Rocket Man

1

Introduction

00:00 • 3min

2

The Twitter Deal and the US Government's Consideration of Review

02:35 • 2min

3

The Twitter Merger Arbitrage Trade

04:55 • 3min

4

The Best Risk Reward Arbitrage Deal Ever Existed

07:28 • 2min

5

Elon Musk and Twitter

09:06 • 2min

6

Elon Musk and Twitter's Merger

10:53 • 2min

7

The Twitter Merger Agreement

13:17 • 2min

8

The Crucial Moment in the Merger Arborworld

14:57 • 2min

9

Twitter's Bot Issue Was a Transparent Pretext to Get Out of the Deal

17:07 • 2min

10

Elon's Experience With Twitter's Bot Issue

18:41 • 2min

11

Twitter's MDOW: A Misleading Representation

20:37 • 1min

12

The Cost of Elon Musk's Bidding

22:03 • 3min

13

Elon Musk's Canceling of the Buy Issue

24:48 • 2min

14

How to Overcome a Bias in a Deal

26:26 • 2min

15

Twitter's Case in the Delaware Court of Chancery

28:41 • 3min

16

The MVP in the Case of Elon Musk and Twitter

31:17 • 2min

17

The Importance of Clarity in Jurisdiction

33:06 • 2min

18

Elon Musk's Demeanor in the Court Case

35:07 • 2min

19

Twitter's Case for Damages

37:30 • 2min

20

The Importance of Justice Burger's Comment

39:15 • 2min

21

Chancellor McCormick and Elon Musk

40:53 • 2min

22

The Influence of Twitter on the Art Community

42:43 • 2min

23

The Importance of Confidence in Arbitrage

45:05 • 2min

24

Elon Musk and Twitter

47:11 • 2min

25

The Power of One Side to Control the Overarching Narrative

49:03 • 2min

26

The Benefits of Shorting Tesla Stock

50:52 • 2min

27

The Importance of Listening to the Opposition

52:31 • 2min

28

The Circular Reference to the Share Price

54:04 • 2min

29

How to Degrade Your Perspective

55:41 • 2min

30

The Elon Always Wins Argument

57:19 • 3min

31

The Mispricing of Elon Musk

01:00:39 • 2min

32

The Man Who Knew Nothing About Risk

01:02:24 • 3min

33

The SEC Complaint Against Elon Musk

01:05:05 • 3min

34

The Cost of Bluffing

01:08:02 • 2min

35

The Psychology of Bluffing

01:09:48 • 3min

36

The Cost of Failure

01:12:28 • 3min

37

Twitter's Board Played a Critical Role

01:14:59 • 2min

38

Elon Musk: A Biosophisticated Actor

01:16:56 • 2min

39

The DMS Between the Billionaire Things

01:18:35 • 2min

40

The Importance of Ephemeral Messaging in Court Decisions

01:20:23 • 2min

41

The Market's Rationality in Reporting Elon Musk

01:22:20 • 2min

42

Elon Musk's Lawsuit in Delaware Was Stayed by the SEC

01:24:11 • 2min

43

The Case of Chance McCormick

01:26:04 • 2min

44

Elon Musk's Decision to Accept the Original Price

01:27:49 • 2min

45

Elon Musk's Vision for X.com

01:29:29 • 2min

46

Elon Musk's Offer to Close Was Just Four-Dimensional Chess

01:31:11 • 2min

47

The Biden Administration Reviewing the Twitter Merger

01:33:06 • 3min

48

The Best Trade I'll Ever Place

01:35:55 • 2min

49

The Biggest Merger I've Ever Had

01:37:51 • 2min

50

The Importance of Risk Adjustment in a Great Opportunity

01:39:46 • 2min

51

The Value of Twitter

01:41:58 • 2min

52

Rocket Man: A Conversation With Elon Musk

01:43:34 • 2min