The most prestigious law school admissions discussion board in the world.
|
 |
 
|
If ur not buying TWX ur insane
| Know-it-all Institution Party Of The First Part | 11/15/17 |
| Know-it-all Institution Party Of The First Part | 11/16/17 |
| Outnumbered Property | 11/16/17 |
| Know-it-all Institution Party Of The First Part | 11/16/17 |
| Flatulent Dilemma | 11/16/17 |
| Outnumbered Property | 11/16/17 |
| Flatulent Dilemma | 11/16/17 |
| odious judgmental field | 11/16/17 |
| Know-it-all Institution Party Of The First Part | 11/16/17 |
| Outnumbered Property | 11/16/17 |
| Know-it-all Institution Party Of The First Part | 11/16/17 |
| Know-it-all Institution Party Of The First Part | 11/17/17 |
| Know-it-all Institution Party Of The First Part | 11/21/17 |
| Know-it-all Institution Party Of The First Part | 11/21/17 |
| appetizing athletic conference | 11/21/17 |
| underhanded ultramarine state | 11/21/17 |
| Know-it-all Institution Party Of The First Part | 11/21/17 |
| underhanded ultramarine state | 11/21/17 |
| Know-it-all Institution Party Of The First Part | 11/21/17 |
| Very Tactful Thriller Legend | 11/21/17 |
| boyish hateful spot cuck | 11/24/17 |
| brass orchestra pit | 11/21/17 |
| underhanded ultramarine state | 11/21/17 |
| Brindle insecure cruise ship pozpig | 11/21/17 |
| Brindle insecure cruise ship pozpig | 11/21/17 |
| appetizing athletic conference | 11/21/17 |
| heady sick theater stage | 11/24/17 |
| Know-it-all Institution Party Of The First Part | 11/21/17 |
| Snowy ladyboy organic girlfriend | 11/21/17 |
| Know-it-all Institution Party Of The First Part | 11/21/17 |
| Very Tactful Thriller Legend | 11/21/17 |
| Flatulent Dilemma | 11/21/17 |
| brass orchestra pit | 11/21/17 |
| Know-it-all Institution Party Of The First Part | 11/21/17 |
| brass orchestra pit | 11/21/17 |
| coral voyeur codepig | 11/21/17 |
| brass orchestra pit | 11/21/17 |
| coral voyeur codepig | 11/21/17 |
| brass orchestra pit | 11/21/17 |
| coral voyeur codepig | 11/24/17 |
| brass orchestra pit | 11/27/17 |
| Know-it-all Institution Party Of The First Part | 11/29/17 |
| coral voyeur codepig | 11/29/17 |
| Know-it-all Institution Party Of The First Part | 11/29/17 |
| Know-it-all Institution Party Of The First Part | 12/04/17 |
| brass orchestra pit | 12/04/17 |
| Know-it-all Institution Party Of The First Part | 12/04/17 |
| Flatulent Dilemma | 12/04/17 |
| Know-it-all Institution Party Of The First Part | 02/01/18 |
| boyish hateful spot cuck | 02/02/18 |
| Know-it-all Institution Party Of The First Part | 02/02/18 |
| boyish hateful spot cuck | 02/02/18 |
| Know-it-all Institution Party Of The First Part | 02/02/18 |
| boyish hateful spot cuck | 02/20/18 |
| Fighting Puppy Sanctuary | 02/20/18 |
| boyish hateful spot cuck | 02/20/18 |
| supple jade corner | 02/20/18 |
| Know-it-all Institution Party Of The First Part | 02/20/18 |
| supple jade corner | 02/20/18 |
| Know-it-all Institution Party Of The First Part | 02/21/18 |
| Fighting Puppy Sanctuary | 02/21/18 |
| supple jade corner | 06/12/18 |
| Fighting Puppy Sanctuary | 02/20/18 |
| Fighting Puppy Sanctuary | 02/21/18 |
| brass orchestra pit | 02/21/18 |
| Know-it-all Institution Party Of The First Part | 02/21/18 |
| brass orchestra pit | 02/21/18 |
| Know-it-all Institution Party Of The First Part | 03/15/18 |
| Fighting Puppy Sanctuary | 03/19/18 |
| Fighting Puppy Sanctuary | 03/19/18 |
| excitant space | 03/19/18 |
| Fighting Puppy Sanctuary | 03/19/18 |
| Flatulent Dilemma | 03/19/18 |
| Know-it-all Institution Party Of The First Part | 03/19/18 |
| brass orchestra pit | 03/19/18 |
| boyish hateful spot cuck | 03/20/18 |
| Know-it-all Institution Party Of The First Part | 03/20/18 |
