r/SecurityAnalysis

Frontier Airlines and Spirit Airlines to Combine, Creating America’s Most Competitive Ultra-Low Fare Airline

Kohl’s Gets $9 Billion Bid From Starboard Value Group

Reddit files confidentially to go public

Discovery and WarnerMedia Merger Test

Quick test on $DISCA and WM merger. Most assumptions provided by management presentation at the link below. Some assumptions I made, but I tried to keep conservative. Early year debt payments don't include interest and latter year debt payments don't …

Beyond Exxon: Why a desperate mega-merger with BP might finally make sense

Uber sells self-driving unit Uber ATG

AMD and Xilinx Tie the Knot

Intel Enters Deal to Sell NAND Memory Unit to SK Hynix

Warren Buffett's Berkshire buys Dominion Energy natural gas assets in $10 billion deal

Fairlight Letter re: HXL/WWD merger... any thoughts?

Hexcel seems like a pretty strong company with nice commercial aerospace tailwinds. There is a lot to like about HXL: nice balance sheet, mid-teens ROIC%, line-of-sight to better FCF Conversion, better-than-average topline growth for an industrial, etc. I'm not as …