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If ur not buying TWX ur insane
| copper indian lodge | 11/15/17 |
| copper indian lodge | 11/16/17 |
| Disturbing school | 11/16/17 |
| copper indian lodge | 11/16/17 |
| Rambunctious flesh field | 11/16/17 |
| Disturbing school | 11/16/17 |
| Rambunctious flesh field | 11/16/17 |
| Bistre abusive site | 11/16/17 |
| copper indian lodge | 11/16/17 |
| Disturbing school | 11/16/17 |
| copper indian lodge | 11/16/17 |
| copper indian lodge | 11/17/17 |
| copper indian lodge | 11/21/17 |
| copper indian lodge | 11/21/17 |
| stimulating emerald box office coffee pot | 11/21/17 |
| Doobsian tank | 11/21/17 |
| copper indian lodge | 11/21/17 |
| Doobsian tank | 11/21/17 |
| copper indian lodge | 11/21/17 |
| snowy french chef | 11/21/17 |
| high-end greedy circlehead | 11/24/17 |
| Mentally impaired pea-brained ticket booth digit ratio | 11/21/17 |
| Doobsian tank | 11/21/17 |
| bespoke range codepig | 11/21/17 |
| bespoke range codepig | 11/21/17 |
| stimulating emerald box office coffee pot | 11/21/17 |
| Puce Coiffed Kitchen | 11/24/17 |
| copper indian lodge | 11/21/17 |
| Olive hairraiser bawdyhouse | 11/21/17 |
| copper indian lodge | 11/21/17 |
| snowy french chef | 11/21/17 |
| Rambunctious flesh field | 11/21/17 |
| Mentally impaired pea-brained ticket booth digit ratio | 11/21/17 |
| copper indian lodge | 11/21/17 |
| Mentally impaired pea-brained ticket booth digit ratio | 11/21/17 |
| Startled Public Bath Lettuce | 11/21/17 |
| Mentally impaired pea-brained ticket booth digit ratio | 11/21/17 |
| Startled Public Bath Lettuce | 11/21/17 |
| Mentally impaired pea-brained ticket booth digit ratio | 11/21/17 |
| Startled Public Bath Lettuce | 11/24/17 |
| Mentally impaired pea-brained ticket booth digit ratio | 11/27/17 |
| copper indian lodge | 11/29/17 |
| Startled Public Bath Lettuce | 11/29/17 |
| copper indian lodge | 11/29/17 |
| copper indian lodge | 12/04/17 |
| Mentally impaired pea-brained ticket booth digit ratio | 12/04/17 |
| copper indian lodge | 12/04/17 |
| Rambunctious flesh field | 12/04/17 |
| copper indian lodge | 02/01/18 |
| high-end greedy circlehead | 02/02/18 |
| copper indian lodge | 02/02/18 |
| high-end greedy circlehead | 02/02/18 |
| copper indian lodge | 02/02/18 |
| high-end greedy circlehead | 02/20/18 |
| Mildly autistic federal international law enforcement agency immigrant | 02/20/18 |
| high-end greedy circlehead | 02/20/18 |
| Bearded coldplay fan rigor | 02/20/18 |
| copper indian lodge | 02/20/18 |
| Bearded coldplay fan rigor | 02/20/18 |
| copper indian lodge | 02/21/18 |
| Mildly autistic federal international law enforcement agency immigrant | 02/21/18 |
| Bearded coldplay fan rigor | 06/12/18 |
| Mildly autistic federal international law enforcement agency immigrant | 02/20/18 |
| Mildly autistic federal international law enforcement agency immigrant | 02/21/18 |
| Mentally impaired pea-brained ticket booth digit ratio | 02/21/18 |
| copper indian lodge | 02/21/18 |
| Mentally impaired pea-brained ticket booth digit ratio | 02/21/18 |
| copper indian lodge | 03/15/18 |
| Mildly autistic federal international law enforcement agency immigrant | 03/19/18 |
| Mildly autistic federal international law enforcement agency immigrant | 03/19/18 |
| kink-friendly set | 03/19/18 |
| Mildly autistic federal international law enforcement agency immigrant | 03/19/18 |
| Rambunctious flesh field | 03/19/18 |
| copper indian lodge | 03/19/18 |
| Mentally impaired pea-brained ticket booth digit ratio | 03/19/18 |
| high-end greedy circlehead | 03/20/18 |
| copper indian lodge | 03/20/18 |
| high-end greedy circlehead | 03/24/18 |
| shaky hall sandwich | 03/24/18 |
| Mildly autistic federal international law enforcement agency immigrant | 03/23/18 |
| copper indian lodge | 03/23/18 |
| Mildly autistic federal international law enforcement agency immigrant | 03/23/18 |
| copper indian lodge | 04/11/18 |
| copper indian lodge | 04/11/18 |
| Mildly autistic federal international law enforcement agency immigrant | 04/17/18 |
| Mildly autistic federal international law enforcement agency immigrant | 04/26/18 |
| Mildly autistic federal international law enforcement agency immigrant | 04/26/18 |
| copper indian lodge | 04/26/18 |
| Mildly autistic federal international law enforcement agency immigrant | 04/26/18 |
| copper indian lodge | 04/26/18 |
| Mildly autistic federal international law enforcement agency immigrant | 04/26/18 |
| copper indian lodge | 04/26/18 |
| Mildly autistic federal international law enforcement agency immigrant | 04/26/18 |
| copper indian lodge | 04/26/18 |
| high-end greedy circlehead | 06/13/18 |
| Rambunctious flesh field | 04/26/18 |
| Mildly autistic federal international law enforcement agency immigrant | 04/26/18 |
| Rambunctious flesh field | 04/26/18 |
| Bearded coldplay fan rigor | 05/09/18 |
| snowy french chef | 05/09/18 |
| mauve stubborn idea he suggested | 05/09/18 |
| snowy french chef | 06/04/18 |
| high-end greedy circlehead | 06/11/18 |
| snowy french chef | 06/12/18 |
| high-end greedy circlehead | 06/12/18 |
| soul-stirring market | 06/12/18 |
| Curious Amber School Cafeteria Cumskin | 06/12/18 |
| Brindle cruise ship | 06/12/18 |
| copper indian lodge | 06/12/18 |
| Bearded coldplay fan rigor | 06/12/18 |
| Ultramarine Bbw Chapel | 06/12/18 |
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| high-end greedy circlehead | 06/13/18 |
| Mildly autistic federal international law enforcement agency immigrant | 06/13/18 |
| copper indian lodge | 06/13/18 |
| Mildly autistic federal international law enforcement agency immigrant | 06/13/18 |
| high-end greedy circlehead | 06/13/18 |
| Mildly autistic federal international law enforcement agency immigrant | 06/13/18 |
| high-end greedy circlehead | 06/13/18 |
| Bearded coldplay fan rigor | 06/13/18 |
| copper indian lodge | 06/13/18 |
| Mildly autistic federal international law enforcement agency immigrant | 06/13/18 |
| copper indian lodge | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: copper indian lodge 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: copper indian lodge FRIENDLY REMINDER (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699879) |
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Date: November 16th, 2017 10:34 AM Author: Disturbing school this is still a good buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699884) |
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Date: November 16th, 2017 10:36 AM Author: copper indian lodge 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) |
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Date: November 16th, 2017 10:34 AM Author: Rambunctious flesh field 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) |
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Date: November 16th, 2017 10:35 AM Author: Disturbing school do you ENDORSE this buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699892) |
