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If ur not buying TWX ur insane

The Time Warner/AT&T merger will go through despite the ...
Domesticated bbw kitchen
  11/15/17
FRIENDLY REMINDER
Domesticated bbw kitchen
  11/16/17
this is still a good buy?
electric zippy sneaky criminal whorehouse
  11/16/17
Deal spread is $15 based on the current price of T (stock po...
Domesticated bbw kitchen
  11/16/17
It's a hell of a spread and you would be getting T at a GREA...
Jet Menage Elastic Band
  11/16/17
do you ENDORSE this buy?
electric zippy sneaky criminal whorehouse
  11/16/17
I'm not the best at arbitrage operations - but I think this ...
Jet Menage Elastic Band
  11/16/17
Thank
charismatic stag film pistol
  11/16/17
u fuckin fagets are missin out
Domesticated bbw kitchen
  11/16/17
I bought 10 shares of TWX. We will see what unfolds
electric zippy sneaky criminal whorehouse
  11/16/17
DOJ will likely sue to block the deal. TWX might spike down ...
Domesticated bbw kitchen
  11/16/17
Spread a little narrower! Let's hope AT&T settles with t...
Domesticated bbw kitchen
  11/17/17
Lawsuit is officially out. Looks like a weak complaint by th...
Domesticated bbw kitchen
  11/21/17
Judge is a GWB appointee! Wave it in boys!
Domesticated bbw kitchen
  11/21/17
How can I buy stocks on coinbase
180 ticket booth
  11/21/17
didn't even go down with yesterday's news
khaki party of the first part organic girlfriend
  11/21/17
It was well expected the DOJ would sue to block, and without...
Domesticated bbw kitchen
  11/21/17
is it too late to buy?
khaki party of the first part organic girlfriend
  11/21/17
If the deal gets approved there's still over $13 upside from...
Domesticated bbw kitchen
  11/21/17
In for $1000.
Marvelous sable box office
  11/21/17
same
Mauve point gunner
  11/24/17
in for 3 grand. Not going to get Smuckers'd again by ignorin...
Ocher coffee pot
  11/21/17
same
khaki party of the first part organic girlfriend
  11/21/17
Same reasoning, same amount.
Cheese-eating Heaven
  11/21/17
Ok, I dropped a couple grand in there. We'll see what unfold...
Cheese-eating Heaven
  11/21/17
What does exeunt say
180 ticket booth
  11/21/17
Buy index funds
frum location
  11/24/17
Note there are two risks here: -The main risk is the judg...
Domesticated bbw kitchen
  11/21/17
my family has a FUCKTON of twx. I hope you guys are right.
olive odious cruise ship pisswyrm
  11/21/17
btw this position should be a lawyer's wet dream, so any law...
Domesticated bbw kitchen
  11/21/17
Antitrust is voodoo magic.
Marvelous sable box office
  11/21/17
PREACH XO should be handicapping the odds on this like ma...
Jet Menage Elastic Band
  11/21/17
CNBC just said they changed the judge
Ocher coffee pot
  11/21/17
They did, from an Obama appointee (who had to recuse himself...
Domesticated bbw kitchen
  11/21/17
oh okay nice
Ocher coffee pot
  11/21/17
copped $3,000 for fun. my condolences to all of you.
Excitant boiling water
  11/21/17
did you sellcuck?
Ocher coffee pot
  11/21/17
no but i am investing cancer every time I pick stocks. last...
Excitant boiling water
  11/21/17
oh gotcha, 180. we can all move into a communal poorhouse
Ocher coffee pot
  11/21/17
...
Excitant boiling water
  11/24/17
welp
Ocher coffee pot
  11/27/17
What's the problem brother
Domesticated bbw kitchen
  11/29/17
did I destroy it? maybe I should buy some crypto and kill t...
Excitant boiling water
  11/29/17
No it's making new highs!
Domesticated bbw kitchen
  11/29/17
Probably not a terrible spot to make a sale, but the arb spr...
Domesticated bbw kitchen
  12/04/17
I've only made fifty bucks I can't sellcuck yet!
Ocher coffee pot
  12/04/17
Then hold tight brother. This is more of a "tactical tr...
Domesticated bbw kitchen
  12/04/17
If you hold through the transaction the T shares you get hav...
Jet Menage Elastic Band
  12/04/17
Are all u TWX holders LOVING LIFE atm?
Domesticated bbw kitchen
  02/01/18
thank you for your good service
Mauve point gunner
  02/02/18
noTWXers crying, losing hoap
Domesticated bbw kitchen
  02/02/18
long term hold for you? or will you flip after the likely me...
Mauve point gunner
  02/02/18
This should close very quickly following approval, so you'll...
Domesticated bbw kitchen
  02/02/18
dem hedge funds are scooping up TWX stock per xo advice: ...
Mauve point gunner
  02/20/18
...
Spectacular range french chef
  02/20/18
...
Mauve point gunner
  02/20/18
Just bought 120 shares @ 95. You guys better not be fucking ...
Charcoal Space
