Is a great show. And I like Bear. But why the 7% pop yesterday for DISCA on no news and heavy volume? I profiled Blue Ridge Capital the other day, and DISCA is one of Griffin’s top holdings. Other funds that hold DISCA are:
Zebra Capital ,portfolio here (Ibbotson & Chen’s quant fund)
Southeastern Asset Management, portfolio here
Amber Capital, portfolio here
Force Capital Management, portfolio here
Is this just a simple breakout, or could DISCA be a target? A lot of open interest in the October calls. . .