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Microsoft completes the largest deal in tech history by acquiring Activision Blizzard. They discuss the impact on the gaming industry, potential for new IP, and challenges ahead. Howard Marks' approach to contractually obligated returns is examined. Automating dollar cost averaging and portfolio rebalancing are explored. Money market funds are explained, emphasizing their safety and stability. The structure and tax considerations of limited partnerships, with a focus on Brookfield Renewable, are discussed.
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- Microsoft's acquisition of Activision Blizzard required key concessions, such as keeping Call of Duty available on other platforms and granting perpetual streaming rights to Ubisoft.
- Lulu Lemon's inclusion in the S&P 500 index has boosted its stock performance, but investors should be aware of potential risks such as geopolitical issues and consumer discretionary income fluctuations.
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Microsoft completes $69 billion acquisition of Activision Blizzard
After a long fight, Microsoft has finally completed its acquisition of Activision Blizzard, marking the largest acquisition in Microsoft's history. To secure the deal, Microsoft made key concessions, including keeping the mega franchise Call of Duty available on other platforms and granting French gaming publisher Ubisoft perpetual streaming rights for Call of Duty and other titles. The acquisition aims to boost Microsoft's gaming revenues, which have seen a slowdown in recent quarters. The success of the deal will depend on Microsoft's ability to utilize Activision Blizzard's creative potential and merge cultures to produce new and successful franchises.
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