Isaac Corre of Governors Lane predicts the eventual closing of Microsoft's acquisition of Activision Blizzard as regulatory hurdles clear.
0:00 / 0:03exact quote · 3.1s
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“And it's still not done, but we feel pretty good that it's going to get done.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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Opinion
Corre: UK CMA was doing US bidding on Activision deal before reversing
“I think in hindsight, we recognize now that there was more dialogue between the U.S. And the U.K. Than we had appreciated, and they were probably doing the U.S.'s bidding in a certain way, which is Surprising, but then they really reversed course when the U.S.…”
Isaac CorreOct 16, 2023▶ 41:38Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
PredictionNot checkable as stated
Corre: M&A Deal Flow Will Rebound as Regulators Back Off Extreme Positions
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Isaac CorreOct 16, 2023▶ 18:54Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Opinion
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Isaac CorreOct 16, 2023▶ 9:39Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
AssertionSupported
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“Generally speaking, the administration has not been successful in those challenges.”
Isaac CorreOct 16, 2023▶ 18:04Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Insight
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Isaac CorreOct 16, 2023▶ 22:07Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
PredictionNot checkable as stated
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“I'm optimistic that that will get somewhat less violence if we see a real distress cycle”
Isaac CorreOct 16, 2023▶ 27:02Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
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