\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

If ur not buying TWX ur insane

The Time Warner/AT&T merger will go through despite the ...
aromatic ultramarine striped hyena stead
  11/15/17
FRIENDLY REMINDER
aromatic ultramarine striped hyena stead
  11/16/17
this is still a good buy?
jet-lagged amber kitty cat
  11/16/17
Deal spread is $15 based on the current price of T (stock po...
aromatic ultramarine striped hyena stead
  11/16/17
It's a hell of a spread and you would be getting T at a GREA...
light school pozpig
  11/16/17
do you ENDORSE this buy?
jet-lagged amber kitty cat
  11/16/17
I'm not the best at arbitrage operations - but I think this ...
light school pozpig
  11/16/17
Thank
copper round eye
  11/16/17
u fuckin fagets are missin out
aromatic ultramarine striped hyena stead
  11/16/17
I bought 10 shares of TWX. We will see what unfolds
jet-lagged amber kitty cat
  11/16/17
DOJ will likely sue to block the deal. TWX might spike down ...
aromatic ultramarine striped hyena stead
  11/16/17
Spread a little narrower! Let's hope AT&T settles with t...
aromatic ultramarine striped hyena stead
  11/17/17
Lawsuit is officially out. Looks like a weak complaint by th...
aromatic ultramarine striped hyena stead
  11/21/17
Judge is a GWB appointee! Wave it in boys!
aromatic ultramarine striped hyena stead
  11/21/17
How can I buy stocks on coinbase
Self-centered jew set
  11/21/17
didn't even go down with yesterday's news
Rebellious gay patrolman
  11/21/17
It was well expected the DOJ would sue to block, and without...
aromatic ultramarine striped hyena stead
  11/21/17
is it too late to buy?
Rebellious gay patrolman
  11/21/17
If the deal gets approved there's still over $13 upside from...
aromatic ultramarine striped hyena stead
  11/21/17
In for $1000.
glittery boiling water partner
  11/21/17
same
idiotic lay pocket flask
  11/24/17
in for 3 grand. Not going to get Smuckers'd again by ignorin...
At-the-ready Party Of The First Part Genital Piercing
  11/21/17
same
Rebellious gay patrolman
  11/21/17
Same reasoning, same amount.
Outnumbered garnet factory reset button
  11/21/17
Ok, I dropped a couple grand in there. We'll see what unfold...
Outnumbered garnet factory reset button
  11/21/17
What does exeunt say
Self-centered jew set
  11/21/17
Buy index funds
Disgusting appetizing reading party nibblets
  11/24/17
Note there are two risks here: -The main risk is the judg...
aromatic ultramarine striped hyena stead
  11/21/17
my family has a FUCKTON of twx. I hope you guys are right.
Vivacious regret
  11/21/17
btw this position should be a lawyer's wet dream, so any law...
aromatic ultramarine striped hyena stead
  11/21/17
Antitrust is voodoo magic.
glittery boiling water partner
  11/21/17
PREACH XO should be handicapping the odds on this like ma...
light school pozpig
  11/21/17
CNBC just said they changed the judge
At-the-ready Party Of The First Part Genital Piercing
  11/21/17
They did, from an Obama appointee (who had to recuse himself...
aromatic ultramarine striped hyena stead
  11/21/17
oh okay nice
At-the-ready Party Of The First Part Genital Piercing
  11/21/17
copped $3,000 for fun. my condolences to all of you.
Violet Unholy Trailer Park Circlehead
  11/21/17
did you sellcuck?
At-the-ready Party Of The First Part Genital Piercing
  11/21/17
no but i am investing cancer every time I pick stocks. last...
Violet Unholy Trailer Park Circlehead
  11/21/17
oh gotcha, 180. we can all move into a communal poorhouse
At-the-ready Party Of The First Part Genital Piercing
  11/21/17
...
Violet Unholy Trailer Park Circlehead
  11/24/17
welp
At-the-ready Party Of The First Part Genital Piercing
  11/27/17
What's the problem brother
aromatic ultramarine striped hyena stead
  11/29/17
did I destroy it? maybe I should buy some crypto and kill t...
Violet Unholy Trailer Park Circlehead
  11/29/17
No it's making new highs!
aromatic ultramarine striped hyena stead
  11/29/17
Probably not a terrible spot to make a sale, but the arb spr...
aromatic ultramarine striped hyena stead
  12/04/17
I've only made fifty bucks I can't sellcuck yet!
At-the-ready Party Of The First Part Genital Piercing
  12/04/17
Then hold tight brother. This is more of a "tactical tr...
aromatic ultramarine striped hyena stead
  12/04/17
If you hold through the transaction the T shares you get hav...
light school pozpig
  12/04/17
Are all u TWX holders LOVING LIFE atm?
aromatic ultramarine striped hyena stead
  02/01/18
thank you for your good service
idiotic lay pocket flask
  02/02/18
noTWXers crying, losing hoap
aromatic ultramarine striped hyena stead
  02/02/18
long term hold for you? or will you flip after the likely me...
idiotic lay pocket flask
  02/02/18
This should close very quickly following approval, so you'll...
aromatic ultramarine striped hyena stead
  02/02/18
dem hedge funds are scooping up TWX stock per xo advice: ...
idiotic lay pocket flask
  02/20/18
...
thriller philosopher-king
  02/20/18
...
idiotic lay pocket flask
  02/20/18
Just bought 120 shares @ 95. You guys better not be fucking ...
