TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
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Sprint/T Mobile Merger: Don't Be Surprised If This Deal Is Re-Priced
Sprint shares now trade at a 27% discount to the value implied in their T Mobile merger agreement. With federal regulatory approvals secured, that...
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Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
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Charter Continues Settlement Talks with New York
Settlement talks aimed at resolving complaints levied by the New York Public Service Commission provide the best option for Charter Communications,...
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SoftBank (9984 JP) - Still Going After Charter (CHTR US)?
It was announced thatSoftbank Group (9984 JP) now owns 5% of Charter Communication (CHTR US), feeding speculation that it is once more having a...
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