| boyish hateful spot cuck | 03/24/18 |
| Fuchsia Mother Resort | 03/24/18 |
| Fighting Puppy Sanctuary | 03/23/18 |
| Know-it-all Institution Party Of The First Part | 03/23/18 |
| Fighting Puppy Sanctuary | 03/23/18 |
| Know-it-all Institution Party Of The First Part | 04/11/18 |
| Know-it-all Institution Party Of The First Part | 04/11/18 |
| Fighting Puppy Sanctuary | 04/17/18 |
| Fighting Puppy Sanctuary | 04/26/18 |
| Fighting Puppy Sanctuary | 04/26/18 |
| Know-it-all Institution Party Of The First Part | 04/26/18 |
| Fighting Puppy Sanctuary | 04/26/18 |
| Know-it-all Institution Party Of The First Part | 04/26/18 |
| Fighting Puppy Sanctuary | 04/26/18 |
| Know-it-all Institution Party Of The First Part | 04/26/18 |
| Fighting Puppy Sanctuary | 04/26/18 |
| Know-it-all Institution Party Of The First Part | 04/26/18 |
| boyish hateful spot cuck | 06/13/18 |
| Flatulent Dilemma | 04/26/18 |
| Fighting Puppy Sanctuary | 04/26/18 |
| Flatulent Dilemma | 04/26/18 |
| supple jade corner | 05/09/18 |
| Very Tactful Thriller Legend | 05/09/18 |
| light market | 05/09/18 |
| Very Tactful Thriller Legend | 06/04/18 |
| boyish hateful spot cuck | 06/11/18 |
| Very Tactful Thriller Legend | 06/12/18 |
| boyish hateful spot cuck | 06/12/18 |
| Hairraiser Sound Barrier Trust Fund | 06/12/18 |
| 180 sooty persian | 06/12/18 |
| Bearded windowlicker degenerate | 06/12/18 |
| Know-it-all Institution Party Of The First Part | 06/12/18 |
| supple jade corner | 06/12/18 |
| Wonderful House Roast Beef | 06/12/18 |
| Bearded windowlicker degenerate | 06/13/18 |
| boyish hateful spot cuck | 06/13/18 |
| Fighting Puppy Sanctuary | 06/13/18 |
| Know-it-all Institution Party Of The First Part | 06/13/18 |
| Fighting Puppy Sanctuary | 06/13/18 |
| boyish hateful spot cuck | 06/13/18 |
| Fighting Puppy Sanctuary | 06/13/18 |
| boyish hateful spot cuck | 06/13/18 |
| supple jade corner | 06/13/18 |
| Know-it-all Institution Party Of The First Part | 06/13/18 |
| Fighting Puppy Sanctuary | 06/13/18 |
| Know-it-all Institution Party Of The First Part | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: Know-it-all Institution Party Of The First Part The Time Warner/AT&T merger will go through despite the tough stance the DOJ is taking right now. $15 upside from here. Will happen within a matter of months. CONVICTION BUY (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34693977) |
Date: November 16th, 2017 10:34 AM Author: Know-it-all Institution Party Of The First Part FRIENDLY REMINDER (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699879) |
 |
Date: November 16th, 2017 10:34 AM Author: Outnumbered Property this is still a good buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699884) |
|
Date: November 16th, 2017 10:36 AM Author: Know-it-all Institution Party Of The First Part Deal spread is $15 based on the current price of T (stock portion changes depending on where T falls within a certain collar, but given the current price of T it's well outside of that collar and fixed at 1.437). CONVICTION BUY. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699899) |
|
Date: November 16th, 2017 10:34 AM Author: Flatulent Dilemma It's a hell of a spread and you would be getting T at a GREAT price (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699882) |
|
Date: November 16th, 2017 10:35 AM Author: Outnumbered Property do you ENDORSE this buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699892) |
|
Date: November 16th, 2017 10:36 AM Author: Flatulent Dilemma I'm not the best at arbitrage operations - but I think this is a good risk. If you want the upside benefit you can buy straight T stock - almost a 6% yield.