  02/20/18
I liked it better sub-90 but the thesis is still there - wou...
Domesticated bbw kitchen
  02/20/18
What happens now
Charcoal Space
  02/20/18
idk, Makan seems intent on fighting to the bitter end, but i...
Domesticated bbw kitchen
  02/21/18
...
Spectacular range french chef
  02/21/18
I HELD I LOVE YOU
Charcoal Space
  06/12/18
...
Spectacular range french chef
  02/20/18
...
Spectacular range french chef
  02/21/18
is it up big or down
Ocher coffee pot
  02/21/18
Up 50 bps. Still a $11 spread.
Domesticated bbw kitchen
  02/21/18
unnnnghhhhhhhh
Ocher coffee pot
  02/21/18
The DOJ's case is shit and everyone knows it. Now the trial ...
Domesticated bbw kitchen
  03/15/18
...
Spectacular range french chef
  03/19/18
...
Spectacular range french chef
  03/19/18
really shitty call so far, S&P is up 10% since OP. Basic...
Ivory deranged faggotry
  03/19/18
...
Spectacular range french chef
  03/19/18
Arbs like this are market isolated
Jet Menage Elastic Band
  03/19/18
lol jfc 10% is a GREAT return in 4 months,and there's sti...
Domesticated bbw kitchen
  03/19/18
great call actually and it's going to the moon
Ocher coffee pot
  03/19/18
when moon
Mauve point gunner
  03/20/18
Judge Leon gave the trial a 6-8 week timetable. Possible the...
Domesticated bbw kitchen
  03/20/18
ty
Mauve point gunner
  03/24/18
Civ #? Ty for the info.
thirsty obsidian son of senegal
  03/24/18
...
Spectacular range french chef
  03/23/18
DOJ is getting GAPED in litigation right now. Like, benzo-ti...
Domesticated bbw kitchen
  03/23/18
...
Spectacular range french chef
  03/23/18
The DOJ's KEY WITNESS, one Carl "Faggot" Shapiro, ...
Domesticated bbw kitchen
  04/11/18
Btw the main headwind to this trade lately has been T stayin...
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
Problem is T is getting clobbered on earnings today (risk ou...
Domesticated bbw kitchen
  04/26/18
...
Spectacular range french chef
  04/26/18
Yes, no idea whether they'll try to squeeze T for more thoug...
Domesticated bbw kitchen
  04/26/18
...
Spectacular range french chef
  04/26/18
The trial should be done by early next week, and from there ...
Domesticated bbw kitchen
  04/26/18
...
Spectacular range french chef
  04/26/18
Depends on your pain tolerance. At this point if the deal br...
Domesticated bbw kitchen
  04/26/18
When are you selling your TWX stock bro?
Mauve point gunner
  06/13/18
I'm tempted to get long some AT&T here - Anyone know if ...
Jet Menage Elastic Band
  04/26/18
...
Spectacular range french chef
  04/26/18
ok very interesting - I think the DoJ does not have a case h...
Jet Menage Elastic Band
  04/26/18
Fuck twx is at 91 today
Charcoal Space
  05/09/18
:(
Marvelous sable box office
  05/09/18
Is this also the nxpi merger arb masterman?
racy locus
  05/09/18
Hovenkamp says TWX bros are fukt. https://www.bizjournals...
Marvelous sable box office
  06/04/18
Ruling this week!
Mauve point gunner
  06/11/18
We maed it.
Marvelous sable box office
  06/12/18
YES WE CAN
Mauve point gunner
  06/12/18
14% return from time op created this thread based on after h...
Orchid Glittery Masturbator
  06/12/18
14% since 2016? doesn't seem worth tying up investmnet dolla...
Boyish flushed bawdyhouse trump supporter
  06/12/18
That would require risk, which is why xo didn't invest becau...
Fuchsia doobsian crackhouse
  06/12/18
lmao Makan u faggot
Domesticated bbw kitchen
  06/12/18
how likely is it that TWX trades above 102 in the next coupl...
Charcoal Space
  06/12/18
Anyone know when the next ex dividend date for $T is? Solidl...
Mahogany big puppy liquid oxygen
  06/12/18
http://www.dividend.com/dividend-stocks/technology/telecom-s...
Fuchsia doobsian crackhouse
  06/13/18
when are bros selling? Deal closes in 7 days
Mauve point gunner
  06/13/18
...
Spectacular range french chef
  06/13/18
Depends what your view on T is. Probably going to be selling...
Domesticated bbw kitchen
  06/13/18
...
Spectacular range french chef
  06/13/18
I'd like to take my profits and run very soon. But don't kno...
Mauve point gunner
  06/13/18
...
Spectacular range french chef
  06/13/18
cr. Will sell now
Mauve point gunner
  06/13/18
I sold June 22 100 calls on my shares. No way the deal close...
Charcoal Space
  06/13/18
The gross spread here is $2, which implies a close of ~$99.9...
Domesticated bbw kitchen
  06/13/18
...
Spectacular range french chef
  06/13/18
T getting crushed obviously did not help. But not totally un...
Domesticated bbw kitchen
  06/13/18


