DirecTV: Strategic Initiatives And Expansion Plans Key Factors In Earning A Bullish Thesis http://seekingalpha.com/article/231...plans-key-factors-in-earning-a-bullish-thesis Interesting imo!! 
DirecTV: Strategic Initiatives And Expansion Plans Key Factors In Earning A Bullish Thesis
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Paulson Buys DirecTV As Buffett Sells: Why I'm Bullish
Aug. 17, 2014 3:38 AM ET
Disclosure: The author has no positions in any stocks mentioned, but may initiate a long position in DTV over the next 72 hours.
Summary
Paulson & Co has taken a large stake in DirecTV while Berkshire has reduced its stake.
AT&T has agreed to buy DirecTV for $95 per share but regulatory approval remains uncertain.
I believe Paulson & Co's move to buy is more important than Berkshire's sale.
In second quarter regulatory filings, it was revealed that Warren Buffett's Berkshire Hathaway (NYSE:BRK.B) has reduced its stake in DirecTV (NASDAQTV) by about 11 million shares to 23.5 million shares. Regulatory filings also revealed that John Paulson's Paulson & Co has taken a 10 million share stake in DTV. These moves are interesting because it appears that two extremely successful, and well known investors, have different views on DTV shares. http://seekingalpha.com/article/2429565-paulson-buys-directv-as-buffett-sells-why-im-bullish
Aug. 17, 2014 3:38 AM ET
Disclosure: The author has no positions in any stocks mentioned, but may initiate a long position in DTV over the next 72 hours.
Summary
Paulson & Co has taken a large stake in DirecTV while Berkshire has reduced its stake.
AT&T has agreed to buy DirecTV for $95 per share but regulatory approval remains uncertain.
I believe Paulson & Co's move to buy is more important than Berkshire's sale.
In second quarter regulatory filings, it was revealed that Warren Buffett's Berkshire Hathaway (NYSE:BRK.B) has reduced its stake in DirecTV (NASDAQ
TV) by about 11 million shares to 23.5 million shares. Regulatory filings also revealed that John Paulson's Paulson & Co has taken a 10 million share stake in DTV. These moves are interesting because it appears that two extremely successful, and well known investors, have different views on DTV shares. http://seekingalpha.com/article/2429565-paulson-buys-directv-as-buffett-sells-why-im-bullish- Status
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