I personally think that AT&T is doing the right thing to win in the long term right now |
|
Date: November 16th, 2017 10:38 AM Author: odious judgmental field Thank (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699914) |
|
Date: November 16th, 2017 10:51 AM Author: Know-it-all Institution Party Of The First Part u fuckin fagets are missin out (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700013) |
|
Date: November 16th, 2017 10:51 AM Author: Outnumbered Property I bought 10 shares of TWX. We will see what unfolds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700015) |
|
Date: November 16th, 2017 10:55 AM Author: Know-it-all Institution Party Of The First Part DOJ will likely sue to block the deal. TWX might spike down on that headline. But the DOJ will almost certainly lose if they make it to court. Most likely scenario is they settle with AT&T prior to the lawsuit ever seeing court. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700043) |
|
Date: November 17th, 2017 1:07 PM Author: Know-it-all Institution Party Of The First Part Spread a little narrower! Let's hope AT&T settles with the DOJ so we can slam this bad boy shut! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34710049) |
|
Date: November 21st, 2017 10:59 AM Author: Know-it-all Institution Party Of The First Part Lawsuit is officially out. Looks like a weak complaint by the DOJ. Any lawyers poast on this board? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739080) |
|
Date: November 21st, 2017 11:01 AM Author: Know-it-all Institution Party Of The First Part Judge is a GWB appointee! Wave it in boys! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739091) |
|
Date: November 21st, 2017 11:02 AM Author: appetizing athletic conference How can I buy stocks on coinbase (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739095) |
|
Date: November 21st, 2017 11:03 AM Author: underhanded ultramarine state didn't even go down with yesterday's news (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739105) |
|
Date: November 21st, 2017 11:06 AM Author: Know-it-all Institution Party Of The First Part It was well expected the DOJ would sue to block, and without seeing the complaint people were afraid they might have a strong case. Complaint looked on the weaker side when it was released. Still a binary event here with some deal risk, but most observers think the DOJ doesn't have much of a case here. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739119) |
|
Date: November 21st, 2017 11:09 AM Author: underhanded ultramarine state is it too late to buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739127) |
|
Date: November 21st, 2017 11:11 AM Author: Know-it-all Institution Party Of The First Part If the deal gets approved there's still over $13 upside from here. If the deal get blocked you're likely looking at $8-10 downside. But today's news definitely appears bullish for approval. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739154) |
|
Date: November 21st, 2017 11:03 AM Author: Very Tactful Thriller Legend In for $1000. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739107) |
|
Date: November 24th, 2017 6:54 AM Author: boyish hateful spot cuck same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34760892) |
|
Date: November 21st, 2017 11:09 AM Author: brass orchestra pit in for 3 grand. Not going to get Smuckers'd again by ignoring xo tips (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739126) |
|
Date: November 21st, 2017 11:12 AM Author: underhanded ultramarine state same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739158) |
|
Date: November 21st, 2017 11:22 AM Author: Brindle insecure cruise ship pozpig Same reasoning, same amount. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739240) |
|
Date: November 21st, 2017 11:18 AM Author: Brindle insecure cruise ship pozpig Ok, I dropped a couple grand in there. We'll see what unfolds. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739206) |
|
Date: November 21st, 2017 11:21 AM Author: appetizing athletic conference What does exeunt say (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739227) |
|
Date: November 24th, 2017 8:52 AM Author: heady sick theater stage Buy index funds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34761064) |
|
Date: November 21st, 2017 11:26 AM Author: Know-it-all Institution Party Of The First Part Note there are two risks here:
-The main risk is the judge sides with the DOJ and the merger gets blocked. This seems unlikely based on precedent, the strength of the complaint, and the assigned judge, but it could happen. The DOJ could produce smoking gun internal docs showing AT&T is looking to reduce competition with this merger or some such thing, and we could go back to pre-Bork antitrust precedent. If the deal breaks TWX probably trades in the low $80s.
