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If ur not buying TWX ur insane

The Time Warner/AT&T merger will go through despite the ...
Razzmatazz Walnut Locus Cuckold
  11/15/17
FRIENDLY REMINDER
Razzmatazz Walnut Locus Cuckold
  11/16/17
this is still a good buy?
Fragrant Flirting Sound Barrier Office
  11/16/17
Deal spread is $15 based on the current price of T (stock po...
Razzmatazz Walnut Locus Cuckold
  11/16/17
It's a hell of a spread and you would be getting T at a GREA...
tripping tanning salon incel
  11/16/17
do you ENDORSE this buy?
Fragrant Flirting Sound Barrier Office
  11/16/17
I'm not the best at arbitrage operations - but I think this ...
tripping tanning salon incel
  11/16/17
Thank
Rough-skinned Odious Box Office Regret
  11/16/17
u fuckin fagets are missin out
Razzmatazz Walnut Locus Cuckold
  11/16/17
I bought 10 shares of TWX. We will see what unfolds
Fragrant Flirting Sound Barrier Office
  11/16/17
DOJ will likely sue to block the deal. TWX might spike down ...
Razzmatazz Walnut Locus Cuckold
  11/16/17
Spread a little narrower! Let's hope AT&T settles with t...
Razzmatazz Walnut Locus Cuckold
  11/17/17
Lawsuit is officially out. Looks like a weak complaint by th...
Razzmatazz Walnut Locus Cuckold
  11/21/17
Judge is a GWB appointee! Wave it in boys!
Razzmatazz Walnut Locus Cuckold
  11/21/17
How can I buy stocks on coinbase
appetizing obsidian crackhouse elastic band
  11/21/17
didn't even go down with yesterday's news
Pearl kitty cat
  11/21/17
It was well expected the DOJ would sue to block, and without...
Razzmatazz Walnut Locus Cuckold
  11/21/17
is it too late to buy?
Pearl kitty cat
  11/21/17
If the deal gets approved there's still over $13 upside from...
Razzmatazz Walnut Locus Cuckold
  11/21/17
In for $1000.
Lascivious Piazza Electric Furnace
  11/21/17
same
scarlet temple
  11/24/17
in for 3 grand. Not going to get Smuckers'd again by ignorin...
bright elite resort
  11/21/17
same
Pearl kitty cat
  11/21/17
Same reasoning, same amount.
Navy vivacious ticket booth
  11/21/17
Ok, I dropped a couple grand in there. We'll see what unfold...
Navy vivacious ticket booth
  11/21/17
What does exeunt say
appetizing obsidian crackhouse elastic band
  11/21/17
Buy index funds
diverse persian library
  11/24/17
Note there are two risks here: -The main risk is the judg...
Razzmatazz Walnut Locus Cuckold
  11/21/17
my family has a FUCKTON of twx. I hope you guys are right.
Turquoise Lay Boistinker
  11/21/17
btw this position should be a lawyer's wet dream, so any law...
Razzmatazz Walnut Locus Cuckold
  11/21/17
Antitrust is voodoo magic.
Lascivious Piazza Electric Furnace
  11/21/17
PREACH XO should be handicapping the odds on this like ma...
tripping tanning salon incel
  11/21/17
CNBC just said they changed the judge
bright elite resort
  11/21/17
They did, from an Obama appointee (who had to recuse himself...
Razzmatazz Walnut Locus Cuckold
  11/21/17
oh okay nice
bright elite resort
  11/21/17
copped $3,000 for fun. my condolences to all of you.
Nubile Whorehouse Love Of Her Life
  11/21/17
did you sellcuck?
bright elite resort
  11/21/17
no but i am investing cancer every time I pick stocks. last...
Nubile Whorehouse Love Of Her Life
  11/21/17
oh gotcha, 180. we can all move into a communal poorhouse
bright elite resort
  11/21/17
...
Nubile Whorehouse Love Of Her Life
  11/24/17
welp
bright elite resort
  11/27/17
What's the problem brother
Razzmatazz Walnut Locus Cuckold
  11/29/17
did I destroy it? maybe I should buy some crypto and kill t...
Nubile Whorehouse Love Of Her Life
  11/29/17
No it's making new highs!
Razzmatazz Walnut Locus Cuckold
  11/29/17
Probably not a terrible spot to make a sale, but the arb spr...
Razzmatazz Walnut Locus Cuckold
  12/04/17
I've only made fifty bucks I can't sellcuck yet!
bright elite resort
  12/04/17
Then hold tight brother. This is more of a "tactical tr...
Razzmatazz Walnut Locus Cuckold
  12/04/17
If you hold through the transaction the T shares you get hav...
tripping tanning salon incel
  12/04/17
Are all u TWX holders LOVING LIFE atm?
Razzmatazz Walnut Locus Cuckold
  02/01/18
thank you for your good service
scarlet temple
  02/02/18
noTWXers crying, losing hoap
Razzmatazz Walnut Locus Cuckold
  02/02/18
long term hold for you? or will you flip after the likely me...
scarlet temple
  02/02/18
This should close very quickly following approval, so you'll...
Razzmatazz Walnut Locus Cuckold
  02/02/18
dem hedge funds are scooping up TWX stock per xo advice: ...
scarlet temple
  02/20/18
...
trip address
  02/20/18
...
scarlet temple
