ATVI News and Press, Activision Blizzard Inc From 02/15/23

Summary Form 13F filings show fund managers' top arbitrage stocks. Top M&A stocks of the 28 funds I follow. Horizon Therapeutics this quarter's top stock. These days merger arbitrage is a tale of two types. There are the deals with juicy spreads that seem to be a coin flip...

Summary Berkshire Hathaway's 13F stock portfolio value increased from ~$296B to ~$299B. Their largest three holdings are at ~60% of the entire portfolio. Berkshire Hathaway increased Louisiana-Pacific while decreasing US Bancorp, Bank of New York Mellon, Taiwan Semi, and McKesson Co...

Activision ( NASDAQ: ATVI ) ticked up 0.3% amid speculation that the company may have hired Morgan Stanley for activism defense. Morgan Stanley went restricted on Activision ( ATVI ) last week and it's unclear why it did so. Traders were talking about the MS restriction yester...

The European antitrust regulator is set to hold a hearing next week as part of its in-depth review of Microsoft's ( NASDAQ: MSFT ) planned $69 billion acquisition of Activision ( NASDAQ: ATVI ). The oral hearing is scheduled for Tuesday, according to a PaRR report. An ora...

Summary Merger arbitrage investing can be highly lucrative in a volatile environment. The Activision-Microsoft deal is more likely to go through than not. Risk-reward points to a buy. Whenever the markets have been volatile, and investors are looking for safety in trades, ...

Summary Take-Two continues to maintain its lead in the open world gaming genre. Take-Two's upcoming GTA 6 title is set to make a seismic impact on the gaming industry. If GTA 6 does not live up to its hype, Take-Two could see a sharp downturn, given how much the company has invested...

Summary Gravity is a leading online game maker in Asia, with rising cash holdings approaching the total market capitalization of share ownership. Solid income levels and a stable future are completely mispriced today, in my view. A variety of options exist for the cash to support it...

Summary Three companies have been removed from my watchlist and added to the active portfolio. I added four new companies to my watchlist. I list the companies I'm most closely following over the next few months. While I have typically done my watchlist article bi-monthly,...

Summary ATVI's takeover by MSFT is still pending. UK regulators have recently offered their statements about this deal. It is not certain that this deal will get approved. Even without MSFT, ATVI could do well in the longer term. Article Thesis Activision Blizzard ( ATVI...

Microsoft Corporation ( NASDAQ: MSFT ) is in focus this morning after the British competition regulator announced a provisional decision on its attempt to buy Activision Blizzard ( NASDAQ: ATVI ). Microsoft-Activision deal could hurt competition On Wednesday, the Competition and M...