Poast new message in this thread



Reply Favorite

Date: November 15th, 2017 3:04 PM
Author: Domesticated bbw kitchen

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: Domesticated bbw kitchen

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: electric zippy sneaky criminal whorehouse

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: Domesticated bbw kitchen

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: Jet Menage Elastic Band

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: electric zippy sneaky criminal whorehouse

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: Jet Menage Elastic Band

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: charismatic stag film pistol

Thank

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



Reply Favorite

Date: November 16th, 2017 10:51 AM
Author: Domesticated bbw kitchen

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: electric zippy sneaky criminal whorehouse

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: Domesticated bbw kitchen

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: Domesticated bbw kitchen

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: Domesticated bbw kitchen

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: Domesticated bbw kitchen

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: 180 ticket booth

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: khaki party of the first part organic girlfriend

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: Domesticated bbw kitchen

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: khaki party of the first part organic girlfriend

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: Domesticated bbw kitchen

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: Marvelous sable box office

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: Mauve point gunner

same

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



Reply Favorite

Date: November 21st, 2017 11:09 AM
Author: Ocher coffee pot

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: khaki party of the first part organic girlfriend

same

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



Reply Favorite

Date: November 21st, 2017 11:22 AM
Author: Cheese-eating Heaven

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: Cheese-eating Heaven

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: 180 ticket booth

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: frum location

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: 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)



Reply Favorite

Date: November 21st, 2017 11:27 AM
Author: olive odious cruise ship pisswyrm

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: Domesticated bbw kitchen

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: Marvelous sable box office

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: Jet Menage Elastic Band

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: Ocher coffee pot

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: Domesticated bbw kitchen

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: Ocher coffee pot

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: Excitant boiling water

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: Ocher coffee pot

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: Excitant boiling water

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: Ocher coffee pot

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: Excitant boiling water



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



Reply Favorite

Date: November 27th, 2017 1:37 PM
Author: Ocher coffee pot

welp

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



Reply Favorite

Date: November 29th, 2017 3:46 PM
Author: Domesticated bbw kitchen

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: Excitant boiling water

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: Domesticated bbw kitchen

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: Domesticated bbw kitchen

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: Ocher coffee pot

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: Domesticated bbw kitchen

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: Jet Menage Elastic Band

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: Domesticated bbw kitchen

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: Mauve point gunner

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: Domesticated bbw kitchen

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: Mauve point gunner

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: Domesticated bbw kitchen

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: Mauve point gunner

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: Spectacular range french chef



