Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Equity Bottom-Up

The vote on March 6, 2018, to decide the fate of the proposed <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a> and <a href="https://www.smartkarma.com/entities/998" target="_blank" data-smartkarma-citation="entities:998:1">Broadcom Limited (AVGO US)</a> merger is dependent on three different constituents.<ul><li>Longer-term investors who decide that they believe in Qualcomm’s plan or vision 2020 and therefore vote for Qualcomm’s slate. These are mostly actively managed mutual funds.</li><li>Short-term investors that want the immediate gratification of a stock uplift driven by a successful deal and hence they will vote for AVGO’s slate. These are mostly merger-arbitrage or event-driven strategies.</li><li>Index Funds that hold approximately 24% of stock including BlackRock Inc. (7.51%), The Vanguard Group (7.20%), State Street Global Advisors Inc. (4.02%) could cast a decisive vote one way or the other. </li></ul>We believe that the most likely outcome is .....

The vote on March 6, 2018, to decide the fate of the proposed Qualcomm Inc (QCOM US) and Broadcom Limited (AVGO US) merger is dependent on three different constituents.Longer-term investors who decide that they believe in Qualcomm’s plan or vision 2020 and therefore vote for Qualcomm’s slate. These are mostly actively managed mutual funds.Short-term investors that want the immediate gratification of a stock uplift driven by a successful deal and hence they will vote for AVGO’s slate. These are mostly merger-arbitrage or event-driven strategies.Index Funds that hold approximately 24% of stock including BlackRock Inc. (7.51%), The Vanguard Group (7.20%), State Street Global Advisors Inc. (4.02%) could cast a decisive vote one way or the other. We believe that the most likely outcome is .....

In our view, the <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a>, <a href="https://www.smartkarma.com/entities/999" target="_blank" data-smartkarma-citation="entities:999:1">Broadcom Corp Cl A (BRCM US)</a> and <a href="https://www.smartkarma.com/entities/9801" target="_blank" data-smartkarma-citation="entities:9801:1">NXP Semiconductors NV (NXPI US)</a> saga has come to an end, with defeat for BRCM and victory for QCOM. When BRCM raised its bid for QCOM to $82/share, it came with the caveat that QCOM should not raise its bid for NXPI to more than $110, because in the words of Hock Tan “…$110 is a full and fair price for NXPI”. Although BRCM has not committed to walking away from the deal if QCOM exceeded the $110 threshold for NXPI, recent…

In our view, the Qualcomm Inc (QCOM US), Broadcom Corp Cl A (BRCM US) and NXP Semiconductors NV (NXPI US) saga has come to an end, with defeat for BRCM and victory for QCOM. When BRCM raised its bid for QCOM to $82/share, it came with the caveat that QCOM should not raise its bid for NXPI to more than $110, because in the words of Hock Tan “…$110 is a full and fair price for NXPI”. Although BRCM has not committed to walking away from the deal if QCOM exceeded the $110 threshold for NXPI, recent…

United States

Broadcom Inc. designs, develops, and supplies semiconductor and infrastructure software solutions. The Company offers storage adapters, controllers, networking processors, motion control encoders, and optical sensors, as well as infrastructure and security software to modernize, optimize, and secure the most complex hybrid environments. Broadcom serves customers worldwide.

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Broadcom (AVGO US)

Qualcomm Inc. - Throws Down the Gauntlet

The vote on March 6, 2018, to decide the fate of the proposed Qualcomm Inc (QCOM US) and Broadcom Limited (AVGO US) merger is dependent on three...

ANTYA Investments

Broadcom Limited - Staring at Defeat

In our view, the Qualcomm Inc (QCOM US), Broadcom Corp Cl A (BRCM US) and NXP Semiconductors NV (NXPI US) saga has come to an end, with defeat for...

ANTYA Investments

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