sable library sound barrier
  02/20/18
I liked it better sub-90 but the thesis is still there - wou...
aromatic ultramarine striped hyena stead
  02/20/18
What happens now
sable library sound barrier
  02/20/18
idk, Makan seems intent on fighting to the bitter end, but i...
aromatic ultramarine striped hyena stead
  02/21/18
...
thriller philosopher-king
  02/21/18
I HELD I LOVE YOU
sable library sound barrier
  06/12/18
...
thriller philosopher-king
  02/20/18
...
thriller philosopher-king
  02/21/18
is it up big or down
At-the-ready Party Of The First Part Genital Piercing
  02/21/18
Up 50 bps. Still a $11 spread.
aromatic ultramarine striped hyena stead
  02/21/18
unnnnghhhhhhhh
At-the-ready Party Of The First Part Genital Piercing
  02/21/18
The DOJ's case is shit and everyone knows it. Now the trial ...
aromatic ultramarine striped hyena stead
  03/15/18
...
thriller philosopher-king
  03/19/18
...
thriller philosopher-king
  03/19/18
really shitty call so far, S&P is up 10% since OP. Basic...
coral shrine
  03/19/18
...
thriller philosopher-king
  03/19/18
Arbs like this are market isolated
light school pozpig
  03/19/18
lol jfc 10% is a GREAT return in 4 months,and there's sti...
aromatic ultramarine striped hyena stead
  03/19/18
great call actually and it's going to the moon
At-the-ready Party Of The First Part Genital Piercing
  03/19/18
when moon
idiotic lay pocket flask
  03/20/18
Judge Leon gave the trial a 6-8 week timetable. Possible the...
aromatic ultramarine striped hyena stead
  03/20/18
ty
idiotic lay pocket flask
  03/24/18
Civ #? Ty for the info.
trip carnelian chapel
  03/24/18
...
thriller philosopher-king
  03/23/18
DOJ is getting GAPED in litigation right now. Like, benzo-ti...
aromatic ultramarine striped hyena stead
  03/23/18
...
thriller philosopher-king
  03/23/18
The DOJ's KEY WITNESS, one Carl "Faggot" Shapiro, ...
aromatic ultramarine striped hyena stead
  04/11/18
Btw the main headwind to this trade lately has been T stayin...
aromatic ultramarine striped hyena stead
  04/11/18
...
thriller philosopher-king
  04/17/18
...
thriller philosopher-king
  04/26/18
...
thriller philosopher-king
  04/26/18
Problem is T is getting clobbered on earnings today (risk ou...
aromatic ultramarine striped hyena stead
  04/26/18
...
thriller philosopher-king
  04/26/18
Yes, no idea whether they'll try to squeeze T for more thoug...
aromatic ultramarine striped hyena stead
  04/26/18
...
thriller philosopher-king
  04/26/18
The trial should be done by early next week, and from there ...
aromatic ultramarine striped hyena stead
  04/26/18
...
thriller philosopher-king
  04/26/18
Depends on your pain tolerance. At this point if the deal br...
aromatic ultramarine striped hyena stead
  04/26/18
When are you selling your TWX stock bro?
idiotic lay pocket flask
  06/13/18
I'm tempted to get long some AT&T here - Anyone know if ...
light school pozpig
  04/26/18
...
thriller philosopher-king
  04/26/18
ok very interesting - I think the DoJ does not have a case h...
light school pozpig
  04/26/18
Fuck twx is at 91 today
sable library sound barrier
  05/09/18
:(
glittery boiling water partner
  05/09/18
Is this also the nxpi merger arb masterman?
Floppy Wine Trump Supporter Pit
  05/09/18
Hovenkamp says TWX bros are fukt. https://www.bizjournals...
glittery boiling water partner
  06/04/18
Ruling this week!
idiotic lay pocket flask
  06/11/18
We maed it.
glittery boiling water partner
  06/12/18
YES WE CAN
idiotic lay pocket flask
  06/12/18
14% return from time op created this thread based on after h...
hideous arousing field rigor
  06/12/18
14% since 2016? doesn't seem worth tying up investmnet dolla...
Cracking fluffy nursing home
  06/12/18
That would require risk, which is why xo didn't invest becau...
Canary Laughsome Degenerate Filthpig
  06/12/18
lmao Makan u faggot
aromatic ultramarine striped hyena stead
  06/12/18
how likely is it that TWX trades above 102 in the next coupl...
sable library sound barrier
  06/12/18
Anyone know when the next ex dividend date for $T is? Solidl...
heady overrated faggot firefighter
  06/12/18
http://www.dividend.com/dividend-stocks/technology/telecom-s...
Canary Laughsome Degenerate Filthpig
  06/13/18
when are bros selling? Deal closes in 7 days
idiotic lay pocket flask
  06/13/18
...
thriller philosopher-king
  06/13/18
Depends what your view on T is. Probably going to be selling...
aromatic ultramarine striped hyena stead
  06/13/18
...
thriller philosopher-king
  06/13/18
I'd like to take my profits and run very soon. But don't kno...
idiotic lay pocket flask
  06/13/18
...
thriller philosopher-king
  06/13/18
cr. Will sell now
idiotic lay pocket flask
  06/13/18
I sold June 22 100 calls on my shares. No way the deal close...
sable library sound barrier
  06/13/18
The gross spread here is $2, which implies a close of ~$99.9...
aromatic ultramarine striped hyena stead
  06/13/18
...
thriller philosopher-king
  06/13/18
T getting crushed obviously did not help. But not totally un...
aromatic ultramarine striped hyena stead
  06/13/18


