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