-This is a cash-and-stock merger, so if AT&T goes down, the stock portion of the consideration will also go down. Right now the deal terms are 1.437 shares of T plus $53.75 cash, but the stock ratio will change if AT&T rallies significantly. If you want to hedge out the T risk, you could short T shares against the TWX buy. But T has gotten pummeled lately, so it's hard to see it getting smoked much more from here.
Bottom line, if you think this merger is going through, this spread is extremely juicy. But like anything else, it's not risk-free. |
|
Date: November 21st, 2017 11:27 AM Author: Snowy ladyboy organic girlfriend my family has a FUCKTON of twx. I hope you guys are right. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739276) |
|
Date: November 21st, 2017 11:56 AM Author: Know-it-all Institution Party Of The First Part btw this position should be a lawyer's wet dream, so any law dorks who care to take a look at this should be able to gain some insight here (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739521) |
|
Date: November 21st, 2017 12:00 PM Author: Very Tactful Thriller Legend Antitrust is voodoo magic. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739539) |
|
Date: November 21st, 2017 8:46 PM Author: Flatulent Dilemma PREACH
XO should be handicapping the odds on this like masterd00ds |
|
Date: November 21st, 2017 1:05 PM Author: brass orchestra pit CNBC just said they changed the judge (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739990) |
|
Date: November 21st, 2017 1:20 PM Author: Know-it-all Institution Party Of The First Part They did, from an Obama appointee (who had to recuse himself because his wife works for a law firm who represented T) to a GWB appointee. We were on top of this at the time. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740122) |
|
Date: November 21st, 2017 1:21 PM Author: brass orchestra pit oh okay nice (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740131) |
|
Date: November 21st, 2017 1:09 PM Author: coral voyeur codepig copped $3,000 for fun. my condolences to all of you. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740015) |
|
Date: November 21st, 2017 1:10 PM Author: brass orchestra pit did you sellcuck? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740028) |
|
Date: November 21st, 2017 1:21 PM Author: coral voyeur codepig no but i am investing cancer every time I pick stocks. last xo pick I ran with was Intrepid Potash. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740137) |
|
Date: November 21st, 2017 1:22 PM Author: brass orchestra pit oh gotcha, 180. we can all move into a communal poorhouse (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740146) |
|
Date: November 24th, 2017 8:46 PM Author: coral voyeur codepig (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34764731) |
|
Date: November 27th, 2017 1:37 PM Author: brass orchestra pit welp (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34781898) |
|
Date: November 29th, 2017 3:46 PM Author: Know-it-all Institution Party Of The First Part What's the problem brother (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799548) |
|
Date: November 29th, 2017 3:46 PM Author: coral voyeur codepig did I destroy it? maybe I should buy some crypto and kill the entire market. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799553) |
|
Date: November 29th, 2017 3:56 PM Author: Know-it-all Institution Party Of The First Part No it's making new highs! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799627) |
|
Date: December 4th, 2017 10:00 AM Author: Know-it-all Institution Party Of The First Part Probably not a terrible spot to make a sale, but the arb spread is still super wide because T has been ripping. Will probably pull back a little bit from here (but lots of potential upside left if T wins/settles the lawsuit).