Poast new message in this thread



Reply Favorite

Date: November 15th, 2017 3:04 PM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 16th, 2017 10:34 AM
Author: aromatic ultramarine striped hyena stead

FRIENDLY REMINDER

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699879)



Reply Favorite

Date: November 16th, 2017 10:34 AM
Author: jet-lagged amber kitty cat

this is still a good buy?

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699884)



Reply Favorite

Date: November 16th, 2017 10:36 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 16th, 2017 10:34 AM
Author: light school pozpig

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)



Reply Favorite

Date: November 16th, 2017 10:35 AM
Author: jet-lagged amber kitty cat

do you ENDORSE this buy?

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699892)



Reply Favorite

Date: November 16th, 2017 10:36 AM
Author: light school pozpig

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

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699903)



Reply Favorite

Date: November 16th, 2017 10:38 AM
Author: copper round eye

Thank

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699914)



Reply Favorite

Date: November 16th, 2017 10:51 AM
Author: aromatic ultramarine striped hyena stead

u fuckin fagets are missin out

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700013)



Reply Favorite

Date: November 16th, 2017 10:51 AM
Author: jet-lagged amber kitty cat

I bought 10 shares of TWX. We will see what unfolds

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700015)



Reply Favorite

Date: November 16th, 2017 10:55 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 17th, 2017 1:07 PM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 21st, 2017 10:59 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 21st, 2017 11:01 AM
Author: aromatic ultramarine striped hyena stead

Judge is a GWB appointee! Wave it in boys!