  02/20/18
Just bought 120 shares @ 95. You guys better not be fucking ...
Stubborn Bearded Station Jewess
  02/20/18
I liked it better sub-90 but the thesis is still there - wou...
Razzmatazz Walnut Locus Cuckold
  02/20/18
What happens now
Stubborn Bearded Station Jewess
  02/20/18
idk, Makan seems intent on fighting to the bitter end, but i...
Razzmatazz Walnut Locus Cuckold
  02/21/18
...
trip address
  02/21/18
I HELD I LOVE YOU
Stubborn Bearded Station Jewess
  06/12/18
...
trip address
  02/20/18
...
trip address
  02/21/18
is it up big or down
bright elite resort
  02/21/18
Up 50 bps. Still a $11 spread.
Razzmatazz Walnut Locus Cuckold
  02/21/18
unnnnghhhhhhhh
bright elite resort
  02/21/18
The DOJ's case is shit and everyone knows it. Now the trial ...
Razzmatazz Walnut Locus Cuckold
  03/15/18
...
trip address
  03/19/18
...
trip address
  03/19/18
really shitty call so far, S&P is up 10% since OP. Basic...
Orchid Haunting Tattoo
  03/19/18
...
trip address
  03/19/18
Arbs like this are market isolated
tripping tanning salon incel
  03/19/18
lol jfc 10% is a GREAT return in 4 months,and there's sti...
Razzmatazz Walnut Locus Cuckold
  03/19/18
great call actually and it's going to the moon
bright elite resort
  03/19/18
when moon
scarlet temple
  03/20/18
Judge Leon gave the trial a 6-8 week timetable. Possible the...
Razzmatazz Walnut Locus Cuckold
  03/20/18
ty
scarlet temple
  03/24/18
Civ #? Ty for the info.
opaque offensive set skinny woman
  03/24/18
...
trip address
  03/23/18
DOJ is getting GAPED in litigation right now. Like, benzo-ti...
Razzmatazz Walnut Locus Cuckold
  03/23/18
...
trip address
  03/23/18
The DOJ's KEY WITNESS, one Carl "Faggot" Shapiro, ...
Razzmatazz Walnut Locus Cuckold
  04/11/18
Btw the main headwind to this trade lately has been T stayin...
Razzmatazz Walnut Locus Cuckold
  04/11/18
...
trip address
  04/17/18
...
trip address
  04/26/18
...
trip address
  04/26/18
Problem is T is getting clobbered on earnings today (risk ou...
Razzmatazz Walnut Locus Cuckold
  04/26/18
...
trip address
  04/26/18
Yes, no idea whether they'll try to squeeze T for more thoug...
Razzmatazz Walnut Locus Cuckold
  04/26/18
...
trip address
  04/26/18
The trial should be done by early next week, and from there ...
Razzmatazz Walnut Locus Cuckold
  04/26/18
...
trip address
  04/26/18
Depends on your pain tolerance. At this point if the deal br...
Razzmatazz Walnut Locus Cuckold
  04/26/18
When are you selling your TWX stock bro?
scarlet temple
  06/13/18
I'm tempted to get long some AT&T here - Anyone know if ...
tripping tanning salon incel
  04/26/18
...
trip address
  04/26/18
ok very interesting - I think the DoJ does not have a case h...
tripping tanning salon incel
  04/26/18
Fuck twx is at 91 today
Stubborn Bearded Station Jewess
  05/09/18
:(
Lascivious Piazza Electric Furnace
  05/09/18
Is this also the nxpi merger arb masterman?
Primrose faggotry
  05/09/18
Hovenkamp says TWX bros are fukt. https://www.bizjournals...
Lascivious Piazza Electric Furnace
  06/04/18
Ruling this week!
scarlet temple
  06/11/18
We maed it.
Lascivious Piazza Electric Furnace
  06/12/18
YES WE CAN
scarlet temple
  06/12/18
14% return from time op created this thread based on after h...
violent wine brunch
  06/12/18
14% since 2016? doesn't seem worth tying up investmnet dolla...
cyan big-titted cruise ship legend
  06/12/18
That would require risk, which is why xo didn't invest becau...
Spectacular Field
  06/12/18
lmao Makan u faggot
Razzmatazz Walnut Locus Cuckold
  06/12/18
how likely is it that TWX trades above 102 in the next coupl...
Stubborn Bearded Station Jewess
  06/12/18
Anyone know when the next ex dividend date for $T is? Solidl...
slimy home degenerate
  06/12/18
http://www.dividend.com/dividend-stocks/technology/telecom-s...
Spectacular Field
  06/13/18
when are bros selling? Deal closes in 7 days
scarlet temple
  06/13/18
...
trip address
  06/13/18
Depends what your view on T is. Probably going to be selling...
Razzmatazz Walnut Locus Cuckold
  06/13/18
...
trip address
  06/13/18
I'd like to take my profits and run very soon. But don't kno...
scarlet temple
  06/13/18
...
trip address
  06/13/18
cr. Will sell now
scarlet temple
  06/13/18
I sold June 22 100 calls on my shares. No way the deal close...
Stubborn Bearded Station Jewess
  06/13/18
The gross spread here is $2, which implies a close of ~$99.9...
Razzmatazz Walnut Locus Cuckold
  06/13/18
...
trip address
  06/13/18
T getting crushed obviously did not help. But not totally un...
Razzmatazz Walnut Locus Cuckold
  06/13/18


