Covering Industrials and M&A for Bloomberg Gadfly. Follow us @Gadfly. Views my own.

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@blsuth — 4,876 followers, 6,996 tweets

RT @ShiraOvide: A reminder that a Microsoft business no one thinks about (Bing) generates roughly $7B in annual sales. That's 3x Twitter's…
You knew this was coming: shareholders sue GE over SEC investigation, insurance charges  https://reut.rs/2EwjIAx  $GE
Qualcomm rejects Broadcom's $82 a share offer, says the proposed $8 billion breakup fee "does not come close to compensating" for the high level of risk. Here are my thoughts on that perhaps overconfident breakup fee:  https://www.bloomberg.com/gadfly/articles/2018-02-14/broadcom-s-8-billion-breakup-pledge-to-qualcomm-shows-chutzpah  via @gadfly
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