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739091)



Reply Favorite

Date: November 21st, 2017 11:02 AM
Author: Self-centered jew set

How can I buy stocks on coinbase

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739095)



Reply Favorite

Date: November 21st, 2017 11:03 AM
Author: Rebellious gay patrolman

didn't even go down with yesterday's news

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739105)



Reply Favorite

Date: November 21st, 2017 11:06 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 21st, 2017 11:09 AM
Author: Rebellious gay patrolman

is it too late to buy?

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739127)



Reply Favorite

Date: November 21st, 2017 11:11 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 21st, 2017 11:03 AM
Author: glittery boiling water partner

In for $1000.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739107)



Reply Favorite

Date: November 24th, 2017 6:54 AM
Author: idiotic lay pocket flask

same

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34760892)



Reply Favorite

Date: November 21st, 2017 11:09 AM
Author: At-the-ready Party Of The First Part Genital Piercing

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)



Reply Favorite

Date: November 21st, 2017 11:12 AM
Author: Rebellious gay patrolman

same

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739158)



Reply Favorite

Date: November 21st, 2017 11:22 AM
Author: Outnumbered garnet factory reset button

Same reasoning, same amount.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739240)



Reply Favorite

Date: November 21st, 2017 11:18 AM
Author: Outnumbered garnet factory reset button

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)



Reply Favorite

Date: November 21st, 2017 11:21 AM
Author: Self-centered jew set

What does exeunt say

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739227)



Reply Favorite

Date: November 24th, 2017 8:52 AM
Author: Disgusting appetizing reading party nibblets

Buy index funds

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34761064)



Reply Favorite

Date: November 21st, 2017 11:26 AM
Author: aromatic ultramarine striped hyena stead

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.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739265)



Reply Favorite

Date: November 21st, 2017 11:27 AM
Author: Vivacious regret

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)



Reply Favorite

Date: November 21st, 2017 11:56 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 21st, 2017 12:00 PM
Author: glittery boiling water partner

Antitrust is voodoo magic.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739539)



Reply Favorite

Date: November 21st, 2017 8:46 PM
Author: light school pozpig

PREACH

XO should be handicapping the odds on this like masterd00ds

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34744304)



Reply Favorite

Date: November 21st, 2017 1:05 PM
Author: At-the-ready Party Of The First Part Genital Piercing

CNBC just said they changed the judge

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739990)



Reply Favorite

Date: November 21st, 2017 1:20 PM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: November 21st, 2017 1:21 PM
Author: At-the-ready Party Of The First Part Genital Piercing

oh okay nice

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740131)



Reply Favorite

Date: November 21st, 2017 1:09 PM
Author: Violet Unholy Trailer Park Circlehead

copped $3,000 for fun. my condolences to all of you.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740015)



Reply Favorite

Date: November 21st, 2017 1:10 PM
Author: At-the-ready Party Of The First Part Genital Piercing

did you sellcuck?

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740028)



Reply Favorite

Date: November 21st, 2017 1:21 PM
Author: Violet Unholy Trailer Park Circlehead

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)



Reply Favorite

Date: November 21st, 2017 1:22 PM
Author: At-the-ready Party Of The First Part Genital Piercing

oh gotcha, 180. we can all move into a communal poorhouse

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740146)



Reply Favorite

Date: November 24th, 2017 8:46 PM
Author: Violet Unholy Trailer Park Circlehead



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34764731)



Reply Favorite

Date: November 27th, 2017 1:37 PM
Author: At-the-ready Party Of The First Part Genital Piercing

welp

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34781898)



Reply Favorite

Date: November 29th, 2017 3:46 PM
Author: aromatic ultramarine striped hyena stead

What's the problem brother

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799548)



Reply Favorite

Date: November 29th, 2017 3:46 PM
Author: Violet Unholy Trailer Park Circlehead

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)



Reply Favorite

Date: November 29th, 2017 3:56 PM
Author: aromatic ultramarine striped hyena stead

No it's making new highs!

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799627)



Reply Favorite

Date: December 4th, 2017 10:00 AM
Author: aromatic ultramarine striped hyena stead

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).



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835068)



Reply Favorite

Date: December 4th, 2017 10:02 AM
Author: At-the-ready Party Of The First Part Genital Piercing

I've only made fifty bucks I can't sellcuck yet!

