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The Deal of the Century

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Thu, Jul 20, 2023 08:02 PM

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The Deal of the Century By Colin Tedards, Editor, The Bleeding Edge Dear Reader, On Friday, the Nint

[The Bleeding Edge]( The Deal of the Century By Colin Tedards, Editor, The Bleeding Edge Dear Reader, On Friday, the Ninth Circuit Court handed Microsoft a win. Fifteen months ago, Microsoft agreed to acquire video game maker Activision Blizzard for $69 billion. However, the deal faced hurdles. Stateside, the Federal Trade Commission (FTC) tried to halt the deal. Microsoft is a gaming hardware maker with its series of Xbox consoles. Activision is among the top five largest game developers. Regulators were worried about Microsoft controlling too much of the market and limiting options for consumers. But the recent ruling removes the largest barrier to completing the deal. Microsoft still faces a challenge in the U.K. But the company believes it can overcome this challenge by October. Microsoft's victory in the U.S. court system was a win for the company and any investors in Activision. Shares popped 3% this week as much of the uncertainty around the acquisition fell away. But to me, this also signals something important for future dealmaking… and a major prospective deal between two iconic companies. Recommended Link [Major bank: Digital currency in “Final Stage…”]( [image]( The end is near… Our financial system is about to be transformed in a way that would’ve been unthinkable just a few years ago. And almost nobody is prepared for the chaos that follows. According to Bank of America, this overhaul is imminent – And Dr. Nomi Prins says the final stage begins in January, with the rollout of the FedNow system. To show you everything you need to know about the FedNow system – and to help you prepare – Dr. Prins has recorded a free presentation with all the details. It’s controversial, but Nomi’s interview is a must-watch for anyone with more than $2,500 in an American bank or retirement fund. [Click here to find out what you need to do to prepare for this historic transformation.]( -- A Greenlight for M&A FTC chairwoman Lina Khan is known for her aggressive stance toward corporate mergers and acquisitions (M&A). She made a name for herself in 2017 when she published the report, “Amazon’s Antitrust Paradox.” She assumed office in 2021 under the new Biden Administration. Kahn’s presence made companies more hesitant to pursue potential acquisitions. As the Microsoft/Activision case showed, an aggressive FTC chair can tie companies up with legal distractions for years. But the resolution of the Activision deal could be a “greenlight” for new M&A activity. After all, if such a high-profile acquisition can be cleared, it would make companies more comfortable pursuing new deals. And that’s important right now, for a few reasons. Many large tech companies enjoyed rising stock prices for years when rates were low and investors were eagerly buying growth stocks. The market has rebounded in recent months, but the economy is still not as strong as it once was. Organic growth will be harder to come by. And that means many companies will be looking to “buy” growth and new revenue. And that means M&A. And you might be surprised to learn which two companies could be lining up to make what I believe would be the deal of the century. Recommended Link [IRS Loophole Allows YOU to Collect Huge Payouts From “Amazon’s Secret Royalty Program”]( [image]( According to Brad Thomas, a former economic advisor to President Trump… Thanks to a little-known (but perfectly legal) IRS loophole… Regular Americans can collect up to $28,544 in payouts from a special investment that he calls: [“Amazon’s secret royalty program”]( And the best part is, there are: - NO age or income requirements… (It’s available to anyone 18 or older) - NO employment requirements… (You can be working part-time, full-time, or even be retired) - And you NEVER have to shop or sell a single product on Amazon… ([It only takes 5 minutes to set up!]( In fact, regular folks, like Neil P., Tom K., and Elaine T., are now collecting as much as $30,000 per year (or more!) in annual payouts from “royalty programs” just like this…* [[Watch Video] Get Started With “Amazon’s Secret Royalty Program” in 5 Minutes or Less…]( *Verified reviews. Past performance does not guarantee future results. -- Apple & the Mouse I predict that Apple (AAPL) will make an offer to acquire part of the business now owned by the Walt Disney Company (DIS) within the next six to 12 months. That might seem rather bold, but it’s not as crazy as we might think. Apple holds $55 billion in cash and $110 billion in securities that can easily be converted to cash. Apple could buy a company like Morgan Stanley, Intel, or Lowe’s outright. But it doesn’t need to. It can issue bonds and pay an interest rate similar to U.S. Treasuries. With a $3 trillion valuation, Apple can fund deals with any combination of cash, debt, and equity. Banks would trip over themselves to lend money to one of the most iconic companies in American history. Apple’s acquisition troubles aren’t financial, they’re legal. One of the FTC’s tasks is to prevent business unions that stifle competition. That gives them the power to flag acquisitions like the Microsoft and Blizzard deal. In the past, the FTC blocked mergers like Nvidia and Arm, Aetna and Humana, and AT&T and T-Mobile in recent years. But the Microsoft and Blizzard deal getting court approval opens the door for Apple to make a very specific acquisition. Recommended Link [Instant cash? Challenge accepted!]