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Date: November 16th, 2017 10:36 AM Author: Rambunctious flesh field 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 |
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Date: November 16th, 2017 10:38 AM Author: Bistre abusive site Thank (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699914) |
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Date: November 16th, 2017 10:51 AM Author: copper indian lodge u fuckin fagets are missin out (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700013) |
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Date: November 16th, 2017 10:51 AM Author: Disturbing school I bought 10 shares of TWX. We will see what unfolds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700015) |
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Date: November 16th, 2017 10:55 AM Author: copper indian lodge 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) |
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Date: November 17th, 2017 1:07 PM Author: copper indian lodge 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) |
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Date: November 21st, 2017 10:59 AM Author: copper indian lodge 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) |
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Date: November 21st, 2017 11:01 AM Author: copper indian lodge Judge is a GWB appointee! Wave it in boys! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739091) |
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Date: November 21st, 2017 11:02 AM Author: stimulating emerald box office coffee pot How can I buy stocks on coinbase (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739095) |
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Date: November 21st, 2017 11:03 AM Author: Doobsian tank didn't even go down with yesterday's news (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739105) |
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Date: November 21st, 2017 11:06 AM Author: copper indian lodge 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) |
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Date: November 21st, 2017 11:09 AM Author: Doobsian tank is it too late to buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739127) |
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Date: November 21st, 2017 11:11 AM Author: copper indian lodge 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) |
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Date: November 21st, 2017 11:03 AM Author: snowy french chef In for $1000. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739107) |
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Date: November 24th, 2017 6:54 AM Author: high-end greedy circlehead same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34760892) |
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Date: November 21st, 2017 11:09 AM Author: Mentally impaired pea-brained ticket booth digit ratio 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) |
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Date: November 21st, 2017 11:12 AM Author: Doobsian tank same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739158) |
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Date: November 21st, 2017 11:22 AM Author: bespoke range codepig Same reasoning, same amount. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739240) |
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Date: November 21st, 2017 11:18 AM Author: bespoke range codepig 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) |
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Date: November 21st, 2017 11:21 AM Author: stimulating emerald box office coffee pot What does exeunt say (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739227) |
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Date: November 24th, 2017 8:52 AM Author: Puce Coiffed Kitchen Buy index funds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34761064) |
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Date: November 21st, 2017 11:26 AM Author: copper indian 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. |
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Date: November 21st, 2017 11:27 AM Author: Olive hairraiser bawdyhouse 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) |
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Date: November 21st, 2017 11:56 AM Author: copper indian lodge 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) |
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Date: November 21st, 2017 12:00 PM Author: snowy french chef Antitrust is voodoo magic. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739539) |
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Date: November 21st, 2017 8:46 PM Author: Rambunctious flesh field PREACH
XO should be handicapping the odds on this like masterd00ds |
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Date: November 21st, 2017 1:05 PM Author: Mentally impaired pea-brained ticket booth digit ratio CNBC just said they changed the judge (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739990) |
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Date: November 21st, 2017 1:20 PM Author: copper indian lodge 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) |
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Date: November 21st, 2017 1:21 PM Author: Mentally impaired pea-brained ticket booth digit ratio oh okay nice (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740131) |
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Date: November 21st, 2017 1:09 PM Author: Startled Public Bath Lettuce copped $3,000 for fun. my condolences to all of you. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740015) |
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Date: November 21st, 2017 1:10 PM Author: Mentally impaired pea-brained ticket booth digit ratio did you sellcuck? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740028) |
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Date: November 21st, 2017 1:21 PM Author: Startled Public Bath Lettuce 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) |
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Date: November 21st, 2017 1:22 PM Author: Mentally impaired pea-brained ticket booth digit ratio oh gotcha, 180. we can all move into a communal poorhouse (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740146) |
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Date: November 24th, 2017 8:46 PM Author: Startled Public Bath Lettuce (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34764731) |
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Date: November 27th, 2017 1:37 PM Author: Mentally impaired pea-brained ticket booth digit ratio welp (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34781898) |