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835076)



Reply Favorite

Date: December 4th, 2017 10:03 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: December 4th, 2017 10:06 AM
Author: light school pozpig

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)



Reply Favorite

Date: February 1st, 2018 9:31 AM
Author: aromatic ultramarine striped hyena stead

Are all u TWX holders LOVING LIFE atm?

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35294682)



Reply Favorite

Date: February 2nd, 2018 12:01 PM
Author: idiotic lay pocket flask

thank you for your good service

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304774)



Reply Favorite

Date: February 2nd, 2018 11:40 AM
Author: aromatic ultramarine striped hyena stead

noTWXers crying, losing hoap

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304591)



Reply Favorite

Date: February 2nd, 2018 12:01 PM
Author: idiotic lay pocket flask

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)



Reply Favorite

Date: February 2nd, 2018 3:35 PM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: February 20th, 2018 5:47 AM
Author: idiotic lay pocket flask

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

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443345)



Reply Favorite

Date: February 20th, 2018 6:09 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443387)



Reply Favorite

Date: February 20th, 2018 10:48 AM
Author: idiotic lay pocket flask



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444218)



Reply Favorite

Date: February 20th, 2018 8:57 AM
Author: sable library sound barrier

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)



Reply Favorite

Date: February 20th, 2018 9:02 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: February 20th, 2018 4:08 PM
Author: sable library sound barrier

What happens now

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35446560)



Reply Favorite

Date: February 21st, 2018 2:22 PM
Author: aromatic ultramarine striped hyena stead

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.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453348)



Reply Favorite

Date: February 21st, 2018 2:24 PM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453361)



Reply Favorite

Date: June 12th, 2018 9:41 PM
Author: sable library sound barrier

I HELD I LOVE YOU

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234482)



Reply Favorite

Date: February 20th, 2018 10:58 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444299)



Reply Favorite

Date: February 21st, 2018 2:06 PM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453210)



Reply Favorite

Date: February 21st, 2018 2:22 PM
Author: At-the-ready Party Of The First Part Genital Piercing

is it up big or down

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453351)



Reply Favorite

Date: February 21st, 2018 2:23 PM
Author: aromatic ultramarine striped hyena stead

Up 50 bps. Still a $11 spread.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453353)



Reply Favorite

Date: February 21st, 2018 2:23 PM
Author: At-the-ready Party Of The First Part Genital Piercing

unnnnghhhhhhhh

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453357)



Reply Favorite

Date: March 15th, 2018 2:05 PM
Author: aromatic ultramarine striped hyena stead

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

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35611951)



Reply Favorite

Date: March 19th, 2018 9:49 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35636677)



Reply Favorite

Date: March 19th, 2018 10:59 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637104)



Reply Favorite

Date: March 19th, 2018 11:02 AM
Author: coral shrine

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.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637110)



Reply Favorite

Date: March 19th, 2018 11:03 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637119)



Reply Favorite

Date: March 19th, 2018 11:04 AM
Author: light school pozpig

Arbs like this are market isolated

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637123)



Reply Favorite

Date: March 19th, 2018 11:05 AM
Author: aromatic ultramarine striped hyena stead

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.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637129)



Reply Favorite

Date: March 19th, 2018 11:07 AM
Author: At-the-ready Party Of The First Part Genital Piercing

great call actually and it's going to the moon

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637134)



Reply Favorite

Date: March 20th, 2018 11:35 AM
Author: idiotic lay pocket flask

when moon

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644755)



Reply Favorite

Date: March 20th, 2018 11:52 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: March 24th, 2018 12:31 PM
Author: idiotic lay pocket flask

ty

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677308)



Reply Favorite

Date: March 24th, 2018 12:35 PM
Author: trip carnelian chapel

Civ #?

Ty for the info.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677331)



Reply Favorite

Date: March 23rd, 2018 9:23 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668718)



Reply Favorite

Date: March 23rd, 2018 9:33 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: March 23rd, 2018 9:35 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668770)



Reply Favorite

Date: April 11th, 2018 10:22 AM
Author: aromatic ultramarine striped hyena stead

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!

