If ur not buying TWX ur insane
| lake supple lodge | 11/15/17 | | lake supple lodge | 11/16/17 | | fishy federal stead | 11/16/17 | | lake supple lodge | 11/16/17 | | lavender electric furnace idiot | 11/16/17 | | fishy federal stead | 11/16/17 | | lavender electric furnace idiot | 11/16/17 | | shimmering floppy menage | 11/16/17 | | lake supple lodge | 11/16/17 | | fishy federal stead | 11/16/17 | | lake supple lodge | 11/16/17 | | lake supple lodge | 11/17/17 | | lake supple lodge | 11/21/17 | | lake supple lodge | 11/21/17 | | Crawly marvelous pit trust fund | 11/21/17 | | 180 peach locus partner | 11/21/17 | | lake supple lodge | 11/21/17 | | 180 peach locus partner | 11/21/17 | | lake supple lodge | 11/21/17 | | Olive keepsake machete | 11/21/17 | | Hateful nursing home | 11/24/17 | | Slimy rigor | 11/21/17 | | 180 peach locus partner | 11/21/17 | | aphrodisiac white depressive | 11/21/17 | | aphrodisiac white depressive | 11/21/17 | | Crawly marvelous pit trust fund | 11/21/17 | | Sapphire Soul-stirring Location Doctorate | 11/24/17 | | lake supple lodge | 11/21/17 | | hairraiser hall | 11/21/17 | | lake supple lodge | 11/21/17 | | Olive keepsake machete | 11/21/17 | | lavender electric furnace idiot | 11/21/17 | | Slimy rigor | 11/21/17 | | lake supple lodge | 11/21/17 | | Slimy rigor | 11/21/17 | | filthy provocative crackhouse | 11/21/17 | | Slimy rigor | 11/21/17 | | filthy provocative crackhouse | 11/21/17 | | Slimy rigor | 11/21/17 | | filthy provocative crackhouse | 11/24/17 | | Slimy rigor | 11/27/17 | | lake supple lodge | 11/29/17 | | filthy provocative crackhouse | 11/29/17 | | lake supple lodge | 11/29/17 | | lake supple lodge | 12/04/17 | | Slimy rigor | 12/04/17 | | lake supple lodge | 12/04/17 | | lavender electric furnace idiot | 12/04/17 | | lake supple lodge | 02/01/18 | | Hateful nursing home | 02/02/18 | | lake supple lodge | 02/02/18 | | Hateful nursing home | 02/02/18 | | lake supple lodge | 02/02/18 | | Hateful nursing home | 02/20/18 | | talented jewess marketing idea | 02/20/18 | | Hateful nursing home | 02/20/18 | | Mind-boggling plaza | 02/20/18 | | lake supple lodge | 02/20/18 | | Mind-boggling plaza | 02/20/18 | | lake supple lodge | 02/21/18 | | talented jewess marketing idea | 02/21/18 | | Mind-boggling plaza | 06/12/18 | | talented jewess marketing idea | 02/20/18 | | talented jewess marketing idea | 02/21/18 | | Slimy rigor | 02/21/18 | | lake supple lodge | 02/21/18 | | Slimy rigor | 02/21/18 | | lake supple lodge | 03/15/18 | | talented jewess marketing idea | 03/19/18 | | talented jewess marketing idea | 03/19/18 | | Adulterous casino gaping | 03/19/18 | | talented jewess marketing idea | 03/19/18 | | lavender electric furnace idiot | 03/19/18 | | lake supple lodge | 03/19/18 | | Slimy rigor | 03/19/18 | | Hateful nursing home | 03/20/18 | | lake supple lodge | 03/20/18 | | Hateful nursing home | 03/24/18 | | hairless rambunctious address | 03/24/18 | | talented jewess marketing idea | 03/23/18 | | lake supple lodge | 03/23/18 | | talented jewess marketing idea | 03/23/18 | | lake supple lodge | 04/11/18 | | lake supple lodge | 04/11/18 | | talented jewess marketing idea | 04/17/18 | | talented jewess marketing idea | 04/26/18 | | talented jewess marketing idea | 04/26/18 | | lake supple lodge | 04/26/18 | | talented jewess marketing idea | 04/26/18 | | lake supple lodge | 04/26/18 | | talented jewess marketing idea | 04/26/18 | | lake supple lodge | 04/26/18 | | talented jewess marketing idea | 04/26/18 | | lake supple lodge | 04/26/18 | | Hateful nursing home | 06/13/18 | | lavender electric furnace idiot | 04/26/18 | | talented jewess marketing idea | 04/26/18 | | lavender electric furnace idiot | 04/26/18 | | Mind-boggling plaza | 05/09/18 | | Olive keepsake machete | 05/09/18 | | Blathering mood death wish | 05/09/18 | | Olive keepsake machete | 06/04/18 | | Hateful nursing home | 06/11/18 | | Olive keepsake machete | 06/12/18 | | Hateful nursing home | 06/12/18 | | Bateful Knife | 06/12/18 | | Wine parlor codepig | 06/12/18 | | wonderful institution roast beef | 06/12/18 | | lake supple lodge | 06/12/18 | | Mind-boggling plaza | 06/12/18 | | Bespoke walnut corn cake sandwich | 06/12/18 | | wonderful institution roast beef | 06/13/18 | | Hateful nursing home | 06/13/18 | | talented jewess marketing idea | 06/13/18 | | lake supple lodge | 06/13/18 | | talented jewess marketing idea | 06/13/18 | | Hateful nursing home | 06/13/18 | | talented jewess marketing idea | 06/13/18 | | Hateful nursing home | 06/13/18 | | Mind-boggling plaza | 06/13/18 | | lake supple lodge | 06/13/18 | | talented jewess marketing idea | 06/13/18 | | lake supple lodge | 06/13/18 |
Poast new message in this thread
Date: November 21st, 2017 11:26 AM Author: lake supple lodge
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: lake supple lodge
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: Adulterous casino gaping
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: lake supple lodge
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: lake supple lodge
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)
|
|
|