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[NY Trader @nyhedge]

@given2tweet Probably leftover inventory from people flipping the Costco deal a few weeks ago. Strange that they just did it for that brief stint

[NY Trader @nyhedge]

@ACapitalLP $LBTYA now at a very compelling level, even marking VMO2 to zero. Hard to see the Ziggo spin performing well right now but I don't think they inject more corporate cash to de-lever if it's just going to evaporate

[NY Trader @nyhedge]

@ACapitalLP @SurfShopCapital You would think that the $CIFR convert would bring down implied vol - that's what stood out to me

[NY Trader @nyhedge]

@JKT_Dyke @jameselbaor There is some speculation that they can avoid tax on spectrum sale

[NY Trader @nyhedge]

@ACapitalLP $SRG deep value. Am I in?

[NY Trader @nyhedge]

@marginofdanger @EricTheUmpire I think it triggers PFIC issues for US buyers

[NY Trader @nyhedge]

@marginofdanger Who is the marginal buyer of $PSUS? I imagine it will be heavily sold by flippers trying to capture the "free" $PS shares, so 5-10% discount seems tight.

[NY Trader @nyhedge]

@SurfShopCapital Friends don't let friends short $CVNA

[NY Trader @nyhedge]

@abroninvestor They could also concede to doing a post close tender or something similar. Either way it seems hard to lose being long OCN at these levels

[NY Trader @nyhedge]

@MrMojoRisinX What are you thinking here?

[NY Trader @nyhedge]

@JulianKlymochko Can you share as google sheet?

[NY Trader @nyhedge]

@abroninvestor Ironic because most Exor investors would 🤮 at the thought of being long CVNA

[NY Trader @nyhedge]

@SurfShopCapital What's the thought here?

[NY Trader @nyhedge]

@Reignots Underperformance of $BOL.PA vs UMG has been particularly noteworthy. Do you think he wriggles out of the Vivendi mandatory offer?

[NY Trader @nyhedge]

@Biohazard3737 I believe they were adding to GLPG relatively recently weren't they?

[Tintin Capital @Tintincapital]

Me, once again looking at UK listed stocks after getting priced out of US/EU.

[NY Trader @nyhedge]

@greg_ip Evergreen

[NY Trader @nyhedge]

Praying for this guy

[NY Trader @nyhedge]

@abroninvestor Why buy $MMB.PA over $ALHG.PA? You have to think eventual plan is consolidation

[NY Trader @nyhedge]

@SpecSitsCapMgmt I don't think this is right