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35815077)



Reply Favorite

Date: April 11th, 2018 10:30 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: April 17th, 2018 5:38 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35857361)



Reply Favorite

Date: April 26th, 2018 7:33 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923066)



Reply Favorite

Date: April 26th, 2018 8:46 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923224)



Reply Favorite

Date: April 26th, 2018 8:48 AM
Author: aromatic ultramarine striped hyena stead

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



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923235)



Reply Favorite

Date: April 26th, 2018 8:50 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923241)



Reply Favorite

Date: April 26th, 2018 8:52 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: April 26th, 2018 8:57 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923277)



Reply Favorite

Date: April 26th, 2018 9:12 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: April 26th, 2018 9:16 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923349)



Reply Favorite

Date: April 26th, 2018 9:42 AM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: June 13th, 2018 1:46 PM
Author: idiotic lay pocket flask

When are you selling your TWX stock bro?

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238426)



Reply Favorite

Date: April 26th, 2018 11:29 AM
Author: light school pozpig

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)



Reply Favorite

Date: April 26th, 2018 11:31 AM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924117)



Reply Favorite

Date: April 26th, 2018 11:34 AM
Author: light school pozpig

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

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924134)



Reply Favorite

Date: May 9th, 2018 11:58 AM
Author: sable library sound barrier

Fuck twx is at 91 today

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014864)



Reply Favorite

Date: May 9th, 2018 12:16 PM
Author: glittery boiling water partner

:(

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014997)



Reply Favorite

Date: May 9th, 2018 12:02 PM
Author: Floppy Wine Trump Supporter Pit

Is this also the nxpi merger arb masterman?

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014897)



Reply Favorite

Date: June 4th, 2018 3:30 PM
Author: glittery boiling water partner

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

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36182275)



Reply Favorite

Date: June 11th, 2018 2:57 AM
Author: idiotic lay pocket flask

Ruling this week!

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36221862)



Reply Favorite

Date: June 12th, 2018 4:51 PM
Author: glittery boiling water partner

We maed it.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232560)



Reply Favorite

Date: June 12th, 2018 4:52 PM
Author: idiotic lay pocket flask

YES WE CAN

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232566)



Reply Favorite

Date: June 12th, 2018 4:54 PM
Author: hideous arousing field rigor

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)



Reply Favorite

Date: June 12th, 2018 9:48 PM
Author: Cracking fluffy nursing home

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)



Reply Favorite

Date: June 12th, 2018 4:54 PM
Author: Canary Laughsome Degenerate Filthpig

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)



Reply Favorite

Date: June 12th, 2018 4:56 PM
Author: aromatic ultramarine striped hyena stead

lmao Makan u faggot

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232600)



Reply Favorite

Date: June 12th, 2018 9:45 PM
Author: sable library sound barrier

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)



Reply Favorite

Date: June 12th, 2018 10:38 PM
Author: heady overrated faggot firefighter

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)



Reply Favorite

Date: June 13th, 2018 9:16 AM
Author: Canary Laughsome Degenerate Filthpig

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.

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36236573)



Reply Favorite

Date: June 13th, 2018 1:44 PM
Author: idiotic lay pocket flask

when are bros selling? Deal closes in 7 days

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238410)



Reply Favorite

Date: June 13th, 2018 1:47 PM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238434)



Reply Favorite

Date: June 13th, 2018 1:48 PM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: June 13th, 2018 1:49 PM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238453)



Reply Favorite

Date: June 13th, 2018 4:12 PM
Author: idiotic lay pocket flask

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)



Reply Favorite

Date: June 13th, 2018 4:17 PM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239545)



Reply Favorite

Date: June 13th, 2018 4:19 PM
Author: idiotic lay pocket flask

cr. Will sell now

(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239556)



Reply Favorite

Date: June 13th, 2018 4:15 PM
Author: sable library sound barrier

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)



Reply Favorite

Date: June 13th, 2018 4:19 PM
Author: aromatic ultramarine striped hyena stead

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)



Reply Favorite

Date: June 13th, 2018 4:21 PM
Author: thriller philosopher-king



(http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239578)



Reply Favorite

Date: June 13th, 2018 4:24 PM
Author: aromatic ultramarine striped hyena stead

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)