Only 100 shares at 36.50. Trading at less than 4x earnings. I've been watching it for a while and I usually don't make speculative purchases, but something tells me this is way oversold. With this much activism, and ample short term liquidity, I am betting they won't break covenants, or get a waiver. But 30 billion is a ton of debt, and these things have a way of feeding on themselves so only risking what I can kiss goodbye. Can Ackman really be this wrong