If ur not buying TWX ur insane
| Domesticated bbw kitchen | 11/15/17 | | Domesticated bbw kitchen | 11/16/17 | | electric zippy sneaky criminal whorehouse | 11/16/17 | | Domesticated bbw kitchen | 11/16/17 | | Jet Menage Elastic Band | 11/16/17 | | electric zippy sneaky criminal whorehouse | 11/16/17 | | Jet Menage Elastic Band | 11/16/17 | | charismatic stag film pistol | 11/16/17 | | Domesticated bbw kitchen | 11/16/17 | | electric zippy sneaky criminal whorehouse | 11/16/17 | | Domesticated bbw kitchen | 11/16/17 | | Domesticated bbw kitchen | 11/17/17 | | Domesticated bbw kitchen | 11/21/17 | | Domesticated bbw kitchen | 11/21/17 | | 180 ticket booth | 11/21/17 | | khaki party of the first part organic girlfriend | 11/21/17 | | Domesticated bbw kitchen | 11/21/17 | | khaki party of the first part organic girlfriend | 11/21/17 | | Domesticated bbw kitchen | 11/21/17 | | Marvelous sable box office | 11/21/17 | | Mauve point gunner | 11/24/17 | | Ocher coffee pot | 11/21/17 | | khaki party of the first part organic girlfriend | 11/21/17 | | Cheese-eating Heaven | 11/21/17 | | Cheese-eating Heaven | 11/21/17 | | 180 ticket booth | 11/21/17 | | frum location | 11/24/17 | | Domesticated bbw kitchen | 11/21/17 | | olive odious cruise ship pisswyrm | 11/21/17 | | Domesticated bbw kitchen | 11/21/17 | | Marvelous sable box office | 11/21/17 | | Jet Menage Elastic Band | 11/21/17 | | Ocher coffee pot | 11/21/17 | | Domesticated bbw kitchen | 11/21/17 | | Ocher coffee pot | 11/21/17 | | Excitant boiling water | 11/21/17 | | Ocher coffee pot | 11/21/17 | | Excitant boiling water | 11/21/17 | | Ocher coffee pot | 11/21/17 | | Excitant boiling water | 11/24/17 | | Ocher coffee pot | 11/27/17 | | Domesticated bbw kitchen | 11/29/17 | | Excitant boiling water | 11/29/17 | | Domesticated bbw kitchen | 11/29/17 | | Domesticated bbw kitchen | 12/04/17 | | Ocher coffee pot | 12/04/17 | | Domesticated bbw kitchen | 12/04/17 | | Jet Menage Elastic Band | 12/04/17 | | Domesticated bbw kitchen | 02/01/18 | | Mauve point gunner | 02/02/18 | | Domesticated bbw kitchen | 02/02/18 | | Mauve point gunner | 02/02/18 | | Domesticated bbw kitchen | 02/02/18 | | Mauve point gunner | 02/20/18 | | Spectacular range french chef | 02/20/18 | | Mauve point gunner | 02/20/18 | | Charcoal Space | 02/20/18 | | Domesticated bbw kitchen | 02/20/18 | | Charcoal Space | 02/20/18 | | Domesticated bbw kitchen | 02/21/18 | | Spectacular range french chef | 02/21/18 | | Charcoal Space | 06/12/18 | | Spectacular range french chef | 02/20/18 | | Spectacular range french chef | 02/21/18 | | Ocher coffee pot | 02/21/18 | | Domesticated bbw kitchen | 02/21/18 | | Ocher coffee pot | 02/21/18 | | Domesticated bbw kitchen | 03/15/18 | | Spectacular range french chef | 03/19/18 | | Spectacular range french chef | 03/19/18 | | Ivory deranged faggotry | 03/19/18 | | Spectacular range french chef | 03/19/18 | | Jet Menage Elastic Band | 03/19/18 | | Domesticated bbw kitchen | 03/19/18 | | Ocher coffee pot | 03/19/18 | | Mauve point gunner | 03/20/18 | | Domesticated bbw kitchen | 03/20/18 | | Mauve point gunner | 03/24/18 | | thirsty obsidian son of senegal | 03/24/18 | | Spectacular range french chef | 03/23/18 | | Domesticated bbw kitchen | 03/23/18 | | Spectacular range french chef | 03/23/18 | | Domesticated bbw kitchen | 04/11/18 | | Domesticated bbw kitchen | 04/11/18 | | Spectacular range french chef | 04/17/18 | | Spectacular range french chef | 04/26/18 | | Spectacular range french chef | 04/26/18 | | Domesticated bbw kitchen | 04/26/18 | | Spectacular range french chef | 04/26/18 | | Domesticated bbw kitchen | 04/26/18 | | Spectacular range french chef | 04/26/18 | | Domesticated bbw kitchen | 04/26/18 | | Spectacular range french chef | 04/26/18 | | Domesticated bbw kitchen | 04/26/18 | | Mauve point gunner | 06/13/18 | | Jet Menage Elastic Band | 04/26/18 | | Spectacular range french chef | 04/26/18 | | Jet Menage Elastic Band | 04/26/18 | | Charcoal Space | 05/09/18 | | Marvelous sable box office | 05/09/18 | | racy locus | 05/09/18 | | Marvelous sable box office | 06/04/18 | | Mauve point gunner | 06/11/18 | | Marvelous sable box office | 06/12/18 | | Mauve point gunner | 06/12/18 | | Orchid Glittery Masturbator | 06/12/18 | | Boyish flushed bawdyhouse trump supporter | 06/12/18 | | Fuchsia doobsian crackhouse | 06/12/18 | | Domesticated bbw kitchen | 06/12/18 | | Charcoal Space | 06/12/18 | | Mahogany big puppy liquid oxygen | 06/12/18 | | Fuchsia doobsian crackhouse | 06/13/18 | | Mauve point gunner | 06/13/18 | | Spectacular range french chef | 06/13/18 | | Domesticated bbw kitchen | 06/13/18 | | Spectacular range french chef | 06/13/18 | | Mauve point gunner | 06/13/18 | | Spectacular range french chef | 06/13/18 | | Mauve point gunner | 06/13/18 | | Charcoal Space | 06/13/18 | | Domesticated bbw kitchen | 06/13/18 | | Spectacular range french chef | 06/13/18 | | Domesticated bbw kitchen | 06/13/18 |
Poast new message in this thread
Date: November 21st, 2017 11:26 AM Author: Domesticated bbw kitchen
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) |
Date: March 15th, 2018 2:05 PM Author: Domesticated bbw kitchen
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) |
Date: March 19th, 2018 11:02 AM Author: Ivory deranged faggotry
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) |
Date: April 11th, 2018 10:22 AM Author: Domesticated bbw kitchen
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) |
|
Date: April 26th, 2018 8:48 AM Author: Domesticated bbw kitchen
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)
|
|
|