Posts filed under “M&A”

Health Insurer Merger Mania



Source: Knowledge@Wharton


Category: M&A, Video


The song remains the same. Clueless old farts make deals for legacy companies that are vastly overpriced, believing brands have meaning in the fast-moving internet world. That’s right, while Microsoft buys Nokia, Facebook purchases Instagram and WhatsApp. Because Mark Zuckerberg actually uses the internet and whoever really made the decision at Microsoft does not. And…Read More

Category: M&A, Technology, Think Tank

Google Antitrust Case

It’s the beginning of the end. Once someone starts investigating you for the sins of the past, your future is screwed. Google is in trouble. Because tech is like music, it’s all what have you done for me lately. Only in tech, you can’t tour profitably on your hits of yesteryear, you can’t tour at…Read More

Category: M&A, Web/Tech

April Fools: Apple to Buy Spotify

The price? A COOL TEN BILLION! It had to happen. Apple’s stock rises when it has a monopoly. And despite all the iPhone profits, Android has greater worldwide market share. This is not the iPod revolution, wherein a seamless hardware/software combination, of iPod iTunes and FairPlay DRM, ensured that no other player could gain traction….Read More

Category: M&A, Music, Technology, Think Tank

Out Foxed: Who Else Will Buy Time Warner?

I was on Bloomberg TV yesterday when the news broke that Murdoch was withdrawing hid bid for TWX.

Rupert Murdoch’s 21st Century Fox withdrew its $75 billion takeover offer for Time Warner Inc., the owner of HBO and Warner Bros. Bloomberg’s Trish Regan, Julie Hyman, Jon Erlichman, Cory Johnson and Barry Ritholtz have more on “Street Smart.

Murdoch Backs Down: Fox Won’t Buy Time Warner


Rupert Murdoch’s 21st Century Fox withdrew its $75 billion takeover offer for Time Warner Inc., the owner of HBO and Warner Bros. Bloomberg’s Barry Ritholtz reflects on the proposed deal and speculates about who may be next to make an offer for Time Warner on “Street Smart.”

Out Foxed: Who Else Will Buy Time Warner?

Source: Bloomberg, Aug. 5 2014

Category: M&A, Media, Video

Does Increased M&A = Potential Market Top ?

FT: When investors are complacent, stupid deals happen Source: FT     Last week, I pointed out some statistical errors in a chart suggesting that Rupert Murdoch’s bid for Time Warner was a sign of the market’s top. The chart had enough omissions to render it useless. Today, I want to show you a (slightly)…Read More

Category: M&A, Markets, Sentiment

The Danger of Daft Deals

As an update to yesterday’s critique, this video shows how takeovers and M&A often follow market prices. Collectively, they could show increased risk appetite, and perhaps signal an eventual top (wish the chart went further back than 1995).

FT: Mergers and acquisitions are booming. James Mackintosh, investment editor, analyses whether we’ve reached the stage where deals become truly daft, or whether there’s room for companies to gear up still further.

Jul 17, 2014

Category: M&A, Video

Sizing Up a Potential Media Marriage

Source: Bloomberg Visual Data

Category: Digital Media, Financial Press, M&A

Rupert Murdoch and The Dumbest Chart in the World

Yesterday morning, we learned of Rupert Murdoch’s bid for Time Warner for as much as $85 dollar a share, or more than $75 billion. Soon after, the annotated chart below showing the Standard & Poor’s 500 Index began circulating on trading desks and websites, suggesting Murdoch’s offer signaled a market top. Source: Financial Insyghts LLC…Read More

Category: Cognitive Foibles, Investing, M&A, UnGuru

Cable Connections

Click for an interactive graphic. Source: WSJ

Category: Digital Media, M&A, Technology