Poast new message in this thread



Reply Favorite

Date: November 15th, 2017 3:04 PM
Author: Razzmatazz Walnut Locus Cuckold

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: Razzmatazz Walnut Locus Cuckold

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: Fragrant Flirting Sound Barrier Office

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: Razzmatazz Walnut Locus Cuckold

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: tripping tanning salon incel

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: Fragrant Flirting Sound Barrier Office

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: tripping tanning salon incel

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: Rough-skinned Odious Box Office Regret

Thank

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



Reply Favorite

Date: November 16th, 2017 10:51 AM
Author: Razzmatazz Walnut Locus Cuckold

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: Fragrant Flirting Sound Barrier Office

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

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



Reply Favorite

Date: November 16th, 2017 10:55 AM
Author: Razzmatazz Walnut Locus Cuckold

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: Razzmatazz Walnut Locus Cuckold

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: Razzmatazz Walnut Locus Cuckold

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: Razzmatazz Walnut Locus Cuckold

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: appetizing obsidian crackhouse elastic band

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: Pearl kitty cat

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: Razzmatazz Walnut Locus Cuckold

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: Pearl kitty cat

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: Razzmatazz Walnut Locus Cuckold

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: Lascivious Piazza Electric Furnace

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: scarlet temple

same

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



Reply Favorite

Date: November 21st, 2017 11:09 AM
Author: bright elite resort

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: Pearl kitty cat

same

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



Reply Favorite

Date: November 21st, 2017 11:22 AM
Author: Navy vivacious ticket booth

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: Navy vivacious ticket booth

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: appetizing obsidian crackhouse elastic band

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: diverse persian library

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: Razzmatazz Walnut Locus Cuckold

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: Turquoise Lay Boistinker

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: Razzmatazz Walnut Locus Cuckold

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: Lascivious Piazza Electric Furnace

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: tripping tanning salon incel

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: bright elite resort

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: Razzmatazz Walnut Locus Cuckold

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: bright elite resort

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: Nubile Whorehouse Love Of Her Life