( My name is Jeff Clark... And I’ve got a challenge should you choose to accept it: [image]( Take away my wallet, cash, and all credit cards... Send me to any store or restaurant in America... And in 3 seconds I’ll buy anything I want – using none of my own money. [Click here to watch how I do it.]( -- A Play for Media Apple launched Apple TV+ in 2019, featuring a range of original content. In 2023, the company achieved a record 54 Emmy Nominations for its original content. Apple is also going after live sports. It signed a seven-year deal with Major League Baseball in 2022 to stream exclusive games on Apple TV+. A similar deal brought every televised Major League Soccer match to Apple devices for the next 10 years. Apple’s interest in media has everything to do with incentivizing users to purchase Apple TV devices and Apple TV+ subscriptions. Importantly, Apple wants users to maintain their subscriptions and not cancel after watching one or two shows. Streaming has become more competitive in recent years. But the benefits to companies that can grow and maintain subscribers are the same: recurring revenue which can lead to higher valuation multiples for the stock. For now, Apple has stuck to mostly original content and licensing deals to avoid FTC intervention. But now that the FTC lost its case against Microsoft, Apple’s team of lawyers can use its precedent to support a major media acquisition. As I said, I think that acquisition is Disney – or at least part of it. Perfect Timing Earlier this month, Disney’s CEO Bob Iger hinted at selling off TV assets like the ABC and ESPN channels. That’s following a $1 billion decline in operating income from linear TV and continued losses from streaming services eating into the profitability of its theme parks. In a recent interview, Iger stated: If [a strategic partner] comes to the table with value, whether it’s content value, distribution value… that enables ESPN to make a transition to a direct-to-consumer offering, we’re gonna be very open-minded about that. Around the same time, Iger and the NBA were praising Apple’s mixed-reality headset, the Vision Pro, for watching basketball games. Iger even made an appearance during the virtual launch of Apple’s Vision Pro Headset. Apple buying even a portion of Disney’s TV content draws a similar parallel to Microsoft buying Activision… a hardware maker buying a major content maker. The idea of these two companies joining forces is not entirely new. In a 2019 autobiography, "The Ride of a Lifetime," Bob Iger stated, "I believe that if Steve Jobs were still alive, we would have combined our companies, or at least discussed the possibility very seriously." Also, Apple’s Vision Pro is slated to release in early 2024. It needs a strong use case to find mass adoption. At $3,500 per unit, it’d have to sell 11.2 million units of Vision Pro to grow its revenue by 10%. Roughly 232 million Americans follow pro-sports. If Apple can make the Vision Pro appeal to even a small piece of this audience, it could potentially sell millions of units. I believe Apple is considering acquiring at least ESPN from Disney… if not the entire linear TV division. Apple wouldn’t need to acquire the entire company, which encompasses popular theme parks in California, Florida, and around the world. Apple is a $3 trillion company. Growth will be harder to come by unless Apple does something dramatic. And we shouldn’t be surprised if, sometime in the near future, we hear a commentator say, “Welcome to SportsCenter, exclusively on Apple TV+ and Apple Vision Pro.” Regards, Colin Tedards Editor, The Bleeding Edge --------------------------------------------------------------- Like what you’re reading? Send your thoughts to feedback@brownstoneresearch.com. IN CASE YOU MISSED IT… [Billionaires Preparing for Dollar Recall?]( Billionaires like Jeff Bezos, Bill Gates and the founder of Google Larry Page are all preparing for what could be [a mandatory US dollar recall.]( And you’ll need to move your cash quickly because they could make the official announcement as soon as July 26. [Click here to see the details and learn the three steps you need to take to protect your savings.]( [image]( [Brownstone Research]( Brownstone Research 55 NE 5th Avenue, Delray Beach, FL 33483 [www.brownstoneresearch.com]( To ensure our emails continue reaching your inbox, please [add our email address]( to your address book. This editorial email containing advertisements was sent to {EMAIL} because you subscribed to this service. To stop receiving these emails, click [here](. Brownstone Research welcomes your feedback and questions. But please note: The law prohibits us from giving personalized advice. To contact Customer Service, call toll free Domestic/International: 1-888-512-0726, Mon–Fri, 9am–7pm ET, or email us [here](mailto:memberservices@brownstoneresearch.com). © 2023 Brownstone Research. All rights reserved. Any reproduction, copying, or redistribution of our content, in whole or in part, is prohibited without written permission from Brownstone Research. 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