well said, excellent analysis!
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Ackman vs Icahn: This is Epic !!
- Thread starter marketsurfer
- Start date
well said, excellent analysis!
Quote from marketsurfer:
well said, excellent analysis!
now the job is to not be so critical of myself!! haha
the story reminds me of when livermoore was asked to manipulate a stock.. It was leaked that he would be working with the inside syndicate to manipulate the stock. The floor took hold of information and started buying up the stock... Jesse sold it to them! He distributed to all of the floor who wanted in on the deal.. of course the floor was holding the illquid bag of shit at that point..
i wonder what the IV and the term structure on it looks like in this stock..
Quote from cdcaveman:
surf.. you could clearly tell who was sweating the deal more..
Ackman was stating that they were wasting cnbc's views time.. isn't that was Cnbc does haha.. no but really he knew he was in a bad place.. even stating that he would be willing to continue the conversation off the air... i mean.. idk i'd go with the deeper pocket Icahn... but you have no clue.. this all could be a big act to generate public participation..
Icahn basically put it right to Ackman.. if i make a tender off your fu(ked..
Icahn could have made the bulk of his money on this recent rally and still be able to say he is long because he is only in for free money now.. i always figure whatever they are saying on public television is all manipulation... Icahn might step out of the way.. let it get hammered and then buy the company up cheap.. As a trader i'm sure they both essentially don't care about the company, eachother, or don't care what happens.. only in that they are on the right side of it.. at the end of the day.. its about the Money..
i do love the name calling, and the pure manipulation of the floor by Icahn.. he keeps saying stop bullying and attacking me.. haha then attacks them..
No f*cking way in hell that Icahn makes a tender for this dogsh*t scam. He would have to pay $80 to get it done. Pay 20x for a Ponzi. Apparently Icahn has not had to file (<10%) and nobody knows (he's not telling) how much he bought, while Ackman's position is 100% transparent.
Ackman's SHLD vehicle was ghastly, but he's got this one right. Still dumb money to be on either side of this trade, IMO.
Quote from atticus:
No f*cking way in hell that Icahn makes a tender for this dogshit scam. He would have to pay $80 to get it done. Pay 20x for a Ponzi. Apparently Icahn has not had to file and nobody knows (he's not telling) how much be bought, while Ackman's position is 100% transparent.
Ackman's SHLD vehicle was ghastly, but he's got this one right. Still dumb money to be on either side of this trade, IMO.
If Ackman was a little better on TV .. he would have said.. how do we know your not dumping your long position on the public right now.. all this talk of a short squeeze is just the liquidity creation he needs to get out.. either way.. now i'm the talking head.. haha
Quote from cdcaveman:
If Ackman was a little better on TV .. he would have said.. how do we know your not dumping your long position on the public right now.. all this talk of a short squeeze is just the liquidity creation he needs to get out.. either way.. now i'm the talking head.. haha
Well the stock hasn't squeezed much... it's sitting under $45 and has gone nowhere in the last two weeks. Ackman's at least $10 in the black. It's couch money for Icahn that allows him to bad-mouth Ackman with little to nothing on the line. And you can't squeeze a cash-long.
Quote from atticus:
Well the stock hasn't squeezed much... it's sitting under $45 and has gone nowhere in the last two weeks. Ackman's at least $10 in the black. It's couch money for Icahn that allows him to bad-mouth Ackman with little to nothing on the line. And you can't squeeze a cash-long.
i bet there is truth to the statement Ackman made about Icahn thinking he would end up bust and not have to deal with him.. its like borrowing money from guys that are about to go out of business. no business.. no litigation risk.. plus there is alot of optionality to doing this to guys as you know alot of guys do bust.. and the the payout over time might have a postive skew.. the deal was for a 50 percent profit .. and Icahn renigged because he probably was like "fu(k that kid, he will go bust and disappear anyway"
the real deal is Icahn is just posturing push backs to Ackman for the so called "handshake" bullshit deal.. Icahn fucked him, cause he can.. now he is threatening to ruin him just to push him off.. and respectively he is pushing CNBC off by calling them bullys and not letting him talk.. .. empty threats from the old man.. if he could squeeze Ackman for money.. he will.. i just don't think HLF is a good platform to do it on.. like atticus said.. HLF is a dirty shitty ponsi scheme..
Quote from cdcaveman:
now the job is to not be so critical of myself!! haha
the story reminds me of when livermoore was asked to manipulate a stock.. It was leaked that he would be working with the inside syndicate to manipulate the stock. The floor took hold of information and started buying up the stock... Jesse sold it to them! He distributed to all of the floor who wanted in on the deal.. of course the floor was holding the illquid bag of shit at that point..
i wonder what the IV and the term structure on it looks like in this stock..
I am apprehensive to wade into this one from a trading standpoint. My inclination is to let the billionaires duke it out. A lot of sellers of the 40 puts. But maybe an upside fly in Feb could work, fade the nascent pop in vol. Would trade it small though. Caveat emptor.