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



Reply Favorite

Date: February 20th, 2018 10:48 AM
Author: Mauve point gunner



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



Reply Favorite

Date: February 20th, 2018 8:57 AM
Author: Charcoal Space

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: Domesticated bbw kitchen

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: Charcoal Space

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: Domesticated bbw kitchen

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: Spectacular range french chef



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



Reply Favorite

Date: June 12th, 2018 9:41 PM
Author: Charcoal Space

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: Spectacular range french chef



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



Reply Favorite

Date: February 21st, 2018 2:06 PM
Author: Spectacular range french chef



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



Reply Favorite

Date: February 21st, 2018 2:22 PM
Author: Ocher coffee pot

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: Domesticated bbw kitchen

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: Ocher coffee pot

unnnnghhhhhhhh

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



Reply Favorite

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)



Reply Favorite

Date: March 19th, 2018 9:49 AM
Author: Spectacular range french chef



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



Reply Favorite

Date: March 19th, 2018 10:59 AM
Author: Spectacular range french chef



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



Reply Favorite

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)



Reply Favorite

Date: March 19th, 2018 11:03 AM
Author: Spectacular range french chef



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



Reply Favorite

Date: March 19th, 2018 11:04 AM
Author: Jet Menage Elastic Band

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: Domesticated bbw kitchen

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: Ocher coffee pot

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: Mauve point gunner

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: Domesticated bbw kitchen

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: Mauve point gunner

ty

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



Reply Favorite

Date: March 24th, 2018 12:35 PM
Author: thirsty obsidian son of senegal

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: Spectacular range french chef



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



Reply Favorite

Date: March 23rd, 2018 9:33 AM
Author: Domesticated bbw kitchen

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: Spectacular range french chef



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



Reply Favorite

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)



Reply Favorite

Date: April 11th, 2018 10:30 AM
Author: Domesticated bbw kitchen

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: Spectacular range french chef



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



Reply Favorite

Date: April 26th, 2018 7:33 AM
Author: Spectacular range french chef



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



Reply Favorite

Date: April 26th, 2018 8:46 AM
Author: Spectacular range french chef



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



Reply Favorite

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)



Reply Favorite

Date: April 26th, 2018 8:50 AM
Author: Spectacular range french chef



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



Reply Favorite

Date: April 26th, 2018 8:52 AM
Author: Domesticated bbw kitchen

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: Spectacular range french chef



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



Reply Favorite

Date: April 26th, 2018 9:12 AM
Author: Domesticated bbw kitchen

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: Spectacular range french chef



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



Reply Favorite

Date: April 26th, 2018 9:42 AM
Author: Domesticated bbw kitchen

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: Mauve point gunner

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: Jet Menage Elastic Band

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: Spectacular range french chef



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



Reply Favorite

Date: April 26th, 2018 11:34 AM
Author: Jet Menage Elastic Band

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: Charcoal Space

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: Marvelous sable box office

:(

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



Reply Favorite

Date: May 9th, 2018 12:02 PM
Author: racy locus

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: Marvelous sable box office

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: Mauve point gunner

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: Marvelous sable box office

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: Mauve point gunner

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: Orchid Glittery Masturbator

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: Boyish flushed bawdyhouse trump supporter

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: Fuchsia doobsian crackhouse

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: Domesticated bbw kitchen

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: Charcoal Space

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: Mahogany big puppy liquid oxygen

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: Fuchsia doobsian crackhouse

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: Mauve point gunner

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: Spectacular range french chef



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



Reply Favorite

Date: June 13th, 2018 1:48 PM
Author: Domesticated bbw kitchen

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: Spectacular range french chef



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



Reply Favorite

Date: June 13th, 2018 4:12 PM
Author: Mauve point gunner

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: Spectacular range french chef



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



Reply Favorite

Date: June 13th, 2018 4:19 PM
Author: Mauve point gunner

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: Charcoal Space

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: Domesticated bbw kitchen

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: Spectacular range french chef



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



Reply Favorite

Date: June 13th, 2018 4:24 PM
Author: Domesticated bbw kitchen

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)