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Manipulate The Stock Market

The last this we need is to show any signs of collusion to the SEC. Collusion could shut down the whole MOASS. They want us all to coordinate a black out across all platforms for a period for two whole weeks! That’s definitely collusion.

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 include principal, this is the only assumption that's a bit …

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