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Reddit by kermamigo100 January 28, 2020

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 familiar with WWD, but the points that Fairlight are making …

Reddit by Peter_Sullivan May 26, 2019

Fiat Chrysler and Renault in talks over merger

Reddit by gmishuris March 5, 2019

Aswath Damodaran on Acquisitions: Just Say No

Reddit by lingben July 3, 2018

Dell moves to go public, spurns IPO