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Date: November 29th, 2017 3:46 PM Author: copper indian lodge What's the problem brother (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799548) |
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Date: November 29th, 2017 3:46 PM Author: Startled Public Bath Lettuce 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) |
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Date: November 29th, 2017 3:56 PM Author: copper indian lodge No it's making new highs! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799627) |
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Date: December 4th, 2017 10:00 AM Author: copper indian lodge 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).
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Date: December 4th, 2017 10:02 AM Author: Mentally impaired pea-brained ticket booth digit ratio I've only made fifty bucks I can't sellcuck yet! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835076) |
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Date: December 4th, 2017 10:03 AM Author: copper indian lodge 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) |
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Date: December 4th, 2017 10:06 AM Author: Rambunctious flesh field 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) |
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Date: February 1st, 2018 9:31 AM Author: copper indian lodge Are all u TWX holders LOVING LIFE atm? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35294682) |
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Date: February 2nd, 2018 12:01 PM Author: high-end greedy circlehead thank you for your good service (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304774) |
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Date: February 2nd, 2018 11:40 AM Author: copper indian lodge noTWXers crying, losing hoap (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304591) |
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Date: February 2nd, 2018 12:01 PM Author: high-end greedy circlehead 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) |
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Date: February 2nd, 2018 3:35 PM Author: copper indian lodge 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) |
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Date: February 20th, 2018 5:47 AM Author: high-end greedy circlehead 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 |
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Date: February 20th, 2018 6:09 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443387) |
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Date: February 20th, 2018 10:48 AM Author: high-end greedy circlehead (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444218) |
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Date: February 20th, 2018 8:57 AM Author: Bearded coldplay fan rigor 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) |
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Date: February 20th, 2018 9:02 AM Author: copper indian lodge 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) |
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Date: February 20th, 2018 4:08 PM Author: Bearded coldplay fan rigor What happens now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35446560) |
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Date: February 21st, 2018 2:22 PM Author: copper indian lodge 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. |
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Date: February 21st, 2018 2:24 PM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453361) |
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Date: June 12th, 2018 9:41 PM Author: Bearded coldplay fan rigor I HELD I LOVE YOU (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234482) |
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Date: February 20th, 2018 10:58 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444299) |
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Date: February 21st, 2018 2:06 PM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453210) |
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Date: February 21st, 2018 2:22 PM Author: Mentally impaired pea-brained ticket booth digit ratio is it up big or down (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453351) |
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Date: February 21st, 2018 2:23 PM Author: copper indian lodge Up 50 bps. Still a $11 spread. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453353) |
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Date: February 21st, 2018 2:23 PM Author: Mentally impaired pea-brained ticket booth digit ratio unnnnghhhhhhhh (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453357) |
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Date: March 15th, 2018 2:05 PM Author: copper indian 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 |
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Date: March 19th, 2018 9:49 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35636677) |
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Date: March 19th, 2018 10:59 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637104) |
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Date: March 19th, 2018 11:02 AM Author: kink-friendly set 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. |
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Date: March 19th, 2018 11:03 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637119) |
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Date: March 19th, 2018 11:04 AM Author: Rambunctious flesh field Arbs like this are market isolated (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637123) |
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Date: March 19th, 2018 11:05 AM Author: copper indian lodge 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. |
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Date: March 19th, 2018 11:07 AM Author: Mentally impaired pea-brained ticket booth digit ratio great call actually and it's going to the moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637134) |
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Date: March 20th, 2018 11:35 AM Author: high-end greedy circlehead when moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644755) |
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Date: March 20th, 2018 11:52 AM Author: copper indian lodge 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) |
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Date: March 24th, 2018 12:31 PM Author: high-end greedy circlehead ty (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677308) |
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Date: March 24th, 2018 12:35 PM Author: shaky hall sandwich Civ #?
