Viewing profile — arbitragy

These programs are absolute cash cows for universities. One of the primary reasons that tuition has considerably outpaced inflation is government guaranteed loans. Two of the prima…

1.7m shares of Paypal at .001 is worth 5B at the current share price of 295. Obviously debatable whether you can mark shares of your own company / PE firm sponsor equity / etc at n…

Deal wont close. DVMT is a tracker for VMW at 1.015:1. It should trade at 164.4 (given a 162 price for VMW). Offer is ~1/3rd in cash that Michael Dell isn't even paying for, it is …

Couldn't they just ship cars overseas? Or wait until the end of June to ship them?

In spite of all the controversy, Facebook is at all-time highs. It will be interesting to see whether Facebook is still the dominant social networking platform in 5, 10, or 25 year…

They are for sale : )

Well said.

My gut tells me Europe will use GDPR to further attack (and fine) large US tech companies (Facebook, Google, Apple, etc.). Everybody is likely breaking these sorts of laws in some …

Similar to my comment below, but Netflix has an EV of 155b relative to ~175b for Disney. So Netflix is smaller but the gap has narrowed considerably. I'd recommend shorting Netflix…

Comcast has an EV (Enterprise value: Debt + Equity or the 'real' acquisition value of the business) of ~210b versus ~155b for Netflix.