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: bright elite resort

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: Nubile Whorehouse Love Of Her Life

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: bright elite resort

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: Nubile Whorehouse Love Of Her Life



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



Reply Favorite

Date: November 27th, 2017 1:37 PM
Author: bright elite resort

welp

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



Reply Favorite

Date: November 29th, 2017 3:46 PM
Author: Razzmatazz Walnut Locus Cuckold

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: Nubile Whorehouse Love Of Her Life

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: Razzmatazz Walnut Locus Cuckold

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: Razzmatazz Walnut Locus Cuckold

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: bright elite resort

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: Razzmatazz Walnut Locus Cuckold

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: tripping tanning salon incel

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: Razzmatazz Walnut Locus Cuckold

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: scarlet temple

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: Razzmatazz Walnut Locus Cuckold

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: scarlet temple

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: Razzmatazz Walnut Locus Cuckold

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: scarlet temple

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: trip address



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



Reply Favorite

Date: February 20th, 2018 10:48 AM
Author: scarlet temple



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



Reply Favorite

Date: February 20th, 2018 8:57 AM
Author: Stubborn Bearded Station Jewess

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: Razzmatazz Walnut Locus Cuckold

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: Stubborn Bearded Station Jewess

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: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: June 12th, 2018 9:41 PM
Author: Stubborn Bearded Station Jewess

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: trip address



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



Reply Favorite

Date: February 21st, 2018 2:06 PM
Author: trip address



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



Reply Favorite

Date: February 21st, 2018 2:22 PM
Author: bright elite resort

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: Razzmatazz Walnut Locus Cuckold

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: bright elite resort

unnnnghhhhhhhh

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



Reply Favorite

Date: March 15th, 2018 2:05 PM
Author: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: March 19th, 2018 10:59 AM
Author: trip address



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



Reply Favorite

Date: March 19th, 2018 11:02 AM
Author: Orchid Haunting Tattoo

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: trip address



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



Reply Favorite

Date: March 19th, 2018 11:04 AM
Author: tripping tanning salon incel

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: Razzmatazz Walnut Locus Cuckold

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: bright elite resort

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: scarlet temple

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: Razzmatazz Walnut Locus Cuckold

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: scarlet temple

ty

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



Reply Favorite

Date: March 24th, 2018 12:35 PM
Author: opaque offensive set skinny woman

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: trip address



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



Reply Favorite

Date: March 23rd, 2018 9:33 AM
Author: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: April 11th, 2018 10:22 AM
Author: Razzmatazz Walnut Locus Cuckold

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: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: April 26th, 2018 7:33 AM
Author: trip address



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



Reply Favorite

Date: April 26th, 2018 8:46 AM
Author: trip address



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



Reply Favorite

Date: April 26th, 2018 8:48 AM
Author: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: April 26th, 2018 8:52 AM
Author: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: April 26th, 2018 9:12 AM
Author: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: April 26th, 2018 9:42 AM
Author: Razzmatazz Walnut Locus Cuckold

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: scarlet temple

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: tripping tanning salon incel

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: trip address



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



Reply Favorite

Date: April 26th, 2018 11:34 AM
Author: tripping tanning salon incel

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: Stubborn Bearded Station Jewess

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: Lascivious Piazza Electric Furnace

:(

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



Reply Favorite

Date: May 9th, 2018 12:02 PM
Author: Primrose faggotry

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: Lascivious Piazza Electric Furnace

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: scarlet temple

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: Lascivious Piazza Electric Furnace

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: scarlet temple

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: violent wine brunch

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: cyan big-titted cruise ship legend

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: Spectacular Field

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: Razzmatazz Walnut Locus Cuckold

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: Stubborn Bearded Station Jewess

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: slimy home degenerate

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: Spectacular Field

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: scarlet temple

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: trip address



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



Reply Favorite

Date: June 13th, 2018 1:48 PM
Author: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: June 13th, 2018 4:12 PM
Author: scarlet temple

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: trip address



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



Reply Favorite

Date: June 13th, 2018 4:19 PM
Author: scarlet temple

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: Stubborn Bearded Station Jewess

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: Razzmatazz Walnut Locus Cuckold

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: trip address



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



Reply Favorite

Date: June 13th, 2018 4:24 PM
Author: Razzmatazz Walnut Locus Cuckold

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)