|
|
Date: December 4th, 2017 10:02 AM Author: brass orchestra pit I've only made fifty bucks I can't sellcuck yet! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835076) |
|
Date: December 4th, 2017 10:03 AM Author: Know-it-all Institution Party Of The First Part Then hold tight brother. This is more of a "tactical trading call." (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835094) |
|
Date: December 4th, 2017 10:06 AM Author: Flatulent Dilemma If you hold through the transaction the T shares you get have a very very solid yield (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835110) |
|
Date: February 1st, 2018 9:31 AM Author: Know-it-all Institution Party Of The First Part Are all u TWX holders LOVING LIFE atm? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35294682) |
|
Date: February 2nd, 2018 12:01 PM Author: boyish hateful spot cuck thank you for your good service (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304774) |
|
Date: February 2nd, 2018 11:40 AM Author: Know-it-all Institution Party Of The First Part noTWXers crying, losing hoap (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304591) |
|
Date: February 2nd, 2018 12:01 PM Author: boyish hateful spot cuck long term hold for you? or will you flip after the likely merger approval? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304769) |
|
Date: February 2nd, 2018 3:35 PM Author: Know-it-all Institution Party Of The First Part This should close very quickly following approval, so you'll get cash and T shares. I have no real opinion on T shares, so I'll be out upon deal closure. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35307111) |
|
Date: February 20th, 2018 5:47 AM Author: boyish hateful spot cuck dem hedge funds are scooping up TWX stock per xo advice:
https://www.bloomberg.com/news/articles/2018-02-16/hedge-funds-pile-into-time-warner-in-bet-on-merger-prevailing |
|
Date: February 20th, 2018 6:09 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443387) |
|
Date: February 20th, 2018 10:48 AM Author: boyish hateful spot cuck (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444218) |
|
Date: February 20th, 2018 8:57 AM Author: supple jade corner Just bought 120 shares @ 95. You guys better not be fucking with me (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443651) |
|
Date: February 20th, 2018 9:02 AM Author: Know-it-all Institution Party Of The First Part I liked it better sub-90 but the thesis is still there - would be very hard to justify blocking the deal given the strength in streaming services. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443663) |
|
Date: February 20th, 2018 4:08 PM Author: supple jade corner What happens now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35446560) |
|
Date: February 21st, 2018 2:22 PM Author: Know-it-all Institution Party Of The First Part idk, Makan seems intent on fighting to the bitter end, but it's hard to see his path to success - AT&T just needs to pull up a chart of NFLX as their defense.
Some sell-side shops are saying TWX would trade above deal price if the deal broke (I don't agree), but improving fundamentals for the space can't hurt. Most likely outcome is still judge rules in favor of AT&T and the deal goes through. |
|
Date: February 21st, 2018 2:24 PM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453361) |
|
Date: June 12th, 2018 9:41 PM Author: supple jade corner I HELD I LOVE YOU (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234482) |
|
Date: February 20th, 2018 10:58 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444299) |
|
Date: February 21st, 2018 2:06 PM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453210) |
|
Date: February 21st, 2018 2:22 PM Author: brass orchestra pit is it up big or down (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453351) |
|
Date: February 21st, 2018 2:23 PM Author: Know-it-all Institution Party Of The First Part Up 50 bps. Still a $11 spread. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453353) |
|
Date: February 21st, 2018 2:23 PM Author: brass orchestra pit unnnnghhhhhhhh (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453357) |
|
Date: March 15th, 2018 2:05 PM Author: Know-it-all Institution Party Of The First Part The DOJ's case is shit and everyone knows it. Now the trial is getting delayed two days because people think a settlement is coming. It probably won't happen immediately but that doesn't change the fact that the DOJ has a pure and utter shit-tier case.
LJL at not owning this |
|
Date: March 19th, 2018 9:49 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35636677) |
|
Date: March 19th, 2018 10:59 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637104) |
|
Date: March 19th, 2018 11:02 AM Author: excitant space really shitty call so far, S&P is up 10% since OP. Basically no alpha.