Ty for the info. |
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Date: March 23rd, 2018 9:23 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668718) |
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Date: March 23rd, 2018 9:33 AM Author: copper indian lodge 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) |
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Date: March 23rd, 2018 9:35 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668770) |
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Date: April 11th, 2018 10:22 AM Author: copper indian 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! |
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Date: April 11th, 2018 10:30 AM Author: copper indian lodge 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) |
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Date: April 17th, 2018 5:38 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35857361) |
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Date: April 26th, 2018 7:33 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923066) |
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Date: April 26th, 2018 8:46 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923224) |
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Date: April 26th, 2018 8:48 AM Author: copper indian 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
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Date: April 26th, 2018 8:50 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923241) |
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Date: April 26th, 2018 8:52 AM Author: copper indian lodge 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) |
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Date: April 26th, 2018 8:57 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923277) |
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Date: April 26th, 2018 9:12 AM Author: copper indian lodge 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) |
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Date: April 26th, 2018 9:16 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923349) |
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Date: April 26th, 2018 9:42 AM Author: copper indian lodge 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) |
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Date: June 13th, 2018 1:46 PM Author: high-end greedy circlehead When are you selling your TWX stock bro? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238426) |
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Date: April 26th, 2018 11:29 AM Author: Rambunctious flesh field 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) |
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Date: April 26th, 2018 11:31 AM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924117) |
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Date: April 26th, 2018 11:34 AM Author: Rambunctious flesh field 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 |
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Date: May 9th, 2018 11:58 AM Author: Bearded coldplay fan rigor Fuck twx is at 91 today (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014864) |
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Date: May 9th, 2018 12:16 PM Author: snowy french chef :( (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014997) |
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Date: May 9th, 2018 12:02 PM Author: mauve stubborn idea he suggested Is this also the nxpi merger arb masterman? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014897) |
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Date: June 4th, 2018 3:30 PM Author: snowy french chef 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 |
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Date: June 11th, 2018 2:57 AM Author: high-end greedy circlehead Ruling this week! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36221862) |
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Date: June 12th, 2018 4:51 PM Author: snowy french chef We maed it. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232560) |
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Date: June 12th, 2018 4:52 PM Author: high-end greedy circlehead YES WE CAN (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232566) |
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Date: June 12th, 2018 4:54 PM Author: soul-stirring market 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) |
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Date: June 12th, 2018 9:48 PM Author: Curious Amber School Cafeteria Cumskin 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) |
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Date: June 12th, 2018 4:54 PM Author: Brindle cruise ship 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) |
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Date: June 12th, 2018 4:56 PM Author: copper indian lodge lmao Makan u faggot (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232600) |
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Date: June 12th, 2018 9:45 PM Author: Bearded coldplay fan rigor 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) |
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Date: June 12th, 2018 10:38 PM Author: Ultramarine Bbw Chapel 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) |
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Date: June 13th, 2018 9:16 AM Author: Brindle cruise ship 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. |
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Date: June 13th, 2018 1:44 PM Author: high-end greedy circlehead when are bros selling? Deal closes in 7 days (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238410) |
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Date: June 13th, 2018 1:47 PM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238434) |
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Date: June 13th, 2018 1:48 PM Author: copper indian lodge 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) |
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Date: June 13th, 2018 1:49 PM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238453) |
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Date: June 13th, 2018 4:12 PM Author: high-end greedy circlehead 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) |
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Date: June 13th, 2018 4:17 PM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239545) |
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Date: June 13th, 2018 4:19 PM Author: high-end greedy circlehead cr. Will sell now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239556) |
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Date: June 13th, 2018 4:15 PM Author: Bearded coldplay fan rigor 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) |
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Date: June 13th, 2018 4:19 PM Author: copper indian lodge 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) |
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Date: June 13th, 2018 4:21 PM Author: Mildly autistic federal international law enforcement agency immigrant (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239578) |
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Date: June 13th, 2018 4:24 PM Author: copper indian lodge 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) |