Summary: This week on According to Sources, I analyze why the Kraft Foods for Campbell Soup story seems to be fairly weak. I explain how a lesson from the past can be a guide for trading Education Realty Trust (EDR). And in my interview with Joshua Goldberg, we do a deep dive into trading Disney / Comcast/ 21st Century Fox, and revisit NXPI/Qualcomm tweet me @accordtosources
