate round eye same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34760892) |
|
Date: November 21st, 2017 11:09 AM Author: diverse locus mother 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: Odious opaque house faggotry same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739158) |
|
Date: November 21st, 2017 11:22 AM Author: Shaky chrome telephone bawdyhouse 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: Shaky chrome telephone bawdyhouse 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: aqua stimulating stain 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: aggressive 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: dashing crimson double fault macaca 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: Nighttime Temple People Who Are Hurt 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: dashing crimson double fault macaca 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: Drab Casino 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: Self-absorbed Metal Theater Stage PREACH
XO should be handicapping the odds on this like masterd00ds |
|
Date: November 21st, 2017 1:05 PM Author: diverse locus mother 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: dashing crimson double fault macaca 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: diverse locus mother oh okay nice (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740131) |
|
Date: November 21st, 2017 1:09 PM Author: Frozen dysfunction 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: diverse locus mother did you sellcuck? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740028) |
|
Date: November 21st, 2017 1:21 PM Author: Frozen dysfunction 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: diverse locus mother 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: Frozen dysfunction (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34764731) |
|
Date: November 27th, 2017 1:37 PM Author: diverse locus mother welp (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34781898) |
|
Date: November 29th, 2017 3:46 PM Author: dashing crimson double fault macaca 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: Frozen dysfunction 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: dashing crimson double fault macaca 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: dashing crimson double fault macaca 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: diverse locus mother 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: dashing crimson double fault macaca 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: Self-absorbed Metal Theater Stage 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: dashing crimson double fault macaca 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: thriller associate round eye 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: dashing crimson double fault macaca 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: thriller associate round eye 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: dashing crimson double fault macaca 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: thriller associate round eye 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443387) |
|
Date: February 20th, 2018 10:48 AM Author: thriller associate round eye (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444218) |
|
Date: February 20th, 2018 8:57 AM Author: Silver hairless son of senegal becky 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: dashing crimson double fault macaca 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: Silver hairless son of senegal becky What happens now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35446560) |
|
Date: February 21st, 2018 2:22 PM Author: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453361) |
|
Date: June 12th, 2018 9:41 PM Author: Silver hairless son of senegal becky 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444299) |
|
Date: February 21st, 2018 2:06 PM Author: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453210) |
|
Date: February 21st, 2018 2:22 PM Author: diverse locus mother 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: dashing crimson double fault macaca 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: diverse locus mother unnnnghhhhhhhh (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453357) |
|
Date: March 15th, 2018 2:05 PM Author: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35636677) |
|
Date: March 19th, 2018 10:59 AM Author: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637104) |
|
Date: March 19th, 2018 11:02 AM Author: Carmine half-breed 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637119) |
|
Date: March 19th, 2018 11:04 AM Author: Self-absorbed Metal Theater Stage 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: dashing crimson double fault macaca 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: diverse locus mother 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: thriller associate round eye when moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644755) |
|
Date: March 20th, 2018 11:52 AM Author: dashing crimson double fault macaca 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: thriller associate round eye ty (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677308) |
|
Date: March 24th, 2018 12:35 PM Author: maroon aromatic stage Civ #?
Ty for the info. |
|
Date: March 23rd, 2018 9:23 AM Author: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668718) |
|
Date: March 23rd, 2018 9:33 AM Author: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668770) |
|
Date: April 11th, 2018 10:22 AM Author: dashing crimson double fault macaca 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: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35857361) |
|
Date: April 26th, 2018 7:33 AM Author: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923066) |
|
Date: April 26th, 2018 8:46 AM Author: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923224) |
|
Date: April 26th, 2018 8:48 AM Author: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923241) |
|
Date: April 26th, 2018 8:52 AM Author: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923277) |
|
Date: April 26th, 2018 9:12 AM Author: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923349) |
|
Date: April 26th, 2018 9:42 AM Author: dashing crimson double fault macaca 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: thriller associate round eye 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: Self-absorbed Metal Theater Stage 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924117) |
|
Date: April 26th, 2018 11:34 AM Author: Self-absorbed Metal Theater Stage 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: Silver hairless son of senegal becky 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: Drab Casino :( (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014997) |
|
Date: May 9th, 2018 12:02 PM Author: swashbuckling circlehead yarmulke 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: Drab Casino 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: thriller associate round eye Ruling this week! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36221862) |
|
Date: June 12th, 2018 4:51 PM Author: Drab Casino We maed it. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232560) |
|
Date: June 12th, 2018 4:52 PM Author: thriller associate round eye YES WE CAN (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232566) |
|
Date: June 12th, 2018 4:54 PM Author: comical deer antler step-uncle's house 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: nofapping death wish box office 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: Blue harsh ladyboy 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: dashing crimson double fault macaca 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: Silver hairless son of senegal becky 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: Adventurous lemon chad 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: Blue harsh ladyboy 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: thriller associate round eye 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238434) |
|
Date: June 13th, 2018 1:48 PM Author: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238453) |
|
Date: June 13th, 2018 4:12 PM Author: thriller associate round eye 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239545) |
|
Date: June 13th, 2018 4:19 PM Author: thriller associate round eye 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: Silver hairless son of senegal becky 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: dashing crimson double fault macaca 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: Pink Out-of-control Messiness Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239578) |
|
Date: June 13th, 2018 4:24 PM Author: dashing crimson double fault macaca 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) |