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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: rivervalley ✭  😊 😞
Number: of 15062 
Subject: Re: OT: Activision
Date: 07/13/2023 8:32 AM
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No. of Recommendations: 3
Im in the same boat. Purchased a couple of lots begining pre acquisition announcement, and adding on dips. Its now a 2.5% position for me. Since there is still a 5.5% gap to close between yesterdays close and the 95 buyout, Im wondering why I wouldnt add here. The IRR would be very high. And the thinking goes that if somehow the deal was postponed, ATVI would rerate higher anyway, and MSFT would have to sweeten the deal. At the very least Im planning to hold until the acquistiion goes through. And then probably sell the MSFT shares, which seem quite pricey at the moment. Maybe add to DG.
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