My longs are up 20-40% since then, mostly industrial names. |
|
Date: March 19th, 2018 11:03 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637119) |
|
Date: March 19th, 2018 11:04 AM Author: Flatulent Dilemma Arbs like this are market isolated (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637123) |
|
Date: March 19th, 2018 11:05 AM Author: Know-it-all Institution Party Of The First Part lol jfc
10% is a GREAT return in 4 months,and there's still significant upside from here. You're also not wearing the downside risk of buying industrial or tech names or whatever the hell you have in your portfolio. |
|
Date: March 19th, 2018 11:07 AM Author: brass orchestra pit great call actually and it's going to the moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637134) |
|
Date: March 20th, 2018 11:35 AM Author: boyish hateful spot cuck when moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644755) |
|
Date: March 20th, 2018 11:52 AM Author: Know-it-all Institution Party Of The First Part Judge Leon gave the trial a 6-8 week timetable. Possible they settle before then (good) or they win at trial (good) or they lose at trial (bad). First two outcomes are far more likely though. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644859) |
|
Date: March 24th, 2018 12:31 PM Author: boyish hateful spot cuck ty (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677308) |
|
Date: March 24th, 2018 12:35 PM Author: Fuchsia Mother Resort Civ #?
Ty for the info. |
|
Date: March 23rd, 2018 9:23 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668718) |
|
Date: March 23rd, 2018 9:33 AM Author: Know-it-all Institution Party Of The First Part DOJ is getting GAPED in litigation right now. Like, benzo-tier gaped. Thesis is looking better than ever. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668762) |
|
Date: March 23rd, 2018 9:35 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668770) |
|
Date: April 11th, 2018 10:22 AM Author: Know-it-all Institution Party Of The First Part The DOJ's KEY WITNESS, one Carl "Faggot" Shapiro, is set to take the stand today. The thrust of his argument is based on the Nash equilibrium model, which is more theoretical than practical and can be easily tweaked depending on the real world assumptions one uses. Most market participants feel the DOJ has done a poor job convincing Judge Leon this merger will substantially reduce competition thus far.
We will see what unfolds! |
|
Date: April 11th, 2018 10:30 AM Author: Know-it-all Institution Party Of The First Part Btw the main headwind to this trade lately has been T staying in the gutter (which was a risk outlined in the OP). The theoretical deal spread is now tighter than it's been in months. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35815142) |
|
Date: April 17th, 2018 5:38 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35857361) |
|
Date: April 26th, 2018 7:33 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923066) |
|
Date: April 26th, 2018 8:46 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923224) |
|
Date: April 26th, 2018 8:48 AM Author: Know-it-all Institution Party Of The First Part Problem is T is getting clobbered on earnings today (risk outlined upthread - if you are short T you can hedge against this)
On the flip side:
“AT&T IS KILLING THEM”: THE D.O.J. SPURNED A POSSIBLE PEACE OFFERING OVER THE $86 BILLION AT&T-TIME WARNER MERGER—AND NOW THE TRIAL IS ENTERING THE ENDGAME
https://www.vanityfair.com/news/2018/04/att-time-warner-merger-doj-case
|
|
Date: April 26th, 2018 8:50 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923241) |
|
Date: April 26th, 2018 8:52 AM Author: Know-it-all Institution Party Of The First Part Yes, no idea whether they'll try to squeeze T for more though (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923255) |
|
Date: April 26th, 2018 8:57 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923277) |
|
Date: April 26th, 2018 9:12 AM Author: Know-it-all Institution Party Of The First Part The trial should be done by early next week, and from there the judge may take 4-6 weeks to write his opinion based on his previous comments. I expect we'll have a pretty good sense of how he'll rule before the opinion is published, but you're looking at like a June 1st-15th ruling. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923339) |
|
Date: April 26th, 2018 9:16 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923349) |
|
Date: April 26th, 2018 9:42 AM Author: Know-it-all Institution Party Of The First Part Depends on your pain tolerance. At this point if the deal broke, TWX probably settles higher than the deal price, but it will take time and you'd have arb selling pressure in the short term. If you're looking for a quick profit, you just want the judge to rule in AT&T's favor and the deal to get done. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923499) |
|
Date: June 13th, 2018 1:46 PM Author: boyish hateful spot cuck When are you selling your TWX stock bro? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238426) |
|
Date: April 26th, 2018 11:29 AM Author: Flatulent Dilemma I'm tempted to get long some AT&T here - Anyone know if theyre gonna win this case to buy TWX? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924107) |
|
Date: April 26th, 2018 11:31 AM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924117) |
|
Date: April 26th, 2018 11:34 AM Author: Flatulent Dilemma ok very interesting - I think the DoJ does not have a case here.
