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Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

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I Think It's a Merger Arbitrage Thing.

Oni: I think the only reason why microsopt's being sold is because of the the issues that they had around the co injust in general, with the m basically walste journal series. If it's not microsoft, there's a lot of potential for somebody else to come in and make a higher bid for the company. Yet, if it's none of those, you would still be happy owning activition. Oni: i don't know if miceso's great fit for it in stuff and all that, but, you know, i mean, it's got to be somewhat ingt lake,. sony, if microso buys it, someon concerning intent

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