Q: Would you continue to hold ATVI until the closing of its acquisition by Microsoft or would to sell now and move into a better opportunity? Even if it takes a year to close the acquisition, an 17.5% annualized return from $80.80 today to $95 at closing seems pretty good to me. But If you see better opportunities in today's market, what would they be?
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Q: Hi 5i
ATVI closed at $78.20. With the deal for MSFT to take them over for $95, I would like your thoughts on why the market doesn't believe the deal will proceed. And if BRK recently bought more ATVI to bet on the deal closing, should we do the same? Also would like your best guess on ATVI share price if the deal gets scuttled.
Thanks,
Greg
Q: Hi Folks,
just wondering if ATVI would be good to buy at this price. I understand that MSFT is offering $95 to buy them with the deal closing in 2023. Do you see the potential for the Feds to nix the deal? A $15 dollar premium until the deal goes through looks pretty good right now ? Your opinion is greatly appreciated.