If you buy the AT&T stock right and TWX cashflow helps the company like the CEO of AT&T says it will - I think AT&T is an extremely solid long term hold for many years |
|
Date: May 9th, 2018 11:58 AM Author: supple jade corner Fuck twx is at 91 today (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014864) |
|
Date: May 9th, 2018 12:16 PM Author: Very Tactful Thriller Legend :( (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014997) |
|
Date: May 9th, 2018 12:02 PM Author: light market Is this also the nxpi merger arb masterman? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014897) |
|
Date: June 4th, 2018 3:30 PM Author: Very Tactful Thriller Legend Hovenkamp says TWX bros are fukt.
https://www.bizjournals.com/dallas/news/2018/05/29/u-s-government-more-likely-to-win-at-t-time-warner.html |
|
Date: June 11th, 2018 2:57 AM Author: boyish hateful spot cuck Ruling this week! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36221862) |
|
Date: June 12th, 2018 4:51 PM Author: Very Tactful Thriller Legend We maed it. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232560) |
|
Date: June 12th, 2018 4:52 PM Author: boyish hateful spot cuck YES WE CAN (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232566) |
|
Date: June 12th, 2018 4:54 PM Author: Hairraiser Sound Barrier Trust Fund 14% return from time op created this thread based on after hours price of $101.50 (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232578) |
|
Date: June 12th, 2018 9:48 PM Author: 180 sooty persian 14% since 2016? doesn't seem worth tying up investmnet dollars for paltry sum (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234550) |
|
Date: June 12th, 2018 4:54 PM Author: Bearded windowlicker degenerate That would require risk, which is why xo didn't invest because they're risk adverse lawcucks. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232584) |
|
Date: June 12th, 2018 4:56 PM Author: Know-it-all Institution Party Of The First Part lmao Makan u faggot (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232600) |
|
Date: June 12th, 2018 9:45 PM Author: supple jade corner how likely is it that TWX trades above 102 in the next couple days? i will probably sell then. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234518) |
|
Date: June 12th, 2018 10:38 PM Author: Wonderful House Roast Beef Anyone know when the next ex dividend date for $T is? Solidly below 1yr and 5yr highs, and that dividend is juicy. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234906) |
|
Date: June 13th, 2018 9:16 AM Author: Bearded windowlicker degenerate http://www.dividend.com/dividend-stocks/technology/telecom-services-domestic/t-atandt/
the dividend is the only reason to own T. Just park your money there and cop dat der dividend. |
|
Date: June 13th, 2018 1:44 PM Author: boyish hateful spot cuck when are bros selling? Deal closes in 7 days (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238410) |
|
Date: June 13th, 2018 1:47 PM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238434) |
|
Date: June 13th, 2018 1:48 PM Author: Know-it-all Institution Party Of The First Part Depends what your view on T is. Probably going to be selling pressure from arbs until 6/20, after which it will probably rally. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238439) |
|
Date: June 13th, 2018 1:49 PM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238453) |
|
Date: June 13th, 2018 4:12 PM Author: boyish hateful spot cuck I'd like to take my profits and run very soon. But don't know if I should expect another 5 to 10% bump or not within the next week or so (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239495) |
|
Date: June 13th, 2018 4:17 PM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239545) |
|
Date: June 13th, 2018 4:19 PM Author: boyish hateful spot cuck cr. Will sell now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239556) |
|
Date: June 13th, 2018 4:15 PM Author: supple jade corner I sold June 22 100 calls on my shares. No way the deal closes below 100, right? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239519) |
|
Date: June 13th, 2018 4:19 PM Author: Know-it-all Institution Party Of The First Part The gross spread here is $2, which implies a close of ~$99.90. really depends where T goes from here. Arbs were clearly underhedged going into this, but T should bounce hard either soon before the deal closes or right after. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239561) |
|
Date: June 13th, 2018 4:21 PM Author: Fighting Puppy Sanctuary (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239578) |
|
Date: June 13th, 2018 4:24 PM Author: Know-it-all Institution Party Of The First Part 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) |